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Guide • Privacy at first contact

Prepare the objective—not your entire evidence file.

A first consultation should establish whether the matter fits, what the objective is, and what secure handling process is appropriate before sensitive material moves anywhere.

What usually helps at first contact

  • Your name and a reliable contact method.
  • The general type of matter.
  • The city, county, or general operating area.
  • Any meaningful deadline or time sensitivity.
  • The decision, question, or problem the investigation needs to address.

What should stay out of a public intake form

Do not submit passwords, passcodes, Social Security numbers, full financial account or card credentials, medical records, protected youth-court records, confidential legal evidence, or other high-risk material through an ordinary public website form.

You do not need to prove the case before calling

The purpose of the first conversation is to determine fit and scope, not to upload everything you have collected. A concise chronology or general description is often more useful initially than a large unsorted document set.

Separate facts from assumptions

Identify what you directly know, what someone else told you, and what you suspect. That separation helps clarify what actually needs verification.

Identify deadlines early

Court dates, hearings, planned travel, business deadlines, or other time-sensitive events can change what is realistically possible. Mention timing without sending protected records until an appropriate process is established.

Preserve original material

If you already possess relevant messages, images, documents, or other evidence, avoid unnecessary editing, renaming, or alteration. Preserve originals where possible and discuss the appropriate transfer method before sending sensitive files.

Keep protected information out of public intake.

Start with the objective, location, and deadline. Establish scope before transferring sensitive evidence.

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