01 / Orientation
What this page helps you understand
Before opening a link or sending a record, confirm the sender, provider, client, and request reference. A recognizable subject line alone does not authenticate a request.
Ask whether the provider can proceed with a focused status confirmation. If documents are necessary, use the firm’s approved secure delivery method and apply appropriate redactions.
02 / Review lens
Details that may matter
- Sender identity and provider relationship
- Correct client and legal matter
- Client authorization for the disclosure
- Scope and necessity of each requested item
- Secure delivery, retention, and follow-up method
03 / Get organized
Information worth preparing
- A request reference and callback number
- The firm’s safe-transfer instructions
- Redactions for unrelated sensitive information
- A file note describing what was sent and when
04 / Before deciding
Questions to take into the conversation
- Can the provider authenticate this request by another channel?
- Is a summary sufficient?
- How long will the provider retain the material?
- Where should later corrections be sent?
ClaimKind takeawayNever send privileged or sensitive case material merely because an email asks for it.
Keep exploring
More from Attorney Desk
Practical information for counsel and staff supporting a client review.01Law firm overviewRoles, boundaries, and the purpose of verification.02Client review workflowSee the process from the law office perspective.03Case information checklistCommon facts a reviewer may need confirmed.04Document request guideRespond with focused information through a safe channel.05Avoiding review delaysResolve mismatched contacts and missing facts.06Professional referralsPrinciples for transparent referral coordination.