Cases & assignments
Organize intake, case status, tasks, deadlines, subjects, and the people responsible for each assignment.
BUILT FOR INVESTIGATIVE TEAMS
Investigative case management, built for the field.
Investigative case management with AI assisted writing, report review, evidence records, time and expense approvals, and Payroll Records—all in one workspace.
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
AI ASSISTANCE ✦ SCENE DIAGRAM ✦ GOOGLE MAPS ✦ DROPBOX
THE COMPLETE INVESTIGATIVE WORKSPACEEvery detail moves
Explore all features Every detail moves
with the case.
Made by professional investigators for professional investigators, Case Files Professional connects field work, reporting, review, and operations in one case record.
Field activity
Document investigative activity and keep notes, scene work, and case materials connected to the assignment.
AI assisted writing
Refine case notes and report narratives, review the suggestion, then accept or discard it before saving.
Report builder
Prepare investigative reports, move drafts through review, and generate Word or print-ready PDF output.
Time & expense review
Investigators submit time and expenses. Authorized managers review, approve, or return entries.
Payroll Records
Generate payroll records for approved time by date range and investigator, with Word and PDF exports.
Evidence & audit
Link evidence to the case and maintain a record of handling, activity, and downloads.
Subject research
Keep permitted research findings with the subject profile and case record under role based access.
Scene Diagram
Illustrate a scene layout and relevant positions to make field observations easier to understand.
Google Maps
View a subject residence and surrounding area within Subject Information when the Maps API is configured.
Dropbox storage
Keep case uploads connected to the workflow through integrated Dropbox file storage.
Purpose-built access
Tailored views and permissions for administrators, case managers, field staff, and clients.
Discuss 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.
Explore this field02
Insurance & SIU
Claims investigations, field assignments, statements, and reporting.
Explore this field03
Legal investigations
Civil litigation support, criminal defense, and attorney-directed work.
Explore this field05
Fraud & research
Fraud inquiries, background research, locates, and public records work.
06
Specialized teams
Adapt the case workflow to your organization's investigative practice.
SCENE & LOCATION TOOLSPut the place
Put the place
into the case.
Give your team more context for the location and keep the supporting material organized with the assignment.
Explain the scene visually
Scene Diagram provides a visual way to show the layout of an incident location and relevant features or positions. It can support the written narrative when spatial details matter.
Review residences and areas
Enter your Google Maps API key in Company Setup to display location context in Subject Information. Review the residence and surrounding area while planning or documenting a case.
Keep files connected
Integrated Dropbox storage supports case file uploads so documents and other materials remain accessible through the case workflow.
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.
AI writing tools are integrated into the case workflow. Authorized team members can improve report narratives, case notes, intake details, and other written entries for clarity, grammar, and professional tone.
The revised text appears before it is applied. The user can accept or discard the suggestion, keeping a person in control of the final case record and the accuracy of investigative findings.
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↗
TIME TO PAYROLL RECORDSField time, reviewed
Field time, reviewed
and ready to report.
Investigators enter time and expenses within the case. Authorized managers can approve entries or return them for correction, keeping the review step connected to the work performed.
Payroll Records bring approved time together by date range and investigator. Administrators and case managers can generate Word or PDF records for their internal payroll process.
Ask about payroll records01RecordTime and expenses entered in the case
02ReviewManager approval or return for correction
03GeneratePayroll Records in Word or PDF
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