DIY preparation guide
Prepare the file before asking anyone to move it.
This is a practical starting point for petroleum and mineral-rights files that need order, context, and a verification-first posture before a review is requested.
The DIY sequence
Make the first pass legible.
- 01
Separate facts from assumptions
Record the asset, geography, parties, document dates, and the source for each material statement. Mark any unknowns rather than filling gaps by inference.
- 02
Organize a high-level file summary
Prepare a concise overview of what is known, what needs clarification, and which records may support a later controlled review. Keep protected information private until a clear next step is established.
- 03
Choose the appropriate review path
Use the free assessment when you need a first-pass readiness view. A review does not confirm product, title, authority, availability, valuation, or a transaction outcome.
Keep the boundary clear
Do not send banking, KYC, title, mandate, contract, or other protected documents just to begin a conversation. Start with the high-level posture and use a controlled review path when appropriate.