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ITrac
How it will work for you... ITrac is a Relational
Database that keeps track of all of your important case information. ITrac
doesn't just store information - it puts it to use. Contact and Customer files
are related to Cases. Cases are related to Billing. Video clips are related to
Cases... Whether you are an individual PI, or an enterprise-sized corporation,
ITrac can help make your business run BETTER! Spend less time doing
administrative work and gathering information! Spend more time doing the jobs
that make money! We have the tools you need to easily organize and use your
information. ITrac was developed through working with Private Investigators and
Insurance Companies. Many of the great features of ITrac were requested by our
customers!
Ease of Use...
You can enter cases using the Investigation Entry Sheet, which is as simple as filling out a case form.
When you are finished, you can send a confirmation to your customer and
send the assignment to the investigator.
You can search for information in almost any field. ITrac Search allows you to quickly search for specific text within documents that are stored within ITrac, including case reports and documents related to cases.
Search for cases by Case Number, Claimant Name, Customer, and more. Contacts and
Companies and contacts can also be searched by virtually any field.
Web based... ITrac is web based, meaning that all you need is a web browser and
Internet connection. It works on Windows, Mac, and Linux, allowing
you to access your case information from anywhere you have an Internet connection. Case reports can be edited
using ANY word processing software, including Microsoft Office and Open Office (which is free!).
You will never be tied to any particular operating system or software when you use ITrac.
Your customers can enter new cases and view the status of their
existing cases, view reports, case notes, watch video, even print invoices. Security options allow you to specify
which screens and fields are visible and updateable by each user. Clients can
be limited to viewing only cases that they have entered, limited to viewing all
cases for their own company, or limited to viewing cases for people that they
manage. Clients are by default restricted from seeing expense information. They can only view reports, notes and media that
have been approved for client viewing.
Your investigators can upload video and audio files, upload documents, enter time and expenses, and update
case status.
Investigators can also be limited to viewing their own cases, and by default are unable to view client and billing information.
They can only view reports, notes, and video that have been approved for Investigators to view.
How will ITrac make your business run better?
For Your Customers:
- Contact Management - Examiners and other contacts
- Standard rates for each type of work / investigation
- Specific rates specially negotiated with certain customers
- Examiner Specific and Company-Wide case handling instructions
- Investigation case history
- Billing and payment history
- Accounts receivable tracking
- Unlimited notes and attached document storage for each customer
For Your Investigation Cases:
- Contact management - examiners, claimants, attorneys, physicians, related parties
- Due dates
- Case details
- Customer requested actions - an unlimited number of requests and actions may be created for each assignment.
- Case-specific handling instructions
- Investigator time scheduling and tracking
- Create invoices based on actions performed on the case
- Multiple invoices may be created for each case assignment
- Billing and payment history
- Merge case details directly into your case templates, which can be edited using ANY word processing software, including
Microsoft Word and Open Office (which is free!)
- Unlimited notes and attached document storage for each case
- Attach files of any type to your cases, such as images, photos, scanned documents, audio files, or anything you can think of
- Media (video and audio) tracking and storage
- Assignment extension logging
For Your Investigators (employees):
- Time scheduling and tracking
- Expense tracking and bill-back to customer
- Unlimited notes and attached document storage for each employee
- Pay rate and burdened cost (tied in to investigation hours and costs)
- Print or Email investigation assignment sheets with all of the pertinent case details
Client Access
Your clients can assign new cases and
view details for existing cases right over the Internet. ITrac can be
integrated with your existing or future web site. Don't have a web site? We can build your web site and
incorporate ITrac for your clients and Investigators.
It can also be customized to match the scheme of your existing web site.
Your clients can access and enter assignments on-line.
Your investigators can update case details and time sheets on-line.
Clients can only view items that you allow access to (generally only thier own files). Claim details Case details Case
status Billing information Video clips
Sign up!
ITrac was designed for people that need to manage information assocated with cases.
Although it was created specifically for Private Investigators and detectives, it can also be customized for use in virtually any field.
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Highlights
- Stores All Related Case Information
- Streaming Media (Video / Audio) for case content
- Easy to Use
- Includes free Unlimited Access for your clients!
- Your logo and custom report templates on all versions
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