Every case.
Every detail.
All connected.
Organize investigations, document evidence and deliver reports from one place.
Office
Plan, assign and supervise each investigation.
Investigator
Record progress and document evidence in the field.
Client
Receive clear, organized reports.
From the first detail to the final report.
Open the case
Record the initial information and assign the team.
Document the evidence
Upload files, add notes and organize the information.
Review and share
Prepare the final report and share it with the client.
Learn to use
Investigator.
View all tutorials Create and assign a case
- 1
Sign in with your office account and open Cases. An administrator creates accounts; public registration is not available.
- 2
Select New case and enter the title, client, claim number and relevant subject details.
- 3
Add instructions and select an active investigator. Create clients and users in Team when needed.
- 4
Save the case. The assigned investigator can open it and receives an email notice if notifications are enabled.
Frequently asked questions.
Who can access each case?
The office manages all cases. Investigators work only on assigned cases. Client users see only their company's cases and shared material.
When does the client receive a report?
When the office shares it after review and approval. Drafts and internal notes stay within the team.
What do email notifications contain?
An activity notice and a portal link. They do not include passwords, attachments, subject details or investigation content. Manage notices in My account.
How do I start using Investigator?
Request an account from your agency's office, then sign in and follow the tutorials. Automatic public registration is not available.