Records and chronology
- Index supplied deeds, plats, permits and reports
- Organize photographs and correspondence
- Build a source-referenced event chronology
- Identify missing records and unanswered questions
DEFINED-SCOPE PROFESSIONAL DOCUMENTATION
For property owners and professional advisers who need records, field observations and a source-referenced account of a roof, land or surface-water concern.
INITIAL PROJECT RETAINER
$2,500
An advance credited against authorized work and approved direct costs. Deliverables, phase budgets and rates are agreed in writing before payment.
Billing baseline: $175/hour, recorded in 0.1-hour increments. Approximately 14 hours of work before approved direct costs. This funding level does not promise completion of every investigation.
Payment is requested only after fit, scope and authority are confirmed. No recurring charge or automatic replenishment.
WHAT THE ENGAGEMENT CAN COVER

The signed work plan identifies which components are authorized. Site visits, extensive records research, additional properties, specialist work and testimony require their own scope and budget. Existing fixed-price roof services remain available separately.
THE ONBOARDING STANDARD
BUDGET CONTROL
| Time | $175/hour baseline; 0.1-hour increments ($17.50). Approved research, analysis, field work, report preparation and substantive meetings are recorded by task. |
|---|---|
| Direct costs and travel | Records fees, third-party reports and travel time or mileage require written authorization and a stated rate or cap. No undisclosed markup or duplicate recovery. |
| Statements | Weekly while active: dated task entries, time, rate, approved costs, payments and remaining advance balance. |
| Replenishment | At a remaining balance of $700, review the next phase and estimate. Any request to restore funding to $2,500 needs written authorization and a separate payment. Unapproved work pauses. |
| Stopping work | Pause before an approved phase cap or available funds are exhausted. Client changes, new deadlines and added properties need a written scope amendment. |
| Closeout | Provide an itemized final accounting and return the remaining unearned advance. No monthly subscription, automatic charge or cancellation penalty. |
Example: 3.5 authorized hours × $175 = $612.50. With $87.50 of approved direct costs, the total draw is $700 and the remaining advance is $1,800. This is an illustration, not a promised project price.
THE INTAKE FILE
Do not send passwords, card details, unrelated personal files or privileged material before the transfer method and recipients are agreed. CHC does not promise attorney-client privilege or automatic confidentiality protection for materials shared with third parties.
PROFESSIONAL BOUNDARIES
The engagement covers defined property research and documentation. It does not include legal advice, boundary determinations, engineering design or hydrologic/hydraulic calculations. Engineers, surveyors and attorneys are separately engaged when needed.
Expert opinions, deposition, hearing attendance and testimony require separate qualification, conflict, scope and fee review. No finding, claim outcome, agency action or court acceptance is guaranteed.
START WITH A TEXT
Share the property, concern, available records and deadline. We confirm fit before an agreement or payment request.
FACTUAL SUPPORT FOR OWNERS & ATTORNEYS
Organize the agreement, scope, dated photos, inspection records and repair history. CHC can scope a construction-focused condition record and document questions for the contractor or your attorney. See Roof360 for replacement consulting.
Build a factual photo index, condition timeline and scope comparison under an agreed engagement. Explore roof claim documentation support. This service does not negotiate coverage or promise a claim result.
Source-indexed records, dated photographs, reported event history and annotated observations can support a professional’s review. Start with the $399 stormwater roadmap for an initial plan; broader evidence work is separately scoped.
CHC provides factual research and construction-condition documentation within its qualifications. Legal advice, engineering opinions, boundary determinations and expert testimony are separate professional roles. Any testimony engagement requires individual qualification, conflict and scope review; no court acceptance or result is promised.
Authorized records, event chronology and agreed accessible property conditions.
Source-referenced records, annotated exhibits and factual summaries within the written work plan.
Fit, authority, intended recipients and budget are agreed first. Legal, engineering, surveying and testimony scopes are separate.
Please text your inquiry or email us with your name, property address and concern. Calls are by appointment only, after we review your inquiry and confirm a time by text or email.