Contact Manager - keep details of all your contacts
together in one place, inc. pictures, notes, physical
characteristics, AKAs, associates, etc.
Case Manager - record as much information as you like
about each case, inc. notes, pictures, work product and
Manager and To Do List - complete with pop-up alarms,
so you and your staff never miss an appointment or
searching and reporting built in - our Simple Search
and Query Wizard will find anything in your data, to view
on-screen or print out.
your own reports with Report Wizard - if we haven't
already supplied what you need, simply choose what you
want, and let the software do the rest.
effortlessly with Microsoft Word - keep in touch with
your contacts, and get new business!
& Paste scanned documents straight in - up to 12
sheets of close type per entry!
full 88-page manual - in plain English!
/ Case Files - full details of your on-going and
completed work. You can set up a budget of expenditure for
each case and then compare actual spending versus budgeted
spending at any time, categorized into fees, mileage,
expenses and even hours. You can also, optionally, use
PI's bailiff and repossession facilities. You can record
'Work Done' on each case. You can also record all fees,
hours (including tenths of hours for court work), mileage,
expenditure and income (including retainers) in the Case
Ledger. And you can keep an unlimited amount of Data and
Pictures for each case file which can, subsequently be
- subdivided into whatever categories you wish, such
as Prospects, Clients, Lawyers, Subcontractors, Personal
and so on. For each Contact, you can keep a vast amount of
- enables you to log any associates of a contact so
that you can find a subject, say, by knowing an associate
of him or her. This works for companies too - so that you
can see a list of companies that are associated in any
- keep tabs on all your staff, including both internal
and external investigators, used on a particular case.
- link expertise to both Contacts and Staff, allowing
you to quickly search for, say, all the agencies offering
hand writing analysis in Birmingham or whatever.
Countries - names & abbreviations of countries.
- linked to countries, with spot conversion rates.
Repository - everything else (files, maps,
photographs, CDs etc.) all cross-referenced to the other
Search - This allows you to quickly find a word or
phrase from anywhere in a database, at the click of one
Search (the Query Wizard) - If you want more complex
criteria, then this will allow you to specify more
complicated searches using plain English!
- a number of useful pre-written reports for your ease of
use. These can be printed to the screen, your choice of
printers or a text file. You can also archive reports for
viewing later or subsequent emailing.
Manager - a full diary, to-do and pop-up alarm system.
- you choose who can see & do what with your
Log - tracks all changes to the database, who made
them and when.
Mail-merging - write letters and other documents in
Microsoft Word™ and link them to your Contacts database
for instant mail-shots and one-off letters.
Internet Access - launch your favourite World Wide Web
browser direct from PI, to instantly search the Internet.
- PI can be configured to work the way you do.
& Restore module that preserves your precious data
for total peace of mind.