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Working together
The principles that turn professional advice into a document both sides can understand and use.
Principles
Who does what, when to review, and why the document is the center of the conversation.
- Why should professional advice end with a document?A document turns a helpful conversation into a result the client can review, keep, and use.
- What should the expert and client each do?The expert owns the professional judgment and drafting; the client supplies facts and checks whether the draft matches the real situation.
- Why review a document while it is being written?Early review catches factual misunderstandings before they spread through the rest of the document.