Claims Path
For Insurers & Claims Teams
Preservation-first handling for devices, accounts, and cloud-based evidence sources under written scope, recorded authorization, and controlled transfer procedures for claims, coverage, SIU, and major-case matters.
Where this fits best
- Large-loss, major-case, coverage, or litigation matters where source preservation should occur before routine turnover, repair, wipe, reassignment, or access change
- Claims requiring structured handling records and clear custody continuity for devices, exports, or transferred media
- Matters involving mobile devices, computers, email accounts, cloud platforms, or administrative exports within approved authority
- SIU, fraud, or internal fact-development matters where controlled acquisition is needed before broader review or any separate consulting engagement
What is typically confirmed early
- Responsible claim contact and authority to approve handling
- Devices, accounts, exports, or custodians within the approved scope
- Timing constraints, travel, shipping, or after-hours coordination requirements
- Transfer path, delivery expectations, and any retention, return, or destruction instructions
Documentation posture
Typical records may include intake and handling logs, transfer or receipt records, identifiers, verification references where applicable, and close-out materials aligned to the approved scope. Exact deliverables vary by source type, transfer path, and matter requirements.
Boundary of ordinary scope
The standard site position remains preservation-first. Legal opinions, coverage opinions, merits conclusions, and broad expert analysis are outside ordinary scope unless separately retained in writing.
Useful next steps
- Start Intake for matter-specific questions
- Fees & Billing for general commercial structure
- Sample Documents for representative documentation structure
- Process for a broader preservation-first engagement overview