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.

Customize Now →

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

THIS SOUNDS AMAZING! GET IT NOW!
Finally, a template that actually works for real cases.
— Lou Z., NYPD Lt. (ret)

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

BUY NOW

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

GET INSTANT ACCESS

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

  • 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

  • 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

  • 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

More Professional Templates Coming Soon

Surveillance reports, case summaries, witness interview forms, and more. Be the first to know when new templates launch.

Client Testimonials

What We Offer

From Fraud to Missing Persons—We Get Answers

We handle complex civil and criminal investigations with the same precision, strategy, and discretion honed through years of FBI experience. Whether the task involves discreet surveillance, detailed background checks, locating hard-to-find individuals, or conducting sensitive interviews, we approach every case with a clear focus on actionable results. Our team is committed to uncovering critical facts, protecting your interests, and delivering the information you need to move forward with confidence.

Background Investigations

We help you recognize scams, protect your data, and respond to threats. Services include online dating safety, scam recovery, TSCM (“debugging”) sweeps, and specialized support for sexual assault survivors—including evidence preservation.

Learn from a Retired FBI Agent

Explore our free resources and self-paced video courses to build your investigative instincts. From collecting evidence to spotting red flags online, gain practical skills to protect yourself, your loved ones, or your business.

Why Trust Us?

We provide professional investigative services led by a retired FBI Special Agent. Backed by decades of federal law enforcement experience, we specialize in uncovering facts, analyzing complex situations, and delivering clear, reliable results.