Client Intake Dossier

CLIENT INTAKE PORTFOLIO

Project Initiation & Preliminary Discovery

"Legacy isn't just about who you come from—it's about what you can prove."

This portfolio serves as the blueprint for your genealogical audit. To "unpencil" the baseline of your family history, we must move past oral tradition and into the forensic record. The details provided here will assist in identifying "Identity Glitches" and verifying ancestral footprints across the Forensic Era (1850–1940).