Defining the scope
Agreeing at the outset on the matter, expected work and available documents helps clarify everyone's expectations.
Communication arrangements
Agree on the communication channel and who will receive information. Note the case or reference details used to follow up on the matter.
Next steps
At the end of the meeting, summarise any outstanding information and documents, agreed actions and points for further review. Share new developments with the relevant documents.
This is a general preparation note. A specific matter must be assessed with its circumstances and relevant documents.