What the requesting firm should provide
- Names of all parties, law firms, known witnesses, and related entities for conflict screening
- Court, county, case number, assigned judge, proceeding type, date, time, and expected duration
- Party represented, requested role, material issues, and specific objectives
- Experience or practice-area knowledge the assignment requires
- Known deadlines, remote or in-person status, travel needs, and urgency
- A nonconfidential summary only until secure-transfer instructions are provided
