Phase 1 - Intake and scoping
Every engagement begins with a confidential intake call to identify the issues in dispute, the evidence available, and the deliverables required. Scope is documented in writing before work begins, including:
- The questions to be answered
- The evidence to be examined
- The timeline and milestones
- Expected deliverables (written report, declaration, demonstrative exhibits, testimony)
- Conflict-of-interest review