Process
One clear step
at a time.
A simple example workflow makes the next action easy to understand. The practice owner should adapt each step to their actual process.
Initial fit
Make contact using general service-interest and contact details. Do not share confidential information here.
Confirm scope
Discuss whether the service, jurisdiction, and proposed timing fit.
Written agreement
Confirm scope, fee, exclusions, and any required terms before work begins.
Work together
Use the practice’s agreed communication and document-sharing arrangements.