Create a bespoke document in minutes, Â or upload and review your own.
Get your first 2 documents free
Your data doesn't train Genie's AI
You keep IP ownership of your information
Flat Fee Engagement Letter
"I need a Flat Fee Engagement Letter for my law firm's corporate registration services, with a fixed fee of $2,500 CAD, including provisions for multiple shareholders and electronic document signing capabilities."
1. Client Identification: Clear identification of the client(s) and matter reference
2. Introduction and Thank You: Opening paragraph thanking the client for choosing the firm
3. Scope of Services: Detailed description of legal services to be provided and any specific exclusions
4. Flat Fee Amount: Clear statement of the flat fee amount and what it covers
5. Payment Terms: When and how payment is to be made, including any deposit requirements
6. Client Responsibilities: Outline of client's obligations including providing accurate information and timely responses
7. Communication Protocol: How and when communications will occur between lawyer and client
8. Document Retention: Information about how client documents and files will be maintained
9. Termination Provisions: Circumstances under which either party may end the engagement
10. Acceptance: Instructions for accepting the engagement and returning the letter
1. Multiple Client Provisions: Required when representing multiple clients in the same matter, addressing potential conflicts
2. Third Party Payment Arrangements: Include when someone other than the client will be paying the fees
3. Related Matters: When the engagement relates to other ongoing legal matters
4. Language Rights: Required in jurisdictions with language requirements (e.g., Quebec)
5. Insurance Coverage: When the matter involves insurance coverage or reporting obligations
6. Associate Counsel: When other lawyers or firms may be involved in providing services
1. Schedule A - Detailed Scope of Services: Comprehensive breakdown of included and excluded services
2. Schedule B - Fee Calculation: Detailed breakdown of how the flat fee was calculated
3. Schedule C - Client Information Form: Form for collecting detailed client information and conflicts checking
4. Appendix 1 - General Terms and Conditions: Standard terms and conditions of the firm's engagement
5. Appendix 2 - Privacy Policy: Firm's privacy policy and information handling practices
Authors
Legal Services
Professional Services
Real Estate
Technology
Healthcare
Manufacturing
Financial Services
Construction
Retail
Non-Profit
Education
Entertainment
Transportation
Energy
Legal
Executive Leadership
Finance
Operations
Procurement
Risk Management
Compliance
Human Resources
Corporate Governance
Administration
General Counsel
Legal Director
Chief Legal Officer
Corporate Secretary
Chief Executive Officer
Chief Financial Officer
Business Owner
Managing Director
Operations Manager
Procurement Manager
Contract Manager
Legal Operations Manager
Risk Manager
Compliance Officer
Human Resources Director
Find the exact document you need
Joint Representation Engagement Letter
A Canadian legal document establishing terms and conditions for joint representation of multiple clients by a single law firm.
Limited Scope Engagement Letter
A Canadian legal document establishing a limited attorney-client relationship for specific legal services, governed by provincial Law Society rules and Canadian contract law.
Pro Bono Engagement Letter
A Canadian legal document establishing the terms and conditions for free legal services provided by a law firm to qualifying clients.
Flat Fee Engagement Letter
A Canadian legal document establishing a fixed-price agreement between a law firm and client for specific legal services, compliant with provincial law society requirements.
Legal Engagement Agreement
A Canadian-compliant agreement establishing the professional relationship between a law firm and client, outlining services, fees, and obligations under federal and provincial laws.
Financial Plan Engagement Letter
A Canadian-compliant engagement letter establishing the terms and conditions between a financial planner/advisor and their client for financial planning services.
Expert Engagement Letter
A Canadian legal document establishing terms and conditions for engaging external expert consultants or specialists, ensuring compliance with federal and provincial laws.
Service Engagement Agreement
Canadian-law governed agreement establishing terms and conditions for professional service delivery between a service provider and client.
Audit Engagement Letter
A Canadian-compliant engagement letter establishing terms and conditions between an audit firm and client for conducting an audit under Canadian Auditing Standards.
Company Engagement Letter
A Canadian-compliant formal letter establishing professional services engagement between a service provider and client company, outlining service terms and mutual obligations.
Evergreen Engagement Letter
A Canadian-compliant engagement letter for ongoing professional services that establishes an indefinite service relationship with termination provisions.
Contractor Engagement Letter
A Canadian-compliant engagement letter establishing terms and conditions between a company and independent contractor, outlining services, compensation, and key obligations.
Client Engagement Agreement
A Canadian-law governed agreement establishing the terms and conditions of professional services between a service provider and client.
Consulting Engagement Letter
A Canadian-compliant formal document establishing the terms, conditions, and scope of a consulting engagement between a consultant and client.
Client Engagement Letter
A Canadian-compliant professional services engagement letter establishing terms, conditions, and scope of services between service provider and client.
Advisory Engagement Letter
A Canadian-compliant formal letter establishing a professional advisory relationship, outlining services, terms, and obligations between advisor and client.
Download our whitepaper on the future of AI in Legal
³Ò±ð²Ô¾±±ð’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; ³Ò±ð²Ô¾±±ð’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
Our bank-grade security infrastructure undergoes regular external audits
We are ISO27001 certified, so your data is secure
Organizational security
You retain IP ownership of your documents
You have full control over your data and who gets to see it
Innovation in privacy:
Genie partnered with the Computational Privacy Department at Imperial College London
Together, we ran a £1 million research project on privacy and anonymity in legal contracts
Want to know more?
Visit our for more details and real-time security updates.
Read our Privacy Policy.