Role
Specify whether you mean a practising attorney, a firm leadership role or an in-house legal responsibility. List adjacent roles to exclude, such as paralegals or non-legal executives.
Use a requirements worksheet to distinguish attorneys, firms and in-house legal roles before a commercial conversation.
Discuss requirements
Write each boundary into the request so a role label does not stand in for an organization relationship or a jurisdiction requirement.
Specify whether you mean a practising attorney, a firm leadership role or an in-house legal responsibility. List adjacent roles to exclude, such as paralegals or non-legal executives.
Distinguish an individual attorney from a law firm, a branch office or a legal department inside another business. State how you want multiple people at one organization handled.
Write down the office geography and jurisdiction of interest separately. Identify any admission evidence you need to review rather than inferring it from location.
These are request criteria, not confirmed filters or supplied fields. Use the review column to identify what would need supporting evidence.
| Requirement | Decision to record | Question for review |
|---|---|---|
| Attorney role | Individual attorney, firm leadership or in-house legal role | What supports the stated responsibility beyond the title? |
| Organization | Firm, branch office or non-law-firm employer | How is the person connected to that organization? |
| Practice context | The practice area you want to discuss and adjacent areas to exclude | What evidence would distinguish the requested practice scope? |
| Jurisdiction | Office location and jurisdiction of interest, recorded separately | Is admission evidence needed, and what would support it? |
| Contact fields | The business contact fields your review would require | What source context, dates and permission questions need review? |
| Exclusions | Roles, organizations and existing contacts outside the request | How should repeated firm records and exclusions be handled? |
A legal title does not prove a licence, practice remit or permission for outreach. Keep those questions separate from audience selection.
For example, “legal counsel at a company” and “partner at a law firm” describe different employer relationships. Record that distinction before discussing contact fields.
For a broader role discussion, use professional contact planning. For a request spanning several business audiences, see B2B lead planning.
Write one sentence naming the person or organization and the relationship you want to discuss.
Add practice context, geography and adjacent roles. Keep jurisdiction evidence as its own question.
Separate required fields from evidence to review, then bring both to the requirements conversation.
Specify the attorney role, firm or employer relationship, practice context and geography. Record exclusions and the evidence you want to review separately from the requested contact fields.
Treat them as separate audience definitions when their responsibilities differ. State whether the request concerns individual attorneys, firm-level contacts or legal roles inside another business.
No. A title alone does not establish a professional licence or outreach permission. Record credential evidence and channel permissions as separate review questions.
No. Distinguish office location, the jurisdiction of interest and any admission evidence you need to review. Do not treat one as proof of another.
No. This worksheet describes requirements for discussion. It does not confirm field coverage, contact availability or any particular audience size.
Bring the role, firm relationship, practice context and jurisdiction questions you want to review.
Sending a request starts a discussion; it does not confirm available records, fields or coverage.