Needs Assessment Interview

A Needs Assessment helps private investigators identify the goals, scope, and resources required for a successful investigation. It ensures the PI and client are aligned before the case begins.

1. Initial Client Interview

• Purpose: Gather baseline information.
• What to Ask:
• What is the problem or concern?
• What outcome is the client hoping for?
• What is the timeline or urgency?
• Have any previous investigations been done?

2. Identify Objectives

• Define clear, actionable goals.
• Example: Locate a missing person.
• Example: Confirm or disprove infidelity.
• Clarify legal boundaries and ethical considerations.

3. Assess Available Information

• Review documents, digital records, previous evidence.
• Determine credibility and completeness.
• Spot gaps in information that need to be filled.

4. Understand the Client’s Budget and Resources

• Be upfront about costs and expectations.
• Tailor the scope of the investigation to fit within the client’s means.

5. Risk Assessment

• Evaluate potential legal, safety, or reputational risks.
• Ask:
• Is surveillance legal in this jurisdiction?
• Are there safety concerns with individuals involved?

6. Determine Investigation Strategy

• Choose methods: surveillance, database research, interviews, etc.
• Prioritize tasks based on client needs and time sensitivity.

7. Document Everything

• Keep detailed notes of the assessment process.
• Have a written agreement outlining scope, fees, and confidentiality.

Why It Matters

A thorough needs assessment:

• Saves time and resources
• Helps avoid legal issues
• Builds trust with the client
• Increases the chance of a successful outcome

Contact us for a free consultation! It we think we can assist, we will schedule the needs assessment interview.

📧 Email: swanlegalservices@yahoo.com
?? Call: 844-325-0088

Let us help you with your Private Investigative needs!