Introducing Our First Ready-to-Use Fillable PDF Template
Client Intake Template
Save hours on every new client call.
Capture case details, timelines, conflicts, budget, and notes all in one organized place.
No more scattered notes or forgotten questions. Built from 30 years of FBI casework and 10 years as a licensed PI.
No more frustration, feeling like you are wasting your time, and that it’s practically impossible to stay organized AND get your work done at the same time.
Only $47 – less than half a billable hour.
Meet Jane Mason
Hi I’m Jane!
I'm a retired FBI Special Agent and now a licensed private investigator for the last 10 years.
During my career, I've been passionate about uncovering the truth and ensuring justice is served.
I’m committed to delivering the investigative services my clients need while also creating practical tools like our fillable templates to help professionals save time on everyday administrative tasks, giving them time to work on growing their business.
I have a huge network of retired FBI Special Agents and specialists in areas such as polygraph exams, bug sweeps, digital forensics, and ethical hacking. If your matter falls outside my expertise, I can connect you with the right person for a perfect fit.
40 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 turned Private Investigator
Client Intake Form
OUR FIRST FORM TO OFFER YOU!
Save hours on client onboarding with this comprehensive 6-section template designed by a retired FBI Special Agent turned Private Investigator
✓ 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
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, and large-scale law enforcement operations.
Why Choose FBI Jane Templates?
Professional forms backed by 30 years of federal law enforcement experience and 10 years of PI 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.
More Professional Templates Coming Soon
Letters of Engagement, surveillance reports, case summaries, witness interview forms, and more. Be the first to know when new templates launch.
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