Page 51 - 2021 Detective Startup Training CIDI

2/23/2021

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 and have it signed or initialed separately
- Background your client for restraining orders and other need to know issues
- More involved / More contact required / Some 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

PI BUSINESS & MARKETING BASICS

JOHN MORRIS – EVCO INVESTIGATIONS

Clients

- Attorneys
- Do 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 certain 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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