01 / Initial inquiry
Describe the technical problem, jurisdiction, required outcome, urgency and whether a legal dispute is involved. Do not attach sensitive evidence to the initial email.
Engagements begin with a preliminary discussion, followed by scope, access, confidentiality, commercial terms and deliverables agreed in writing.
Describe the technical problem, jurisdiction, required outcome, urgency and whether a legal dispute is involved. Do not attach sensitive evidence to the initial email.
Confirm the client's authority to provide information, relevant conflicts of interest and any restrictions on access or use.
Agree confidentiality terms where required, the technical question, exclusions, access, schedule, fees and acceptance criteria before substantive work.
Examine authorized material; document findings and their evidentiary basis; distinguish observation from inference.
Receive a report setting out scope, findings, supporting material, confidence, limitations and recommended next steps.
Clarification meetings, remediation review or additional analysis may be agreed as separate work.