When It Applies

Not For

• Drafting legal documents, choosing a legal route, or making binding decisions without tailored advice.

Documents

• Section 189 notice
• Operational-requirements reasons
• Organogram
• Selection criteria
• Consultation minutes
• Alternatives considered
• Severance calculation
• Employee correspondence
• Identity records
• Authority records
• Official records
• Financial records
• Correspondence
• Question list

Timeline

• Before consultation: collect identity, authority, core matter, official, and money records.
• During review: confirm controlling records, missing documents, and next route.
• Afterwards: save final versions and calendar next dates.
• Ongoing: update the document index as records change.

Tips

• Send documents in date order.
• Keep draft and final versions separate.
• Name who has authority to instruct the lawyer.
• Ask what can be handled remotely and what needs original documents.

Warning Signs

• Authority to sign or instruct is unclear.
• An official deadline or filing date is close.
• Records conflict with each other.
• A document is being pushed for urgent signature.