The key to a successful project begins with you and the Research Manager. Close communication helps us determine the best way to meet your research goals.

No one knows your family better than you. Our partnership begins with you telling us what you know and what you want to discover.

Each research project begins with an in-depth conversation among you, the research manager, and your designated Client Relationship Manager. You’ll be able to describe your goals to the team, and we will walk you through the research process while using our expertise to determine the best way to reach your goals.

Once we understand your goals, we’ll get to work. First, we’ll build a team using professional researchers from both inside and outside of the company. Then we’ll develop a research plan, and your team will start reviewing any information you’ve already gathered. After that, the hard work begins, as our experts search for records. Along the way, we’ll create a journal for you that describes where we search and what we find so you’ll have a clear understanding of our research process.

Throughout the project, your Client Relationship Manager will contact you with timely updates and notify you when milestones are met. Research doesn’t always progress in a linear fashion, and occasionally, it may not occur as originally planned. When this happens, your Client Relationship Manager will contact you to reassess your original goals, and together we’ll make decisions about how to proceed.

At the end of the project, your Client Relationship Manager can schedule a final consultation with your research manager to review the findings and answer any questions you may have.

Research Teams

Research teams are made up of a Research Manager and family history experts, who have extensive experience and knowledge in the history, language, and sources that your project might require.