Updated October 13, 2026 · Published by WKA Advocates
Define the Decision Before Choosing the Work
Map the personal information used, why it is collected, where it is stored and who can access it. Identify customer, employee and supplier processes rather than beginning with a privacy notice alone. A document review and a broader operational assessment have different deliverables.
Questions That Change the Legal Scope
Ask which policies, contracts, responsibilities and cross-border questions will be examined. Legal advice should be coordinated with relevant technical and operational information. Keep the scope realistic about what is verified, what is based on supplied facts and who will implement the changes.
Build a Comparable Factual Brief
State the objective, legal parties, current stage and important dates in a short summary. Identify the documents available and any question that remains disputed. Include earlier advice or steps already taken so the advocate can understand the existing position rather than assess an incomplete version of the matter.
The principal agreement, notice, application or record connected with the decision.
A dated chronology and the correspondence that explains material events.
The proposed outcome, unresolved questions and any deadline requiring attention.
Who can approve instructions, supply records and make the underlying business or personal decision.
Ask What the Proposal Will Deliver
Request a scope that distinguishes advice, document work, negotiation, filing or representation. Ask which facts and records are assumed, what further investigation is included and whether another specialist needs to be involved. A broad label such as legal support may conceal work that is excluded from a short proposal.
Compare professional fees with the same deliverables and assumptions. Separate disbursements and third-party costs, and agree how they are approved. If the situation changes, confirm how additional work will be quoted and instructed. Price alone cannot explain whether the proposed engagement addresses the decision you need to make.
Keep Responsibilities and Communication Clear
Identify the advocate handling the matter and your own authorised contact. Agree who monitors dates, reviews drafts and reports material developments. Keep a record of accepted instructions and tell the team promptly about a new notice, agreement or deadline. An initial enquiry is not the same as an accepted retainer or a completed official process.
Identify the named advocate, deliverables, assumptions, fees and responsibility for deadlines. Explain your objective and provide the main records so the proposed legal work fits the actual matter.
