PI intake red flags — when to decline before the conflict check
The intake-call signals that should make a licensed PI politely decline before they even run a conflict check, and how an intake assistant can surface them.
Indagor Blog
Operational guidance from the Indagor team. No fluff, no invented statistics — just the patterns we see across agencies using AI intake.
Conflict checking before the retainer — a practical workflow
How to run a conflict check at intake time without slowing the engagement down, and what to capture so the check is meaningful.