Describe the office, not the confidential work.
Professional firms may need a clear visitor process, a presence during a particular period, or support for an office gathering. Start with the building or suite, the operating pattern, and the physical responsibilities you want to discuss.
You do not need to explain a client matter or share financial records for AES to understand a general premises enquiry. Keep confidential business details out of the first message.
Separate physical security from professional services.
This page does not offer financial controls, legal advice, regulatory audits, fraud investigation, or cybersecurity testing. Those activities should not be inferred from a physical security assignment.
Discuss security officers for a defined premises role and security consulting when you need to explore broader physical-security questions before deciding on coverage.
Coordinate with the building team.
An office tenant may rely on a landlord’s entrance process while maintaining its own suite procedures. Clarify which areas you control and what the building already provides.
For meetings or client events outside ordinary hours, identify the host, venue contact, and access arrangements at a general level. Relevant experience and role requirements should be confirmed for the actual assignment.
Make the brief easy to act on.
Include the location, business type, proposed schedule, and the issue prompting the enquiry. Identify the person who can discuss scope and approve changes.
The site brief guide gives you a practical framework. It helps organize a conversation without inviting disclosure of privileged or commercially sensitive information.
Before you enquire.
Should I include client or transaction details?
No. General premises information is enough to start. Do not send financial records or privileged client material through the website.
Is cash handling part of the service?
Do not assume so. Any specialized responsibility would need separate review and explicit agreement.
Where do you need support?
Review the regional information, then confirm availability and assignment requirements directly.
