1. Initial Contact
Client submits a brief inquiry via email or contact form outlining the matter.
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2. Intake Review & Confirmation
Scope is reviewed and an initial response is provided within 24 hours.
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3. Scope & Pricing Alignment
Service requirements, volume, and pricing are clearly defined and confirmed.
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4. Service Agreement Confirmation
A brief service agreement is provided and confirmed prior to work initiation.
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5. Secure File Submission
Client uploads records and materials through a secure Dropbox link.
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6. Document Preparation
Structured documentation is prepared, including chronologies, declarations, or case summaries.
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7. Internal Review & Quality Check
All work is reviewed for accuracy, clarity, and formatting consistency.
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8. Final Delivery
Completed documents are delivered in Word and PDF format for attorney review.
All work is performed under attorney direction and limited to structured documentation support services.