Context review
Understand purpose, parties, jurisdiction, stage and urgency.
Contact
Begin with purpose. Proceed with evidence.
A useful first conversation defines the parties, corridor, stage and institutional decision. Sensitive materials should follow only through an agreed secure channel.
Institutional enquiry
Frame the question that must be solved.
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Indicative next steps
Clarity before scope.
An initial enquiry does not create an advisory, fiduciary, investment or other professional relationship. Any engagement requires conflict review, written scope and agreed terms.
Fit assessment
Consider strategic relevance, transparency and governability.
Secure protocol
Agree how sensitive evidence and documents will be exchanged.
Mandate definition
Set scope, exclusions, responsibilities, dependencies and outputs.
Controlled start
Launch only after required approvals and terms are in place.
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