Confidential Engagement Brief

Start with the facts that move the work.

This form is built to give Forged-CS enough operating context to assess fit, urgency, authority, specialist requirements, and the first moves required. Share the facts clearly; sensitive handling and NDA steps follow where the engagement requires them.

01Authority first

We confirm who can request the work before scope expands.

02Specialist match

The right lane and specialist lead are assigned after review.

03Execution path

The goal is a usable plan, not vague recommendations.

Do not fill this out

Operating Lane

Select the closest lane. Forged-CS will confirm the specialist lead and operator requirements after review.

Service path, engagement type, urgency, and timing are required.

Site Security & Risk Mitigation For clients who need site posture review, risk mitigation, and the right specialist team assigned. Executive Protection & Protective Operations For principals, families, travel, public visibility, events, or protective operator support. Threat Monitoring For digital exposure, impersonation, hostile signals, leaked data, or monitoring requirements. Intelligence Gathering & Strategic Planning For verified context, open-source review, risk mapping, and strategic planning.

What best describes the request? required How urgent is this? required When do you need the first response? required Is operator support or protection needed? required

Authorized Contact

Who should Forged-CS speak with, and what authority do they have to request the work?

Contact details and authority are required.

Full name required Organization / family office / team optional Email required Phone required Preferred contact optional Your role or authority required Best time or handling note optional

People, Places, Assets

Add the main people, locations, accounts, organizations, assets, movements, or sites tied to the engagement.

At least one focus item is required. Add more when it helps separate the picture.

Focus 1

Focus type required Name, site, account, or asset required Location / jurisdiction optional Why this matters optional Known aliases, usernames, domains, or handles optional Known emails, phones, URLs, or identifiers optional

Operating Brief

Write this like a first brief. Plain facts, dates, names, locations, links, and concerns help us scope properly.

Situation, concern, objective, and timing are required.

Good detail includes: what happened who or what is involved where the risk exists what has changed recently what needs to happen next

Current situation required

Main concern or risk signal required Objective / what you need handled required Important dates, locations, or timeline required What do you already know? optional Actions already taken optional Files, links, screenshots, or reference material optional Confidentiality or handling restrictions optional Hard deadline or timing constraint optional

Confidential review request Submitting this intake does not create a client relationship.