CLIENT INTAKE TEMPLATE
Instant-download - fillable forms built from 30 years of FBI casework and 10 years of PI work AND nationwide private investigation services when you need the real work done.
Save Hours on Every New Client Intake
Easy to customize, ready-to-use, fillable PDF template to save you hours on client onboarding.
Capture everything you need
→ Case details
→ Timelines
→ Conflicts
→ Budget
→ Notes
All in one organized place.
No more scattered notes or “Oh no, I forgot to ask …”
Just download, fill during your intake call, and get back to the real work: solving cases and growing your business.
This template gives you everything you need to confidently onboard and price new cases.
What You Get …
→ Ready-to-use fillable PDF template
→ Structured sections for all key information
→ Detailed fields for case overview and subjects
→ Timelines, objectives, and potential conflicts
→ Budget details and next-step notes
Why Professionals Choose This
→ Saves hours of disorganized note-taking and endless follow-up emails
→ Spots potential conflicts and red flags right in the first call
→ Keeps you in control and professional during emotional client conversations
→ Builds instant credibility—clients see you're thorough and systematic
→ Easy to customize and hand off to associates or assistants
“Finally, a template that actually works for real cases.”
FAQ
Is this template customizable? Yes — it's a fillable PDF that opens in Adobe Acrobat Reader (free) or any PDF editor. Add your logo, change colors, or adjust fields to fit your practice — one-time setup, then reuse forever.
What format is it, and how do I open it? It's a standard fillable PDF. Download instantly after purchase, open in Adobe Acrobat Reader (free download if you don't have it), or most PDF apps on phone/tablet/computer. No special software required.
How soon can I start using it? Immediate — as soon as you complete checkout, the file is delivered to your email (check spam/promotions folder). Start filling it on your next intake call.
Does it work on mobile or tablet? Yes — fill it on any device with a PDF reader (iPhone/iPad, Android, etc.). The fields are designed to be easy to tap and type in during phone or video calls.
What if I need help using or editing it? If you run into any issues opening, filling, or customizing, email me directly (include your order number). I'll walk you through it step-by-step — I've helped dozens of PIs get set up quickly.
How does this work exactly? Upon purchasing, you get instant access to the fillable PDF template. Download it right away (check your email/spam folder), open in Adobe Acrobat Reader (free) or any PDF app, and start filling it during client calls. Customize once if you want, then reuse forever.
I’m ready to purchase!
CLIENT INTAKE TEMPLATE
No more chasing follow-up details
Organized capture of everything in one call
Confident pricing and onboarding
More time for actual investigations
AVAILABLE FOR ONLY $47
Due to the nature of digital downloads, all sales are final and non-refundable. Your purchase includes one license. By purchasing this product, you hereby agree to The Mason Projects Terms and Conditions.
30 Years FBI Experience | Licensed Private Investigator | Professional Form Templates | Trusted by Defense Attorneys Nationwide
Professional Investigation Templates
Streamline your documentation with field-tested forms
Designed by a retired FBI Special Agent
Client Intake Form
Save hours on client onboarding with this comprehensive 6-page template designed by a retired FBI Special Agent
✓ Fillable PDF format - type directly into the form
✓ 6 comprehensive sections covering all case details
✓ Fully customizable for your business
✓ Professional layout tested in real investigations
✓ Instant download - start using today
$29
One-time purchase. Lifetime access. No subscription.
FBI Expertise
Created by a retired FBI Special Agent with 30 years in major white-collar crimes, evidence collection federal law enforcement operations.
Why Choose FBI Jane Templates?
Professional forms backed by 30 years of federal law enforcement experience
Field-Tested
Every template is based on real forms used in actual investigations. No generic templates - these are the tools professionals actually need.
Save Hours
Stop wasting time starting from scratch. Professional formatting, comprehensive fields, and clear structure let you focus on investigations, not paperwork.
What Clients Say
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Jane brought in the exact expertise necessary for a high-stakes environmental investigation. Her team designed and executed a complex aerial site survey in controlled airspace between two major airports. The drone footage and evidence collected were critical in confirming environmental violations. If you need investigative services led by a seasoned professional with federal credentials, I highly recommend Jane.
- Thomas A. Di Mascio Deputy National Transportation Sector Chief, InfraGard
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We brought Jane in on a high-stakes matter requiring deep investigative work. She delivered. Her ability to uncover hard-to-find information and document findings in a clear, litigation-ready format made her invaluable. We would not hesitate to work with her again.
- Law Firm Client
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I was fortunate to have retired FBI Special Agent Jane Mason on my defense team. Despite many challenges, she located and interviewed the key witness in the case. Thanks to her efforts, the charges were dismissed. Jane's investigative skills and judgment are unmatched.
- Law Enforcement Client
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Client Testimonials