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Professional Investigator contains the following features:
- Contact Manager - keep details of all your contacts together in one place.
- Contacts can be categorized in any way you want including clients, subjects (targets), attorneys, witnesses, suppliers, personal and so on. They can also be sub-categorized
in any way you want – 'current' clients, for example.
- Indicate whether a particular contact is an individual or organization.
- Add unlimited additional contacts; physical characteristics; AKAs; associates; vehicles; phone, fax, mobile & pager numbers; email & postal addresses, etc.
- You can link an unlimited amount of notes and documents to a contact.
- You can link an unlimited number of photos and other graphics to a contact.
- At a click of a mouse, you can see: which cases a contact has been involved in and in what capacity; his or her (possible) associates; what expertises
a contact might have; and whether he or she is connected to any items in the Repository.
- Case (Instruction) Manager - record as much information as you like about each case or instruction.
- Link an unlimited number of contacts to each case, and specify what role they play, such as client and subject (target).
- The same goes for staff.
- The current status of a case is a mouse click away
- As is the Case Ledger. Here you can set up budget amounts for fees earned, expenses incurred, mileage travelled and hours worked and compare them with actual
figures that the program automatically maintains.
- Every piece of work done on a case, categorized in any way you wish, is faithfully recorded, including any fees, expenses or hourly work incurred.
- Fees can be rounded (for example, 10 minutes for court-appointed work).
- Billing is simple with Professional Investigator.
- You can input payments received, including retainers, etc.
- You can link an unlimited amount of notes and documents (statements, depositions and so on) to a case.
- You can link an unlimited number of photos and other graphics to a case.
- At a click of a mouse, you can see: which contacts are involved in the case and in what capacity; what staff has been assigned to the case and what tasks are connected to a case.
- Task & Time Manager – logs tasks of all types for you and your staff
- Pop-up alarms so you and your staff never miss an appointment!
- 'What To Do Today' reports so you and your staff never miss a deadline!
- Staff Manager – record details of any staff you have including notes, etc.
- Record their particular expertises.
- See which cases are assigned to which investigator.
- See which contacts they are responsible for.
- List any items in the Repository that they might be linked to in some way.
- List any tasks assigned to a member of staff, outstanding or otherwise.
- The Repository – records the storage of anything
your agency might want to store – maps, books, pamphlets, CDs, photographs, drawings, files, equipment, etc. You can buy programs that do just this alone, but now you have it built-in!
- Powerful searching - our Simple Search and Query Wizard
- The Simple Searchwill find anything (words, phrases or numbers). If it exists somewhere in your data, it will be found!
- The Query Wizard enables you to create more involved queries ('find all female investigators in cities starting with B but not Boston' for example)
- The results can be viewed on-screen or printed out.
- Comprehensive reporting – reports can be viewed on-screen or printed to any printer connected to your computer or network.
- Many reports already written for you.
- If we haven't supplied the report you need, you can create your own reports with the very easy Report Wizard. A simple report can be created and printed out in just 20 seconds!
- Apply the Query Wizard to nearly all these reports to pinpoint just what you want to see.
- Mail-merge effortlessly with Microsoft Word
- keep in touch with your contacts, and get new business! Used with the Query Wizard and the user-defined fields in the Contact database, this can create a very powerful
marketing tool to send well-targeted promotional material to prospective and existing clients. Your built-in Marketing Manager!
- Cut & Paste scanned documents straight in - up to 12 sheets of close type per entry. Unlimited entries per Case or Contact!
- Full security – important protection is afforded to the use of the program.
- Users can only log into the program with their password
- You determine what they can see and do and what they can't.
- Every record is stamped with who created it and when and who last changed it and when.
- Internet aware – send email to your contacts with one mouse click; log straight onto the World Wide Web from within the program
- 100% Microsoft Windows compatible program – easy and intuitive to learn and use.
- The program can sit on your taskbar - ready for instant use all day long
- Full, comprehensive Help - dialog and topic help and Tip of the Day
- A full 88-page manual - in plain English!
- 'Movie' tutorials - available on this web site and on the CD. It's just like we're teaching you one-to-one!
- Unique FREE Support For Life – email us about anything to do with the program at any time 24/7/365 for an immediate
response.
- 30 Day Money Back Guarantee – no quibble, no questions. Guaranteed.
- ...and much, much more!
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