For advisory, legal, claims, audit, assurance, engineering and expert partners
Where a distinct record-position workstream exists, isolate it before specialist judgement is applied.
The partner retains the client relationship, professional mandate and specialist judgement. RGRA handles only the separately bounded record-position workstream where that position is not already adequately produced.
Where it can help
The partner should not have to inherit an unstable factual starting point.
Several valid records, different purposes
The partner team first has to determine which position was current for the intended analysis.
Qualifications have drifted
A client summary or later narrative carries a broader position than the source records support.
No single accountable owner
The combined record position is not expressly produced for the specialist commission.
RGRA workstream
- Bound the matter question, cut-off, audience and record set.
- Trace source identity, authority, status, version and supersession.
- Preserve qualifications, contrary material and unresolved points.
- Issue a source-linked File-Position Note for the agreed hand-off.
Partner retains
- Client relationship and strategy.
- Professional standards and specialist mandate.
- Legal, technical, commercial, assurance or expert judgement.
- Downstream use and every specialist conclusion.
Professional boundary
A separate record-position workstream does not transfer the partner’s mandate.
RGRA states the source-supported position available from the agreed record. The partner remains responsible for the specialist conclusion and the professional use made of that starting position.
No-duplication gate
Do not add RGRA where the partner or client already closes the position.
If the partner or client already owns an adequate, appropriately reviewed source-supported position for the same decision, cut-off, audience and use, RGRA does not duplicate it.
Partner Decision-Basis Brief
A forwardable two-page explanation for specialist firms.
Use the brief when a colleague or client needs the workstream, boundary and public-record method proof in one controlled document.
Partner route
Start with the specialist commission and the upstream record question.
No client files are needed to check whether a separate workstream is relevant.