Method
A defensible workflow from intake to handoff.
The method protects sources and makes every material decision visible.
01
Purpose
Define purpose, sources, period and exclusions.
02
Access
Accept exports or read-only access only.
03
Sources
Keep every record linked to its origin.
04
Exceptions
Assign reason, evidence, status and owner.
05
Review
Apply human review before handoff.
06
Retention
Agree deletion and delivery before sensitive data.
Start with a clearly bounded case.
Tell us what is fragmented, who needs to review it and when a decision is due.