Comprehensive Outside General Counsel Guidance for Local Businesses
Outside general counsel services provide ongoing legal support for businesses that need steady guidance without maintaining a full time in-house attorney. At Jay Johnson Law Firm in Rural Hill and Hendersonville, Tennessee, we assist owners and managers with contracts, compliance, employment issues, transactional work, and preventative risk management. This service is designed to integrate with your team and respond quickly to matters as they arise, helping you stay focused on operations while legal matters are handled consistently and proactively. We prioritize practical solutions tailored to Tennessee business law and the realities of local operations.
An outside general counsel arrangement can be scaled to fit a company’s needs, from regular advisory time each month to on-call support for intermittent projects and transactions. This flexible model often reduces overhead for small and mid-sized businesses that cannot justify a full time attorney, while providing the steady legal oversight that keeps organizations compliant and positioned for growth. Our approach emphasizes clear communication, defined scope of services, and predictable billing so business leaders know what to expect and can make informed decisions about their legal priorities.
Why Ongoing Outside Counsel Matters for Your Business
Having outside general counsel provides several important benefits for companies of varying sizes. It creates continuity in legal strategy and ensures that someone familiar with your business context is available to advise on recurring matters, major deals, and emerging risks. Regular counsel can assist with contract drafting and negotiation, regulatory compliance, employment policies, commercial disputes, and strategic planning. By embedding legal guidance into operations, businesses reduce the likelihood of costly surprises, improve contract outcomes, and maintain stronger governance practices, which contributes to long-term stability and resilience in a competitive marketplace.
About Jay Johnson Law Firm and Our Approach to Business Counsel
Jay Johnson Law Firm serves businesses in Rural Hill, Hendersonville, and throughout Tennessee with a focus on practical legal support for owners and leadership teams. Our attorneys bring substantial experience advising corporate clients on transactional matters, regulatory compliance, contract negotiation, and dispute avoidance. We favor a collaborative relationship with clients, learning each business’s goals and operational patterns so our guidance is aligned with commercial objectives. Clear communication, timely responsiveness, and transparent billing are core commitments so your team can rely on consistent legal support without unexpected interruptions.
What Outside General Counsel Does for Your Company
Outside general counsel functions as an extension of a company’s leadership, offering legal oversight across a range of areas while fitting into the client’s budget and workflow. Services commonly include reviewing and preparing commercial contracts, advising on corporate governance, counseling on employment matters, assisting with compliance obligations, and coordinating with outside specialists when niche issues arise. This model can be delivered on a retainer or hourly basis and is tailored to meet a business’s operational tempo, helping leaders prioritize legal risk mitigation while supporting sustainable growth strategies.
Engaging outside general counsel also helps organizations develop repeatable processes for legal intake and decision making. Instead of reactive, one-off legal work, counsel establishes consistent practices for contract approval, employee onboarding and separation, vendor negotiation, and recordkeeping. That reliability reduces friction in daily operations and ensures that legal considerations are part of planning cycles. Over time this proactive engagement often results in better negotiated terms, fewer disputes, and a clearer pathway for expansion or investment because legal frameworks are already in place.
Defining Outside General Counsel Services
Outside general counsel is a formal arrangement where an attorney or law firm provides ongoing legal services to a business without the company hiring a full time, in-house lawyer. The arrangement can be structured as a monthly retainer, block of hours, or as-needed advisory relationship. Services vary by client but typically include contract work, compliance guidance, risk assessments, board and governance support, and transaction oversight. The advantage is consistent legal counsel integrated into business processes while maintaining flexibility in scope and costs, allowing companies to access dedicated legal support that adapts as needs evolve.
Core Components of an Outside Counsel Relationship
Key elements of a productive outside counsel relationship include defined scope, clear communication channels, predictable billing, confidentiality safeguards, and alignment with business objectives. Processes often start with a kickoff meeting to map priorities, followed by setting protocols for intake and escalation, establishing document management practices, and agreeing on performance metrics like response times and deliverables. Regular check ins and periodic reviews allow counsel and the client to adjust the arrangement as the company’s needs change. These structures help ensure that legal support is timely, cost effective, and integrated into everyday decision making.
