Commercial legal and IP

Advice anchored in the transaction

Tell us who the parties are, what they intend to exchange, the value at risk and the decision date. We agree the adviser’s mandate, confidentiality arrangements and deliverables before detailed records are shared.

Separate the stages

Initial advice, drafting, negotiation and representation are different stages. A proposal should state which are covered and what additional authority is required before an external communication or filing.

Start with the decision or document

• For an existing draft, use commercial contract review. For a delivery model needing documents, use customer and vendor contracts.
• For ownership and working relationships, explore founder and shareholder agreements, employment and consultant agreements or franchise and distribution agreements.
• For brands and creative or technical assets, distinguish trademark protection from IP ownership and licensing.
• For the customer journey, use consumer and ecommerce compliance. For an unpaid or disputed claim, begin with debt recovery and dispute strategy.
• For continuity of ownership and management, explore business succession planning. A broader decision can begin with a defined business legal advisory brief.

Prepare a focused matter brief

Identify the parties, commercial objective, relevant dates and documents already signed or exchanged. Separate the outcome you want from facts still uncertain. For an initial enquiry, describe the issue without sending the entire confidential record.

The written proposal identifies the question or documents covered, the agreed output, negotiation or follow-up work and professional responsibilities. A drafting assignment, a legal opinion and representation are different scopes; the completion record should make clear what was delivered and what action remains with the business.