Methodology

From request to counsel packet.

Citeform productizes the subject dossier so law firms get consistent structure, source trails, and human QA - without the slow motion of bespoke investigator scoping or the noise of DIY database work.

  1. 01

    Intake with fixed scope

    You identify the subject, matter context, jurisdictions that matter, and turnaround need. We stay inside a productized report SKU - not an open-ended consulting engagement.

  2. 02

    Structured research

    Collection follows a consistent dossier outline: identity, associations, adverse media, litigation signals, and source annex. The goal is a brief, not a dump of hits.

  3. 03

    Citation discipline

    Material claims carry source trails. Annotations mirror the board language counsel already trusts: source, filed date, jurisdiction, relevance.

  4. 04

    Human QA gate

    Draft → review → approved → delivered. Early delivery includes human verification so automation never outruns professional scrutiny.

  5. 05

    Counsel packet delivery

    You receive a structured dossier and print-ready PDF suitable for the file. Same sections every time so your firm can order the same way on the next matter.

Operating principles

How we decide what ships.

Defensibility over flash

Every claim should be traceable. Marketing never outruns the verification bar.

Finished work product

Buyers purchase the report outcome - not seats, chat, or another login.

Speed without sloppiness

Compress investigator-scale effort while keeping structure and rigor consistent.

Ready to see the dossier format?

Request a conversation. Sample quality sets the bar before any volume commitment.

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