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Client Guidance

Fresh Eyes Before Dispatch: The Ten-Minute Review That Keeps Client Work Sound

DGA Ltd
Fresh Eyes Before Dispatch: The Ten-Minute Review That Keeps Client Work Sound

In a small professional firm, the person who drafts a document is usually the person who sends it. That proximity is efficient, but it also creates blind spots. A fee note can carry the right total and the wrong client name. A proposal can answer the brief and bury the decision required. A report can be technically sound and emotionally off-key. None of these errors requires malice or incompetence; they require only a busy afternoon.

The second reader is a modest answer to that risk. It is not a committee, a sign-off chain or a quality assurance department. It is a named colleague, a fixed ten minutes and four specific checks before anything reaches the client. At DGA Ltd, the principle is straightforward: the client should not be the first fresh eyes on our work.

Why ten minutes is enough

A ten-minute review works because it is narrow. It does not attempt to rewrite the document, reopen the strategy or test every assumption. It asks whether the document is ready to be received by the person named at the top of it. That is a different question from whether the work is good, and it is the question most likely to be missed when the author is close to the detail.

The time limit matters. Without one, the review becomes an edit, the edit becomes a negotiation and the negotiation becomes a delay. A fixed period creates a useful discipline: the reader looks for material issues, not preferences. The author remains accountable for the final text. The client receives a document that has been seen by someone with no stake in the drafting.

The four checks

The first check is the ask. What does this document require the client to do? It might be a decision, an approval, a payment, a meeting or simply an acknowledgement. If the ask is not obvious within the first few lines, the reader should say so. A clear ask is not a stylistic flourish; it is the difference between a document that moves work forward and one that sits in an inbox.

The second check is the numbers. This is not a full audit, but it is a consistent scan: fees, dates, VAT treatment, totals, references and any figure repeated in prose and in a table. The reader should confirm that the numbers agree with one another and with the engagement record. Most numerical errors are not complex; they are the residue of a late change made in one place and not another.

The third check is the tone. Is the document appropriate to the relationship and the risk? A short update to a long-standing client can be direct. A first proposal to a cautious organisation may need more context. A letter about a missed deadline needs care without excessive apology. The reader is not asked to impose a house style, but to notice where the tone may land badly. On sensitive correspondence, a second reader is less a luxury than a courtesy.

The fourth check is the name. Client entity, contact spelling, project title, signatory and attachments should all be correct. This is the check most often treated as clerical, and the one most likely to cause quiet embarrassment. A misspelt company name in a proposal suggests inattention before the client has read a single line of substance.

Scheduling without ceremony

A second-reader habit fails when it depends on goodwill alone. It needs a place in the diary and a name against it. In practice, a small firm can operate a simple rota: one colleague is designated as second reader for the day, or for a particular engagement. The author books ten minutes, sends the draft with a short note and states the deadline for comments. The note should say what the review is for: a check of the ask, the numbers, the tone and the name, not a rewrite.

Where possible, the review should happen before the author writes the covering email. That prevents the email from promising something the document does not deliver. If the reader finds a material issue, the author decides how to resolve it. The reader does not hold the document hostage, and the author does not treat every comment as an instruction. The aim is a sound document, not a shared authorship.

What the reader should not do

A second reader should not redesign the document, introduce new scope, reopen a settled commercial position or delay dispatch beyond the agreed window. Comments should be confined to the four checks. If the reader believes there is a wider problem, the right move is a brief conversation with the engagement lead, not an expanding thread of annotations.

This boundary protects the habit. Authors are more willing to share drafts when they know the review will be focused. Readers are more willing to take part when they know they are not expected to co-author the work. The ten minutes remain ten minutes.

A log that survives a busy quarter

The habit is more likely to last if it leaves a trace. A single line in the engagement file is enough: date, document, client, reader, checks completed and any queries raised. There is no need for a form or a dashboard. The log is not surveillance; it is evidence of care. It helps when a new colleague joins, when a client asks how work is controlled or when the firm reviews a difficult engagement after the event.

At the end of a quarter, the log can be read in a few minutes. Patterns may emerge: repeated date errors, proposals that bury the ask, letters that drift in tone. Those patterns are useful. They turn a small ritual into a source of improvement rather than a box-ticking exercise.

A courtesy, not a confession

The second reader is sometimes resisted because it implies that the author cannot be trusted. That reading is too narrow. Every professional firm already relies on review in some form; the question is whether it is deliberate or accidental. A named ten-minute check makes the process visible, bounded and fair. It says that the client's time matters enough for the document to be seen twice before it is seen once by them.

In a busy quarter, the habit survives because it is small. Ten minutes, four checks, one line in the file. It is not the most sophisticated control available, but it is one of the most reliable. And it costs far less than the email that begins with an apology for the wrong name at the top.

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