Mandate Enquiries
The first contact should be brief, non-sensitive and focused on the decision.
What to include
An initial enquiry should identify only the organisation, the broad decision or matter, the relevant jurisdictions and expected timing. That is normally enough to decide whether the matter may fit the advisory scope and whether a further conversation is appropriate.
If a possible conflict or adverse party is already apparent, identify it at a high level without sending underlying evidence. Do not use the first message to provide a detailed factual record.
Keep first contact non-sensitive
Do not send confidential, privileged, classified, personal or market-sensitive material. Do not attach confidential documents, personal datasets or commercially sensitive underlying evidence.
Receipt of an enquiry does not create an engagement or confidential relationship. Ordinary email is not treated as confidential merely because a message is sent.
What happens next
The process begins with a non-sensitive enquiry, followed by a proportionate fit and conflict review. If the matter can proceed, the parties agree confidentiality and an information channel before discussing written scope and engagement.
If the matter is suitable, Valistros proposes the next diligence and scope discussion after the initial review. References and a redacted work sample may be made available during diligence where relevant and permitted.
Review the Engagement Standards, and use the contact details below to begin a non-sensitive enquiry.
- Initial enquiry
- Fit and conflict review
- Confidentiality and agreed channel
- Written scope