Templates & Downloads

Professional, ready-to-use resources to streamline your investigative workflow and ensure consistent documentation.

docx

Client Intake Form

Comprehensive client intake form with liability waivers, scope definition, and payment terms.

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pdf

Surveillance Log Template

Detailed surveillance log with timestamps, GPS coordinates, and evidence cross-references.

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docx

PI Retainer Contract

Professional service agreement template with legal protections, scope definition, and payment terms.

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checklist

TSCM Sweep Checklist

Comprehensive room-by-room technical surveillance countermeasures sweep protocol and documentation form.

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pdf

Consent to Investigate Template

Legal consent form authorizing investigation activities with clear scope and limitations.

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xlsx

Interview Question Bank

Subject-specific question sets for different types of interviews and investigations.

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Coming Soon

  • Advanced Surveillance Report Suite with different formats for various case types
  • Business Operations Kit: Invoices, Expense Reports, and Client Management Forms
  • Legal Compliance Package with state-specific guidelines and requirements

What Professionals Are Saying

"The client intake form and retainer contract templates saved me thousands in legal fees. They were already vetted by attorneys and only needed minor customization for my state."

Robert J.

Owner, Elite Investigations

"The TSCM checklist is incredibly detailed and professional. It transformed how we document sweeps and has become an essential part of our service offering."

Lisa K.

Security Consultant

"The interview question bank has been invaluable for training new investigators. Well worth the investment for any agency looking to standardize their approach."

Mark T.

Agency Director

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