Files, copies & follow-upsIndia

Prepare a clear legal-work scope and milestone brief

Get your facts together with a trusted grown-up.

Define deliverables, client inputs, fee questions and progress updates before an engagement is finalised or an unclear assignment continues.

DisputePeoplePrep worksheet

Who it goes to: Client and proposed advocate or law firm

Where it applies: India; the named authority, state and record-specific rules apply

Prepare this
01 · What is this?

This worksheet helps you and a lawyer discuss the work and how progress will be tracked.

02 · When is it useful?

Use it before a new assignment or to clarify an ongoing matter.

03 · Start here

Write the result you need and the papers you can supply.

Gather your pieces

  1. Check the adviser’s identity, relevant practice and any conflict issue.
  2. Separate deliverables from court and public-office decisions.
  3. Do not treat proposed fees or dates as accepted without review.

Your prep sheet

Replace each [bracketed label] with your own verified details. Open the editor to make it yours, then read it through before sending.

LEGAL-WORK SCOPE AND MILESTONE DISCUSSION
Date: [Document date]
Client: [Applicant / sender]
Proposed adviser: [Recipient / office]
Matter reference: [File / application / case reference]

Goal and decisions needing legal advice:
[Goal]
Included and excluded tasks:
[Scope]
Known dates requiring independent checking:
[Known deadline or urgent need]

Milestone plan — task | deliverable | responsible person | inputs | proposed review date:
[Milestones]
Client documents available and missing:
[Client Inputs]
Who may instruct, approve drafts and approve extra cost:
[Approval Contacts]

Fee basis, taxes, filing charges, outside expenses and questions:
[Fee Questions]
Update channel, frequency and useful status information:
[Update Plan]
Supply of drafts, filing receipts and original-document inventory:
[Document Plan]
Court, public-office or third-party dependencies and delay reporting:
[Dependencies]
Scope-change and handover points still to agree:
[Open Terms]

Reviewer: [Reviewer / adviser]
Agreed points versus matters still proposed:
[Discussion Result]

A milestone is a planning proposal unless properly agreed. No success, filing acceptance or public-office completion is assumed.

Your next moves

  1. Discuss the brief and obtain an appropriate reviewed engagement.
  2. Record agreed updates, cost approvals and scope changes.
  3. Retain deliverables and a versioned record of instructions.

Real-world check

Discussion worksheet, not a universal retainer, appointment or promise of a result. Representation, fees, confidentiality and termination need professional and matter-specific review.

Sources & official links