Use this checklist to gather what is already available without delaying contact while you search for material that may not be necessary.
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Prepare these ten items
The decision, claim or representation to be tested
The intended use of the final output
The documents and reports already available
Known deadlines and decision dates
Relevant jurisdictions
Suspected weaknesses, disputes or contradictions
Whether AI contributed to the material
Who will rely on the result
Whether legal counsel or another specialist is involved
Known restrictions on data, confidentiality or distribution
Do not send privileged, classified, export-controlled, protected-health, regulated financial-customer or other highly sensitive material through the initial enquiry form.
Evidence Intake Checklist