Scope metadata first
Enterprise Intake Checklist
Prepare enough information to review the commercial scope without sending confidential files. A suitable file-transfer channel, handling requirements and any required terms must be agreed separately.
Do not attach sensitive files to an initial enquiry
Describe the sensitivity category and your required controls. The appropriate channel and any evidence or contractual requirements remain subject to written confirmation.
Information to prepare
Languages
Source and target language pairs, including regional variants if relevant.
Audience and use
Who will use the output, in what setting and for what purpose.
Files or setting
File types and formats, or interpretation date, location/platform and format.
Volume and cadence
Approximate volume or duration, expected frequency and peak periods.
Required outputs
Delivery formats, layout needs, terminology inputs and buyer review steps.
Target dates
Desired start, milestones, final deadline and relevant time zones.
Sensitivity category
Describe the type of sensitive information without including the information itself.
Procurement requirements
List required documents, controls, terms, insurance, reporting or service-level questions.
What this page establishes
- A consistent set of commercial scope questions
- A boundary against sending sensitive files too early
- A place to state buyer evidence and contract requirements
What this page does not establish
- A secure portal, encrypted channel or particular storage control
- A signed NDA, DPA, MSA, SLA or other agreement
- Capacity, availability, retention, destruction or response-time commitments
Send the scope metadata
Use the prepared email to describe the request. Leave confidential files out until the transfer method and requirements are agreed.
Draft the Scope Email