Opening a client account
We don't take search orders through a web form. Tell us who you are and what kind of work you send, and we'll open a client account. After that, assignments run directly with an investigator who already knows your matters and your terms.
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STEP 01
How it works
You introduce your firm
A short email or a phone call. Tell us who you are and what you practice, and give us a rough idea of the volume you expect to send.
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STEP 02
We respond directly
Usually the same business day. A short call or email exchange to understand your work and answer questions.
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STEP 03
Account and terms
We open the account, confirm rates including any sliding-scale volume tier, and set up secure delivery.
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STEP 04
Assignments run direct
Send files by email, secure portal, or batch. Permissible purpose is documented per assignment.
Tell us about your firm
Send us a short email or pick up the phone. There is no form to fill out and no portal to register for. You're introducing your firm to ours, and that goes better as a conversation.
What to put in the email
A short email is plenty. The points below give us what we need to open an account and quote you accurately, including which volume tier applies.
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01
Your name and firm
Your role, and the best number to reach you on.
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02
What kind of practice you are
Litigation firm, collections firm or agency, corporate legal department, insurer, receiver, or lender, plus your practice area.
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03
Which services you expect to use
Skip tracing, asset searches, bank and brokerage, insurance coverage, service of process, witness work, surveillance, device forensics, diligence.
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04
Roughly what volume
It might be a few files a year or fifty-plus a month. This sets your sliding-scale tier, so a realistic estimate saves you money.
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05
Anything that isn't working now
Problems with your current vendor, and any turnaround, format, billing, or conflict requirements we should know about.
Please don't send case details yet
No subject names, case numbers, Social Security numbers, dates of birth, or account numbers in this first email. Once the account is open we'll give you a secure channel, and identifiers go there.
We respond to introductions the same business day in almost every case. If you'd rather skip the writing entirely, just call. Most of our client relationships started that way.
Before you send
Do not include subject names, case numbers, Social Security numbers, dates of birth, or any other personal identifiers in your first message. We are not a law firm and cannot give legal advice. Every assignment we accept requires a documented lawful permissible purpose, established at the file level once your account is open. See our compliance standards.