Important Terms and Definitions for Business Counsel
Understanding common legal terms helps business leaders make better decisions and communicate effectively with counsel. This glossary highlights terms you will frequently encounter when working with outside counsel, including contract provisions, governance concepts, compliance terminology, and basic corporate structures. Familiarity with these items reduces confusion and accelerates legal workflows because both parties share a clear vocabulary for negotiations, risk evaluations, and operational policies. We provide plain language explanations to help translate legal concepts into actionable business considerations.
Outside Counsel Arrangement
An outside counsel arrangement refers to the formal relationship between a business and a law firm or attorney who provides ongoing legal services without being a full time employee. This arrangement outlines the scope of work, billing methods, communication protocols, confidentiality protections, and termination terms. It enables businesses to access consistent legal support while retaining flexibility in staffing and costs. The agreement typically identifies preferred response times, designated points of contact, and the process for bringing in specialized legal support when issues fall outside the agreed scope.
Retainer Agreement
A retainer agreement is a contract that sets out the terms under which a client pays for ongoing legal services, often as a fixed monthly fee or for a block of hours. The agreement clarifies what services are included, how additional work is billed, and expectations for availability and deliverables. Retainers provide predictability in budgeting and ensure that counsel reserves time for the client’s needs. Typical provisions address conflict resolution, confidentiality, termination, and the handling of funds for expenses incurred during representation.
Scope of Services
Scope of services defines the boundaries of legal work that outside counsel will provide under the engagement. This can range from broad ongoing advisory services to narrowly defined tasks such as contract drafting or regulatory filings. A clear scope prevents misunderstandings and helps with budgeting because both parties know which activities are included and which would require separate agreements. The scope should be reviewed periodically to accommodate business growth, regulatory changes, or shifting priorities so the legal relationship remains effective and relevant.
Conflict Check
A conflict check is a process law firms use to determine whether any existing or prior client relationships create a conflict of interest with a prospective engagement. It involves reviewing client records, matters, and parties to ensure that representing a new client would not compromise duties to others. Performing a conflict check early avoids ethical issues and helps firms provide transparent disclosures to prospective clients. If a conflict exists, the firm will discuss possible waivers or alternative arrangements, or may decline representation to preserve professional obligations.
Comparing Limited Legal Support With Comprehensive Outside Counsel
Businesses often weigh whether to use limited legal services for discrete projects or to engage comprehensive outside counsel for ongoing support. Limited services are appropriate when a single transaction or event is the primary legal need, offering cost control for short term matters. In contrast, a comprehensive counsel arrangement provides continuity and institutional knowledge, helping to prevent issues before they arise and ensuring consistent application of legal policy. The right choice depends on business size, frequency of legal needs, budget constraints, and the value placed on long term legal integration with operations.
When Targeted, Short-Term Legal Help Works Well:
Single Transaction Needs
A limited approach is often appropriate when a business requires assistance for a defined transaction such as purchasing equipment, negotiating a single contract, or forming a new legal entity. These matters are finite, well scoped, and do not require ongoing oversight once completed. In such instances, engaging counsel on a project basis provides focused attention at a predictable cost and avoids the commitment of a standing retainer. This approach is efficient for businesses that otherwise manage routine legal matters internally and only occasionally need external support.
Cost-Sensitive, Infrequent Legal Needs
Companies with infrequent legal matters and tight budgets may choose limited legal services to address immediate issues without ongoing commitments. This model allows leaders to allocate resources to core operations while bringing in legal help when specific needs arise. It works best when the organization has internal processes for identifying when outside help is necessary and when the scope of each engagement can be clearly defined. For businesses with occasional legal touchpoints, this approach can be practical and economical.
When Continuous Counsel Becomes the Better Business Choice:
Frequent or Complex Legal Needs
A comprehensive outside counsel relationship is often appropriate for companies facing frequent legal questions, complex regulatory environments, or ongoing contract negotiations. When legal matters are regular and intertwined with business operations, having counsel who understands the organization’s history and strategic goals reduces friction and speeds decision making. Continuous counsel helps ensure consistent treatment of legal risks, preserves institutional knowledge, and provides timely advice that aligns with long term business plans. This continuity can be particularly valuable during periods of growth or change.
Desire for Risk Management and Preventative Planning
Organizations prioritizing risk management and proactive legal planning often benefit from a comprehensive arrangement because counsel can implement policies and review practices on an ongoing basis. This prevents common pitfalls related to employment, vendor relationships, regulatory compliance, and contract terms. Regular legal oversight enables the business to identify trends and recurring issues and to address them before they escalate. Over time, this results in more predictable outcomes, stronger vendor and employee relationships, and reduced exposure to disputes.
