STEP 01 • INITIAL TRIAGE & CONFLICT CLEARANCE

Conflict Check & Initial Case Triage

Mandatory pre-screening clearance for litigation teams, law enforcement agencies, probate fiduciaries, and private families. Verify ethical clearance and jurisdictional alignment prior to executing engagement retainers.

PHASE 1A • ETHICAL FIREWALL

Conflict-of-Interest Audit

All named parties, retaining firms, and opposing counsel are cross-referenced against my internal master ledger to ensure strict independence and compliance with BCG Standard 57 and Daubert/Frye evidentiary mandates.

PHASE 1B • TECHNICAL ASSESSMENT

Scope & Modality Triage

I evaluate the foundational parameters of your inquiry—whether autosomal IBD triangulation, Y-DNA/mtDNA concordance, WGS/WES bioinformatics, or archival heirship certification—to confirm appropriate resource allocation.

PHASE 1C • PORTAL UNLOCK

Gatekeeper Authorization

Once conflict clearance is verified (typically within 24 business hours), I issue your sector-specific authorization link to proceed to Step 02: Case Triage & Retainer Portal to execute your Master Engagement Agreement (AF-ENG-001).

Form Section 1: Retaining Contact & Entity

Full Name & Professional Title *

Law Firm, Agency, or Organization Name *

Official Business or Agency Email Address *

Direct Telephone Number (Out-of-Band Verification) *

Primary Jurisdiction (County & State / Federal District) *

Form Section 2: Sector & Service Classification

Client Sector Classification *

Primary Analytical Modality Requested *

Form Section 3: Conflict-of-Interest Screening

Named Parties for Conflict Check *

List all primary subjects, decedent estate names (if public/probate), opposing parties, and opposing legal counsel. Do not include confidential medical or genetic details.

High-Level Non-Confidential Summary *

Briefly state the nature of the engagement, target statutory or court deadlines, and whether digital genomic data (e.g., consumer raw data, GEDmatch PRO, or .bam/.vcf files) already exists.

Form Section 4: Compliance & Execution

complianceZero-Knowledge & Scope Acknowledgment: I confirm that this submission contains no raw DNA data, sensitive PII, or privileged evidentiary files. I understand that submitting this triage form does not establish an expert-client relationship until conflict clearance is confirmed and the Master Forensic Engagement Agreement and Retainer are executed.

Thank you! Your submission has been received!

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TRIAGE SUBMISSION LOGGED • CONFLICT AUDIT INITIATED

Thank you. Your pre-screening parameters have been recorded. I will review the named entities against our conflict ledger within 24 business hours. Upon clearance, you will receive direct credentials to proceed to Step 02: Case Triage & Retainer Portal.

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