[APG Public List] Repeating client's work

Elissa Scalise Powell, CG Elissa at PowellGenealogy.com
Thu Jul 22 07:14:42 MDT 2010

I like Michael's advice on what to put in a contract to prevent such
questions. In this case, now that the horse is out of the barn, you could
tell her that not only did she not provide it but you needed to examine it
to correlate the data with other evidence you found. She is not just paying
you to find records but to analyze them as a whole in the context of each
other and the historical times her ancestor lived in.

If she wants to micro-manage the project, then it may be beneficial if she
pays you for a research plan she can act on. She may quickly come back to
you and have you conduct the research once she has tried it.

Best wishes,

Elissa Scalise Powell, CG
CG and Certified Genealogist are Service Marks of the Board for
Certification of Genealogists, used under license by board certificants
after periodic evaluations by the Board. 

> -----Original Message-----
> From: On Behalf Of Israel P
> Sent: Thursday, July 22, 2010 4:15 AM
> What do you folks do when - after asking client the three basic questions
> what do you know, what do you want to learn and what resources have you
> already checked - client then says "Why did you spend two hours on such
> and such?  I already looked at that."
> She didn't include that resource in answering the third basic question,
> so as far as I knew, this was a new investigation.  (Let's ignore that I
> might have found something that client herself missed.)
> Do you have to tell client in advance exactly what resources you are
> planning to investigate?  That can get awfully cumbersome - next thing
> she'll want to know exactly how many units of fifteen minutes will be
> spent on each resource!
> I mean you can hardly just say "Tough luck.  I asked what you had done
> yourself and you didn't mention this resource."
> Israel Pickholtz
> Jerusalem

More information about the APGPublicList mailing list