One controlled path from intake to final report.
For insurance-claims investigations, InvestigORTM keeps one operational record across case managers, PIs, and online investigators. Each stage feeds the next, and nothing reaches the client until a manager releases it.
Intake → Online investigation → Assignment & scheduling → Preliminary investigation & surveillance plan → Field surveillance → Updates → Operational intelligence → Final report
- 01IntakeCase manager
Subject, client, assignment, injuries, known addresses, and instructions recorded in one structured set of case facts.
- 02Online investigationOnline investigator
Internet-presence and public-source research — identifiers, addresses, and online activity — surfacing findings, gaps, and questions before any field hours are spent.
- 03Assignment & schedulingCase manager
Investigators assigned and the days to work the case set; the start time is whenever the investigator actually begins in the field.
- 04Preliminary investigation & surveillance planPrivate investigator
Before field hours are spent, the assigned PI confirms the approach — pulling case facts and online findings together and drafting the internal surveillance plan.
- 05Field surveillancePrivate investigator
Field logs, observations, media, mileage, and continuation reasoning entered as the day unfolds, then filed as the day’s Day facts for review.
- 06UpdatesPrivate investigator
Beginning-of-day, mid-day and day-end updates assembled from the surveillance record into a standardized structure.
- 07Operational intelligenceCase manager
The working picture of the case — confirmed details, actionable intelligence for the client, and an internal handoff note carried across reopened or shared cases.
- 08Final reportCase manager
Standardized report output ready for review, finalization, and client-ready delivery.
What stays human-controlled
- Stage promotions and stops
- Source verification of online findings
- Field decisions and continuation reasoning
- Report finalization and release