Know what you are agreeing to.

Know who is responsible

Check the named lawyer or firm in the offer. A technology platform helps organize the work; the engagement should make the responsible professional clear.

Conflict review comes before an offer. A submitted request or a conversation about availability does not itself mean that legal work has begun.

Read the scope and its limits

Review the work described in the offer and the intended deliverables. Ask about anything unclear before accepting. A consultation, document review and ongoing representation can involve different work.

• Which questions or documents does the work cover?
• What will you receive when the work is complete?
• What is excluded or would require a separate agreement?
• What information or action is expected from you?

Understand the fees before acceptance

Read the amount, currency and payment instructions in the offer. Ask how additional work or expenses would be handled.

Keep the accepted terms available in the workspace. A later catalog description is not a substitute for the terms you accepted. Private evaluation uses synthetic offers and does not create a real payment or engagement.

Clarify changes and the next step

If your needs change, ask the professional how that affects the agreed work. Do not assume a new request is included in the existing scope.

Before finishing a conversation, confirm the next action, who owns it, and any date you discussed. Check your workspace for the recorded next step.