Keep the case moving, from assignment to report.
InvestigOR brings case managers, PIs and online investigators onto one case record, with shared findings and a workspace for each role.
Client intake
Let clients request a case
In Cases → Case requests, choose Copy agency entry link and share it with new or returning contacts. Review their applications in Client access. Approved contacts sign in with an email code to submit instructions and documents; your case manager reviews each request before opening a case.
Run the case
Assign and prepare
Record client instructions, assign investigators and schedule days. Case facts, online findings and shared Files inform the surveillance plan.
Record the day
Capture observations in the field, attach evidence and complete Day facts. That record supplies the updates and reports.
Review and release
The investigator submits. The manager releases. Internal handoff notes stay with the team, separate from client-facing output.
What reaches the client
Updates during the assignment, a full-day report and a final report bring the observations and supporting evidence together. Your team reviews the wording and recommendations before release.
Example outputEvaluate with your team
Bring a sample assignment and your reporting requirements. Discuss agency setup, trial access and how InvestigOR fits the way your team works.