JPI Intake Form
Please be as specific as possible and include relevant details to assist with your request.
Client Name
*
First Name
Last Name
Client Email Address
*
example@example.com
Client Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Investigation Type
*
Please Select
Surveillance
Custody / Family
Background Check
Asset & Financial
Skip Trace
Due Diligence
Fraud / Insurance
Workplace / Employment
Business / Corporate
Litigation Support
Witness Locate / Interview
Social Media Review
Process Service
Other
Case summary: goals, concerns, key people, dates, locations
*
Relevant persons and relationships (include role)
Case-specific concerns or priorities
Are there other caregivers or third parties involved? If yes, list names and relationships.
Yes
No
If yes, list names & relationships
People who should not be involved or contacted
Subject behaviour, temperament, and any notable risks
Are there safety, volatility, or detection concerns (aggressive, evasive, intoxicated, likely to detect observation)?
Relevant addresses (home, work, school, other)
Vehicles, phone numbers, or other identifiers used by relevant persons
Typical routines / schedules (weekday and weekend)
Work or shift schedules (if applicable)
Regular handoff or meeting times and locations (if applicable)
Known dates, custody or access patterns, or scheduled whereabouts (if applicable)
Any suspected behaviours or activity of concern (substance use, overnight guests, unusual activity)
Known safety risks or weapons concerns
Legal matters: court orders, case numbers, hearings (if any)
Specific evidence or outcomes sought
What would make this investigation successful?
Subject Name
First Name
Last Name
Best contact method and times
Attachments (documents, photos, calendars)
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