Fill this in and a person reads it, not a queue. The more of it you answer, the more useful the first reply is. Everything except your name, one way to reach you and a message is optional.
Use your WhatsApp thread. It reaches the people who work on your books, and what is said there is kept against your file.
Requests about your own data go to the same address, and we reply directly. The notice.
A person reads it and replies with what we would need to look at, and what we would not take on.
A conversation about the handover: what we take over, from which period, and how the existing books come across.
A written scope and a quote. If it does not fit, we say so plainly rather than stretching to take it.