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Pre‑engagement checklist

Email Intake Preparation Checklist

High-level intake information commonly gathered before preservation-focused evidence handling is considered.

Document ID: D365-INTAKE-PREP-001 v1.00

This preparation checklist outlines high-level information commonly gathered prior to submitting an intake request for digital evidence preservation. The items below support administrative clarity, scope awareness, and authorization readiness before any preservation activity is considered. The content is informational and intended to support structured, pre-engagement communication.

Key Intake Preparation Elements

  • Matter type — litigation hold, insurance dispute, internal investigation, or other context.
  • Existing sources — devices, email systems, cloud storage, or collaboration platforms.
  • Relevant time window and key accounts or individuals — high-level identifiers only.
  • Known deadlines — court, insurer, or internal timing considerations.
  • Transfer constraints — remote-only handling, in-person exchange, or storage media limits.
  • Privacy constraints — presence of PII, PHI, or third-party data considerations.
  • Authorization availability — who can approve access, export, or preservation activity.
  • Urgency or risk of loss — whether devices, accounts, or data may change, reset, or be overwritten without prompt preservation.
  • Prior handling — whether any data has already been copied, reviewed, deleted, reset, or transferred before intake.