Initial consultation

Start with the question the record needs to answer.

Begin with a conflict check: provide names, organizations, and a short subject description—not substantive evidence. The first conversation identifies immediate deadlines or preservation concerns and determines whether the matter is an appropriate investigative fit.

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(971) 303-4982

Telephone consultations and case-intake conversations.

Eastern Oregon

Based in La Grande; records work available statewide.

133610

Levi Bakke's Oregon DPSST private-investigator license number.

Conflict check first

Send names and a short subject description before sending evidence.

Blue Mountain Private Investigators is a separate for-profit investigative practice. Its founder also established and continues separate work through Valor Investigations, a nonprofit focused on education, public information, and volunteer assistance. Although the entities are separate, the investigator's existing knowledge and obligations must be considered across both. Initial screening should identify parties, counsel, material witnesses, organizations, providers or facilities, agencies, and the general subject matter. Do not send substantive case files until Blue Mountain Private Investigators confirms that the matter has cleared conflict review.

The central question

Describe the objective without disclosing the evidence.

Before clearance, a useful opening identifies the broad event, what remains uncertain, who may control relevant records, and any urgent deadline. Keep substantive facts, strategy, and evidence out of the initial message.

Useful materials

Bring what you already have.

After conflict clearance, helpful starting materials may include timelines, official letters, court documents, medical or facility records, billing statements, communications, prior requests, and known deadlines. An approved transfer method will be identified before substantive files are sent. Do not send sensitive records through ordinary email unless specifically directed for the cleared matter.

Attorney involvement

Say whether counsel is involved or anticipated.

Early coordination can protect strategy, avoid duplicative collection, clarify the investigative assignment, and ensure that legal conclusions remain with the attorney.

Pro bono requests

Victims and attorneys serving them pro bono may request assistance.

People affected by elder abuse or exploitation, care-facility harm, wrongful death, or related public-accountability failures may request limited no-fee help when they cannot afford services. Attorneys representing victims in those matters pro bono may request reduced-fee or fully pro bono support. State the request during initial contact. Approval and fee level depend on conflict review, case fit, urgency, evidence, scope, safety, and capacity. Any unavoidable outside costs will be discussed before an approved assignment begins.

Expectations

Scope, cost, limitations, and deliverables should be clear before work begins.

After conflict clearance, Blue Mountain Private Investigators evaluates fit, defines the initial assignment, identifies known constraints, and explains the expected work product. If a previously unknown conflict appears during the engagement, the work may have to stop. No result, government action, testimony, recovery, or court outcome is guaranteed.

Contact Blue Mountain Private Investigators directly.

(971) 303-4982 · intake@bluemountainpi.com. The email address is an administrative intake channel; do not attach substantive evidence before conflict clearance.

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