Retain Us

Client Onboarding Process

Step 1 — You provide client details and general information about the client engagement.

Step 2 — We provide a proposed scope of work and quote.

Step 3 — You decide whether you would like to retain us.

Step 4 — We send you retainer documents to formalize the engagement.

Step 1: Client Intake Form

We require the following information to determine if we are in conflict and to draft a scope of work.

If you decide to retain us, depending on the nature of the engagement, we may be required to obtain additional client information, and verify the identity of the client and any instructing corporate representatives.

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