1. Preliminary enquiry
The initial enquiry provides a brief outline of the subject and any urgency. Attachments and a full confidential account are not requested at this stage.
2. Preliminary checks
Through the channel it identifies, the firm requests the information needed to check for conflicts of interest and establish whether it can consider the enquiry.
3. A possible engagement
Availability, the scope of the assistance and the terms of engagement are agreed separately. A message or an interaction with the navigation assistant does not mean that an engagement has been accepted.
4. Establishing the facts and the alternatives
After the checks, the chronology, documents and objectives are organised. Each option is considered in terms of its requirements, missing evidence, foreseeable arguments from the other side, and the consequences of acting or waiting.
5. Decision and implementation
The chosen course is translated into actions, responsibilities and deadlines. New facts or further documents call for a reassessment of the assumptions: the initial strategy is not treated as a fixed conclusion.