Features
Everything your agency runs on
One system from the first enquiry to the final report and the investigator's payout. Every feature below is in daily use at a working investigation firm.
Case Management
Open, assign, track and close cases on a single board. Everyone sees where each case stands, what's due next and who's working it.
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Client Portal
Each client gets a private, branded portal for their matter. Updates, reports, files, agreements and invoices are there the moment you release them.
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Intake & Leads
Capture enquiries from your website and a full online intake form, follow each lead through to a signed client, and turn it into a case without retyping a thing.
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Agreements & E-signing
Build your retainer and service agreements once, fill them automatically for each client, and have them signed online with the deposit taken in the same step.
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Billing & Payments
Raise invoices from the case, take card payments online, record partial payments and let overdue reminders do the chasing.
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Field Logs & Reports
Investigators log activity, photos and files as they work. Managers review, and a polished report goes to the client as a PDF.
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Team & Payouts
Manage investigators across regions, track their hours, mileage and expenses, and settle payouts in approved batches.
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Accounting & Payroll
Every invoice, payment, payout and expense posts to a double-entry ledger, so your profit and loss and balance sheet are always current.
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Messaging & Calendar
Real-time case chat with clients and staff, private internal notes, a shared calendar and tasks, so nothing is agreed in a phone call and forgotten.
Learn more →Agreements & E-signing
Signed online, in minutes
Build your retainer and service agreements once, fill them automatically for each client, and have them signed online with the deposit taken in the same step.
- No printing, scanning or chasing signatures
- Deposits in before the first hour of work
- A clean record if a fee is ever disputed
Billing & Payments
Get paid sooner
Raise invoices from the case, take card payments online, record partial payments and let overdue reminders do the chasing.
- Money in sooner
- No more invoices built in a word processor
- Always know who owes what
Field Logs & Reports
From the field to the report
Investigators log activity, photos and files as they work. Managers review, and a polished report goes to the client as a PDF.
- Consistent, professional reports
- Nothing goes to a client without review
- Evidence is never lost on someone's phone
Team & Payouts
Your team, paid right
Manage investigators across regions, track their hours, mileage and expenses, and settle payouts in approved batches.
- Investigators trust they'll be paid correctly
- No more payroll spreadsheets
- Clear approval trail for every payment
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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.