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Your accountant and lawyer need to help review an acquisition with
access appropriate to their work.

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Find the opportunity on your side in Deal Room.

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Before invitations, agree what each adviser must answer and which
files are needed.

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The room Q and A example shows internal and room-shared audiences,
without adding participants.

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In the room’s Q and A, Team is labelled Only your team can see.

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Use that audience for internal review rather than assuming every
discussion belongs with all participants.

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Open and Answered help distinguish unresolved questions from
responses.

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Visibility is controlled by room membership and permissions.

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Check which team and room you are in before adding a note; this
demonstration posts nothing.

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Everyone is labelled Everyone in this room can see; it is room-
visible, not public on the website.

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Use a specific evidence question that those permitted participants
can answer.

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Ask opens a draft and the posting control submits it, so review
the audience and wording first.

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Keep private team commentary out of shared questions.

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Verify adviser membership and NDA requirements before sharing.

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Keep private team reasoning in Team and evidence questions for
permitted participants in Everyone, where appropriate.

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If access controls are unavailable, ask the organiser.
