Professional-Services Coordination

What this line covers

• Coordination with your own counsel, so legal questions reach them early and in good order.
• Coordination with your own accountant, so finance records reach them in a form they can use.
• Coordination with other specialists you choose, such as an export-compliance specialist, an insurance broker or a security officer.
• Briefs that give each specialist the context they need, so their time goes to judgment and not to catching up.
• A shared list of open questions, who owns each and when it is due.

Their advice, your plan

A company needs advice that only a licensed professional can give. It also needs that advice to arrive at the right moment and in a form the team can act on. This line does the coordinating. The professional relationship stays between your company and the specialist.

How the work runs

1. 1

   List who you need

   You and WE list the questions that need a professional and which kind of specialist each one calls for.

2. 2

   Engage them yourself

   Your company chooses and engages each specialist directly, so the relationship is yours.

3. 3

   Brief each specialist

   WE prepares a short brief with the facts, the documents and the question, so the first meeting starts at the point.

4. 4

   Track the open questions

   A shared list shows what is waiting on whom, and what is due.

5. 5

   Fold the answers back in

   Decisions from the specialists go into the plan, the data room and the decision log.

What you receive

Questions about this line

What this line does not do

• Legal, tax, accounting, insurance or compliance advice. WE is none of those and does not act as one.
• Engaging or paying specialists for you. Your company engages them directly.
• Replacing the judgment of your specialists with WE's own.
• Any assurance about the outcome of a specialist's work.