Collection intake

Start with
the source.

Give us enough context to understand the collection. We will use this information for initial scoping and follow up with the right questions.

01Request details

02Review

03Send

Name *Work email *Organization *PhoneYour role *

Matter or project referenceTarget timeline *

Collection source *

SalesforceStandard and custom objects, files, Chatter, historiesCustom & APISaaS, cloud, or proprietary business systemsWeb & CloudWebsites, social platforms, portals, video, and hosted contentOther sourceA source that needs a tailored collection path

Waiting for a source

Select one or more collection sources above. The relevant scope questions will appear here.

ALL SOURCES

Collection parameters

Approximate custodiansEstimated volumeRelevant date rangePreferred outputWhat needs to be collected? *

Keep sensitive material out of this form. Do not include passwords, API credentials, evidence files, privileged communications, or personal data. We will establish a secure exchange method after initial scoping.

I understand this form is for initial scoping and should not contain sensitive evidence or credentials.