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Deliverables and Close-Out Standards

Deliverables reflect source receipt, handling activity, verification references when used, and close-out transfer. The package is organized as a reviewable matter record so counsel, claims teams, and internal reviewers can follow the sequence quickly without reconstructing events. Exact contents vary by source type, access path, and delivery requirements settled during intake.

Typical close-out package

  • Engagement terms summary
  • Intake / handling log
  • Transfer or receipt record
  • Hash / verification record when used
  • Preservation or close-out summary
  • Delivery record or release confirmation

What varies by scope

  • Source type, condition, and access path
  • Requested delivery format and transfer method
  • Whether replacement media, secure storage, or cloud transfer records are needed
  • Retention, return, or destruction instructions confirmed for the matter
  • Whether the matter calls for a concise summary, more detailed logs, or both

How records are organized

Deliverables are labeled and organized for controlled transfer, later verification, and orderly file administration. Naming conventions, dates, and identifiers stay consistent so the package can be reviewed quickly and tied back to one written matter definition.

What deliverables do not include

  • Legal opinions or strategy recommendations
  • Admissibility opinions
  • Merits conclusions or narrative advocacy

Scope limits and separate-retention items are addressed on the Scope of Services page.

How deliverables are confirmed

Deliverable format, file organization, and close-out expectations are best settled during intake so the package stays aligned to scope, transfer path, and the review objective for the matter.

Across matters, the intake record, handling records, transfer references, and close-out summary should point back to the same written matter definition. Multi-source matters, staged handoffs, cloud exports, or replacement media may require added records or transfer references.

Why this page is reviewed before intake

This page usually follows scope and fees review. It helps confirm that the expected close-out package, transfer references, and record structure fit counsel, carrier, or internal review needs before written intake opens.

Common next review pages

  • Security & Compliance to confirm the governance and handling safeguards supporting the close-out package
  • Contact once deliverable format, transfer path, and close-out expectations are sufficiently clear

Review security & compliance Intake Guidance

After deliverables are clear, most buyers confirm Security & Compliance and then move to Contact before Start Intake. Where details still need to be settled, they are usually fixed during intake against the same written matter definition.