Journal
Before the first conversation
Organising the context so an initial professional enquiry has a clear starting point.
Read storyKeep the important papers together
When information is spread between messages, paper copies and folders, it can take time to understand what is available. A simple list is often a useful starting point: the document name, its date and where the current copy is kept.
Keep the original files and make working copies if you need to add notes. Use clear names that help you recognise an item without opening it, and avoid changing a document simply to make it look more complete. If there are gaps or uncertainty about a version, note that rather than guessing.
Wait for the practice to explain which information it needs and how it should be shared. An organised set of papers supports a conversation, but it does not determine the advice or work that may be appropriate to an individual situation.
Keep reading
Another perspective.
Clear scope, considered communication.
Begin with context
A useful first conversation makes room for the background, the people involved and the decision you need to make.
Make the work legible
Discuss the proposed scope, responsibilities, timing and fees before deciding to proceed.
Keep the conversation clear
Agree how information is shared, who is involved and how the next step will be communicated.