Advantages of Retained Outside Counsel for Ongoing Needs
A comprehensive outside counsel relationship offers several measurable benefits. It fosters continuity in legal strategy, producing consistent contract language and corporate policies that reduce ambiguity in business dealings. Counsel who knows your company can act quickly when issues arise and anticipates legal impacts of strategic decisions. Predictable billing arrangements help with budgeting, and ongoing counsel can coordinate with other advisors such as accountants or human resources to deliver cohesive solutions. For many companies, these advantages translate into cost savings and improved operational stability over time.
Another advantage is the institution of repeatable legal procedures that align with business operations, such as contract approval workflows, regulatory compliance checklists, and employee handbook policies. These systems reduce the administrative burden on leadership and help maintain consistent standards as the business scales. In addition, ongoing counsel can help prepare for growth events like fundraising, acquisitions, or new product launches by ensuring legal readiness. The cumulative effect is a stronger legal infrastructure that supports sustainable development and reduces the likelihood of disruptive disputes.
Continuity and Institutional Knowledge
Continuity is one of the most valuable outcomes of working with outside counsel on an ongoing basis. When counsel stays involved with your company, they accumulate knowledge of past decisions, contract terms, and internal policies, which improves the quality and speed of advice. This institutional understanding reduces the time needed to bring counsel up to speed on new matters and helps ensure consistency across transactions and communications. Over time, this continuity supports better risk management and more cohesive legal strategies aligned with business goals.
Cost Predictability and Efficient Resource Use
A retained counsel relationship often provides clearer budgeting and cost predictability compared to reactive legal services. Fixed fees or retainer models allow businesses to forecast legal spend and avoid unexpected legal bills tied to emergency matters. With routine tasks handled under the arrangement, leaders can allocate internal resources more effectively and rely on counsel for strategic priorities. Efficient use of legal resources also reduces the need to repeatedly onboard new attorneys for each matter, saving time and money while maintaining consistent legal oversight.
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Practical Tips for Working With Outside Counsel
Define Clear Objectives and Scope
Before engaging outside counsel, clearly describe the types of matters you expect them to handle and the outcomes you want to achieve. Setting a defined scope helps prevent misunderstandings and enables the firm to propose an appropriate fee arrangement. Discuss communication preferences, typical response times, and escalation protocols so both sides share expectations. Regularly revisit these objectives to ensure the arrangement remains aligned with changing business priorities, enabling counsel to deliver timely, relevant advice and for the company to manage legal spend effectively.
Establish Simple Intake Procedures
Prioritize Preventative Work
Allocate part of your counsel arrangement to preventative tasks such as contract templates, employee handbook updates, compliance checklists, and governance policies. Investing time in these foundational items reduces the likelihood of costly disputes and cultivates consistent standards across operations. Preventative work often yields the highest return by reducing operational friction and enabling faster decision making. When counsel is involved proactively, they can help identify and address systemic issues before they impact business performance or lead to regulatory exposure.
When to Consider Outside General Counsel for Your Business
Consider outside general counsel when your company faces recurring legal questions, frequent contract negotiations, or complex regulatory obligations that would benefit from continuity in representation. This service is especially relevant for businesses that value predictable legal support without the cost of a full time attorney. It is also appropriate when leaders want to focus on growth and operations rather than managing ad hoc legal matters. Outside counsel can act as a steady partner to help streamline decisions, negotiate better terms, and maintain compliance across multiple business activities.
Another common reason to engage outside counsel is to prepare for events like fundraising, expansion, or sale where legal readiness can materially affect outcomes. Counsel can audit agreements, recommend governance improvements, and prepare documentation to facilitate transactions. For businesses with limited internal legal capacity, having an outside counsel relationship reduces disruption during critical business moments and ensures legal considerations are integrated into planning. The arrangement adapts as your business grows, providing scalable support that aligns with strategic priorities and operational realities.
Typical Situations That Make Outside Counsel Valuable
Common circumstances include frequent vendor and customer negotiations, recurring employment law questions, regulatory compliance obligations, and the need for consistent contract language across multiple locations or business units. Companies undergoing growth, restructuring, or considering mergers and acquisitions also benefit from continuous counsel. Additionally, businesses that want to reduce legal surprises and build repeatable processes find outside counsel helpful. In each case, counsel becomes a trusted resource for anticipating legal issues, recommending policy changes, and coordinating with other advisors to support sound business decisions.
