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Casework MethodOverview

Casework Method

21 notes

Running the investigation: intake, scoping, OPSEC, response priority, freezing, sanctions.

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Concepts

Note
Freezable vs Non-Freezable Crypto Assets
The Scope Triangle

Principles

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Case Tractability: When to Decline
Manage Both Digital Footprints (OPSEC)

Frameworks

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Five Investigation Goal Types
Five Investigation Output Types
Investigation Risk Categories & Mitigations
PI Response Priority: Freeze, Monitor, Predict, OSINT
Six Core Investigation Questions

Workflows

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The 5-Stage Investigation Process

Tactics

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Beginner Investigation Approach
Freezing Funds with an Exchange Email
Obsidian Case-Management Workflow
Screening Addresses Against OFAC Sanctions
Translate Stakeholder Wants into Investigable Questions

Checklists

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Five Intake Red Flags
Intake Triage Checklist
Investigator OPSEC Checklist
Pre-Investigation Readiness Checklist
Sanctions Screening a Bitcoin Cluster
Surface-Level Fast Wins
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