Legal & Investigative Support

Facts, Risk, and Execution Beyond the Courtroom.

Investigative support, protective intelligence, and strategic advisory for attorneys managing complex, sensitive, or high-risk legal matters.

InvestigationsProtective IntelligenceWitness & Executive SafetyOperational Support

Where Legal Strategy Meets Operational Risk

Some matters require more than legal analysis.

Law firms regularly navigate situations where facts, discretion, safety, and reputation intersect.

A key person may face a threat. A corporate client may need independent fact development. Litigation may create travel, media, or workplace exposure. We help counsel understand the operational environment and coordinate a disciplined response without distracting from the legal strategy.

How We Support

One situation. A coordinated response.

We work as a discreet extension of counsel—clear about scope, sensitive to privilege considerations, and disciplined in how information is developed and communicated.

01

Investigative Support

Develop facts that strengthen decision-making.

Experienced investigators support counsel with discreet inquiries, due diligence, interviews, and complex fact development.

  • Corporate and internal investigations
  • Background and due diligence
  • Field inquiries and witness support
02

Protective Intelligence

Understand the behavior behind the concern.

We assess threats, grievance, concerning communications, and exposure affecting attorneys, clients, witnesses, and executives.

  • Threat assessment support
  • Protective monitoring
  • Workplace and litigation-related risk
03

Protection & Logistics

Keep critical people and moments moving.

Executive protection, secure transportation, site planning, and coordinated support for hearings, meetings, travel, and public-facing matters.

  • Executive and witness protection
  • Secure transportation
  • Advance and event planning

Independent Judgment. Disciplined Support.

The operational problem should never be allowed to overtake the legal matter.

We help counsel contain risk, develop reliable information, and protect the people and processes that matter to the case.

Typical Engagements

When legal teams bring us in.

01

A sensitive internal or corporate investigation requires independent support

02

A client, witness, attorney, or executive faces a credible concern

03

A matter involves travel, media attention, protest, or public visibility

04

Counsel needs due diligence or discreet field investigation

05

Multiple protective and operational resources must be coordinated

Why The Simon Agency

Experienced enough for complexity. Disciplined enough for counsel.

Our leadership combines law enforcement, investigations, executive protection, corporate leadership, and strategic advisory experience. We understand that the value of support depends not only on what is discovered or deployed, but on judgment, documentation, discretion, and communication.

Confidential. Defined. Responsive.

Bring us the matter behind the matter.

Tell us where the legal strategy meets an investigative, protective, or operational concern. We will help define the right scope.

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