PI Agent. Case management software
PI Agent was designed by licensed private investigators who know the industry and know what other PI's would need in a software program. Keep organized by entering client information, assign them a case, then automatically generate invoices and reports from the case.
Clients / cases
Maybe its just me, but I think these tabs are genius! And don't forget the slider, you can extend them and extend them and extend them! They're just amazing. Did I mention the tabs are under 10 lines of custom jQuery code? Now that's sick
Invoices
Select from different invoice designs to automatically create invoices based on your case information. Invoices automatically calculate case and expenses. Invoices can be exported as a PDF, password protected, and more.
Reports
Automatically create case reports for whichever type of case you are working on. Type of reports include daily time log, milage and hours, and background check details. These are ideal to give to your clients, or keep for you own personal record. Reports can be exported as a PDF, password protected, and more.
Schedule
PI Agent's schedule feature lets you easily manage all of the daily, weekly and monthly cases and other job activities. Enter all case details and times and it automatically populates on the calendar. Each type of case is color coded, and can easily be dragged and dropped if case is rescheduled. Create reminder alarms as well.
More features
Additional features of PI Agent include password protection, investigators, PI links, online database, address labels and more. PI Agent comes with lifetime free updates, which includes new features and invoice/report designs.
