The engagement
We assist with financial aspects of disputes and arbitration, including review of records and preparation of calculations. The engagement defines the role of the firm, the questions to be examined and the intended use of the work.
Scope of work
- Review of financial records and transaction schedules
- Quantification of claims, payments and disputed amounts
- Financial reconciliation and supporting documentation
- Analysis of financial assumptions in settlement discussions
- Expert financial input where the appointment and qualifications permit
Engagement deliverables
Deliverables may include a reconciliation, claim calculation, financial chronology or report addressing agreed questions. Any legal representation, expert appointment or role as arbitrator or mediator requires separate confirmation.
How the work begins
- Describe the requirement. Identify the entity, proposed transaction or matter and any deadline.
- Review acceptance and scope. We assess the facts, competence, independence and other relevant professional requirements.
- Agree written terms. Confirm responsibilities, records, deliverables and the intended use of the work.
Common question
Does financial support amount to legal representation?
No. The financial engagement has its own scope. Representation and legal advice must be undertaken by a person entitled to provide them in the relevant forum.