The preparation should address the knowledge claim, not maximize data volume. Identify representative evidence and the explanation necessary to understand it.
Control evidence scope without concealing relevant facts
Separate commercial traceability work from immigration preparation, translations and current official charges. A costly database extraction cannot replace a clear account of what the employee knows and will do.
Clarify the document selection and preparation work, professional review and official charges. Ask what specific question a reviewer would actually raise about the employee's knowledge, then request only the records that answer that question rather than commissioning a full extraction of every historical entry. A large data pull can also trigger separate business costs, such as system load or an internal confidentiality review, that have nothing to do with the immigration filing and deserve their own approval rather than being folded quietly into the case budget. Ask someone who understands the data to write a short explanation of what a smaller, representative sample actually shows, since raw records without that explanation may mean little to a reviewer without the same technical background. Confirm the selection and explanation work is priced separately from any professional review and official charges so nobody pays twice for the same evidence. Ask what it would cost to answer the reviewer's likely question using only records already in daily use, before pricing any specialized extraction tool that promises a more complete but far more expensive result.