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Engagement Process

Document ID: D365-ENG-001 | Version: v1.00

Procedural overview: This page describes the operational flow for preservation engagements. It is informational only and does not provide legal advice.

Operational Flow

  1. Intake
    • Initial contact, matter context, and evidence inventory at a high level.
    • Collection constraints and deadlines documented (without legal conclusions).
  2. Written Scope
    • Scope statement drafted: what will be handled, what will not, and assumptions/constraints.
    • Deliverables and documentation expectations defined.
  3. Authorization
    • Written authorization from counsel or authorized representative.
    • Access permissions and any required credentials confirmed.
  4. Preservation
    • Preservation actions performed consistent with the approved scope.
    • Handling controls applied (e.g., minimal-touch handling, integrity steps where applicable).
  5. Documentation
    • Chain-of-custody and handling records maintained contemporaneously.
    • Acquisition/preservation summary and supporting logs produced as applicable.
  6. Delivery
    • Deliverables transferred using documented transfer points and receipt confirmation.
    • Retention/return instructions applied per written scope.

Neutral preservation services only. No legal advice. No expert testimony unless separately retained in writing.