What happens after you submit a request
You press submit on a request form. Then what? This article follows the request from your screen to the first conversation with a partner firm, and lists what you can do at each point. Some details depend on the firm, so we mark those as open.
Where your request goes
Fairview offers three request paths: larger business, smaller business, and not sure or another need. Each has its own form. The first two send your details to the matched partner firm. The third sends them to Fairview, where a person matches the request by hand. There is no fixed size cut-off between the two firm types..
Fairview does not review your costs. It passes your request on, and the partner firm does the work.
The stages after you submit
- Submission. The form collects your business name, contact name, email, the cost categories you care about and a message. A phone number is optional.
- Routing. The request reaches the matched partner firm or, on the "not sure" path, Fairview.
- First contact. A partner firm contacts you directly. How quickly is up to the firm, and Fairview does not promise a response time. [CONFIRM: whether partner firms commit to a response time]
- Scoping call. You and the firm talk through what you want reviewed, the contracts involved and the terms of working together.
- Document gathering. You send the contract files, payment history and invoice samples the firm asks for.
- Findings. The firm reports what it found. You stay involved and can question anything.
- Corrections. You and the firm agree how to raise any issues with the vendor or landlord.
The same sequence is described in how it works, and you can see how routing is decided in how matching works at Fairview.
What the first call should settle
Use the scoping call to pin down the practical points. Bring this list:
- Which vendors and which contract periods are in scope.
- Who on your side will answer questions, and who has authority to approve a dispute.
- What the firm needs and in what format.
- How findings will be delivered and how often you will hear from the firm.
- What the engagement terms say about fees, and when any fee applies. Fees are between you and the firm under the firm's terms. [CONFIRM: a partner firm supplies its engagement terms]
If the firm cannot answer one of these, ask it to put the answer in writing before you share documents.
What you control
You choose which documents to share. You can ask the firm how it will store them and who will see them. You can decline to proceed after the scoping call. Nothing about submitting a request obliges you to hire anyone.
Tip: Keep a single folder for the review. Put every file you send, with the date, in it. If a question comes up later, you will know what the firm has seen.
For lists of what a firm typically asks for in a given category, see what to gather before a lease audit and the category pages such as supplier contract compliance.
If you do not hear back
Check your spam folder first, since the firm's first message may come from an address you do not know. Then use the contact details on the contact page. [CONFIRM: Fairview contact email] If no firm has responded, tell Fairview. Matching can be redone, and a different firm may be a better fit.
What happens to your information
Your request details go to the matched firm so it can contact you. Retention periods for the data you submit are 12 months or less. Read the privacy policy before you submit if you have questions about what is stored.
If you are ready to begin, pick the form that fits your business on the request a professional page.
Tell us what you need reviewed. We match you by hand with an independent partner firm. You keep your existing vendors.Find out what you are overpaying.