
Rules of the Game When Working with Attorneys
11/08/23 • 26 min
What's attorney-client privilege and work product? When should you deliver written vs. oral reports? Should you document all witness interviews? What information is discoverable?
Join Hal Humphreys and John Nardizzi with their guest, defense attorney Jennifer Sunderland, as they talk about what private investigators need to know about rules of professional conduct when they work with attorneys.
🔔 SUBSCRIBE to our YouTube channel to watch these episodes: /pieducation
✅ NEED INVESTIGATOR CE? We've got you covered: pieducation.com
🔥 STAY INFORMED with articles by and for investigators: pursuitmag.com
Pursuit Magazine and PI Education are part of StoryboardEMP, a media and education company in Nashville, TN. Pursuit, a free online magazine for private investigators, explores all things investigative, from gumshoe techniques and surveillance tech to industry news and crime in media. PI Education, its sister brand, provides high-quality online continuing education for licensed PIs. Pursuit and PIed are owned and edited by husband-wife team Hal Humphreys, a PI, and Kim Green, a writer and radio producer.
At this channel, you'll find an archive of briefings and webinars that dive deep into the work and the business of private investigations. Every month, we make more free stuff for you at this channel and PursuitMag, thanks to our generous expert-colleagues who contribute their expertise. And at PI Education, you can dive even deeper into the knowledge pool of this fascinating profession, with quality multimedia courses on dozens of topics. Subscribe to stay up to date!
What's attorney-client privilege and work product? When should you deliver written vs. oral reports? Should you document all witness interviews? What information is discoverable?
Join Hal Humphreys and John Nardizzi with their guest, defense attorney Jennifer Sunderland, as they talk about what private investigators need to know about rules of professional conduct when they work with attorneys.
🔔 SUBSCRIBE to our YouTube channel to watch these episodes: /pieducation
✅ NEED INVESTIGATOR CE? We've got you covered: pieducation.com
🔥 STAY INFORMED with articles by and for investigators: pursuitmag.com
Pursuit Magazine and PI Education are part of StoryboardEMP, a media and education company in Nashville, TN. Pursuit, a free online magazine for private investigators, explores all things investigative, from gumshoe techniques and surveillance tech to industry news and crime in media. PI Education, its sister brand, provides high-quality online continuing education for licensed PIs. Pursuit and PIed are owned and edited by husband-wife team Hal Humphreys, a PI, and Kim Green, a writer and radio producer.
At this channel, you'll find an archive of briefings and webinars that dive deep into the work and the business of private investigations. Every month, we make more free stuff for you at this channel and PursuitMag, thanks to our generous expert-colleagues who contribute their expertise. And at PI Education, you can dive even deeper into the knowledge pool of this fascinating profession, with quality multimedia courses on dozens of topics. Subscribe to stay up to date!
Previous Episode

Pre-Charge Criminal Defense Investigations
What's the best way to keep your clients out of prison? Prevent them from being charged in the first place. Join Hal Humphreys and John Nardizzi with their guest, Steve Mason, as they talk about pre-charge investigations — and why it's ideal to start defending clients before they're even charged.
🔔 SUBSCRIBE to our YouTube channel to watch these episodes: /pieducation
✅ NEED INVESTIGATOR CE? We've got you covered: pieducation.com
🔥 STAY INFORMED with articles by and for investigators: pursuitmag.com
Pursuit Magazine and PI Education are part of StoryboardEMP, a media and education company in Nashville, TN. Pursuit, a free online magazine for private investigators, explores all things investigative, from gumshoe techniques and surveillance tech to industry news and crime in media. PI Education, its sister brand, provides high-quality online continuing education for licensed PIs. Pursuit and PIed are owned and edited by husband-wife team Hal Humphreys, a PI, and Kim Green, a writer and radio producer.
At this channel, you'll find an archive of briefings and webinars that dive deep into the work and the business of private investigations. Every month, we make more free stuff for you at this channel and PursuitMag, thanks to our generous expert-colleagues who contribute their expertise. And at PI Education, you can dive even deeper into the knowledge pool of this fascinating profession, with quality multimedia courses on dozens of topics. Subscribe to stay up to date!
Next Episode

Surveillance: Observe and Document
Surveillance: a French loaner word derived from the verb, "surveiller" — "to oversee/watch."
Thanks to a few terrible PI reality shows, most of the world thinks catching cheaters is all P.I.s do. In fact, some investigators do specialize in domestic surveillance. Others, including Hal and John, have taken occasional surveillance assignments over the years, often in cases involving custody disputes or personal injury claims.
The surveillance operative's job is to observe and document and, occasionally, testify about what they saw. The job can seem deceptively easy. But doing it well without being "burned" is not as simple as it seems. Listen in as Hal and John share experiences, talk best practices, and laugh about how "unnecessary human drama" is a P.I.'s bread and butter.
🔔 SUBSCRIBE to our YouTube channel to watch these episodes: /pieducation
✅ NEED INVESTIGATOR CE? We've got you covered: pieducation.com
🔥 STAY INFORMED with articles by and for investigators: pursuitmag.com
Pursuit Magazine and PI Education are part of StoryboardEMP, a media and education company in Nashville, TN. Pursuit, a free online magazine for private investigators, explores all things investigative, from gumshoe techniques and surveillance tech to industry news and crime in media. PI Education, its sister brand, provides high-quality online continuing education for licensed PIs. Pursuit and PIed are owned and edited by husband-wife team Hal Humphreys, a PI, and Kim Green, a writer and radio producer.
At this channel, you'll find an archive of briefings and webinars that dive deep into the work and the business of private investigations. Every month, we make more free stuff for you at this channel and PursuitMag, thanks to our generous expert-colleagues who contribute their expertise. And at PI Education, you can dive even deeper into the knowledge pool of this fascinating profession, with quality multimedia courses on dozens of topics. Subscribe to stay up to date!
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