Engagement Process
The firm's engagement process is designed to move from inquiry to active management in under five business days for routine matters.
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Step 1 — Inquiry Received
Inquiries are received by email or telephone. The firm confirms receipt within one business day and schedules an initial intake conversation, typically within two business days of inquiry.
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Step 2 — Conflict Check
Before any substantive discussion, the firm conducts a conflict-check screen against the subject enterprise, its principals, material creditors, and related parties. Conflict-check results are communicated before the intake conversation proceeds.
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Step 3 — Intake Conversation
The intake conversation is used to scope the matter, identify the applicable service framework, confirm the professionals currently engaged, and identify any immediate operational or financial priorities. Typical duration is thirty to forty-five minutes.
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Step 4 — Engagement Letter
Following the intake conversation, the firm issues an engagement letter specifying scope, duration, reporting obligations, fee structure, and required supporting documentation. Engagement begins upon countersignature and initial retainer clearance.
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Step 5 — Active Engagement
Active engagement proceeds according to the scope and cadence defined in the engagement letter. Clients in active engagement access firm deliverables and status through the client portal.
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Step 6 — Reporting and Closeout
Engagements are closed out with a final reporting deliverable and a written closeout communication. Engaged professionals receive a copy of the closeout communication with client authorization.