Group the documents
Group contracts, correspondence and other documents under separate headings. Keep attachments with their main document.
Keep originals and versions
Check that copies prepared for review are legible. For documents with multiple versions, identify the date of each file and leave the originals unchanged.
Agree on the sharing method
Before sending documents, discuss which are needed and how to share them. Forms on this preview site do not upload documents or send them to the firm.
This is a general preparation note. A specific matter must be assessed with its circumstances and relevant documents.