Agents help private investigation firms organize findings and keep client cases moving.
Compare public profiles with case leads before using contact details.
Get a supported match decision for a people-search profile before anyone adds contact details to your lead sheet.
Transcribe screenshot evidence and mark words needing a closer look.
Get copyable text from screenshots right in your review thread, with a shared file and clear marks where the image needs another look.
Archive case emails alongside their attachments for investigators.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
Document case findings with quotes from supplied webpages.
Get answers in your research thread with page quotes you can check, plus a clear note when a page or fact cannot be verified.
Merge case PDFs into one packet investigators can open from the case.
Your case owner gets a combined PDF linked on the case, with pages in your listed order and the file stored in your shared folder.
Transcribe case images and mark wording investigators should verify.
Get text from screenshots and photographed pages in a review document, with unclear passages marked for your team.
Preserve changed public webpage text for later case review.
Your website version history keeps the full text when a watched section changes. You get a dated link for later review.
Transcribe evidence images and flag uncertain words.
Your clipped images gain editable text on the same OneNote page, with uncertain words marked so your team knows what to check.
Find contact leads for case subjects and flag uncertain matches.
Your contact request lists become review-ready spreadsheet rows, with found details and uncertain matches clearly flagged.
Match subjects to public profiles and record listed contacts.
Your lead sheet gains listed contacts and a profile link when names and addresses match, with unclear cases flagged for review.
Export investigation case records and flag files needing correction.
Your review batch gets a downloadable CSV, with a count of cases left out and the missing details to fix.
Research case questions and email findings with links to public sources.
Your colleagues get cited research reports in the original email thread. Supporting evidence and open questions stay visible.