Engagement Process
Document ID: D365-ENG-001 | Version: v1.00
Procedural overview: This page describes the operational flow for preservation engagements. It is informational only and does not provide legal advice.
Operational Flow
- Intake
- Initial contact, matter context, and evidence inventory at a high level.
- Collection constraints and deadlines documented (without legal conclusions).
- Written Scope
- Scope statement drafted: what will be handled, what will not, and assumptions/constraints.
- Deliverables and documentation expectations defined.
- Authorization
- Written authorization from counsel or authorized representative.
- Access permissions and any required credentials confirmed.
- Preservation
- Preservation actions performed consistent with the approved scope.
- Handling controls applied (e.g., minimal-touch handling, integrity steps where applicable).
- Documentation
- Chain-of-custody and handling records maintained contemporaneously.
- Acquisition/preservation summary and supporting logs produced as applicable.
- Delivery
- Deliverables transferred using documented transfer points and receipt confirmation.
- Retention/return instructions applied per written scope.
Neutral preservation services only. No legal advice. No expert testimony unless separately retained in writing.