Topics to discuss
- Business process and internal policy documentation
- Information management and business-partner arrangements
- Internal communication, training and remediation records
Before an initial conversation
- Business overview, organisational responsibilities and key processes
- Current policies, relevant agreements and implementation records
- Areas of concern, known issues and proposed changes
From understanding to a clear arrangement
An initial conversation helps clarify your concerns and potential scope. Acceptance depends on the records, conflict checks, availability and a written agreement. Begin with an overview and avoid sending confidential materials through an unverified channel.
These are proposed practice areas. Availability, scope and responsible counsel must be confirmed by the firm and recorded in a formal engagement.
Prepare a consultation brief