A look at the deliverable

The case brief.
Structure you can inspect.

An illustrative framework showing how evidence, uncertainty and the handoff can be documented. No real claimant, parcel or financial details are included.

Format specimen / Not a live case

IAR

Research & case intelligence

Illustrative specimen

Preliminary case brief

Georgia tax-sale surplus · Research framework

01 / Source record

Source authority: Official county record
Source reference: Document URL + publication date
Record identifiers: County, parcel and sale reference
Reported surplus: Recorded as reported; recheck required

02 / Research review

Duplicate screening: Existing records and partner conflicts
Ownership / estate: Indicators recorded; not a title opinion
Unresolved questions: Priority, liens and authority to act
Decision status: Partner review required

03 / Controlled handoff

Partner gate: Credentials and working scope reviewed
Case acceptance: Recorded in writing before handoff
Exclusivity: Case-specific scope and end date
Next action: Named owner, action and review date

Format demonstration only. No live case or claimant data.IAR / 01

What this specimen does—and does not—show

This is an example of the proposed information structure, not evidence of a completed engagement or an offer of a particular case. In a live brief, fields would be populated with appropriately limited, source-backed information following partner due diligence.

Reported surplus is not a confirmation of funds currently available. The executing partner and qualified counsel must independently assess entitlement, competing interests, procedures and legal requirements before action.

Begin with a focused pilot

The right research.
The right working relationship.

Define your criteria. Agree the responsibilities. Start with a considered next step.

Introduce your firm

The case brief.Structure you can inspect.