Investigation Operations

Private Investigation Case Management Software

Manage PI cases, operatives, surveillance reports, and client deliverables. Role-based access keeps sensitive case information secure while keeping your investigative team coordinated.

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What It Does

Coordinate Investigations Without Compromising Security

PISYS Private Investigation Management gives investigation firms a secure home for every case. Assign operatives, log surveillance and evidence, produce client-ready reports, and control exactly who can see what — so sensitive work stays protected and organized.

Case File Management
Keep every investigation's subjects, tasking, notes, and evidence in one organized, secure case file.
Operative Coordination
Assign investigators to cases and tasks, and track their activity and reporting in one place.
Surveillance & Evidence Logs
Log surveillance activity, field reports, and evidence with the timestamps and attribution a case demands.
Client Deliverables
Produce professional, client-ready investigation reports drawn from the case record.
Need-to-Know Access
Role-based access keeps sensitive case details visible only to the people who should see them.
Defensible Audit Trail
Every entry is timestamped and attributed, creating a defensible record of investigative work.
How It Works

From Client Intake to Final Report

PISYS keeps investigations organized, secure, and ready to deliver.

1
Open the Case
Log the client, subjects, and tasking with access limited to the assigned team.
2
Assign & Investigate
Task operatives, log surveillance and evidence, and track activity as the case develops.
3
Deliver the Report
Produce a professional client deliverable from the case record and close out with a defensible history.
Who It's For

For Investigation Firms and Their Operatives

PI agencies use PISYS to coordinate teams and protect sensitive work; solo investigators use it to stay organized and professional.

PI Agencies
Firms running multiple concurrent investigations across a team of operatives.
Solo Investigators
Independent PIs who need organized case files and professional client reports.
Skip Tracers & Specialists
Investigators coordinating locates and specialized tasking who need secure, structured records.
Questions & Answers

Frequently Asked Questions

Common questions about Private Investigation on the PISYS platform.

What does private investigation management software do?
It gives investigation firms a secure system to manage cases, assign operatives, log surveillance and evidence, and produce client-ready reports, with role-based access that protects sensitive information.
How does it protect sensitive case information?
Access is role-based and need-to-know, so operatives and staff see only the cases and details assigned to them. Every entry is timestamped and attributed for a defensible record.
Can it produce client reports?
Yes. Professional, client-ready investigation reports are generated from the case record, so your deliverables are consistent and drawn directly from documented work.
Does it connect to information sharing and intelligence tools?
Yes. Investigation cases can work alongside the PISYS Information Sharing System for vetted intelligence exchange across trusted networks, subject to permissible-purpose controls.
Explore More

Related PISYS Services

PISYS modules work together as one platform. Add the services your operation needs.

Information Sharing System
View service
Security Guard Management
View service
Case Management
View service
Get Started

Give Every Investigation a Secure Home

Coordinate operatives, protect sensitive work, and deliver professional reports. Access the PISYS portal to start.

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