Protective Risk Advisory Services

What to Expect

 

Step 1 — Submit Your Service Request

Review the service options above and select the service that best fits your needs. Click the corresponding Service Request button to complete the required form.

 

 

 

 

 

 

 

 

 

 

 

Fixed-Price Services: A secure payment link will be provided after the Service Request Form is submitted.
Scope-Based Services: No payment is required at this stage. Pricing will be confirmed after review of your submission.

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All clients must electronically review and sign the Service Agreement and Liability Waiver through the form before a session can be scheduled.

 

Step 2 — Administrative Review

 

Once your request is received, our administrative scheduler will:

 

• Review your submission and determine whether additional information is needed

• Confirm the appropriate service type

• Verify payment or determine the final fee when scope-based pricing applies​

 

Step 3 — Appointment Confirmation

 

Once your Service Request has been reviewed and the applicable payment has been received, you will receive a confirmation email containing:

 

• Appointment date and time

• Meeting link and access information

• Preparation instructions

• Any additional information or documents needed before your session

 

Appointments are not finalized until administrative review is complete and applicable payment has been received.

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Step 4 — Prepare for Your Session

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Before your scheduled session:

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• Gather relevant documents, reports, photos, videos, messages, or other materials.

• Compile important dates, names, locations, and timelines.

• Be prepared to clearly explain your concerns and desired outcome.

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Having your information organized in advance allows more time to focus on analysis, assessment, and next steps during your session.

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Step 5 — Scheduled Session

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• Your session will take place using Google Meet.

• Sessions begin promptly at the scheduled time.

• If additional time is required, it may be scheduled separately based on availability.

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​Attendance, Cancellation & Rescheduling

• Clients who are 15 minutes or more late for their scheduled session will be considered a no-show, and the appointment will be canceled. Session fees are non-refundable.

• If you need to reschedule your session, requests must be submitted at least 24 hours before your scheduled appointment.

  • Requests made with less than 24 hours' notice may be approved only in documented emergency circumstances and are subject to review and approval by McLion's Research Group.

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Session Recording & Confidentiality

• All sessions are audio and/or video recorded for documentation accuracy, quality assurance, continuity of services, training, risk management, and to ensure the accuracy of recommendations and session records.

• All session discussions and recordings are treated as confidential and are maintained in accordance with McLion's Research Group's confidentiality policies and Service Agreement. Recordings are not released, shared, or disclosed except as required by law or as otherwise permitted under the Service Agreement.

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Step 6 — After the Session

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Depending on your session type, you may receive:

• Immediate recommendations and suggested next steps

• Proposal for continued advisory services or threat assessment with MRG

• Written follow-up (when applicable)

• Referral to additional services if required

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