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After reviewing scope, fees, deliverables, and safeguards, use this page to review the written intake path before opening the written intake record through email or the intake page. This keeps source details, authority, timing, and logistics organized from the first exchange.

Initial intake is handled in writing so access questions, handling considerations, and transfer logistics can be organized before technical handling begins. A phone consultation may be scheduled after preliminary review when it would materially assist intake.

Start Intake Email Boris@data365evidence.com

Location: Boston, MA · Remote intake available nationwide.

Still reviewing? Most cautious buyers confirm Deliverables and Security & Compliance before opening the written intake record.

What intake should confirm at the outset

  • Sources and objectives for the device, account, or system involved
  • Authority for access, transfer, and release decisions
  • Timing and logistics for deadlines, device movement, or account changes
  • Close-out expectations for the records or close-out materials to be prepared

These points are usually confirmed in writing before technical handling is scheduled.

Opening written intake

Business hours: Monday–Friday, 9:00 AM – 6:00 PM (Eastern)

Use the email address or intake page above. Including the points below usually makes the first intake response clearer and more useful.

What to include in the first written intake message

  • Role: attorney / insurer / corporate representative / individual
  • Matter name or internal reference
  • Deadlines or expected records at close-out
  • Evidence source: device / account / platform / log system
  • Preservation goal: what question the evidence should help answer
  • Authority status: who can authorize access, transfer, or release decisions

Serving legal and insurance matters. Remote intake available nationwide.

Useful source details to include when available

  • Device, account, platform, or system involved
  • Current location, custodian, or access status of the source
  • Source details such as device type, model, capacity, or export type if known
  • Recent handling or condition changes such as repair, reassignment, reset, wipe, or export activity
  • Transfer, shipping, travel, or timing constraints that may affect intake
Do not send sensitive files as attachments until the appropriate transfer method is confirmed. After initial screening, a secure transfer option can be provided where needed.

Useful pages before intake

If you are still confirming the matter path, these core pages support the final review.

Engagement boundary: Contacting Data365 Evidence opens intake only. An engagement begins only after the matter is accepted and the engagement terms are confirmed in writing.