Your first contact

Your first contact

The portal prepares an outline to copy or open in your email app. Copying does not send a message. Check the recipient and wording before sending.

Start with a contact detail, a short account and relevant deadlines. Agree a confidential channel with the firm before sharing evidence, personal records or information about others.

An initial enquiry does not create an engagement. Availability, acceptance and terms must be agreed with the professional. A client folder on Drive is part of the planned workflow; this page does not create one automatically.