The panel work can run two ways and only one of them matches how you are willing to show up. The homeowner asked you to "just do it." Your assistant drafted a reassuring note about safety. Reassurance is not a path.
This is not a reading of the electrical code and it is not legal advice. It is you, the person who will pull the wire, writing the fork you can stand behind before anyone opens a wall.
Two paths, in the order you would run them
Write for a cold reader. Path A: you prepare the application they will file, you wait for the step you named, you schedule after that step. Path B: you will not start this scope without that step, and you will walk away or reduce the job to the work you will do without it. Say what you need from them on each path — a signature, access, a date they can be home.
Do not tell them what they are required to do. Tell them what you will and will not do. If they need a ruling, they ask the authority or their own adviser. Your job in this message is a choice you can record.
Do not attach the packet. RelayLink does not carry attachments. Describe the form by name and the one blank that is theirs.
This is still a planned fork, not the mid-job surprise. If you later open a box and the job changes, that is a second briefing with options and a stop-until-they-answer.
Assumptions that turn into a fight on the day
State the assumption. You assumed they own the house. You assumed the existing work you can see was permitted. You assumed they want the larger scope, not the repair that stays inside the box. A labelled line gets a no. A confident "we'll handle the paperwork" does not say who files.
If your assistant inferred a preference from a price they asked for first, mark it inferred. A first question about cost is not a waiver of a path.
You approve it; they reply from email
You review the wording. Use the address of the job and the names they use. A nickname you keep for the property stays on your side.
They do not need an account. The briefing arrives as email. They can reply from the mail. If they already have an activated account, a new thread needs an accepted pair. If two people must agree, one briefing still goes to one mailbox. Say so.
After they choose
Write back the path in the same words, and ask them to correct that sentence. Then run that path. Do not start the other one "to save time." The written fork only works if the van matches it.
If they cannot choose, hold the start date. A quiet start is how both of you end up with a job neither of you can explain.