Referral intake & conflict checks
Structured intake for every referral with clear status visibility from request to retainer.
For Forensic Psychologists
Forensic practices live and die by timelines, documentation discipline, and clean handoffs with attorneys, courts, and agencies. We run the operational layer so the forensic work itself stays focused.
What We Own
Forensic referrals do not end with a calendar invite. They open a long, fragile chain of documentation, deadlines, communication, and billing tied to public defense agencies, retaining attorneys, and the courts. We hold that chain together.
Structured intake for every referral with clear status visibility from request to retainer.
Professional, consistent communication with retaining counsel, public defenders, and agencies — handled without losing the thread.
Pending reports stop disappearing into inboxes. We monitor draft, review, and delivery dates as a workflow, not a memory exercise.
Organized intake and storage of large discovery sets so the forensic work begins from a clean record.
Public defense, retained, and agency-specific billing handled with the documentation each requires.
Scheduling, deposition prep coordination, and travel logistics handled cleanly so the practice can focus on the testimony itself.
Real Engagement
We were brought into a forensic assessment practice as referral volume started to outrun the internal team. We built structured workflows for referral intake, evaluator onboarding, agency-specific billing, and large-scale discovery handling. The practice continued to grow without operational drag.
Why Forensic Practices Choose Us
We understand the language, deadlines, and documentation forensic work runs on.
Sensitive case material is handled through structured systems, not informal channels.
You get continuity of operations, not sporadic task help.
Add evaluators, case types, and agency relationships without rebuilding the operational base each time.
Next Step
Read Next
Adjacent specialty
Operational support for high-volume evaluation work, detailed reports, and smoother turnaround.
Scaling up
Visibility and coordination across evaluators, cases, deadlines, and billing status.
Proof
See how operations changed inside growing forensic and evaluation practices.