Client

Manage client details, set custom billing rates, and automate email updates for efficient case handling. Enhance client satisfaction with streamlined communication and personalized service settings.

Keep client information, enter rates, email updates and more

Enter special handling instructions and everyone is aware of how the client wants their cases worked.  Enter different rates for various clients to ensure billing is properly done.  The features are designed to facilitate and improve client satisfaction.

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Update Clients

Streamline communication and easily update clients with vital case information.

Run Client Reports

Powerful reports give you an edge.  How many cases did XYZ assign last month?  How many cases did we get video on?

Client Customization

Customize rates, note protocols or special instructions, assign tasks and manage clients with ease.

 

Stay aware and handle client issues

An investigator had car trouble on the way to a scheduled case. In another instance, a case was mistakenly scheduled for the wrong day.
Using the CS Desk, you can document these issues so that clients and all team members involved are promptly notified. By regularly reviewing entries in the CS Desk, your team can identify patterns and proactively address recurring problems.

Ready to Bring Cold Cases Back to Life?

Start your 7-day free trial today. No credit card required. Launch your first cold case file in just minutes.

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What is SOC Type 2?

Achieving SOC 2 Type II certification is a rigorous and demanding process that demonstrates our deep commitment to data security and operational excellence. This certification isn’t just a checklist—it requires months of preparation, ongoing documentation, and an in-depth audit by an independent third party.

Unlike Type I (which evaluates a point in time), SOC 2 Type II assesses how well an organization’s security controls perform over an extended period—typically 3 to 12 months. Successfully earning this certification proves that we consistently follow strict standards for security, availability, and confidentiality of customer data. Few companies meet this high bar, and we’re proud to be among them.