timing-risk-intake

What information should intake collect first?

At minimum: issuing country, destination country, document type, whether the file is original or copy-based, and any exact wording from the receiving authority.

Detailed answer

Those fields are the minimum route-check dataset because they separate Australian public-document routes, notary-first private-document routes, and foreign-issued routes. Intake becomes materially stronger when it also captures whether the client has originals, whether translation is likely, and whether the receiving authority has supplied route wording or a checklist.

Common risks

  • Starting route advice without the receiving authority wording.
  • Not knowing whether the client has the original or only a scan.
  • Failing to distinguish foreign-issued from Australia-issued documents.

What we usually need

  • Issuing country.
  • Destination country.
  • Document type.
  • Original or copy-based status.
  • Exact receiving-authority wording if available.

Implementation note

This should directly shape route-check forms, intake prefill, and conversion sections across FAQ, guides, and route pages.

Compliance note

EGS is an independent administrative intermediary only. EGS is not a law firm, not a public notary, and not a government authority. Route suitability and document acceptance remain subject to review and to the receiving authority’s own requirements.