Case management for PI agencies
Cases. Clients.
Control.
PI Agency Portal runs your whole investigation agency in one secure system: intake, agreements, field work, reports, client updates, invoicing, payouts and the books. Built inside a working investigation firm, now available to yours.
Why agencies switch
Less admin. More investigating.
Most agencies run on spreadsheets, email, a word processor and a separate accounting tool. PI Agency Portal replaces all of them with one system your whole team, and your clients, actually use.
01
Who it’s for
Solo investigators, growing agencies, multi-region firms and agencies that work for insurers and law firms.
See solutions →02
What it does
Cases, client portal, intake, e-signing, billing, field logs, reports, payouts, accounting and messaging.
See features →03
Why it’s different
It was built by a working investigation firm to run its own cases, not designed from the outside.
About us →Take the tour
See it in action
A quick look at the screens your team and your clients use every day.
Every case on one board
See each case's stage, owner and what's due next, across the whole agency.
Learn more about casesEverything included
One system for the whole agency
From the first enquiry to the final report and the investigator’s payout.
Case Management
Every case from intake to closed on one board.
Learn more →Client Portal
Clients follow their case without calling you.
Learn more →Intake & Leads
Website enquiries become cases in a click.
Learn more →Agreements & E-signing
Retainers signed online, archived as PDFs.
Learn more →Billing & Payments
Invoices, deposits and card payments.
Learn more →Field Logs & Reports
Evidence from the field to a polished report.
Learn more →Team & Payouts
Assign by region and pay investigators properly.
Learn more →Accounting & Payroll
A proper ledger, built into your case work.
Learn more →Messaging & Calendar
Case chat, internal notes and a shared calendar.
Learn more →Recruitment & Onboarding
Post jobs, review applicants and onboard new investigators.
Learn more →Security & Access
Role-based access, audit trail and nightly off-site backups.
Learn more →Setup & Branding
Every plan includes setup with your name, logo and templates.
See plans →Solutions
Built for agencies of every size
About us
Built by investigators. Proven on real cases.
PI Agency Portal didn’t start as a software product. It’s the system a working U.S. investigation firm built to run its own intake, surveillance, reports, billing and payouts across several regions. Every feature is there because an investigator, a case manager, an accountant or a client needed it.
How it works
Up and running without the headache
01
Register
Tell us about your agency and choose a plan.
02
We set you up
Your own private system with your name, logo, services and templates.
03
Bring your work
We help move your clients and open cases, and show your team around.
04
Go live
Your team signs in and your clients get their portal.
Plans
A plan that fits your agency
Every plan includes setup, your branding and support.
Solo
Independent investigators
Quote on request
- Up to 3 users
- Case management
- Client portal
- Agreements & e-signing
- Invoicing & card payments
Agency
Agencies with a team
Quote on request
- Up to 25 users
- Everything in Solo
- Regions & team managers
- Pay claims & payout batches
- Accounting & payroll
Enterprise
Multi-region & larger firms
Quote on request
- Unlimited users
- Everything in Agency
- Business client accounts
- Master agreements & net terms
- Per-person permissions
FAQ
Questions agencies ask us
How do we get started?
Register your agency on the Get Started page. We review every registration, set up your agency's own system with your name and logo, and send your sign-in details.
Is our data kept separate from other agencies?
Yes. Each agency has its own private system. Your cases, clients and files are never visible to anyone outside your agency.
Can we use our own name and logo?
Yes. Your agency's name, logo and colours appear on the portal, in emails and on documents your clients receive.
How much does it cost?
Pricing depends on your plan and team size. Tell us about your agency and we'll send you a quote.
Get started
Ready to run your agency on one system?
Register your agency and we'll set up your own private system, with your name and logo, ready for your team.