Regular Contract Negotiations
Businesses that frequently negotiate contracts with customers, suppliers, or service providers often benefit from outside counsel to standardize terms and speed negotiations. Counsel can create template agreements, negotiate bespoke clauses when necessary, and train internal teams on contract red flags. This reduces legal risk and ensures consistent protection across deals. With ongoing counsel, negotiation cycles become more efficient because counsel understands the company’s risk tolerance and preferred terms, enabling quicker responses and better outcomes for routine contracting needs.
Employment and HR Matters
Employment-related matters such as hiring practices, handbook policies, disciplinary actions, and separation agreements are often recurring and sensitive. Outside counsel can help draft compliant policies, advise on best practices for employee communications, and review settlement terms when disputes arise. Regular oversight reduces legal exposure and supports fair, consistent treatment of employees. Counsel can also assist with proactive training and policy updates to reflect changes in Tennessee law or federal requirements, helping businesses maintain lawful operations and reduce the risk of litigation.
Regulatory Compliance Needs
Companies subject to industry-specific regulations or municipal rules often require ongoing counsel to remain compliant. Outside counsel can monitor relevant legal developments, recommend administrative procedures, and assist with filings or licensing as required. By integrating compliance into routine operations, businesses reduce the likelihood of fines or enforcement actions. This proactive relationship allows counsel to advise on adjustments to processes or documentation to ensure continued alignment with regulatory expectations and to provide timely guidance when rules evolve.
Local Outside Counsel Services in Rural Hill and Hendersonville
Jay Johnson Law Firm is available to support businesses throughout Rural Hill and Hendersonville, Tennessee with outside general counsel services tailored to local needs. We understand the regional business environment and legal landscape, and we focus on practical solutions that keep companies moving forward. Whether you need regular advisory time, contract work, or assistance preparing for a major transaction, our team offers responsive legal support and clear communication to help you manage risks and pursue opportunities with confidence. Contact us to discuss how we can partner with your business.
Why Businesses Choose Jay Johnson Law Firm for Ongoing Counsel
Clients choose our firm because we offer consistent legal guidance designed to fit the operational realities of small and mid-sized businesses in Tennessee. We emphasize responsiveness, approachable communication, and practical recommendations that reflect commercial priorities. Our attorneys work to understand each client’s business model and tailor advice accordingly, providing support across contracts, compliance, employment matters, and transactions. This business-first approach aligns legal strategy with company goals so counsel contributes directly to efficient operations and informed decision making.
Another reason clients retain our services is the predictable, transparent billing structures we provide, which help businesses manage legal budgets while ensuring access to counsel when needed. We discuss fee options openly and create arrangements that fit the client’s cadence and cash flow. By offering scalable support, we accommodate firms that need occasional project work and those that prefer ongoing advisory relationships. Clear scopes, regular reporting, and scheduled reviews keep the engagement aligned with the company’s priorities and financial planning.
Finally, our firm focuses on building long term relationships so counsel becomes familiar with the company’s history and strategy. This continuity speeds responses, reduces the need for repeated onboarding, and helps counsel anticipate issues based on past matters. We coordinate with other advisors as necessary and prioritize solutions that balance legal protection with business practicality. Our aim is to be a reliable partner that contributes to sustainable growth and stability for local businesses in Rural Hill and the surrounding Tennessee communities.
Ready to Discuss Outside General Counsel for Your Business? Call 731-206-9700
How Our Outside Counsel Process Works
Our process begins with an initial consultation to learn about your business, pain points, and objectives. From there we propose a tailored engagement model that may include monthly retainer hours, a block of advisory time, or an as-needed arrangement with agreed rates. We set communication protocols and designate primary contacts on both sides, then begin addressing prioritized matters while documenting processes for intake and approvals. Regular check ins and periodic reviews ensure the relationship remains aligned with evolving business needs and operational changes.
Step 1: Assessment and Engagement Setup
We start with a thorough assessment of the company’s legal landscape, including contracts, governance documents, and compliance needs. This diagnostic stage identifies areas needing immediate attention and opportunities for preventative work. Based on the assessment, we recommend an engagement structure that defines scope, billing, response times, and reporting. Establishing these parameters up front creates clarity and allows counsel to prioritize tasks efficiently while building a foundation for ongoing support that matches the business’s rhythm.
