Written-first discipline
- Email is presumptively written
- Text messages are written records
- Portal messages are written
- Voicemails are ephemeral
When phone is appropriate
- Scheduling
- Clarifying questions
- Introductions
When to insist on writing
- Scope agreements
- Coverage positions
- Payment commitments
- Deadlines
After a phone call
Always follow up in writing the same day. Confirming our call today at 2 PM, you indicated X. Please correct if I've misunderstood.