Questions agencies ask us

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.

Yes. Ask for a demo on the Contact page and we'll walk you through the system using example cases.

Yes. We help move your clients and open cases over during setup so your team starts with everything in place.

It depends on how much you're bringing over and how many templates you need. We agree a date with you when we set up your agency.

Yes. Each agency has its own private system. Your cases, clients and files are never visible to anyone outside your agency.

Access is role-based: investigators, managers, office staff, accountants and clients each see only their part, and you can grant individual people extra access.

Yes. Data is backed up every night to separate, off-site storage.

Yes. Sign-ins, changes and file downloads are recorded, so you can always see who did what.

Yes. Your agency's name, logo and colours appear on the portal, in emails and on documents your clients receive.

No. PI Agency Portal runs in any modern browser, on a computer, tablet or phone.

By card through secure online checkout, when they sign their agreement or from any invoice. Partial payments are supported.

Many agencies won't need a separate tool: invoices, payments, payouts and expenses post to a built-in ledger with profit and loss and balance sheet.

Pricing depends on your plan and team size. Tell us about your agency and we'll send you a quote.

Yes. Move up a plan as your team grows.

Yes. Every plan includes setting up your agency, your branding and your agreement and report templates.