Data Fortress Collection
🕵 Private Investigation Firm
Comprehensive case management, evidence tracking, and operations platform built for professional investigators and detective agencies.
Comprehensive case management, evidence tracking, and operations platform built for professional investigators and detective agencies.
| Template | Purpose | Features |
|---|---|---|
Clients ACTIVE |
Master directory of all clients who retain the firm for investigative services. |
|
Investigators ACTIVE |
Master directory of all investigators, employees and subcontracted operatives. |
|
Cases ACTIVE |
Central case file for every investigation from intake through closure. |
|
Subjects ACTIVE |
Detailed profiles of individuals under investigation with photographs. |
|
Surveillance Logs ACTIVE |
Session-by-session surveillance documentation with timestamps and observations. |
|
Evidence Tracker ACTIVE |
Chain of custody documentation for all physical and digital evidence. |
|
Background Checks ACTIVE |
Criminal, employment, education, and credit investigation records. |
|
Skip Traces ACTIVE |
Person-location investigations documenting search methods and results. |
|
Witness Interviews ACTIVE |
Interview records with statements and credibility assessments. |
|
Court Dates ACTIVE |
Calendar-driven tracking of all court appearances and depositions. |
|
Process Service ACTIVE |
Legal document service tracking with attempt logs and proof of service. |
|
Invoices ACTIVE |
Client billing with line-item detail for investigative hours and expenses. |
|
Case Expenses ACTIVE |
Individual expense records for mileage, database fees, and field costs. |
|
Retainer Agreements ACTIVE |
Contracts defining scope of services, fee schedules, and payment terms. |
|
Vehicles ACTIVE |
Fleet management for surveillance and field operations vehicles. |
|
Equipment Inventory ACTIVE |
Investigative equipment registry with checkout and maintenance tracking. |
|
Case Reports ACTIVE |
Final and interim investigation reports for client delivery. |
|
Licensing ACTIVE |
Business and professional license, insurance, and bond tracking. |
|
Referral Sources ACTIVE |
Business development tracking for all lead sources and referral partners. |
|
Mileage Tracker ACTIVE |
Per-trip mileage records for billing and tax documentation. |
|
Legal Filings ADVANCED |
Tracking of filed and received legal documents with response deadlines. |
|
Insurance Claims ADVANCED |
Specialized records for insurance fraud and claim verification cases. |
|
Domestic Cases ADVANCED |
Specialized records for infidelity, custody, and cohabitation investigations. |
|
Corporate Cases ADVANCED |
Specialized records for employee theft, due diligence, and IP investigations. |
|
Vendor Services ADVANCED |
Third-party service providers, database subscriptions, and vendor management. |
|
Training Log ADVANCED |
Continuing education and certification tracking for investigators. |
|
Incident Reports ADVANCED |
Operational incidents, safety events, and complaint documentation. |
Import the JSON file into Data Fortress via File → Import Templates.
Create client records and add contacts to each client's directory.
Add investigators to the team directory with licensing details.
Create a case, link to client, and start logging activity.
Log surveillance, evidence, interviews, and expenses as they occur.
Activate specialty templates as your firm grows into new service areas.
This collection is a professionally designed starting point, not a locked system. Every template, field, and menu assignment is yours to customize to match how your investigation firm actually operates.
Build your own templates from scratch for anything not covered — court appearance calendars, witness interview summaries, mileage and expense sheets, subcontractor assignment logs, or digital forensic evidence trackers.
Fine-tune any template: change field labels, enable or disable features, update purpose text, or reassign menus. Make each template fit your specific workflow.
Delete templates you don't need, or simply toggle them to Inactive to hide them from menus and browse views without losing the design for later use.
Combine templates from multiple collections or mix collection templates with your own custom creations for a system that's uniquely yours.
This collection grows with you, whether you're launching a new PI firm or managing an established multi-investigator agency.
You're starting an investigation firm or going digital for the first time. These templates teach you what records to keep and how professional PI agencies manage cases, evidence, and client communications. Get productive immediately at minimal cost with no subscription fees.
As your caseload grows and you add investigators, customize templates to match your evolving workflow. Activate advanced templates when ready. Data Fortress scales with you without pressure to upgrade or migrate.
When you adopt case management software like CROSStrax, Sherlock, or AssignmentMax, Data Fortress fills the gaps. Keep using templates for evidence documentation, client management, billing records, and more. Create new templates to bridge systems.
No vendor lock-in. No subscription fees. No per-case pricing. Your data, your way, at every stage.