Engagement letters on your firm's letterhead in Word
Convert the firm’s letterhead into a Word template for engagement letters and retainer agreements — so every new matter opens on the right paper.
The engagement letter sets the tone
An engagement letter is usually the first formal document a new client receives from the firm. It defines scope, fees, and the terms of the relationship — and it is read closely, often by the client’s own advisors. It should look like it came from an established practice, because it is establishing one.
Firms send engagement letters constantly: every new matter, every new client, sometimes several a week. If each one is assembled by hand — the letterhead rebuilt at the top of a Word file, the fee schedule pasted in beneath — the firm is redoing the same formatting work over and over, and trusting that nobody’s version drifts. A misaligned logo on a demand letter is awkward. On the document that sets the fee arrangement, it undercuts the firm before the work has even started.
One template, every new matter
Convert the firm’s PDF letterhead through Letterhead Lab and you get a Word file with the letterhead fixed in the header and footer and a clean, editable body. Built around your standard engagement language, that becomes the firm’s engagement-letter template.
The workflow is the same one firms already use for other standard documents. Operations converts the letterhead once and saves the template — with the boilerplate engagement terms in the body — to the shared template folder or document-management system. When a new matter opens, whoever drafts the engagement letter opens the template, fills in the client, scope, and fees, and saves it as a new document. Nobody rebuilds the letterhead, and nobody can quietly get it wrong.
The Multi-page bundle delivers a .dotx template, so each engagement letter is created as a fresh copy and the master cannot be overwritten — and it handles the longer, multi-page engagement letters that bigger matters require, with the letterhead repeating correctly throughout. When the firm’s letterhead changes, reconvert the PDF and replace the template; matters already opened keep their original letters.
Updated
Frequently asked questions
- Can the engagement-letter boilerplate live in the template?
- Yes. Type your standard engagement terms into the body of the converted file and save it. From then on every engagement letter opens with both the letterhead and the boilerplate already in place.
- What happens when the firm's letterhead is updated?
- Reconvert the new PDF and replace the template. Engagement letters already sent are unaffected; only new ones pick up the change.
- Can two people draft from the same template at once?
- Yes. Each person opens the template and saves their own new document. With the .dotx version, Word opens a separate copy automatically, so there is no risk of overwriting.
- Do clients need anything special to open the letter?
- No. The final file is an ordinary Word document — or a PDF you export from it. Nothing to install.
- Is the letterhead PDF uploaded to convert it?
- No. Conversion happens in your browser; the PDF is never sent to our servers. Only Stripe sees your email and payment.
Try it on your letterhead
Free preview — the PDF stays in your browser. Pay only when you download.