Smoothquill
Career guide

What investigators actually do.

Forget the trench coat. Modern investigative work is mostly patient observation, careful documentation, and turning scattered facts into evidence that holds up. If you're thinking about this career, here's the real job — case type by case type, including exactly what you'd be expected to deliver.

The honest version: most PI work isn't dramatic. It's sitting in a car for six hours, writing meticulous reports, searching public records, and knowing precisely where the legal lines are. The investigators who succeed are organized and disciplined — not the lone-wolf types from the movies.

Insurance & fraud investigation

One of the steadiest sources of investigative work, and the one most people misunderstand. Insurers and the third-party administrators who manage their claims (firms like Sedgwick or Gallagher Bassett) hire investigators to verify whether a claim — usually workers' compensation — matches the reported injury.

Here's the key thing to understand about this work: the client isn't buying "surveillance" — they're buying a defensible answer. Is this claim legitimate, or are the claimant's activities inconsistent with the injury they've reported? Your job is to document the truth either way, in a form the insurer and its lawyers can actually use.

The bar often isn't catching outright fraud. It's resolving doubt. If a claimant says a back injury prevents lifting more than ten pounds, and you document them loading heavy bags into a car over several days, that contradiction is what the insurer paid for. Equally, if their activity is fully consistent with their restrictions, your report can confirm the claim is genuine.

What you actually deliver
  • High-definition video & photo evidence of the claimant's activities in public — clear enough to hold up under scrutiny (4K is increasingly the standard).
  • A detailed, timestamped written report — dates, times, locations, and observations, correlated against the claimant's stated medical restrictions. The report is what makes the footage usable.
  • Patterns over time, not just one clip — surveillance often spans multiple days to establish consistent behavior that's harder to dismiss as out-of-context.
  • Social media & open-source findings — public posts that corroborate or contradict the claim.
  • Witness statements & employment verification — interviews with neighbors or coworkers, and checks for undisclosed side work.
Why the legal lines matter here

Illegally obtained evidence is worthless to an insurer — it can't be used and creates liability. Staying inside the law isn't just ethics here; it's the whole value of the work.

You can

  • Observe & record in public spaces
  • Follow someone on public roads
  • Review public social media
  • Interview willing third parties

You cannot

  • Trespass on private property
  • Tap phones or hack accounts
  • Use false identities or entrapment
  • Record where privacy is expected

The rest of the work

Beyond insurance and legal, most investigators handle a mix of these. Each is a different skill, but they share the same DNA: gather facts legally, document them carefully, deliver something the client can act on.

Background & records checks

The most universal service — verifying who someone really is. Employers, landlords, and individuals all need it.

You deliver A verified report: identity, criminal/court records, employment, and any red flags, pulled from legitimate sources.

Locating people (skip tracing)

Finding someone who's moved, vanished, or doesn't want to be found — for debt, legal, family, or reconnection reasons.

You deliver A current location or contact information, traced through public records, databases, and open-source research.

Process serving

Formally delivering legal documents so a case can proceed — often to people actively dodging service.

You deliver Proof of service (an affidavit) confirming the documents were legally delivered.

Due diligence

Vetting a business, partner, or investment before someone commits money — corporate and individual clients alike.

You deliver A report on the entity's legitimacy, ownership, litigation history, and risk factors.

Digital & open-source work

The fastest-growing part of the field. Increasingly, investigations happen at a keyboard as much as in a car — and clients expect digital fluency.

This spans OSINT (open-source intelligence — mining public social media, records, and online traces), digital forensics (recovering data from devices a client owns), and cyber-fraud and breach work (tracing business email compromise, monitoring for a client's leaked data). Notably, the defensible version of this work is built on public sources or devices and accounts the client owns — not surveilling individuals or accessing someone else's accounts.

What you actually deliver
  • OSINT reports — a documented picture assembled from public digital footprints.
  • Forensic recovery — extracted, preserved data from a client's own devices, handled to stay admissible.
  • Breach & exposure monitoring — alerting a business when its data surfaces, via legitimate monitoring tools.

The honest day-to-day

If you take one thing from this page, make it this: the job rewards patience and precision far more than nerve.

Mostly waiting

Surveillance is long stretches of nothing punctuated by a few important minutes. Comfort with boredom is an underrated skill.

Writing matters most

Your report is the product. Clear, accurate, defensible documentation is what clients pay for — and what holds up later.

The law is your frame

Knowing exactly what you can and can't do — recording laws, privacy, trespass — isn't a constraint on the job. It is the job.

Next steps

Ready to take it further?

If this sounds like work you'd want to do, start with the licensing requirements for your state — then, when you're established, put your credentials to work.

How to become a PI in your state Join the investigator network