Case management for insurance-claims investigation — surveillance and online research on one case file. The investigator logs the day in the field, on a phone, with or without signal. The day’s updates, the full-day report and the final report are assembled from those logs. Nothing reaches the client until a manager releases it.
Workers’ compensation, auto liability and bodily injury, general liability, disability.
Access is by invitation — request access and we’ll set your agency up.
An illustrative field log. 06:55 — Surveillance initiated — 88 Alder St, residential block. 08:14 — An individual matching the subject's profile was observed exiting the residence and entering the gray sedan. 08:31 — Mobile surveillance initiated — northbound on Route 9. 09:05 — Arrived at Riverbend Medical Plaza. Stationary observation resumed. Saved on the phone with no signal — queued in the order written, sent when coverage returned.
Eight stages, and each leaves something behind for the next.
One list, one order, the same words on this page and inside the app. Each stage leaves a record the next one reads, which is why the documents can be assembled instead of written. Not every case runs every stage, which is why the app never numbers them.
Five documents sit on the case’s shelf, and every one of them is built from the day’s logs rather than written a second time.
The day has started, and where.
What has happened so far.
The day's logs in order, each clip linked beside the log it evidences.
The same day narrated from the same logs.
Every day the case ran, in one client document.
Your agency decides whether it sends the beginning-of-day and mid-day updates; an agency that does not is never shown them. Two more documents go to the client from the research side and never touch that shelf. Two are internal and are never delivered.
What it producesA field log is written once, in the field: the event, the time, what was observed, which vehicles. That log is what the day-end update prints, what the full-day report narrates, and what the final report carries into the client’s file. The day’s facts — start and end, travel minutes, mileage, the working address — are entered once and feed the same documents and the case’s own numbers.
Save a log with no signal and it is still captured. It queues on the phone carrying the clock it was written at, sends in the order it was written when the street comes back, and nothing leaves that queue until the server confirms it. A refusal is shown to the investigator, never dropped.
Video and photos come off the cameras onto a desk. The app offers the nearest log by time; the investigator confirms it or picks another, and that attachment is what every version of the report honours. A clip nobody attached is still delivered, listed as additional video, so nothing is quietly lost.
The report carries a link the client opens without an account. The subject’s photos sit in three lanes by source — the case facts, the online investigation, the surveillance day — each with its own source and date. Everyone on the case sees all three.
Opens the case, owns the case facts, assigns the investigators, sets each day and the time zone it is worked in — and is the only person who can mark anything client-ready.
Works the day: field log, updates, video and photos, day facts. Produces the day’s documents and submits them for review. Does not see the subject’s personal identifiers — field work does not need them.
Works the case before a field hour is spent: public sources, identifiers, addresses, findings and gaps, and the two client documents that come off that work.
Role gates protect authoring and never hide a finding. The investigator reads every word of the online investigation, because planning a day without it is guesswork.
Who does whatNo GPS, no travel timer, no movement history. A tracker was built and then removed, because it served a wish to watch investigators rather than the work they do. Travel minutes and mileage are typed into the day's facts, the way they go on a timesheet.
The day carries its own time zone — chosen when the day is scheduled, or derived by the server from the address being worked. Every wall clock is built on the server. A time the browser formats is a time the browser can corrupt.
Validator warnings are advice, shown to the manager about to release. None of them blocks anything. The optional rewrite touches the investigator's own wording and does not exist unless your agency turns it on.
A log reads “an individual matching the subject's profile was observed” — never “the subject” — because a surveillance report must not assert an identification the investigator has not made.
Writing a day down a second time costs an investigator about an hour a day. Price that hour at $30 and it is roughly $600 a month for one investigator. Use your own numbers — the point is that the hour is already being paid for, and the writing is the cheapest thing on this page to fix.
Start with a free trial, then agree agency setup, customization and commercial terms directly with us. Tell us how your team works and what you need to evaluate.
Or open the workspace if you are already running cases.
