Powerful Tools for Every Investigation
Eagle Eye RMS is a comprehensive platform with 80+ features including 11+ case types, real-time PTT communications, AI automation, GPS tracking, payroll, HR management, and a native iOS app.
Centralized Case Management
Manage all case types from a single interface with purpose-built workflows for each investigation type. Every detail tracked, every deadline monitored.
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11+ Built-in Case Types
SUR, BCG, PS, SKIP, ASSET, FRAUD, INS, CORP, DUE, CYBER, and more - plus fully customizable workflows for any specialty.
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Subject & Party Tracking
Track subjects, attorneys, witnesses, claimants, and more with comprehensive profiles and relationship mapping.
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SLA & Deadline Management
Set service level agreements, track deadlines, and get alerts when cases are at risk of missing targets.
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Case Tags & Categories
Organize with tags (Rush, VIP, Complex) and categories (Civil, Criminal, Insurance, Domestic, Corporate).
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15GB Per-Case Storage (Default)
Store photos, videos (including AXON body cam footage), documents, and evidence files per case. Need more? Contact us for easy storage upgrades.
Real-Time GPS Tracking & iOS App
Track your team in real-time, record surveillance sessions with GPS-verified data, and work seamlessly from the field with our native iOS app.
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Live Location Tracking
Real-time map view of all investigators via Socket.IO with device info, battery levels, and status indicators.
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Session Recording
Start/stop GPS sessions linked to cases with pause functionality, timestamped notes, and photo capture.
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Geofence Alerts
Create virtual boundaries with alerts for entry/exit, speeding (configurable MPH), and prolonged stops.
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Automatic Mileage Calculation
Haversine formula calculates accurate mileage with IRS 2024 rates ($0.67/mi) for expense automation.
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Native iOS App (App Store)
SwiftUI app with background location, offline queuing, automatic sync, and Microsoft SSO support.
Complete Payroll & Time Tracking
Manage timesheets, approvals, and tax documents all in one place. Review, audit, approve or reject time cards with full visibility into hours worked, breaks, and case-linked time entries.
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Electronic Timesheet Submission
Investigators submit timesheets electronically with e-signature. Bi-weekly payroll periods with automatic calculation and missing hours requests.
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Multi-Level Approval Workflow
Review, approve, reject, or request revisions on timesheets. Admin dashboard for batch review by pay period with notes and communication thread.
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Clock In/Clock Out System
Web and mobile time clock with break tracking, case linkage for time entries, manual entry capability, and supervisor edit with full audit trail.
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W2, 1099, I-9 Document Management
Secure storage for tax documents. Track W9/W2 uploads, I-9 documentation with expiration alerts (30/90-day warnings), and tax filing status.
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Direct Deposit & Tax Withholdings
Store banking information securely. Manage federal and state allowances, tax withholding preferences, and generate tax form support.
Complete HR & Personnel Management
Comprehensive personnel profiles, license tracking, document management, and onboarding. Everything you need to manage your team in one secure location.
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Investigator Profiles
Full HR data including employment status, hire/termination dates, emergency contacts, and coverage radius for service areas.
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License & Certification Tracking
Track PI licenses, driver's licenses, and certifications with automatic expiration alerts. Never miss a renewal deadline.
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Confidential Document Storage
Separate secure storage for HR documents: W9, W2, I-9, background checks, drug tests. Admin-controlled access with audit logging.
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Training & Onboarding
Assign and track training with Moodle LMS integration. Monitor completion status, due dates, and overdue alerts for compliance.
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Vehicle Information
Store investigator vehicle details: make, model, year, color, VIN, and license plate for fleet visibility and coordination.
Fleet & Equipment Management
Track vehicles, equipment, maintenance schedules, fuel logs, and inspections. Complete asset management with deployment tracking and condition monitoring.
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Vehicle Fleet Tracking
Multi-vehicle inventory with status management (active, inactive, in-maintenance). Track make, model, year, VIN, and license plates.
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Maintenance & Inspections
Schedule and track maintenance records, inspections with pass/fail status, and maintenance cost tracking. Never miss a service date.
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Fuel Log Management
Track fuel consumption per vehicle, cost per gallon, and fuel efficiency analytics. Complete fuel card integration.
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Equipment Inventory
Manage badges, tools, electronics, cameras, and surveillance equipment. Track serial numbers, condition, and assignment history.
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Vehicle Incidents
Report and track accidents, damage, and citations. Status tracking from reported to resolved with photo evidence attachment.
Mileage & Expense Tracking
GPS-based mileage tracking, case-linked expenses, receipt management, and reimbursement workflows. Every dollar accounted for.
GPS Mileage Trips
Automatic mileage tracking from GPS sessions with start/end addresses and daily aggregation.
Case-Linked Expenses
Track expenses by case with categories: travel, meals, lodging, materials, and more.
Receipt Management
Upload and store receipts. Tag as billable or non-billable, reimbursable or company expense.
Approval Workflow
Submit expenses for approval with pending/approved/denied status tracking and admin review.
Smart Billing with Auto-Sync
Never miss a billable again. When you categorize documents with preset line items, they automatically add to invoices. Full retainer management, payment processing, and expense tracking.
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Auto-Tag & Auto-Bill
Select a document category with a preset line item and it automatically bills to the open invoice or creates one.
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47 Industry-Standard Line Items
Pre-configured categories including court records, database searches, mileage, service fees, and more.
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Retainer Management
Track balances, set low-balance alerts, auto-apply to invoices, and maintain complete transaction ledgers.
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Payment Terms
Configure Due on Receipt, Net 15/30/45/60, late fee policies, and multi-tier tax rates.
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Stripe & Square Integration
Accept credit cards, process payments, sync transactions, and auto-deliver receipts to clients.
