Surgent's Engagement Letters: Scope & Risk Management

Overview

Strong engagement letters protect your firm. They spell out what work you will (and won't) do, who is responsible for what and how problems will be handled. Weak or vague letters may expose firms to potential liability.

In this course, you’ll learn how to draft, update and enforce engagement letters that actually work in the real world. We pull from industry guidance, malpractice insurer data and peer-review findings to show you the clauses that matter, how to prevent “scope creep” (work expanding beyond what was agreed) and how to not compromise your independence.