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Professional investigative research for authorized legal and business matters.

Maryland-Based | Nationwide Case Support

TracePoint Forensics

Process

A Clear, Controlled Investigative Process

Every engagement follows the same five stages, with a compliance checkpoint before any research begins.

  1. 1

    Submit a Secure Request

    Tell us who you are, the type of matter involved, the jurisdiction, and the investigative objective. Do not submit sensitive subject information through the initial public form.

    • Requester identity, organization, and professional role
    • Case or matter type and jurisdiction
    • The investigative objective in general terms
    • Any deadline the matter is working against
  2. 2

    Purpose and Conflict Review

    We review the requester, intended use, jurisdiction, and case purpose before accepting an assignment.

    • Verification of the requester and their role in the matter
    • Assessment of the stated permissible purpose
    • Conflict check against existing engagements
    • Decline or request for additional documentation where required
  3. 3

    Scope and Quote

    You receive a defined research scope, estimated delivery window, pricing, and any additional information requirements.

    • Written scope describing what will and will not be researched
    • Projected delivery window based on the record environment
    • Pricing and any conditions on additional work
    • Secure method agreed for transmitting subject identifiers
  4. 4

    Documented Research

    Our team conducts lawful public-record and open-source research using a structured investigative workflow.

    • Public-record and open-source collection within the agreed scope
    • Cross-verification of conflicting sources
    • Analyst review for identity disambiguation
    • Contemporaneous documentation of sources and record dates
  5. 5

    Receive Organized Findings

    Approved clients receive a clear report containing relevant findings, source notes, limitations, and recommended next steps.

    • Findings separated from analysis and inference
    • Confidence indicators with the basis for each
    • Explicit limitations and unresolved questions
    • Recommended next steps where the matter remains open

All case requests are reviewed for a lawful and authorized purpose. TracePoint Forensics reserves the right to decline any request that does not meet its compliance and ethical standards.

Process questions

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