This page lists three turns, the messages you send to the AI one after another in the same chat, and then a check of the answer. Keep it open next to your chat. Each turn shows the next thing to paste, with the values you entered already filled in. Nothing is sent from this page, and your conversation stays in the AI tool you are using.
The person or entity you represent, with the address the letter goes to.
What the firm is engaged to do, in one or two sentences, including the court and the parties.
The total and the identifiable event that earns each portion, plus how costs are handled.
Trust handling, flat-fee treatment, and mandatory disclosures all turn on this.
Who signs, and the insurance and trust-account facts you want stated.
A third party paying, a prior lawyer, a co-party, a payment plan, or friction you already expect.
Watch for these throughout
Flat-fee treatment is one of the most state-specific rules there is. Whether a fee can be earned on receipt, and what language that requires, must be confirmed against your own rule before you use this letter.
A nonrefundable fee that leaves the client no way to recover unearned amounts is prohibited in most states, regardless of what the client agreed to.
Do not limit malpractice liability in an engagement letter unless your state permits it and the client has independent counsel. Most states do not.
When someone other than the client pays the fee, informed consent and confidentiality obligations attach. The letter must say who the client is and that the payer directs nothing.
Mandatory engagement-letter and fee-disclosure requirements exist in several states. Confirm what yours requires rather than trusting a template to have included it.