Scope & preparation
When this is useful
An audit or review can stall when document owners and the reviewing professional work from different request lists. Coordination creates a shared record of what was requested, what was supplied and what remains open. The review’s scope and conclusions must stay with the appointed professional.
How ADPR can help
ADPR can support the administrative work around a legal review, including scheduling, evidence indexing and action tracking. The output is a coordination record, not an independent legal audit opinion. Any identified issue should be routed to the responsible decision-maker and adviser.
A typical process
Confirm the reviewer, scope and information-request list.
Coordinate records and clarifications with document owners.
Track review actions and evidence of agreed follow-up.
What to prepare
- The appointed reviewer’s scope
- Document-owner contacts
- Existing records and known gaps
Possible scope outputs
- Audit request tracker
- Evidence index
- Follow-up action register
The proposal will confirm what is included, who is responsible and the applicable timeline. These are scope examples, not a fixed package.
Questions worth asking
Who writes the audit conclusions?
The appointed qualified professional is responsible for the review and its conclusions. ADPR can coordinate the supporting process.
Can we limit the review to one transaction?
Scope is agreed with the reviewing professional. A limited review should not be presented as a comprehensive assessment of the business.