Complete case management for licensed private investigators. Handle client intake, conflict-of-interest checks, surveillance logs (DAR format), retainer tracking with auto-alerts, evidence chain of custody, court-ready investigation reports, and professional invoicing. ## What's included - **Client intake** with case-type classification (background, surveillance, asset search, due diligence, family law support) - **Conflict-of-interest check** against your existing case ledger - **DAR (Daily Activity Report) format** surveillance log with timestamps, locations, observations - **Retainer tracker** with auto-alerts at 25% / 10% remaining - **Evidence chain of custody** — every photo, video, document logged with collection method + location - **Court-ready investigation reports** in jurisdiction-specific format - **Professional invoicing** with hourly breakdowns + reimbursable expenses - **Subject summary** — what you know about the subject as the case progresses - **Licensed PI compliance** awareness per state (CA, FL, TX, NY all different) ## Limitations - **Not a database aggregator** — doesn't run TLO / IRB / IDI searches; you do those via your licensed access - **DAR format is starting template** — court / agency-specific requirements may need adaptation - **Single-investigator scope** by default — multi-investigator firms need per-investigator setup - **Not legal advice** — produces investigation reports; legal interpretation is for your attorney - **U.S.-focused** — state licensing rules vary; international PIs adapt the template ## Best fit Licensed private investigators running solo or 1-3 person firms doing $80K-$400K/year. Especially valuable for PIs still managing cases in spreadsheets + paper folders — court-admissibility of evidence chain of custody alone makes this worth the price.
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