Engagement Letter For Retainer

Template Overview

Template ID: engagement-letter-retainer
Version: 2.0.0

To generate this document, pass the structured data described below into the data property of the /api/v1/documents/generate endpoint.

Data Payload Schema

Field	Type	Requirement	Description & Details
`consultantName`	`string`	Yes	What is the name of the consultant/service provider? Please enter the name of the consultant.
`effectiveDate`	`string`	Yes	Insert Date of Offer Letter This is the date the letter. You may want to backdate or post date the letter. (Format: `YYYY-MM-DD`.)
`addressee`	`string`	Yes	Addressee This can be the name of the company. Ex: ABC LTD.
`firstName`	`string`	Yes	First Name Please use the firstname of the person you are addressing. This is usually the point of contact at the company or business.
`address`	`string`	Yes	Address (number & street)
`town`	`string`	Yes	Address (Town)
`city`	`string`	Yes	Address (State/City)
`country`	`string`	Yes	Country Must be a valid value from the Supported Countries list.
`customStartDate`	`boolean`	Yes	Is the start date of the engagement on acceptance or at a specific date? On acceptance means the engagement starts as soon as the client accepts the offer letter. Values: `true` (Specific Date), `false` (On Acceptance).
`duration`	`string`	No	What is the duration of the engagement (months)? Please enter the duration of the engagement.
`monthly`	`boolean`	Yes	Is the fee monthly? How often is the fee billed? Values: `true` (Monthly), `false` (Yearly).
`startDate`	`string`	Conditional	Insert start Date (Format: `YYYY-MM-DD`.) Required if `customStartDate` is `true`.
`currency`	`string`	No	What is the currency of payment? Options: `"NGN"`, `"USD"`, `"GBP"`, `"ZAR"`, `"Others"`
`customCurrency`	`string`	Conditional	Insert the currency Required if `currency` is `"Others"`.
`fee`	`number`	No	What is the fee for the retainer? If you are used to billing hourly, you can make a rough estimate our the total hours and propose a fee based on that.
`excludingTaxes`	`boolean`	Yes	Is the fee amount above excluding taxes? The taxes include VAT and other applicable charges.
`addPaymentTerms`	`boolean`	Yes	Do you want to add payment terms? Payment terms are an opportunity for you to schedule how you want to be paid each month/year. Ex: 30% at the start of the year.
70% on at the end of the year.
`paymentTerms`	`array of strings`	Conditional	What are the payment terms? Enter each of the payment terms separately. Ex: 30% at the start of the year.
70% on completion of the transaction. Required if `addPaymentTerms` is `true`.
`invoiceDays`	`number`	Yes	How many days after the invoice must payment be made? This is the maximum number of days after the invoice is issued that payment must be made. Ex: 2.
`duties`	`array of strings`	No	What are the services to be provided by your firm? Enter each of the duties of the Service Provider. Ex: Drafting of contracts, Filing of documents with the CAC etc.
`addExclusions`	`boolean`	Yes	Do you want to add services excluded from service? Excluded services are those that will not be covered under the engagement letter agreement. Ex: Services related to litigation or tax advisory.
`exclusions`	`array of strings`	Conditional	What are the services excluded from the service? Enter each of the excluded services separately.Ex: Litigation services, Tax advisory services etc. Required if `addExclusions` is `true`.
`management`	`string`	No	Who will be signing on behalf of your company/firm?
`dispute`	`boolean`	No	Governing law and Dispute resolution Courts are typically slower and cheaper. While arbitration is a generally faster but more expensive dispute resolution process.. Values: `true` (By Arbitration), `false` (By the court).
`governingLaw`	`string`	No	What is the governing law? Must be a valid value from the Supported Countries list.

Example JSON Payload

Here is an example of a properly formatted data object for the Engagement Letter For Retainer template.

{
  "templateId": "engagement-letter-retainer",
  "data": {
    "consultantName": "Sample Consultant Name",
    "effectiveDate": "2026-06-01",
    "addressee": "ABC LTD",
    "firstName": "Joshua",
    "address": "123 Beta Way, Lagos",
    "town": "Sample Town",
    "city": "Sample City",
    "country": "Nigeria",
    "customStartDate": true,
    "duration": "Sample Duration",
    "monthly": true,
    "startDate": "2026-06-01",
    "currency": "NGN",
    "fee": 100000,
    "excludingTaxes": true,
    "addPaymentTerms": true,
    "paymentTerms": [
      "30% at the start of the year"
    ],
    "invoiceDays": 2,
    "duties": [
      "Drafting of contracts, Filing of documents with the CAC etc"
    ],
    "addExclusions": true,
    "exclusions": [
      "cluded services separately.Ex: Litigation services, Tax advisory services etc"
    ],
    "management": "Joshua Odelola",
    "dispute": true,
    "governingLaw": "Nigeria"
  },
  "format": "pdf"
}