playbook-engagement-letter

Applies firm-approved positions and clause text to redline England and Wales engagement letters.

72|19|Updated Jun 6, 2026
One-click install
npx skills add https://github.com/sure-scale/doc-haus --skill playbook-engagement-letter-sure-scale
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: playbook-engagement-letter
Source: https://github.com/sure-scale/doc-haus/tree/main/dochaus/playbooks/playbook-engagement-letter
Command: npx skills add https://github.com/sure-scale/doc-haus --skill playbook-engagement-letter-sure-scale

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Reviewing law-firm engagement letters clause by clause is slow and inconsistent, and drafting replacement language from scratch risks straying from firm-approved positions or breaching professional regulation in England and Wales. ## Core Features & Use Cases - Clause-by-clause playbook: Covers scope, fees, billing, money on account, client responsibilities, conflicts, limitation of liability, termination, complaints, and governing law, each with preferred positions, unacceptable terms, and rationale. - Byte-exact approved text: Provides firm-approved replacement clauses and conditional fallback text (e.g., fixed-fee or higher liability-cap variants) ready to paste into a redline tool. - Jurisdiction guard: Refuses to apply the playbook when the engagement is not governed by the law of England and Wales or the firm is not SRA-regulated, flagging the mismatch instead of adapting clauses. - Use Case: Upload a draft client engagement letter and ask for a redline; each non-compliant clause is replaced with approved wording, such as the GBP 3,000,000 aggregate liability cap with lawful carve-outs. ## Quick Start Review this engagement letter against the firm playbook and redline any clause that deviates from the approved positions.

Frequently Asked Questions about playbook-engagement-letter

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I redline an engagement letter against firm-approved clauses?

Apply the playbook clause by clause: compare each section of the letter to the preferred position, and copy the approved fence text byte-exact into the redline tool's replacement argument. Use fallback text only when its stated condition is met.

What clauses does an England and Wales engagement letter playbook cover?

It covers scope of engagement, fees and estimates, billing and payment, money on account, client responsibilities, conflicts and confidentiality, limitation of liability, termination, complaints and regulation, and governing law, each with approved text and rationale.

Can I use this playbook for engagements outside England and Wales?

No. The playbook assumes an SRA-regulated practice governed by the law of England and Wales. For any other governing law or regulator, flag the mismatch and escalate rather than adapting the clauses, since liability and client-money rules differ materially.

When should the fallback liability cap clause be used?

Use the GBP 10,000,000 fallback cap only when the client is a substantial commercial party that negotiates a higher cap supported by the firm's insurance position. Always confirm figures against actual professional indemnity cover and regulatory minimums first.

What engagement letter terms are unacceptable under this playbook?

Unacceptable terms include open-ended scope, binding estimates with no revision mechanism, payment terms over sixty days, caps below required insurance cover, exclusion of liability for fraud, firm at-will termination, and any restriction on Legal Ombudsman complaints.