Referral purpose & sources
The assignment, questions presented, interviews completed, and records reviewed.
Resources
These materials help attorneys understand the depth, organization, and purpose of the work without exposing real client information.
Fictional sample
Creating Belief
The assignment, questions presented, interviews completed, and records reviewed.
Family, childhood, education, health, substance use, relationships, work, and significant turning points.
Relevant records organized into a readable timeline and considered alongside interview information.
Patterns and context supported by the investigation—developed without overstatement.
Capabilities, relationships, insight, recovery supports, and stabilizing influences.
Individualized needs, available resources, and practical steps toward community stability.
Every actual report is individualized and based on the case, available authorizations, records, interviews, collateral information, and attorney direction.
15 pages · PDF · fictional material only
Attorney referral guide
Records can take time to obtain. Earlier involvement creates space to investigate, interview, corroborate, and develop the work before important court proceedings.
Consider a referral when
Records review
The record set depends on the case and available authorizations. Records are considered alongside interviews and other information to develop a comprehensive understanding of the person’s history.
Start a conversation
Share only general information through the inquiry form. Case-specific and confidential details can be discussed through an appropriate follow-up channel.
Refer a case