Keep field work connected to the case
Private investigations rarely follow a single straight line. A case may involve surveillance, interviews, witness contacts, a scene visit, research, and multiple reporting deadlines. Case Files Professional keeps assignments, subjects, notes, evidence, and reports together so the team can follow the work from intake through delivery.
Document activity as it happens
Investigators can enter field activity and case notes, record time and expenses, and prepare reports within the case workflow. A Scene Diagram can help explain a location visually when positions or access points matter. When a Google Maps API key is configured, Subject Information can show the residence and surrounding area for location review. Integrated Dropbox storage supports case file uploads.
Review before the report is released
AI writing assistance can improve the clarity and tone of draft notes and narratives. The investigator reviews the suggestion and chooses whether to accept or discard it. Report drafts move through review before approved reporting is shared. Role based access helps administrators, case managers, field staff, and clients see the information appropriate to their work.
Case Files Professional was made by professional investigators for professional investigators. Request a walkthrough to discuss your agency’s workflow.