FROM LEGAL QUESTIONS TO PRACTICAL STEPS
See the work
behind the advice.
Preparation checklists and illustrative work products for international clients and their advisers.
THE FIRST QUESTIONS
What happened, what can be proved, and what needs to happen next?
Start by separating the contractual obligation, the evidence of non-performance and the financial consequence. That makes it easier to define a useful assessment rather than begin with an unsupported claim figure.
Prepare for an initial discussion
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0 / 5 readyWORK PRODUCT EXAMPLE / ILLUSTRATIVE ONLY
Illustrative evidence gap review
| Issue to assess | Documents to review | Question for the assessment |
|---|---|---|
| Delivery obligation | Contract, order and amendments | What was due, when and on which agreed terms? |
| Non-performance | Shipping records and correspondence | What evidence supports the alleged breach? |
| Financial loss | Replacement purchase and pricing records | What calculation can the records substantiate? |
| Procedural route | Dispute clause and party details | Which forum and applicable rules require review? |
A scoped assessment may organise the chronology, identify legal and evidential issues and recommend the next documents or decisions required. Representation, preservation measures or enforcement work require a separately agreed scope.
Explore the related service ↗WHAT TO AGREE AT THE OUTSET
Know what the
engagement covers.
Scope and deliverables
Define the question, the documents to be reviewed and the work product required. The examples above are possible formats, not a package included in every engagement.
Responsibilities and reporting
Identify who gives instructions, who supplies records and which steps require the client, overseas counsel or another adviser.
Fees and next decisions
Agree fees, timing assumptions and the limits of the work in writing before substantive work begins.
START WITH THE MATTER
Tell me what you
need to resolve.
A general summary, the relevant parties and urgent dates are enough to start an enquiry. Agree a suitable channel before sharing sensitive documents.