Growing Agencies
Grow without losing control
More investigators means more cases to track, more people to pay and more clients to keep happy. Give everyone their own view and keep the whole agency on one system.
What you need
Built around how you work
01
See every case
One board for the whole agency, with clear owners and stages.
02
Roles that fit
Investigators, managers, office staff and accountants each see only their part.
03
Fair, fast payouts
Pay claims with receipts, approvals and batch payments.
04
Consistent reports
Templates and a review step keep every report to your standard.
Case Management
The tools that matter most
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.
- No more spreadsheets of open cases
- Managers know what's stuck before the client calls
- New staff find everything about a case in one place
Key features
Everything you need
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.