THE FIRST-CALL BRIEF

Know what to say. Know what to ask.

Build a practical summary to take into a buyer conversation. No files, email or account needed.

NO FILES. NO ACCOUNT.

Turn a few broad choices into a useful first conversation. This tool runs in your browser: choices are not saved by the tool or sent to us or a buyer. Copying puts the brief on your clipboard; printing opens your device’s print dialog.

Use categories only. No company names, personal details, credentials or business records are requested. Site privacy and optional analytics →

Use the checklist without JavaScript.

Write down your business stage, office-team size, record systems and retained dates. List exclusions and questions about access, scope and payment. The interactive builder needs JavaScript, but our first-enquiry checklist and offer guide are available to read.

YOUR FIRST-CALL BRIEF

Ready to review and take with you.

Check the selections before sharing. This brief is a conversation starter, not an application, valuation or authorization to use records.

Your generated brief (read only)

If copying is unavailable, select the text above and use your device’s Copy command. To revise the brief, change your choices and generate it again.