Tracepoint Intelligence | Engagement Approach

A structured, written-first method designed for clarity, efficiency, and investigative integrity.

Engagement Approach

At Tracepoint Intelligence, clarity and structure matter. Our engagements are designed to be efficient, digital-first, and grounded in documented context so you can get the answers and insights you need — without unnecessary back-and-forth.

1. Written Intake & Context Clarification (Digital-First)
Every engagement begins with a short written intake outlining the matter at hand — including objectives, relevant parties, known facts or timelines, urgency, and desired outcomes. This written step ensures we start with documented context and reduces time demands for all parties.

In many cases, this intake provides sufficient clarity to proceed directly — without the need for a call.

2. Review & Initial Alignment (Written-First)
Once your intake is received, we’ll review the information and, where helpful, follow up by email with any targeted questions needed to clarify scope, risks, or investigative pathways.

This written-first approach allows complex matters to be assessed efficiently and creates a documented foundation for the engagement.

3. Optional Focused Discovery Call (When Helpful)
Some clients prefer a brief conversation before proceeding, particularly when matters are sensitive, unfamiliar, or high-stakes. In other cases, a short call may be useful to resolve specific questions that are difficult to address in writing.

When real-time discussion would meaningfully improve clarity, we may suggest a brief, focused call — or you may request one.

These calls are offered as professional consultations and may be booked through our online scheduling system. Fees are credited toward retained engagements where applicable.

Calls are optional and situational; most engagements proceed without one.

4. Scope Confirmation & Engagement
Once sufficient clarity is established — through written intake, follow-up questions, or a focused call where helpful — you’ll receive:

  • a written outline of deliverables

  • expected timelines

  • format of insights or reports

  • applicable fees and engagement terms

  • any other required details relevant to the engagement

5. Analysis, Intelligence-Gathering & Reporting
All investigative and analytical work is conducted with rigor and defensibility. Deliverables are provided digitally with optional review prior to final draft being issued, and supported by written context and follow-up as needed.

6. Confidentiality, Ethics & Professional Standards

Tracepoint operates with strict confidentiality, fairness, and analytical rigor. All work adheres to investigative best practices and is designed to support organizational integrity, legal positioning, and defensible decision-making.

Tracepoint is licensed and insured in Alberta and collaborates with trusted investigators across Canada and the United States for matters requiring local, in-person support as needed.

Summary of the Approach

Written-first → Review & alignment → Targeted clarification (written or call, as needed) → Defined scope → Structured analysis & reporting

This approach protects accuracy, preserves time, and delivers defensible clarity when it matters most.

FAQ (Quick Guide)

Why do engagements begin with a written intake?
It ensures accuracy, confidentiality, and efficient scoping—consistent with investigative best practices.

Do you offer free exploratory or introductory calls?
Tracepoint uses a written-first model. Calls occur only when the written intake indicates they will materially support next steps or upon booking a paid Discovery Call through our Calendly link.

Do you handle personal or domestic cases?
Tracepoint works exclusively with corporate HR teams, People & Culture leaders, and legal counsel at this time.

Do you conduct surveillance or on-site investigative work?
Work is fully digital and remote. When on-site work is required, I collaborate with trusted, locally licensed investigators.

What should I prepare before reaching out?
A brief outline of the situation, objectives, relevant parties, key dates, and any information already gathered.

➡️ Schedule a Confidential Discovery Call: (Fee credited upon engagement)
Tracepoint Intelligence - Confidential Discovery Call