Each stage asks what must be true and which responsible person must decide.
An earlier outcome does not authorise the next stage.
What must be true before the next step?
What must be true before the next step?
- 01Decision documented by a responsible professional
Qualify
Confirm identity, route, high-level fit and conflicts inputs before deciding whether a readiness assessment or mandate discussion is appropriate.
- 02Decision documented by a responsible professional
Decide
Use a fixed-scope assessment to record assumptions, evidence gaps, options and the next commercial or legal decision.
- 03Decision documented by a responsible professional
Match
Under a defined mandate, assess agreed criteria and make only suitable, human-approved introductions; no match or completion is guaranteed.
- 04Decision documented by a responsible professional
Launch
Open separate legal scopes for the structure, disclosure, agreements, registration, investment, brand rights, data, workforce and launch work required.
- 05Decision documented by a responsible professional
Operate
Maintain the network through a recurring legal desk with agreed volumes, response standards, exclusions and escalation rules.
- 06Decision documented by a responsible professional
Material events
Scope material events separately, including disputes, termination, enforcement, incidents, restructuring, sale or further expansion.
Introduction gate: three independent approvals by responsible professionals
Introduction gate: three independent approvals by responsible professionals
- Conflict clearance
- Information-sharing authority
- Introduction authorisation
Legal launch begins again
Legal launch begins again
- Separate lawyer–client engagement
- Fresh conflict clearance
- Accepted written engagement
- Defined scope
- Agreed engagement terms
- Opened matter file
Brokerage, legal launch and the network desk remain separate instructions.
Brokerage, legal launch and the network desk remain separate instructions.
Saudi legal launch work, where appropriate, begins only under a separate lawyer–client engagement, fresh conflict clearance and accepted written engagement setting out scope and terms.
What must be true before the next step?
Qualification does not guarantee a mandate, introduction, match, regulatory approval, launch date, profitability or commercial outcome.
Answers you can use
Decision questions
Each answer identifies the decision, the gate, the fact dependencies and a next step. It is not advice on a specific matter.