Confidentiality & Controlled Intake
PRAEON Advisory Inc. publishes this legal and compliance information for public website access and controlled first contact.
1. Public Forms Are for Non-Sensitive First Contact Only
Public website forms and general email addresses are not secure intake channels. They are intended only for non-sensitive first contact.
2. Do Not Submit Sensitive Material
Do not submit sensitive personal information, government identification numbers, credentials, health data, financial account data, or restricted personal data through public website channels.
Do not submit any of the following through public website forms or general email addresses:
- Confidential information.
- Classified or restricted information.
- Privileged or attorney-client material.
- Litigation-sensitive material.
- Export-controlled information.
- Procurement-sensitive information.
- Sanctions-sensitive information.
- Source-sensitive information.
- Incident-response information.
- Information obtained unlawfully.
- Information subject to contractual restrictions.
3. No Client Relationship by Submission
Submitting an inquiry does not create a client relationship, advisory relationship, fiduciary duty, investigative relationship, intelligence relationship, or legal relationship.
4. No Automatic Confidentiality Obligation
PRAEON Advisory Inc. treats inquiries responsibly, but a formal confidentiality obligation does not arise unless PRAEON Advisory Inc. expressly accepts one in writing, such as through an NDA, engagement letter, or written controlled-intake protocol.
5. Controlled Intake Process
Before sensitive information is exchanged, PRAEON Advisory Inc. may require:
- Identity confirmation.
- Authority confirmation.
- Conflict screening.
- Mandate scoping.
- Lawful-source review.
- Sanctions and restricted-party screening.
- NDA or confidentiality agreement.
- Secure communications channel.
- Controlled distribution list.
- Retention and deletion instructions.
- Information-handling classification.
6. Unsolicited Sensitive Submissions
PRAEON Advisory Inc. may delete, quarantine, refuse, or decline to review unsolicited sensitive submissions. PRAEON Advisory Inc. is not responsible for protecting information submitted contrary to this Notice except as required by applicable law.
7. Contact
Controlled intake inquiries: intake@praeonadvisory.com