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PI Agent. Investigator case management software

PI Agent was designed by licensed private investigators who know the industry and know what other PI's would need in a software program. Keep organized by entering client information, assign them a case, then automatically generate invoices and reports from the case.

Clients / cases

Store client and case information with ease. Add detailed information about your cases, including your subject information, investigators working the case, and client information.

Invoices

Select from different invoice designs to automatically create invoices based on your case information. Invoices automatically calculate case and expenses. Invoices can be exported as a PDF, password protected, and more.

Reports

Automatically create case reports for whichever type of case you are working on. Type of reports include daily time log, mileage and hours, and background check details. These are ideal to give to your clients, or keep for you own personal record. Reports can be exported as a PDF, password protected, and more.

Schedule

PI Agent's schedule feature lets you easily manage all of the daily, weekly and monthly cases and other job activities. Enter all case details and times and it automatically populates on the calendar. Each type of case is color coded, and can easily be dragged and dropped if case is rescheduled. Create reminder alarms as well.

More features

Additional features of PI Agent include password protection, investigators, PI links, online database, address labels and more. PI Agent comes with lifetime free updates, which includes new features and invoice/report designs.

Features

PI Agent version 2.0 is here !

New Features:
* PI Cloud - encrypt your files and store it on our new cloud service. Also useful if you are running PI Agent on multiple computers. Securely backup files to Dropbox or your local drive with an encryption key that you create.
* Improved interface, reporting, invoicing, and performance.
* Add videos and documents to case. Also includes a video editor to edit videos. This lets you remove sound from video, take stills from video and add text over caption, make videos slow motion, slice videos, and convert file formats.
* Burn DVDs with case video and documents instantly right inside PI Agent.
* Send text messages to clients or investigators through PI Agent's new text messaging feature. Perfect if you do not want to text a client with your personal cell number.
* Surveillance planning
* Integrated web browser.
* Fully functional spreadsheet editor
* Change the look of PI Agent with 18 different interface themes.

Password log in. Set a password to access PI Agent
Keep track of all your clients.
Assign cases to your clients
Log surveillance hours/mileage/expenses
Add investigators
Keep track of your online databases
Save your favorite PI Links
Instantly generate reports and invoices
Each case type has it's own report style
Google Maps integration
Export invoices/reports to password protected PDF's
Interactive calendar feature keeps track of your cases

 

The most advanced PI case management software available

PI Agent is the easiest way to manage all of your cases and clients, as well as your schedule, investigators, online databases and PI links. Instantly print invoices and reports, as well as save them to PDF, plus many more features. Check out our product screenshots.

 

We are currently in the process of adding new screenshots and Youtube video tutorials. Stay up to date by liking us on Facebook

 

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