Case management system with investigation type workflows, task tracking, deadline alerts, and status reporting that organizes complex multi-faceted investigations from intake to final report.. AI assistants and agents that help small businesses automate work across CRM, invoicing, scheduling, support, and more.
If any of these sound familiar, you are not alone. Most private investigation businesses deal with these every day.
Case management complexity where each investigation involves different types of surveillance, research, interviews, and documentation, with timelines that stretch from days to months.
Billable hour tracking where investigators work irregular hours, conduct mobile surveillance, and perform database research from multiple locations, making accurate time capture essential for client billing.
Evidence chain-of-custody documentation where photographs, video recordings, and documents must be logged, stored, and retrievable with timestamps and handling records for legal proceedings.
Client confidentiality protection where case files contain sensitive personal information, and unauthorized access or data breaches could expose the firm to legal liability and destroy client trust.
Subcontractor coordination with other investigators, process servers, and skip tracers who assist on cases and must submit their findings and hours in formats compatible with the lead investigator's reports.
Every pain point above has a matching solution built into Deelo — no extra plugins, no extra cost.
Case management system with investigation type workflows, task tracking, deadline alerts, and status reporting that organizes complex multi-faceted investigations from intake to final report.
Mobile time tracking with GPS location logging, activity categorization, and automated timesheet generation that captures billable hours accurately regardless of where investigators work.
Digital evidence management with timestamped uploads, access logging, chain-of-custody records, and secure storage that meets evidentiary standards for court proceedings.
Role-based access controls with case-level permissions, encrypted file storage, and audit trails that protect sensitive client information and demonstrate security compliance.
Subcontractor portals with case-specific access, finding submission forms, hour reporting, and communication tools that integrate external investigator work into your case files seamlessly.
AI assistants and agents that help small businesses automate work across CRM, invoicing, scheduling, support, and more. An integrated AI assistant has full context of your team's customers, deals, jobs, and finances — so it can take real action across your entire business stack instead of just answering questions.
See how Deelo stacks up against popular ai business assistant tools for private investigation businesses.
| Feature | Deelo | ChatGPT (OpenAI) | Claude (Anthropic) | Microsoft 365 Copilot |
|---|---|---|---|---|
| Starting Price | Free / $19/seat | $0 - $200/seat/mo | $0 - $100/seat/mo | $30/user/mo (plus M365 license) |
| All-in-one platform | ||||
| AI Business Assistant features | ||||
| Built-in CRM | ||||
| Invoicing & payments | ||||
| 50+ integrated apps | ||||
| No long-term contract |
Digital evidence management reduces court admissibility challenges by 60%
Mobile time tracking increases billable hour capture by 25%
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