The Peach Standard · The Review

Clear the assignment

Before counsel is proposed, Peach evaluates conflicts, scope, court requirements, urgency, competency needs, and the practical demands of preparation.

The complete handoff

Where this stage sits in the process.

Purpose

Why this stage matters.

Review protects the requesting firm, the client, and proposed counsel from an unclear or unsuitable handoff. Peach may request more information, narrow the role, identify conditions, or decline coverage.

What the requesting firm should provide

  • Sufficient party and relationship information for conflict review
  • The operative notice, pleadings, orders, docket posture, and known procedural requirements
  • A candid description of complexity, disputed facts, client sensitivities, and likely opposition
  • Requested authority, decision boundaries, escalation contacts, and reporting expectations
  • Technology, interpreter, exhibit, vendor, travel, or accessibility requirements
  • Any local-counsel, admission, substitution, consent, or notice issue already identified

Questions Peach must resolve

  • Can conflicts and professional-eligibility requirements be cleared?
  • Is the proposed scope lawful, ethical, practical, and sufficiently defined?
  • What preparation, documents, approvals, and logistics are conditions of acceptance?

Information

No guessing

Missing or unclear information is identified before it becomes a problem during the appearance.

Control

Defined authority

The primary firm retains strategic control while assigned counsel operates within the accepted role.

Accountability

A documented handoff

Responsibilities, decisions, deadlines, and deliverables are made visible to the people managing the file.

Stage outcome

What this stage should produce

A cleared or conditionally cleared assignment profile defining the service, risk points, preparation standard, required approvals, and constraints for counsel selection.

Coverage with command

A disciplined process protects the client, the record, and the attorney of record.

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