Self-Service Client Portal
Reduce phone calls by 60%. Give clients 24/7 access to their cases, documents, and invoices.
Secure Authentication
- OTP (one-time password) verification
- Forced password change on first login
- Account lockout after 2 failed attempts
- Proxy code system for URL security
Case Access
- View assigned cases with real-time status
- Read client-visible case notes
- Upload documents (flagged for review)
- Download reports and deliverables
Billing & Payments
- View and download invoices (PDF)
- See retainer balance and ledger
- Make payments online via Stripe/Square
- Access payment history and receipts
E-Signatures
- Sign documents electronically
- Retainers, NDAs, Hold Harmless forms
- Unique signing URLs with expiration
- Full audit trail with IP logging
- No per-signature fees
Case Submission
- Submit new case requests online
- Upload supporting documents
- Track submission status
- Receive automatic notifications
Real-Time Updates
- Socket.IO powered live updates
- Case status change notifications
- New document alerts
- Invoice and payment notifications
Document Generation & Management
Professional reports, automated affidavits, e-signatures, and complete evidence chain of custody.
Affidavit of Service System
State-specific affidavit generation with auto-extraction of case data from uploaded documents and e-signature support. Colorado JDF-98 included with 64 counties and 22 judicial districts. Not in Colorado? Contact us to add your state's forms.
Report Templates
Template-based report generation for BCG, SUR, and PS cases with auto-populated fields, customizable formats, and PDF/DOCX export.
Built-in E-Signature Platform
No more paying per-signature fees. Built-in document signing with WYSIWYG template editor, signature/initials/date/checkbox fields, legally-binding audit trails, and unlimited signatures included in your plan.
Evidence Chain of Custody
Track RECEIVED, TRANSFERRED, EXPORTED actions with timestamps, locations, hash verification, and IP logging for court admissibility.
EXIF Data Extraction
Automatic metadata extraction from photos including timestamps, GPS coordinates, device info, and settings for evidence documentation.
SharePoint Integration
Bi-directional sync with Microsoft SharePoint for template storage, live editing with Office Online, and document version tracking.
Powerful Integrations
Connect with the tools you already use - phone systems, payments, email, and more.
Dialpad
- • Inbound/outbound call logging
- • SMS message syncing
- • Voicemail with audio URLs
- • AI call transcripts & summaries
- • Auto-match to cases
Stripe
- • Credit card processing
- • Webhook payment updates
- • Invoice payment links
- • Auto receipt delivery
- • Payment history tracking
Square
- • OAuth authentication
- • Location-based transactions
- • Customer synchronization
- • Payment & invoice linking
- • Sync history logging
Microsoft 365
- • Outlook calendar sync
- • Email read/send via Graph
- • SharePoint document sync
- • Contact management
- • OAuth with auto-refresh
SendGrid
- • Outbound email delivery
- • Email marketing campaigns
- • Open & click tracking
- • Bounce handling
- • SPF/DKIM/DMARC security
Case Email Aliases
- • case+<id>@domain aliases
- • Inbound email parsing
- • Auto-link to cases
- • Thread management
- • Reply-to-case system
Complete Audit Trail & Security
Every action logged, every access tracked. Role-based permissions, encryption, and comprehensive audit logging for legal compliance.
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Comprehensive Activity Logging
All CREATE, UPDATE, DELETE actions with old vs new value diffs, searchable by user/action/date.
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Session & Access Tracking
IP addresses, user agents, login history, failed attempts, and resource access pattern analysis.
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6-Level Role-Based Access
Admin, Admin Assistant, Accounting, Investigator, Process Server, and Client - each with precise permissions.
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Security Features
JWT tokens, HTTP-only cookies, bcrypt hashing, SHA256 file hashing, and suspicious activity detection.
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Export & Compliance
CSV export of audit logs, data download for users, FCRA compliance support for background checks.
Even More Features
80+ features to run a modern investigation firm - here are some highlights.
Push-to-Talk (PTT) Radio
Real-time WebRTC voice communication. Talk to all investigators, case-assigned teams, or dispatch via iOS app.
AI-Powered Automation
Built-in smart features: automated case routing, report generation, SLA alerts, and follow-up reminders. Optional BYOK AI chat lets you query case data naturally with your own API keys.
CRM & Sales Pipeline
Lead management, opportunity tracking, deal values, conversion to cases, and sales rep performance analytics.
Team Chat & Messaging
Direct messaging, case-based channels, online/offline presence, read receipts, emoji reactions, and file sharing.
AI Case Assistant (BYOK)
Bring your own OpenAI, Claude, or Gemini API keys to unlock intelligent case chat. Ask questions like "When was the last invoice paid?" and get instant, secure answers from your case data.
Fleet Management
Vehicle inventory with VIN/plate tracking, maintenance records, fuel logs, inspections, and incident reporting.
Equipment & Asset Tracking
Track Axon BWCs & Tasers, iPhones, GPS devices, cameras, corporate fuel cards, P-cards - with serial numbers, check-out workflows, and maintenance logs.
Training & Certification
Moodle integration with SSO, course assignment, completion tracking, due dates, and overdue alerts.
Axon BWC Integration
Import body-worn camera footage directly to cases with EXIF metadata extraction and chain of custody logging.
Evidence Chain of Custody
Track received, transferred, exported evidence with timestamps, SHA-256 hash verification, and IP logging.
50+ Document Templates
Pre-built templates for emails, invoices, surveillance reports, Affidavits of Service, NDAs, and retainer agreements.
Real-Time Notifications
Push notifications, in-app alerts, email & SMS with activity-specific preferences customizable per user.
See All Features in Action
Schedule a personalized demo and we'll show you exactly how Eagle Eye RMS fits your firm's workflows.