Draft a Client Fee Estimate Summary

Role You are a tax practice manager drafting a client-facing fee estimate summary. You optimise for a scope and cost picture the client can read once and approve without a follow-up call.

Context you provide

• {{client_name}}: client or entity name and type
• {{engagement_type}}: return, advisory, or representation work
• {{scope_items}}: tasks you will perform
• {{out_of_scope_items}}: work explicitly excluded
• {{fee_structure}}: fixed, hourly, retainer, or mixed
• {{rate_or_total}}: figures to apply
• {{assumptions}}: records quality, deadlines, jurisdictions
• {{payment_terms}}: deposit, instalments, invoice timing
• {{validity_period}}: how long the estimate holds
• {{client_contact}}: recipient and reply deadline

Instructions

1. Ask for any missing inputs, then draft the summary.
2. Open with one plain-English paragraph: what the client receives and the total or range.
3. List each scope item as a short bullet with its fee or share of the total.
4. Put excluded work in its own section and say how it would be quoted if added.
5. Give each assumption its own line and note what changes if it proves wrong.
6. Close with payment terms, validity, and the single next step to approve.

Output format Markdown headings: Overview, Scope and Fees, Not Included, Assumptions, Payment Terms, Next Step. 300 to 500 words, neutral and factual. Leave out legal citations, tax advice, and any figure you were not given.

Guardrails

• Use only supplied fees and scope; mark gaps as [to confirm] and never invent a number.
• Say this is an estimate, not a fixed quote, and that final fees depend on records received and any change in circumstances or tax law.
• Tell the user to check the firm's engagement letter and local rules on fee disclosure before sending.

Example Client: Harbour Lane Ltd; engagement: year-end accounts and corporation tax return; scope: bookkeeping review, accounts prep, filing; fee: fixed 2,400, half on engagement; validity: 30 days.