Clear written scope. No surprises after acceptance.1. Written question
Describe the matter in public terms only; identify the decision, timing and your role. You do not need a meeting.
Restructuring & Fiduciary Evidence Desk
Clear written scope. No surprises after acceptance.
Every proposed engagement identifies who instructs us, what public or authorised records are being examined, what we will deliver, and which decisions remain with the professional.
How a matter is commissioned
2. Independent acceptance check
We check conflicts, authority, privacy, legal restrictions, record-access feasibility and delivery capacity before any confidential file is accepted.
3. Final scope and approval
Written scope states records, entity counts, date cutoffs, output format, fee, paid access costs, exclusions, timing and revision terms.
What the report normally contains
Decision brief
The question, date, material observations, competing explanations and source-confidence limits.
Evidence trail
Source register, retrieved dates, chronology and claim-to-record linkages.
Unresolved issues
Missing instruments, contrary records and questions for counsel or the authorised specialist.
Your named human team
Paul Hattingh
Research direction, evidence-control standards and final human approval of deliverables.
Xandro Hattingh
Written communications, proposal coordination and follow-up with the authorised client.
The roles describe organisational accountability, not a claim that both personally investigate every source in each matter.
View deliverable examplesStart in writing