If the following guidelines are implemented, you will have few problems or misunderstandings when dealing with your surveillance agency. Define the Limits of the Surveillance, Determine the Appropriate Cost Upfront, Don't Wait Until the Last Minute to Assign the Surveillance, and Understand the Difficulties of Surveillance.

Define the Limits of the Surveillance

The investigator should know, in advance, how much time to spend on a file. It is recommended that at least two, preferably three, days of surveillance be put in on the average file. Files with high exposure may justify more surveillance. This should be confirmed in writing by the agency.

Determine the Appropriate Cost Upfront

An investigative agency charging less per hour may deliver a much larger bill with less results than one charging a higher hourly rate. Sometimes it is necessary to utilize multiple investigators. This should be discussed and agreed upon in advance. Usually a dollar authorization limit is provided. The investigator should send a letter of confirmation to the client so there is no misunderstanding.

Don't Wait Until the Last Minute to Assign the Surveillance

The closer you get to a trial date, the more likely the claimant will be inactive, and the less likely he will participate in normal activities.

Understand the Difficulties of Surveillance

Sometimes the investigators work cases where the claimant is inactive, the wrong person is filmed, the subject is lost in traffic, or their presence is made known to the claimant. This happens to the very best agents, and it could happen to your investigator.

Avoid Partial-Day Surveillances Whenever Possible

Some clients request six hours in the morning, with instructions to return another day if the subject is “inactive.” This is a questionable strategy. By staying on the case into the afternoon hours, you at least get some idea of the possible outdoor schedule of the claimant.

Be Specific When Stating the Purpose of the Surveillance

Do you want to know if a subject is working and want to have the surveillance worked on a weekday? Are you interested in the claimant’s physical activities? It is better to be more specific up front and avoid “second guessing.”

Provide the Investigative Agency with as many Details as Possible

Include full name, correct address, phone number, date of birth, Social Security Number, physical descriptions, vehicles, physical restrictions, and any activities or employment that are known. A photograph and/or previous investigative report is invaluable.