Professional resources

Clear instructions produce clearer, more efficient work.

Practical checklists to help legal teams, businesses and individuals prepare focused instructions for non-reserved legal consultancy support.

Before instructing us

Prepare the information that matters

These checklists are general workflow aids. They are not legal advice and do not replace advice from an authorised legal professional where reserved legal activity or representation is required.

Law firms and legal teams

Legal research instruction checklist

State the precise question to be researched
Identify the jurisdiction and relevant date
Provide known authorities and procedural context
Specify format, length and deadline
Flag any source or confidentiality restrictions

Litigation support instructions

Case-preparation document checklist

Current pleadings and court orders
Chronology and key correspondence
Relevant evidence and missing-document list
Upcoming hearing or limitation dates
Defined output: chronology, bundle index or research note

Businesses and advisers

Commercial document review checklist

Purpose of the document and commercial outcome
Parties, dates and governing law
Clauses requiring particular attention
Known negotiations or prior versions
Required output and decision deadline

All prospective clients

Secure instruction checklist

Send an initial summary before confidential documents
Avoid unnecessary personal data
Identify conflicts or connected parties
Agree scope and fees before substantive work
Use the agreed secure channel for documents

Have a defined requirement?

Send a concise summary of the task.

We will confirm whether the work falls within our scope, the proposed deliverable and the fee before substantive work begins.

Discuss your requirements →