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Specimen documents

The document you send,with the shape shown.

Engagement letters, scopes of work and service schedules, written out section by section so you can see where each part goes and how a priced schedule attaches to it. Nothing to sign up for, and nothing hidden behind a form.

What these are, and what they are not

These show structure. They are not model wording, they were not drafted or reviewed by a lawyer, and using one does not satisfy any obligation you have. Where your professional body publishes model wording, use theirs: they review it, they keep it current, and it is written for your profession rather than for a software company’s website.

What is genuinely useful here is the shape. Which sections a document has, which order they go in, where the fees sit, what gets left out and later argued about, and which parts of a pack are signed rather than only read. That is the part every firm rebuilds from the last one that looked close enough, and it is the part this product turns into a template you build once.

The documents

Each one names its jurisdiction, who signs it, and what it is not. Read them in the browser or print them.

Letter of engagement, an accountancy practice

The letter with its schedule of services attached, and the fees shown per cadence rather than as one number.

Read the specimen letter of engagement

Letter of engagement, an estate or letting agency in Ireland

The appointment a licensed agent puts in place before the instruction starts, with the fee and the outlays named separately.

Read the specimen letter of engagement

Scope of work, a marketing or creative agency

Deliverables, exclusions and the assumptions the price depends on, which is the half of the document that settles arguments.

Read the specimen scope of work

Service schedule, an IT managed service provider

The per-seat schedule that hangs off a master agreement, with the term on it and the seat count written down.

Read the specimen service schedule

Onboarding pack contents, a staffing or recruitment agency

Not one document but a list: what goes in a starter pack, and which items are signed rather than only read.

Read the specimen onboarding pack contents

Your document is not here

There are 5 specimens here and 13 industry pages, and the gap is on purpose. A specimen we cannot write from research would teach a reader their own profession back to them incorrectly, which is worse than not having one, so they arrive one at a time as each is written properly.

In the meantime the industry pages name the three documents each sector sends, and the use-case pages describe the mechanics that are the same whatever the document is called.

Build one of these from your own services

Take the shape, put your own wording and your own fees in it, and send it to a real client.

No credit card required.