Initial Business Review
During the initial business review we collect key documents and meet with leadership to understand commercial objectives, existing legal processes, and recurring challenges. This review helps identify contract templates, governance gaps, compliance obligations, and risk areas that may require attention. Gathering this information early enables counsel to provide informed recommendations and prioritize work streams that deliver the most immediate benefit. The review also establishes a baseline for measuring progress over time and for adjusting the engagement as the company evolves.
Engagement Agreement and Protocols
After the assessment we document the engagement in a written agreement that outlines services, billing terms, designated contacts, confidentiality expectations, and termination provisions. We also set communications and intake protocols so the client knows how to present issues and counsel can respond efficiently. These agreed protocols reduce administrative friction and create predictable workflows for both parties. Having a clear engagement agreement ensures mutual understanding and facilitates a constructive, ongoing working relationship tailored to the business’s specific needs.
Step 2: Implementation and Preventative Work
Once the engagement begins we focus on priority items identified during the assessment, such as updating key contracts, drafting necessary policies, and implementing intake processes. Preventative tasks are prioritized to reduce exposure and streamline daily operations. Counsel works with internal teams to integrate legal checkpoints into business workflows and to provide training where helpful. This stage emphasizes building durable systems that lower the likelihood of disputes and ensure consistent handling of common legal issues.
Contract Standardization and Templates
Standardizing contracts and creating templates for common transactions reduces negotiation time and helps maintain consistent protections across deals. We develop and tailor templates for sales agreements, vendor contracts, and service terms, ensuring they reflect the company’s risk tolerance and regulatory obligations. Training internal staff on how to use these templates improves adherence to company standards and limits the need for attorney involvement on routine matters, freeing counsel to focus on complex or bespoke transactions that require deeper legal review.
Policy Development and Compliance Checklists
Creating clear policies and compliance checklists helps the company manage day to day legal responsibilities and regulatory requirements. Counsel assists with drafting employee handbooks, vendor onboarding procedures, and documentation standards that support legal compliance and operational consistency. These tools make it easier for staff to follow best practices and reduce the risk of inadvertent noncompliance. Regular reviews ensure policies remain current with changes in law or business operations.
Step 3: Ongoing Support and Review
The ongoing support phase includes routine advisory hours, document review, negotiation assistance, and strategic planning as business needs evolve. We maintain open communication channels for timely advice and schedule periodic reviews to assess the relationship and adjust scope or priorities. During this phase, counsel remains available to handle emergent issues, coordinate outside resources when needed, and provide continuous guidance that aligns legal actions with the company’s goals and operational timelines.
Regular Reporting and Check-Ins
Regular reporting and scheduled check-ins keep leadership informed about legal activities, upcoming deadlines, and areas requiring attention. These touchpoints enable counsel to provide updates on ongoing matters, suggest shifts in priorities, and present recommendations for preventative measures. Transparent reporting also helps with budgeting and planning, giving companies a clear picture of legal spend and outcomes linked to counsel’s activities. This ongoing dialogue fosters a proactive relationship rather than a reactive one.
Scaling Support as Needs Change
As the business grows or faces new challenges, the scope and intensity of legal support can be adjusted. Counsel can scale services up for transactions or strategic initiatives and scale back during quieter periods. Periodic reviews help identify points where additional resources or new arrangements may be warranted. This flexible approach ensures the legal relationship remains cost effective and aligned with the company’s evolving objectives, allowing leadership to access appropriate levels of legal support when needed.
Frequently Asked Questions About Outside General Counsel
What does outside general counsel do for my business?
Outside general counsel provides ongoing legal guidance across a variety of business needs, acting as a consistent legal resource for contracts, compliance, governance, and transactional work. Counsel integrates with leadership to offer practical advice on daily operational matters, negotiate and draft agreements, and recommend policies that reduce legal risk.The arrangement can be tailored to the company’s needs, ranging from a few hours per month to a retainer that covers a broader set of services. Over time, counsel becomes familiar with the business, which improves response times and ensures more consistent legal decision making.
How is billing typically structured for outside counsel?
