Scope of Services
Review service fit, boundaries, and the handling path before intake begins.
Preservation-First Digital Evidence Handling
Preservation-first handling of devices, accounts, and digital information for legal, insurance, and compliance matters that require controlled intake, disciplined transfer, and clear records across receipt, handling, and delivery.
- Controlled intake: matter authority, relevant sources, and the initial handling path are aligned before technical handling begins.
- Custody continuity: handling and transfer records stay aligned to the actual receipt, handling, and delivery sequence.
- Neutral handling: preservation activity remains separate from later analysis or expert activity unless separately retained.
- Public reference materials: scope, deliverables, governance, and intake materials are available for advance review before handling begins.
Attorney Intake Checklist
Scope of Services
Fees & Billing
Deliverables
Security & Compliance
Sample Documents
About
Boston-based. Serving clients nationwide by appointment.
Core review path
Fees & Billing
Review commercial terms, authorization expectations, and billing posture before scheduling or transfer planning.
Deliverables
Review the summaries, logs, and close-out materials prepared once scope and fees are defined.
Contact
Once fit, commercial terms, and expected records are clear, review Intake Guidance before opening the matter in writing.
Core service paths
Evidence Preservation
Preserve devices, accounts, and digital information before routine use, retention activity, or access changes affect later review.
- Handling for devices, media, and account-based sources
- Transfer records and custody continuity
- Preservation summaries and related records
Forensic Data Acquisition
Targeted acquisition aligned to the approved preservation objective, with repeatable handling and verification references when used.
- Acquisition planning aligned to the approved handling objective
- Repeatable procedures and verification references
- Collection records aligned to the approved preservation path
Litigation Hold & Time-Sensitive Sources
Support for matters where deletion, rollover, account changes, or device turnover may affect later review.
- Preservation planning around litigation hold timing
- Cloud, account, and retention-sensitive sources
- Prompt coordination before access changes, resets, or turnover
Device & Cloud Evidence
Service paths for computers, phones, removable media, cloud platforms, and account-based sources.
- Device evidenceComputers, phones, removable media, and other local data sources.
- Cloud evidenceCloud accounts, hosted platforms, and account-based preservation needs.
- Legal & insurance mattersRepresentative contexts where timely preservation often matters.
Key pages before intake
Scope & Fees
Review service fit and commercial terms before intake.
- Scope of servicesIncluded services, exclusions, and items requiring separate retention.
- Fees & billingCommercial terms, intake expectations, and billing posture.
Engagement Process
After fit and fees review, confirm the engagement sequence before intake begins.
- Process overviewSee the intake-to-delivery path at a glance.
- Engagement sequenceReview the written sequence that keeps scope, authority, deliverables, and close-out aligned.
Records, safeguards & samples
Once fit, fees, and sequence are clear, many buyers review the expected records, safeguards, sample materials, and intake guidance.
- DeliverablesReview the summaries, logs, and close-out materials prepared within scope.
- Security & ComplianceReview the safeguards and governance supporting controlled handling.
- Sample DocumentsReview representative forms and buyer-facing materials without matter-specific facts.
- ContactReview the intake path before opening the matter in writing.