New clients
A clear path from first conversation to ongoing service.
Our onboarding process keeps responsibilities, documents, and next steps visible from the start.
Three practical steps.
1. Consultation and fit
We learn about your needs, timing, entities, and goals, then identify the right scope of work.
Request a consultation2. Engagement and intake
When the scope is confirmed, your Mehdiani contact sends the exact engagement link. You complete the requested information, review the applicable agreement, and confirm who will be involved.
Link sent directly by our team
3. Secure document collection
Documents are gathered through the protected upload workflow and organized for the engagement.
Upload filesSubmitting an intake or upload does not create an engagement until the firm accepts the work and the required agreement is signed.