vossadvisory.comOpen the existing intake

Make the first conversation specific.

Prepare for an initial consultation

Use a concise, non-confidential summary to explain the situation and the practical help you are seeking. An enquiry is a request to discuss scope; it does not establish an engagement.

Start with the question

Describe the decision you need to make and the outcome you want to explore. Separate what is known from what you want assessed.

Make timing visible

List the next date that matters and where it came from. Do not rely on an enquiry form to extend a deadline.

Keep the first contact minimal

Describe the type and approximate volume of material. Request the appropriate intake method before sending original recordings, identification or sensitive documents.

Agree the scope

Ask what will be delivered, what remains outside the engagement, how fees are confirmed and how records will be handled.

Open the existing intake