Case management
Organize case details, statuses, assignments, and deadlines in a clear working record.
BUILT FOR INVESTIGATIVE TEAMS
Every case. One clear picture.
One organized workspace for investigative professionals across every field. Manage assignments, field activity, evidence, reports, and review from first lead to final delivery.
MADE BY PROFESSIONAL INVESTIGATORS FOR PROFESSIONAL INVESTIGATORS
OVERVIEW / DASHBOARDGood morning, Investigator.
NI
Case overview ↗
ACTIVE CASES24● In progress
OPEN TASKS08Across your team
REVIEW QUEUE03Awaiting approval
Recent case activity View all ↗
CASETYPESTATUS
#2026-1048
Field assignmentSurveillanceActive
Field assignmentSurveillanceActive
#2026-1047
Statement requestSIUIn review
Statement requestSIUIn review
#2026-1046
Site inspectionSceneActive
Site inspectionSceneActive
● BUILT AROUND THE CASE
ONE CONNECTED WORKSPACE
CASE MANAGEMENT ✦ FIELD OPERATIONS ✦ REPORTING ✦ EVIDENCE
INVESTIGATIVE CASE MANAGEMENT SOFTWAREThe details matter.
The details matter.
Keep them together.
Made by professional investigators for professional investigators in any field, Case Files Professional keeps assignments, activity, evidence, and reports connected to each case.
Field activity
Track investigative tasks, field activity, time, and expenses as work moves forward.
Reports & review
Build investigative reports and guide them through a structured review process.
Evidence records
Keep supporting material connected to its case with a documented history of activity.
Subject research
Bring research findings into the case workflow, with role-based access to records.
Built for your team
Distinct workspaces for administrators, case managers, field staff, and clients.
Talk through your workflowWHO IT'S FOROne platform.
One platform.
Many investigative fields.
Whether your team works in the field, at a desk, or across both, keep the record of each assignment clear and accessible to the right people.
01
Private investigation
Surveillance, interviews, witness work, and scene investigations.
02
Insurance & SIU
Claims investigations, field assignments, statements, and reporting.
03
Legal investigations
Civil litigation support, criminal defense, and attorney-directed work.
04
Corporate & workplace
Internal inquiries, workplace matters, and due diligence.
05
Fraud & research
Fraud inquiries, background research, locates, and public records work.
06
Specialized teams
Adapt the case workflow to your organization's investigative practice.
PURPOSE BUILT WORKFLOWS
Investigative work needs a reliable case record.
Case Files Professional helps investigative agencies and teams coordinate the moving parts of a case: intake, assignments, field notes, supporting evidence, time and expenses, report preparation, and review. Each step stays connected to the underlying case so authorized team members can follow its progress.
Use the platform for surveillance and field investigations, insurance claims and SIU matters, civil and criminal defense support, corporate and workplace inquiries, fraud matters, background investigations, locates, and other professional investigative assignments. Your workflow may vary by case type; the case record gives your team a consistent place to work.
A CLEARER PROCESSFrom first assignment
From first assignment
to final delivery.
Case Files Professional helps your team see what is happening, what needs attention, and what is ready for review.
Discuss your team's needs01
Open & assign
Create a case and put the right work in the right hands.
02
Investigate & document
Record activity, reports, time, expenses, and case materials.
03
Review & deliver
Move completed work through review and share approved reporting.
BUILT-IN AI ASSISTANCEClearer writing.
Clearer writing.
Stronger case records.
Case Files Professional includes an AI writing assistant within the case workflow. Investigative professionals can refine the language they enter for reports, case details, notes, and other written records, helping teams communicate findings clearly and consistently.
The suggested revision appears for review. The user decides whether to accept it or discard it, keeping control of the final case record.
Ask about AI assistance✦WRITING ASSISTANCE
CASE NOTE · DRAFT
Field notes and report narratives can be improved for clarity, grammar, and professional tone.
REVIEW THE SUGGESTIONCompare the proposed wording, then accept or discard the change before it becomes part of the record.
Human reviewed↗
DESIGNED FOR THE WAY INVESTIGATORS WORK
Less searching across systems.
More clarity across the case.
DEPLOYMENT OPTIONSChoose where your
Choose where your
platform lives.
Case Files Professional can be deployed on infrastructure you manage or hosted for you. We can discuss the setup that fits your team, technical resources, and operating preferences.
OPTION 01
Self hosted
Run Case Files Professional on your own compatible server or hosting account. Your organization controls the hosting environment, access to the server, and its operating policies.
- Use infrastructure selected and managed by your team.
- Handle server administration, backups, updates, and monitoring through your own staff or provider.
- Coordinate installation requirements and deployment details with us.
OPTION 02
Hosted by us
We can host Case Files Professional for your organization, providing a more straightforward path for teams that prefer not to manage the application server themselves.
- Discuss a hosted setup tailored to your organization and users.
- Have us manage the hosting environment under the agreed service arrangement.
- Review onboarding, support, backup, and maintenance terms before launch.
LET'S TALK
See the full picture.
Interested in Case Files Professional? Tell us about your team and we’ll discuss how the platform fits your workflow.
START A CONVERSATION
Request a walkthrough
Get in touch to learn more about the platform and its capabilities.
Request a demo info@casefilespro.com