Billing for outside counsel commonly uses fixed monthly retainers, blocks of prepaid hours, or traditional hourly rates depending on client preference and expected workload. Retainers provide predictable budgeting and often include a specified number of advisory hours each month, while hourly arrangements can be preferable for irregular or unpredictable needs.We discuss billing options during the engagement setup and recommend the model that best aligns with the company’s cash flow and expected legal activity. Clear reporting accompanies billing so clients understand how time is used and can adjust arrangements as necessary.
Can outside counsel help with employment issues and policies?
Yes, outside counsel frequently assists with employment matters including drafting handbooks, advising on hiring and separation, reviewing employment agreements, and responding to employee complaints. Counsel helps ensure policies comply with Tennessee and federal law and provides practical guidance on minimizing disputes through fair and consistent processes.While counsel can advise on preventative measures and dispute resolution, in the event of litigation we coordinate with trial counsel if needed, ensuring that the company’s position is defended effectively and that prior documentation and policies are presented in a coherent manner.
How do I choose the right scope for my retainer?
Choosing the right scope begins with an honest assessment of recurring legal needs and anticipated projects. Identify the most common tasks you expect counsel to handle and the level of availability required, then select a retainer or hourly structure that covers those priorities. Clear expectations around response times and deliverables should be set up front.We recommend starting with a scope that covers immediate high priority needs and scheduling periodic reviews to expand or narrow the engagement as your business changes. Flexibility is important so the arrangement can be adjusted to balance cost and coverage.
Will outside counsel handle litigation matters?
Outside counsel can handle many pre-litigation tasks including demand letters, negotiations, and alternative dispute resolution efforts aimed at avoiding court. When matters progress to formal litigation, counsel may continue to manage the case or coordinate with litigators who specialize in courtroom representation, depending on the case’s complexity and the firm’s capacity.The goal is to provide continuity and leverage institutional knowledge, whether through continued involvement or by ensuring a smooth transition to trial counsel while preserving strategic direction and documentation relevant to the dispute.
How quickly can counsel respond to urgent matters?
Response times depend on the terms of the engagement and the nature of the matter, but outside counsel arrangements typically include agreed expectations for urgent inquiries. Many retainer agreements specify response windows for different priority levels, ensuring that time sensitive matters receive prompt attention while routine questions follow standard turnaround schedules.We work with clients to define what constitutes an emergency and establish protocols for escalation so urgent issues are handled effectively and nonemergency items are addressed in a predictable manner that fits the client’s operational needs.
What documents should I have ready for an initial consultation?
For an initial consultation it is helpful to have basic corporate documents such as articles of organization or incorporation, operating agreements or bylaws, key contracts, a summary of current employment policies, and any regulatory licenses or filings relevant to your business. These documents provide counsel with context to assess priorities and identify immediate risks.Providing a brief history of recent legal issues, ongoing disputes, or planned transactions also helps make the initial meeting more productive, allowing counsel to propose a tailored engagement and a practical work plan for addressing pressing matters.
How does counsel coordinate with other advisors I use?
Counsel coordinates with other advisors like accountants, HR consultants, and financial planners by establishing communication channels and permission to share relevant information while maintaining client confidentiality. Effective coordination helps ensure legal strategies align with tax planning, employee policies, and business operations, producing more cohesive outcomes.We recommend identifying a primary internal contact who serves as the liaison to outside advisors; this reduces duplication, clarifies responsibilities, and helps align timelines so legal and nonlegal tasks move forward together in service of the company’s objectives.
Can outside counsel help prepare my business for sale or investment?
Yes, outside counsel can play a key role in preparing a business for sale, investment, or capitalization by auditing contracts, cleaning up corporate records, addressing outstanding compliance issues, and preparing due diligence materials. Counsel helps present the company in the best legal position possible and advise on deal structures that support the client’s goals.Early planning with counsel reduces surprises during negotiations and due diligence, increasing the likelihood of smoother transactions and better deal terms. Counsel also coordinates with financial and tax advisors to ensure legal considerations are aligned with financial objectives.
What should I expect during the first 90 days of engagement?
During the first 90 days, expect an initial assessment, establishment of engagement terms, and prioritization of immediate legal tasks such as contract reviews or policy updates. Counsel will set protocols for communication and intake and begin implementing agreed preventative measures. This period focuses on building the foundation for a productive ongoing relationship.You should also expect regular check ins and reporting so counsel and leadership can evaluate progress and adjust the scope or focus areas. By the end of the first quarter the relationship should be operational with clear processes for handling routine and emergent matters.