Insights
Practical notes on documentation and decisions
Information on this website is educational. It does not create an engagement, does not constitute legal advice, and does not establish a professional relationship.
Agency Operations
Documenting Coverage Conversations Without Slowing the Team Down
Most coverage discussions happen. Far fewer are recorded. The gap is rarely a knowledge problem — it is a workflow problem.
ReadCondominium Programs
What a Condominium Board Should Ask Before Approving a Renewal
A short list of questions that produces a defensible decision record, regardless of which proposal the board selects.
ReadLitigation Support
Scope Discipline in Litigation Consulting
The most valuable thing a consulting expert can say early in an engagement is what they will not opine on.
ReadMethod
Why Every Finding Should Carry Its Evidence
A finding without an evidence reference is an opinion. A finding with one is a documented observation.
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