Private Investigator how-to

How to Conduct Legal Surveillance

Surveillance must be effective and lawful.

Updated By the Career Education Institute Curriculum Team
Quick answer

Surveillance must be effective and lawful. In short: review; check; choose, then complete the remaining steps below.

Step by step

  1. Review the case and the subject’s routine.

  2. Check laws on recording and trespass.

  3. Choose a safe, legal vantage point.

  4. Record activity with timestamps.

  5. Keep detailed notes.

  6. Write a clear report with evidence.

Safety reminders for private investigators

  • Plan for personal safety during surveillance
  • Know and follow privacy and recording laws
  • Avoid confrontations
  • Share your location with your office

Surveillance · Skip trace · Background check · Public records · Pretexting · Chain of custody: see the full private investigator glossary.

More private investigator how-to guides

Enroll in trainingTake fit quiz