Matter Contact and Access Authority
Primary contact and written authorization for access.
Engagement Process
Digital evidence can change or become unavailable before preservation.
Written intake confirms the sources, scope, authorized methods, preservation deadlines, access authority, and expected deliverables.
Matter Details Confirmed at Intake
Custodians and Sources
Written intake identifies the custodians and sources covered by the engagement.
Preservation Deadlines
Written intake records timing constraints.
From Intake Through Delivery
1
Initial Intake
Data365 reviews the matter, source list, preservation deadlines, and primary contact.
2
Scope and Authority
The client approves the scope, authorized sources, permitted methods, and expected deliverables. The client also confirms access authority in writing. For cloud systems, the client approves the accounts and data scope.
3
Source Assessment and Method Selection
Data365 Evidence assesses each source and selects the technical method within the approved scope. For public website content, Data365 selects the capture method.
4
Matter Documentation
Data365 maintains preservation, acquisition, and chain-of-custody records.
5
Delivery and Return
Data365 delivers the preserved data and matter records and returns any original devices or media.
Changes Requiring Written Approval
Written approval is required before adding sources, expanding scope, or changing an approved preservation or acquisition method.