Preservation Workflow & Handling Procedures
Focused exclusively on defensible documented evidence handling and acquisition for legal and insurance-related matters.
Secure Documented Evidence Handling for Attorneys & Insurers
Early preservation reduces the risk of alteration, loss, or scope disputes. Data365 Evidence provides defensible acquisition, documented chain-of-custody, and integrity-verified handling aligned with legal and insurance review needs.
1. Documented Intake
Scope, authorization, and handling boundaries confirmed in writing before any technical action.2. Forensic Preservation
Defensible acquisition with integrity verification and custody logging.3. Structured Delivery
Clear documentation suitable for legal, insurance, or compliance evaluation.Attorneys/Insurers: include matter name, deadlines, and the question the evidence must answer.
Service Scope Overview
| Service area | Included | Not included |
|---|---|---|
| Evidence preservation planning | ✓ | legal advice |
| Authorized data exports & collection | ✓ | Cybersecurity incident response |
| Chain-of-custody documentation | ✓ | retained‑expert testimony or opinion services, unless separately retained in writing (unless separately retained) |
| Integrity verification records | ✓ | Outcome is designed to support |
Services begin only under written authorization and defined scope.
Client onboarding preservation delivery documentation
- Intake initiated via email
- Written authorization
- Preservation planning
- Authorized acquisition
- Integrity verification
- Controlled storage
- Documented release
Further Information
Evidence Types
Chain-of-Chain of Custody
Forensic Methodology
FAQ
What is an evidence preservation workflow?
A documented sequence of technical steps used to preserve data sources, maintain chain-of-custody, and produce handling records within a defined scope.
Do you provide legal advice or case strategy?
No. Services are limited to technical evidence handling and documentation. Legal advice, legal analysis, case strategy, or expert opinions are not provided unless explicitly agreed in writing under a separate expert engagement.
What does “verification” mean here?
Verification refers to technical integrity artifacts such as hash comparisons or transfer checks, where applicable and within scope.
Can you work with attorneys and insurers?
Yes. Intake may be coordinated with counsel or claims teams, with written scope and documented handling records.
For additional commentary on early intake documentation, see Why Email-First Intake Matters in Evidence Preservation.
Defensible Evidence Documentation for Legal and Insurance Matters
What You Receive
- Chain-of-Custody Record (PDF)
- Acquisition Log and Handling Notes
- Hash Verification Record (where applicable)
- Storage / Device Metadata Sheet (where applicable)
- Delivery Manifest and Verification Outputs