Page 88 - 2023 CIDI Notebook

Clients
- Private Clients
- Must have a contract
- Go over contract section by section in person with client if possible
- Have a non-interference clause in your contract
- Have No Restraining Order clause in your contract
- Background your client for restraining orders and other need to know issues
- More involved / More contact required / Some A LOT OF hand holding along the way
- Will usually shop hourly rates
- Always get a retainer
- Can be emotional
- May change plans
- Beware of Buyers Remorse
- Don’t be afraid to recommend you work with their attorney
- Don’t be afraid to say no. You don’t have to take every case that comes across your desk

PI BUSINESS & MARKETING BASICS
JOHN MORRIS – EVCO INVESTIGATIONS

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Clients
- Attorneys
- May not require a contract but it is good to have some level of an agreement
- Start off with retainer first few cases
- Volume work may necessitate invoicing
- Clearly mark invoices with terms – Net Due on Invoice – Net 15 Days – Net 30 Days
- Always ask about upcoming hearing dates and times
- May request specific tasks
- Provide feedback on tasks requested i.e. difficulty, additional fees necessary, etc.
- Provide a list of suggested other tasks to conduct during investigation
- Provide updates as necessary for HIGH IMPORTANT information (phone or in person)
- Provide one report per piece of investigation (10 interviews 10 reports)

PI BUSINESS & MARKETING BASICS
JOHN MORRIS – EVCO INVESTIGATIONS

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