The five-stage client pathway

You email us with a concise description of the matter, parties involved, documents you hold, and what you need in practical terms. We do not require perfect organisation at this stage — clarity matters more than volume. If the matter is time-sensitive, note key dates so we can assess urgency honestly.

Artefacts: your summary email · optional attachments

Your action: send to [email protected]

We review fit with our fields and reply with a scope note or a courteous decline. If we proceed, an engagement letter defines deliverables, timelines where stated, communication channels, and how revisions work. Scope conversations may include a short call — especially when documents are incomplete.

Artefacts: scope note · engagement letter

Your action: confirm scope and return agreed letter

Substantive work begins once scope is agreed and necessary documents received. We analyse, draft or mark up, and send updates in plain language. Questions from your side are welcome — they are cheaper to answer while drafts are live than after signing. We flag issues that need business decisions rather than legal defaults.

Artefacts: memoranda · mark-ups · issue lists

Your action: respond to open points named in our updates

Drafts become execution-ready documents: contracts with schedules, board packs, policies, correspondence for you to send. We version carefully and indicate what changed between iterations. Final review is yours — we highlight assumptions that still need internal sign-off.

Artefacts: execution copies · signing blocks · index sheets

Your action: complete internal approvals and arrange signing

We deliver the agreed set, summarise remaining risks if any, and confirm whether a follow-up window applies. Files are archived according to professional obligations. New matters start with a fresh enquiry — prior engagements do not automatically extend.

Artefacts: handover note · final document set

Your action: confirm receipt and store documents in your records

If follow-up questions arise within an agreed window after close, email the named contact — we distinguish between clarifications on delivered work and new instructions that need fresh scope. Archiving on our side follows professional rules; you should store your execution copies where your governance policy requires.