What Is Case Intake?
How a case starts, what details are useful, and what should not be sent at the beginning.
Confidentiality is the duty to handle client information, case details, and findings discreetly.
In private investigation, confidentiality helps protect sensitive facts, client identity, legal strategy, business concerns, family matters, and the integrity of the investigation.
Back to GlossaryHow a case starts, what details are useful, and what should not be sent at the beginning.
What evidence means in a private investigation and why documentation matters.
What a written investigation summary may include after research or field work.
Understand how sensitive investigation inquiries are handled discreetly and responsibly.
Learn how intake, scoping, field work, documentation, and next steps are handled.
Share the basics of your Portugal matter so the case can be reviewed.