Features
Create a log-in and password to protect sensitive case data.
Add your company information and logo, and be greeted with it on welcome screen.
Add clients and save client data, attorney information, and more.
Assign a cases to your clients. Store specific information depending on your case type.
Enter retainer payments and additional payments a client makes.
Keep track of mileage, hours, and expenses.
Assign hourly and mileage rates, then automatically calculate total costs.
Assign investigators to the case and how many hours/miles they worked.
Upload 10 photos from your case.
Assign up to 10 daily reports for your surveillance cases.
Save information for the investigators you work with. Add their contact information, SSN/TAX ID, and usual hourly rate.
Calendar feature lets you keep track of all your daily, weekly, and monthly appointments and cases.
Set alerts and reminders to insure you never miss a case or appointment.
Create case reports and invoices, and automatically add your company information to the document.
Export reports/invoices as a PDF, HTML, MHT, RTF, XLS, XLSX, CSV, Text file, or Image file.
Automatically connect to your Outlook or Outlook Express to email your file in the above file formats.
Password protect your reports and invoices, perfect for your client's privacy.
Add a text or image watermarks to your reports/invoices. Customize position, font color, and more.
View view clients and cases in a simple view or a spreadsheet view.
Easily search through your clients and cases, filter results, and sort by field(For example, group clients by city they live in, or cases from a certain attorney, etc.)
Free software updates for occasional feature add-ons.
Add GPS information to your surveillance cases and integrate GPS information with invoices and reports.
Keep track of your online databases, and store login, password information, and description.
Add PI links. Perfect for keeping track of your favorite PI websites, webstores, Facebook links, or whichever you like.
Additional report/invoice templates (compared to the Lite version)
*PI Agent now includes a full feature word processor included built right into the software.
Case types included:
Background check
People search
Surveillance
Interviews
Polygraph
