engagement-letter-review

Reviews attorney engagement letters for completeness, fee clarity, scope definition, and potential client-side risks. Flags missing provisions, ambiguous terms, and unusual fee arrangements. Use when the user mentions "engagement letter", "retainer agreement", "fee agreement review", "scope of representation", or needs to evaluate terms before signing or sending an engagement letter.

11 stars

Best use case

engagement-letter-review is best used when you need a repeatable AI agent workflow instead of a one-off prompt.

Reviews attorney engagement letters for completeness, fee clarity, scope definition, and potential client-side risks. Flags missing provisions, ambiguous terms, and unusual fee arrangements. Use when the user mentions "engagement letter", "retainer agreement", "fee agreement review", "scope of representation", or needs to evaluate terms before signing or sending an engagement letter.

Teams using engagement-letter-review should expect a more consistent output, faster repeated execution, less prompt rewriting.

When to use this skill

  • You want a reusable workflow that can be run more than once with consistent structure.

When not to use this skill

  • You only need a quick one-off answer and do not need a reusable workflow.
  • You cannot install or maintain the underlying files, dependencies, or repository context.

Installation

Claude Code / Cursor / Codex

$curl -o ~/.claude/skills/engagement-letter-review/SKILL.md --create-dirs "https://raw.githubusercontent.com/CaseMark/skills/main/skills/legal/engagement-letter-review/SKILL.md"

Manual Installation

  1. Download SKILL.md from GitHub
  2. Place it in .claude/skills/engagement-letter-review/SKILL.md inside your project
  3. Restart your AI agent — it will auto-discover the skill

How engagement-letter-review Compares

Feature / Agentengagement-letter-reviewStandard Approach
Platform SupportNot specifiedLimited / Varies
Context Awareness High Baseline
Installation ComplexityUnknownN/A

Frequently Asked Questions

What does this skill do?

Reviews attorney engagement letters for completeness, fee clarity, scope definition, and potential client-side risks. Flags missing provisions, ambiguous terms, and unusual fee arrangements. Use when the user mentions "engagement letter", "retainer agreement", "fee agreement review", "scope of representation", or needs to evaluate terms before signing or sending an engagement letter.

Where can I find the source code?

You can find the source code on GitHub using the link provided at the top of the page.

SKILL.md Source

# Engagement Letter Review

Reviews attorney engagement letters and retainer agreements to ensure they are complete, clearly scoped, and protect both attorney and client interests.

## What It Analyzes

### Fee Structure
- Fee type identification (hourly, flat, contingency, hybrid, subscription)
- Rate clarity and billing increment disclosure
- Expense and cost-advancement terms
- Fee modification or escalation provisions
- Trust account and retainer replenishment terms

### Scope of Representation
- Matter description specificity
- Excluded matters and carve-outs
- Conditions that trigger scope expansion
- Multi-party representation disclosures

### Term and Termination
- Duration and renewal terms
- Withdrawal and termination rights (both sides)
- File retention and return obligations
- Post-termination fee obligations (liens, outstanding balances)

### Risk Provisions
- Limitation of liability clauses
- Arbitration or dispute resolution clauses
- Conflict waiver language
- Consent-to-disclose provisions
- Insurance and indemnification terms

### Compliance
- Jurisdiction-specific requirements (trust accounts, fee disclosures)
- Required disclosures for contingency arrangements
- Client rights notices

## Output

Returns a structured assessment with:
- **Completeness score** — percentage of standard provisions present
- **Risk flags** — ranked by severity (high/medium/low)
- **Missing provisions** — recommended additions
- **Ambiguous terms** — language that could create disputes
- **Comparison notes** — how terms compare to standard market practice

## Usage

Provide the engagement letter text or document. Optionally specify:
- **Perspective**: `attorney` (drafting) or `client` (reviewing incoming)
- **Jurisdiction**: state or jurisdiction for compliance checks
- **Practice area**: to calibrate scope expectations (e.g., litigation vs. corporate)

## Example Prompts

- "Review this engagement letter — am I missing anything before I send it?"
- "Flag any unusual terms in this retainer agreement"
- "Does this engagement letter comply with California rules?"
- "Compare the fee structure here to standard market terms for IP litigation"

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