Availability, professional scope and the responsible advocate are confirmed before an engagement.
What this topic may involve
- Service and vendor agreements
- NDAs
- founders or shareholder documents
- contract disputes
- business legal advice
- defined retainers
Documents to organise
Entity details; parties; draft documents; commercial terms; authority to instruct; existing disputes and deadlines.
Important context
The agreed scope should identify documents, revision rounds and the advice period. Tax, audit and company-secretarial certifications are separate specialist services.
Before you share documents
Prepare a factual timeline and flag known dates. Share only basic details initially. The office should request confidential records through an approved channel after screening.
Consultation preparation guide ↗