Workplace & Institutional Investigations

Root conducted a thorough and professional investigation that delivered exactly the insight we needed. They communicated clearly throughout the process, responded quickly to questions, and met every timeline we discussed. Root was also adaptable, pivoting when new information emerged and ensuring the work remained focused and effective. Their final report was comprehensive, well-written, and easy to understand — making them not only a pleasure to work with, but someone we would confidently recommend

We have engaged Jeff at Root Resolutions to conduct complex and sensitive workplace investigations. Throughout our work together, Jeff consistently demonstrated a high level of professionalism, expertise, and impartiality, and was a pleasure to work with. Employees provided positive feedback, noting that Jeff created a comfortable interview environment and was approachable and easy to speak with. We would confidently recommend Jeff and Root Resolutions and would not hesitate to engage their services again for workplace investigations requiring an external investigator.

Root Resolutions stepped in quickly when our community association needed help with a sensitive employee allegation. They explained things clearly, asked the right questions, and took the time to sort out what was actually going on. We felt supported throughout and appreciated how they walked us through the process from start to finish.

We engaged Jeff to investigate a highly sensitive matter. The CEO required updates twice a day because a critical decision had to be made within 48 hours based on the information gathered from the investigation to that point. In less than 48 hours, Jeff had fully investigated the matter and the issue was resolved. Jeff’s efficient and effective work saved the company from potential regulatory penalties and stock-value depreciation.

An allegation of sexual harassment was brought to our attention. Knowing timely action had to be taken but not understanding exactly what to do, Jeff guided us through the critical early steps to ensure that this serious complaint was dealt with appropriately.

Jeff provided valuable advice on how to structure our Ethics Program and integrate it with our Fraud Risk Management Program. His experience was extraordinarily helpful in guiding the creation and implementation of our Investigation Policy and Protocols which have proven effective.