Manage any size case load with the easy to use interface. Quickly view subject info, budget, photos, video, and more. Enter case notes, expenses, update the client and track billable time. When the case is complete, create a report and invoice in minutes.
Know your clients better than they know themselves
If your clients are individuals, companies, or both, the client area is packed with features. Add contact information, case handling instructions, billing rates and your professionalism will shine. Optional client access allows viewing case progress in real time.
Investigators can view case assignments, submit updates, enter hours worked and much more. From the solo entrepreneur to a company with hundreds of investigators, each company is able to assign cases, manage, and pay their investigators efficiently.
Powerful integrations to help you accomplish tasks quicker. The system integrates with Microsoft Office, Quickbooks Online, PDF, Your Email and more which allow you to work seamlessly with programs you are familiar with.
Setup the system your way, for the types of cases you work
Any case, any size, any type. Domestics, surveillance, missing persons, cold cases, criminal defense, process service, fraud, financial, it doesn’t matter. Customize the system for how you work all the way down to your company name and logo.
How many cases came in last month? How much was billed out last week? What isyour most requested service? When was the last time you took your best client to lunch? What is investigator Bob’s video percentage? Find out in seconds with Company Reporting.