Step 1: Retainer Form (Service Agreement)
The Retainer Form is important because it officially confirms your coverage and allows our team to begin work immediately. It outlines the scope of protection, scheduling expectations, rates, and key terms—so there are no surprises for you later. Completing it ensures we can reserve the right personnel, coordinate logistics, and prioritize your protection with clarity, professionalism, and peace of mind.
Step 2: Principle Profile & Protection Details Form
To take great care of you, we start by getting a clear picture of who needs protection and what your everyday life looks like. This form helps us learn the basics—key contacts, common locations, routines, and any personal considerations—so we can build a protection plan that feels smooth, respectful, and fits your real life. The more complete this is, the more confidently we can prepare and support you from day one.
Step 3: Threat & Risk Information Form
Your safety depends on understanding the situation clearly. This form helps us learn what you’re facing and any details about the person(s) or situation creating the concern. When we have the right information—past incidents, known behaviors, possible locations, vehicles, social media activity, or any documentation—you’re not carrying that burden alone. It allows our team to plan ahead, reduce surprises, and make smart decisions that keep you safer while minimizing disruption to your day.
Privacy & Confidentiality Note
We treat your information with strict confidentiality. The details you share are used only for protection planning, risk assessment, and operational coordination—and are reviewed only by authorized personnel on our team. We do not share your information with outside parties unless you request it, or unless disclosure is required by law. Our goal is simple: protect your privacy while we protect you.