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.
State recording laws — a qualitative overview for PIs
A non-legal-advice overview of one-party vs all-party consent recording laws across US states, and what it means for PI intake practices.
Skip-trace intake essentials — what to capture before you start searching
The intake fields that make the difference between an efficient skip trace and a wasted retainer, and how to qualify the case at the front door.
Domestic case intake — sensitivity without judgment
How to design domestic-case intake that captures the information the investigator needs without making the caller feel interrogated, judged, or steered.
Background check vs surveillance — triaging at intake
Why the case-type question is more consequential than it looks, and how to triage between background and surveillance work at the intake stage.