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SAMPLE SERVICE AGREEMENTS


As you know, effective July 1, 2025, Senate Bill 1454 under the Business and Professions Code, Section 7524, requires all California private investigators to sign contracts with their clients, retain their records for two years, provide records to BSIS upon a complaint or investigation, and meet other requirements. For your convenience, the complete list of new requirements enacted in SB 1454 is provided below.

To support our members and all California private investigators during this transition to the new requirements and to uphold professional standards, CALI offers complimentary sample Service Agreements. The forms can be downloaded from this page.

It is important to note that the Service Agreement templates are intended solely as examples to assist licensed private investigators. They are not intended as legal advice, and it is the user's responsibility to ensure the agreements comply with the new requirements and to consult with legal experts for any questions or concerns. 

TERMS AND CONDITIONS

By visiting this webpage, downloading, and using the sample Service Agreement documents ("forms" and "templates") provided by the California Association of Licensed Investigators (CALI), you acknowledge that these templates are intended solely as samples to assist licensed private investigators. They are not intended as legal advice and may require customization to meet your company's specific requirements and ensure legal compliance. As legal standards may change, users should regularly review their templates and consult with legal experts to address any questions or concerns. By using these forms, you agree to these terms and release CALI from any liability for their use or misuse.

Please do not call the CALI office regarding these forms, as we cannot offer legal advice.


SERVICE AGREEMENT TEMPLATES

The service agreements are saved as Microsoft Word Templates. Click on the template name to download, rename, and save the file. 

Instructions How to Use the Retainer Agreement Template

DOWNLOAD SAMPLE AGREEMENT #1, Investigator and Attorney

DOWNLOAD SAMPLE AGREEMENT #2, Investigator and Attorney with Client

DOWNLOAD SAMPLE AGREEMENT #3, Investigator and Non-Attorney



NEW REQUIREMENTS

SEC. 12.
Section 7524 is added to the Business and Professions Code, to read:


7524.
(a) Every agreement to provide a service regulated by this chapter, including, but not limited to, contract agreements and investigative agreements, shall be in writing. An initial client service agreement shall contain, but not be limited to, the following:

(1) The licensed private investigator’s name, business address, business telephone number, and license number.

(2) A disclosure that private investigators are licensed and regulated by the Bureau of Security and Investigative Services within the Department of Consumer Affairs.

(3) Approximate start and completion dates of the work to be provided.

(4) A description of the scope of the investigation or services to be provided. An agreement shall indicate whether or not a written report is to be provided to the client and the agreed upon method of delivery of that written report, as applicable.

(5) All labor, services, and materials to be provided for the scope of work conducted by the private investigator.

(6) An explanation of the fees agreed upon by the parties, including a breakdown of how the fees are assessed by the licensee.

(7) Any other matters agreed upon by the parties.

(b) Any amendment, addendum, or other modification to an initial client service agreement shall be in writing and is subject to the requirements of this section. An amendment, addendum, or other modification shall include a description of the changes to the scope of work, start and completion dates, method of delivery, fees to be charged, and other matters agreed upon in the initial client service agreement, as applicable.

(c) (1) The initial client service agreement and any amendment, addendum, or other modification to the agreement shall be legible and clearly indicate any other document incorporated into it.

(2) Before any work commences, the client shall receive a signed copy of the written initial client service agreement and any amendment, addendum, or other modification to the agreement that was agreed to before commencement of the work.

(3) Services detailed under the scope of work shall not be performed and charges shall not accrue before written authorization to proceed is obtained from the client.

(d) Upon completion of the investigation, any written report, as agreed upon by all parties and indicated in the agreement, shall be provided to the client within 30 days from the completion date and in accordance with the agreed upon delivery method.

(e) The licensee shall maintain a legible copy of the signed agreement and investigative findings, including any written report, for a minimum of two years. These records shall be made available for inspection by the bureau upon demand.

(f) This section shall become operative on July 1, 2025.