Checking the transaction and business purpose
Repayment, deductions and disputed receivables deserve particular attention.
Describe the transaction, parties and decision ahead. Send the contract with its schedules and amendments. For a dispute, add performance, payment and correspondence records showing how the terms operated in practice.
Planning the next steps
After reviewing the records, we will explain what is established, what is missing and the next document needed. Scope and fees will be agreed. Existing submissions and decisions will be taken into account so further work remains consistent.
Before work begins
What should my first message include?
Describe the event, name the document and mention any relevant date. We will then clarify the task and required records.
When will the fee be agreed?
After clarifying the review, deliverable and any continuing involvement. The fee will be agreed before work starts.
Are photographs of documents enough?
Legible copies of all pages are useful for an initial review. The procedure will determine whether originals or certified copies are needed.
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