Create a Case

• Streamline the referral process
• Assign cases to appropriate team members

Case List

• Organize workloads
• View caseloads of each team member
• Monitor caseload aging
• Color coding indicates case status

Diary

• Stay on task
• Avoid missing deadlines
• Activity is archived for case auditing and quality assurance

Notes

• Build solid cases with detailed and organized notes
• Organize in chronological order or by author

Team

• Track hours approved, used, and remaining
• Reduce billing errors

Media

• Organize video clips, photos, reports, and other documents
• Playback surveillance video on your desktop

Search

• Find the information you need on any case in the system

Expenses

• Track mileage, lodging, meals, and more

Reports

• Accurint Reports for insurance
• CARFAX Vehicle History Reports