Write: what decision is needed, by what date, whose legal authority is required, and what cannot be shared. If the matter affects securities, employment, fiduciary duties, litigation or a distressed company, route legal questions to qualified counsel immediately. The SEC's broker-dealer guidance makes clear why securities-related introductions and transaction compensation require separate scrutiny. Broker-Dealers — US SEC
Deliverables: decision owner; authority/approval map; confidentiality classification; specialist escalation list. Stop condition: no one can identify the lawful decision-maker or sensitive data would be exposed.