The Case File (TM)


6300 Powers Ferry Rd.

Suite 600-294

Atlanta, GA 30339




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The Ultimate Case Management System

"A lifetime of case management for a price less than one billable hour."






Expand Your Profit Margin

Be More Efficient

Be More Professional

All with one incredibly detailed and economical set of tools:

The Case File: Investigator's Package

You're an expert.  The tools you carry should reflect that.

"The Case File" is a comprehensive take-it-with-you case management system  written by investigators for investigators.  It's designed to go everywhere you go and cover every aspect of a case from client / job intake, through a complete investigation, to final adjudication.  

Used by private investigators, attorneys, paralegals, law enforcement detectives, and investigative journalists for years, The Case File has become an industry standard for both in-the-field and in-the-office investigative case management.

It really is what you need: 

  • Do you want your agency to be more profitable?
  • Do you want a more professional image in the field?
  • Do you want to make your investigations easier to work?
  • Do you ever forget to ask important questions?
  • Do you wish it was easier to assign bigger cases to newer investigators?
  • Would you like to be more efficient and effective?
  • Do you waste too much time deciphering your own notes? 
  • Have you ever forgotten important details?
  • Have you missed billable hours that should've been on your invoice?
  • Do you ever sub out cases or investigative work?
  • Do you want more word-of-mouth referrals?
  • Do you want to do all this without spending a fortune?

 The Case File is the solution.  The Case File will help: 

  • Make your agency more profitable by tracking billable hours and expenses.
  • Enhance your professional image with our high-quality forms.
  • Make your agents more effective and successful.
  • Remind you of important detail through our information-packed checklists.
  • Keep your agents more organized and productive in the field.
  • Save you time and money with our organizational tools.
  • Accomplish all this for less than your rate for one hour’s work.
    (The Case File will pretty much pay for itself the first time you use it!)

To see our added bonuses or to go ahead and order, click on "Order Page."

Some of the Many Ways You'll Benefit from "The Case File:"

Works With All Types of Investigation

Whether your case involves domestic surveillance, product or process failure, workman's comp, insurance fraud, embezzlement, white-collar crime, child safety, workplace violence, stalking, theft, arson, criminal defense, missing persons, legal investigation, asset verification, activity checks, pre-employment screening, or a host of others, The Case File not only works for you, it helps you excel.  In fact, we've packed over 20 years of investigative experiences into one small package.

The Case File is Complete; There's Nothing Else to Buy
You’ll receive everything in unlocked wordprocessor files so  you can customize The Case File and its contents to suit your needs, fit in with any system you may currently use, and create your own "upgrades" and "refills."  This is part of InfoQuest's "One and Done" philosophy of providing everything you need in one package.

Use it Softcopy or Hardcopy
Since The Case File uses open wordprocessor files (see "Package Details"), you can use the system entirely on-screen in softcopy format,  print your filled forms and sections, or you can create hardcopy files to fill in by hand in the field.

No Software Conflicts
Since these are wordprocessor files and PDFs that use your existing wordprocessor or Adobe Acrobat there are NO software conflicts, NO crashes, NO learning new programs, NO training your staff, NO upgrades, NO "tech support", and most importantly, NO limitations!

Can be Customized to Work for You
You can make changes, alter forms, add letterhead, print out extra or fewer copies of select forms, or take parts of our system and integrate with yours. This is all part of our engineered flexibility so you can make The Case File work for YOU.

Organization Equals Efficiency
The Case File allows you to standardize data collection and note taking  and at the same time track billable hours, expenses, activities and results, and other "business" aspects of case management. This standardization  helps with case assignment and review, and also makes case reassignment or sharing a breeze, and allows you to give more and more complex cases to newer investigators.

Works Alone or With Other Systems

The Case File is strong enough to be your sole case management product.  However, if you wish to add a different software package to your office, or you already have one, The Case File is flexible enough to be integrated into any current or future system you use, since we're the ONLY system on the market that organizes your activity, tracks your costs and billable hours as they occur, and then focuses on organizing your raw data as it's gathered.  This organization of all aspects of your business makes data entry into other systems a breeze.  Without us, you're sure to experience "garbage in, garbage out" with these other systems.

Pays for Itself Almost Immediately
The Case File is SO economical that the first time you use it and you save ONE HOUR of labor, or track just ONE billable hour you might have missed, you've just paid for the entire system.  And since this system will last the lifetime of your office, how can you afford to be without it?  More importantly, what if your competition has this highly detailed, well-organized system and you don't?

To see our added bonuses or to go ahead and order, click on "Order Page."

For more detail and a listing of the many sections, go to "Investigator Package Details."

To see some of our sample pages, click on "Sample Forms."

To get a copy of our ebook "Marketing for Private Investigators," enter your email address below.

To honor the many requests we've had from our private investigator colleagues in Australia, Canada, the UK, and other parts of the world, we're proud to announce that "The Case File" is now a digital product.  But not to worry!  One of the options you'll see on checkout is a "Backup CD" option that we're including for only shipping and handling costs.


You can the detail of our system either by looking at the "Sample Forms" page or by receiving our latest ebook "Case Management 101" which is no cost to you for signing up for our newsletter.  The signup link is at the bottom of this page and on the "Ebooks" page.  (And yep, you still get our "PI Agency Marketing" ebook as well.)


Download our Ebooks

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Also, if you'd like information on bulk purchases (which we're seeing more of from state PI Associations), give us a call or look at our Affiliate Program.

We’re so sure you’ll benefit from "The Case File" that we offer a 30 day, 100%, no questions asked money back guarantee.


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  Last updated: 1/15/14