Module 5 of 7

Locates, service and judgment recovery

Skip Trace and Locates

A name, and an address that was current five years ago. Which of these three is worth the drive?

$300

What it covers

Six topic areas.

  1. 01The search sequence. Outward from what you already know, each step building on the last, not a scatter of databases.
  2. 02Address ranking. Every address with a source and a date, ranked by both, so the best lead is on top.
  3. 03Consent-based locates. The GLB-compliant path, and how a refusal is handled and documented.
  4. 04The locate memo. What you found, what you could not confirm, and the confidence on each.
  5. 05Handoff to service. A current address handed to Hard to Serve with the source attached.
  6. 06The work-product line. What is analysis you can hand over and what stays work product, kept separate so nothing crosses the line by accident.

What you get

A folder you upload to Claude once.

Inside it is a router file that decides which reference applies to the task in front of you, a firm profile you fill in once, and reference documents written the way a working investigator would write them. No subscription, no login, no platform. The files are yours.

Before you buy

Three things to know.

  • You need a Claude account. Free, Pro, Max, Team or Enterprise all work.
  • If you are on Free, Pro or Max, turn off model training in your privacy settings before you put case material through it. The install guide walks you through it.
  • It is your license on the report. This drafts, organizes and checks. You still do the work and you still sign it.

Every dollar credits toward the complete stack. Buying one at a time never costs more.

See all seven modules

Add Hard to Serve to this order for $75.

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