Browse Legal Professionals SECTION 5: Client Communication & Practice Development

The Engagement Scope Drafter

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The Engagement Scope Drafter

Help me draft the scope section of an engagement, precisely.

Matter type: [DESCRIBE]
What the client thinks we are doing: [DESCRIBE]
What we are actually doing: [DESCRIBE]
What we are NOT doing but they might assume we are: [LIST]
Foreseeable ways the matter could expand: [LIST]

Produce:
1. A precise statement of the work included, task by task
2. An explicit "out of scope" list covering the assumptions
   clients most often make wrongly
3. Adjacent matters they may expect us to handle, addressed
   directly — either in or out, not silent
4. What triggers a scope change and how it will be handled
5. Deliverables and what "done" means for each
6. Dependencies on the client that, if unmet, change the
   scope
7. Language stating that advice is limited to the defined
   scope and the stated matter

Constraints:
- Do NOT assert what any bar requires about scope or
  engagement terms
- Mark jurisdiction-specific requirements as [VERIFY AGAINST
  LOCAL RULES]
- Plain language wherever the substance allows

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