A dated copy of the official program description, any material an intermediary has supplied, and the documents describing your own qualifications and your company's position — the material an employment-based category would be assessed on.
Bring your own case, not just the program material
The program description tells an attorney what the framework is; it tells them nothing about whether you fit the category the framework uses. So bring the other half: your professional and business history, the company's structure and activity, any evidence of achievement or qualification relevant to an employment-based preference, and the details of anyone who would be included with you. That allows the first meeting to address the real question, which is what your case could support.
Keep the intermediary's material too, because comparing what you were told with what the official source says is often the most useful part of the conversation. Bring the company's records as well, since an employment-based category is usually assessed partly on what an employer can evidence about the role. Hypothetical example: Hector has funds from a sale of a niche marine-radar distributor and is gathering material for a Gold Card inquiry.
The first document review should separate identity and civil records, lawful-funds records, and the current official material that describes the applicant payment and process. A signed sale agreement, closing statement, tax evidence and bank trail can explain funds more clearly than a single balance statement. Keep dated copies of the official instructions used for each decision.
Trouble starts when an applicant relies on a consultant's payment instructions, cannot show how funds became available, or treats an informal brochure as a substitute for current government guidance.