Security
Built for sensitive work
Investigations involve private information about real people. Here's how PI Agency Portal keeps your agency's data protected and private.
Your own private system
Each agency's cases, clients and files are separate from every other agency's.
Encrypted in transit
Every connection to the system uses 256-bit TLS encryption.
Nightly off-site backups
Your data is backed up every night to separate storage away from the main server.
Role-based access
Investigators, managers, office staff, accountants and clients each see only their part.
Per-person permissions
Give one person extra access without creating a new role for everyone.
Full audit trail
Sign-ins, changes and important actions are recorded and can't be edited.
File access logging
Every file download is logged, so you know who opened what and when.
Client visibility you control
Field logs and photos are only shared with a client when you choose.
Sign-in protection
Failed sign-in attempts are tracked and passwords are stored securely hashed.
Questions
Security questions
Who owns our data?
You do. It’s your agency’s information and stays private to your agency.
Can our staff see each other’s cases?
Only if their role allows it. Investigators see their own cases; regional managers see their region; owners see everything.
What happens if something goes wrong?
Data is backed up nightly to separate, off-site storage, so it can be restored.
Can clients see internal notes?
No. Internal notes are kept apart from the client conversation, and field logs are shared only when you mark them visible.
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.