Client Intake — OUROBOROS Consulting

01 How can I help?

Select the category that best describes what you're looking for. The form will adapt to show only what's relevant.

Advocacy & Institutional Navigation

Precision navigation through hostile institutions — documentation strategy, your own records, FOIA, and a knowledgeable advocate in your corner.

Education & Training

Courses and one-to-one coaching. Claude and AI, public records research, digital self-defense, macOS fundamentals, and document literacy. I teach the skill. You keep it.

Technology & AI Consulting

Bespoke technology and AI solutions — precision-applied tools, agentic workflows, and systems that give you control without requiring a full team.

Brand & Digital Studio

Identity, website, and growth for small organizations and practitioners — accessible, performance-first, no framework bloat.

02 Contact

Full Name

Preferred Name / Alias

Provide at least one way to reach you — email or phone. Everything else in this section is optional.

Email Address

Phone Number

Preferred Contact Method

City / State

— Your Situation

Describe what's happening in your own words. Skip anything you'd rather discuss verbally.

What is the core problem or situation?

How long has this been ongoing?

Your relationship to the person involved

Most urgent issue right now

What have you already tried?

Children in common?

Yes No Prefer not to say

Active legal proceedings?

Yes — ongoing Anticipated No Unsure

Legal proceedings — nature and current status (if applicable)

Protective or restraining orders?

I have one against them They have one against me In process No Prefer not to say

Attorney (if applicable)

Therapist / Advocate (if applicable)

— Digital & Technical Profile

Skip anything you're unsure about — we can assess together during the consultation.

Are any devices or accounts currently being monitored?

Yes — confirmed Yes — suspected No Unsure

Technical sophistication of the other party

Minimal Moderate High — tech professional Unknown

Digital records to preserve or present as evidence?

Yes No Unsure — need guidance

Specific digital concerns or incidents (optional)

— Training Context

I teach research method and digital self-defense. I do not research other people on a client's behalf.

What do you want to be able to do on your own?

Who is being trained?

Just me A small team A whole organization Other

Which direction matters most right now?

Finding and verifying public information Reducing my own footprint Spotting fabricated documents and media Not sure yet

— Project Scope

What are you building or trying to solve?

Current tech stack or environment (if known)

Organization or context

Type of engagement needed

Architecture / design Development / build Security review Code / system audit Technical strategy Other

03 Goals & Next Steps

What does a successful outcome look like?

Is there a deadline or urgent event?

Anything else to share before your consultation? (optional)

I understand this intake does not constitute legal advice, does not establish a client relationship, and does not guarantee services. My information is held in strict confidence.

Client Intake Form