Availability and the responsible advocate are confirmed before professional engagement.
Questions to discuss
- Who is giving instructions and to whom?
- What facts and documents support the request?
- Does the scope include dispatch or only drafting?
Documents to prepare
- Factual chronology
- Underlying agreement or transaction records
- Recipient details after preliminary screening
How the discussion may proceed
1
Share the purpose and basic facts.
2
Agree drafting, revisions and included actions.
3
Review the final wording with the advocate.
Scope and fees
Agree what is included, the professional fee, applicable taxes and approved expenses before work begins. Review, drafting, dispatch, filing and representation are separate tasks unless the engagement expressly includes them.