Legal and Insurance Matters
Boston-based, serving clients nationwide

Common Engagement Contexts

• Employment matters: Preservation of relevant communications and records during departures, policy violations, or internal disputes.
• Insurance matters: Documentation and preservation supporting claim handling or coverage disputes.
• Intellectual property / trade secret matters: Authorized preservation of endpoints, accounts, or cloud data under defined scope.
• Contract disputes: Preservation of communications, files, and related system records.
• Regulatory or compliance inquiries: Preservation of communications and audit-trail materials for review.

Typical Engagement Triggers

• Litigation holds
• Insurance disputes
• Internal investigations
• Regulatory or compliance review
Start an intake Why Email-First Intake Matters in Evidence Preservation Scope of Services Process

Illustrative Preservation Workflow

Note: The following example is provided for illustrative purposes only and does not describe an actual client matter.

• Scenario: Counsel needed defensible preservation of mailbox exports and a targeted set of cloud files under a litigation hold.
• Process: Email-initiated intake → written scope confirmation → authorized preservation → integrity verification → documented transfer.
• Deliverables: Preservation sets in agreed formats, plus handling and transfer documentation suitable for recordkeeping.