Discuss one file.
Use a representative client situation to make the scope concrete without sending financial data.
Tell us where your team needs help.
Send us your inquiry.
A useful first conversation.
The goal is to understand the work and decide whether there is a sensible, clearly bounded place to start.
Confirm the fit.
Align on the tasks, systems, records, timing, handoff, and boundaries.
Choose the next step.
Proceed with a starting scope only when both teams understand the working model.