PG Secure Intake is the inbound counterpart to Representation Protection. It governs how an initial enquiry reaches your practice — capturing only the minimum non-sensitive information required to identify the appropriate authorised contact and arrange human follow-up. Nothing more.
PG Secure Intake answers factual questions about your practice from an approved knowledge base. It captures the minimum routing information needed to direct an enquiry to the right person.
The intake channel restricts unnecessary data collection. It does not provide legal, immigration, tax, or fiduciary advice.
Locked Knowledge Base
Operating from a fixed, Private Gravity approved set of facts.
Mandatory Data Notice
Explicit instructions to avoid submitting sensitive records.
Minimum Capture
Collecting only name and corporate affiliation for routing.
Human Escalation
The agent routes; an authorised human resolves.
If your practice is considering a governed intake channel, the appropriate next step is a Confidential Briefing. Submissions are reviewed individually by the Private Gravity team.