Run your security & investigation firm from one platform.
Cases, clients, officers, training, schedules, time tracking, incident reports, and billing — all under your brand, with bank-grade security and complete tenant isolation.
Trusted by professional firms across
Built for the way
PI firms actually work.
From intake to invoice, every part of running an investigations practice — replaced by one beautifully integrated platform.
Case Management
Track every case from intake to close. Tasks, notes, timelines, evidence, and court dates — all in one place.
Client Portal
Give clients secure, role-based access to case updates, messages, files, and invoices — branded as your firm.
Secure Evidence Sharing
Password-protected ZIP downloads, encrypted storage, and granular visibility for sensitive case files.
Agreements & E-Signature
Send retainers and service agreements to clients, collect legally-binding e-signatures, and store signed PDFs automatically.
Billable Time & Mileage
Investigators track time and mileage per case. Billable hours roll directly into invoices — no spreadsheets, no leakage.
Invoicing & Payments
Generate professional invoices from billable hours, mileage, and expenses. Accept card or ACH via Stripe.
Audit Trail & Activity Log
Every login, every download, every status change — recorded with timestamps for chain-of-custody and compliance.
Your Brand, Your Portal
Custom logo, colors, agreement templates, and email branding. Every firm gets a fully white-labeled experience.
Multi-Tenant Security
256-bit encryption, role-based access, optional 2FA, and full data isolation between firms — built in from day one.
Run a guard division?
Turn it on for $99/month.
Firms that also provide uniformed security can enable our Security Officer module on top of any plan — onboarding, training, scheduling, time clock, and incident reports — without leaving InvestigationOS.
Officer Onboarding
Invite new security officers, capture W-9 / I-9 / direct deposit, e-sign agreements, and track licensing — all in one workflow.
Built-in Training & Certifications
Security Officer Basics curriculum with quizzes, signed acknowledgements, and certificate of completion — fully editable per firm.
Live Scheduling
Build single shifts or recurring rotations. Officers see their schedule on mobile, get reminders, and confirm assignments.
Officer Time Clock
Live clock-in / clock-out with optional GPS verification. Approve hours weekly and export straight to payroll.
Incident Reporting
Officers file reports from the field with photos, witness details, and narrative. Admins review, comment, and export branded PDFs in one click.
Post Order Library
Centralised post orders, SOPs, and site-specific instructions delivered to the right officers on the right shifts.
Or start with Investigations only — turn the add-on on whenever you need it.
From signup to operating in minutes.
Register Your Firm
Create your organization in 30 seconds. No credit card required.
Configure & Brand
Upload your logo, set your colors, rates, team members, and post orders.
Start Operating
Onboard officers, schedule shifts, manage cases, file reports, and bill clients.