Case Management Software is critical for today's Private Investigator or a Private Detective Agency.  PI Agent comes in three versions based on the level and complexity of your cases.  For just the basic case management, the PI Agent Lite version is a fully functioning software program that will provide you with the reporting that all your clients will come to expect.  It also allows you to keep case information organized for easy reference.  The standard PI Agent Case Management Software package, gives you all of the features and benefits of the Lite version, but you also get GPS tracking, extra reports, and the ability to store more photos.  For the ultimate case management software, PI Agent Pro Version delivers a comprehensive list of benefits that delivers more than any private detective would expect at such a low cost.


PI Agen Pro 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 20 photos from your case.
Assign up to 20 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 Standard version)
Professional Microsoft Office user interface design.
Create and print labels from your client's addresses. We use 5 different Avery brand templates.

NEW for Pro version only - Google Maps Integration


*PI Agent now includes a full feature word processor included built right into the software.


PI Agent Lite Version
PI Agent Lite Version
From: $99.00
 
PI Agent Standard Version
PI Agent Standard Version
From: $149.00
 
PI Agent Pro Version
PI Agent Pro Version
From: $229.00