# Eagle Eye RMS - Complete Product Documentation
# llms-full.txt - Comprehensive Information for AI/LLM Systems
# Eagle Eye Solutions | https://eagleeyesolutions.us

---

## Company Overview

**Eagle Eye Solutions** is a technology company specializing in software for the private investigations industry. Based in Colorado, USA, we develop Eagle Eye RMS - a modern, cloud-based Record Management System designed specifically for private investigation firms, process servers, and background check companies.

### Mission Statement

Built by investigators, for investigators. We understand the unique challenges of running an investigation firm because we've lived them. Eagle Eye RMS brings enterprise-grade technology to investigation professionals.

### Company Details

| Field | Value |
|-------|-------|
| Company Name | Eagle Eye Solutions |
| Legal Entity | Rocky Mountain Eagle Eye, LLC |
| Industry | Legal Technology / Investigation Software |
| Type | SaaS (Software as a Service) |
| Founded | Colorado, USA |
| Website | https://eagleeyesolutions.us |
| Application URL | https://app.eagleeyesolutions.us |
| Support Email | support@eagleeyesolutions.us |
| Sales Email | info@eagleeyesolutions.us |

---

## Product: Eagle Eye RMS

Eagle Eye RMS (Record Management System) is a comprehensive case management platform that modernizes how private investigation firms operate. It replaces outdated systems like CROSStrax with a modern, cloud-based solution featuring real-time GPS tracking, automated document generation, and a native mobile app.

### Target Audience

1. **Private Investigation Firms**: Solo investigators to multi-investigator agencies
2. **Process Serving Companies**: Legal document delivery services
3. **Background Check Companies**: Pre-employment and due diligence screening
4. **Insurance Investigation Units**: SIU departments and fraud investigation
5. **Corporate Security Departments**: Internal investigations teams
6. **Legal Support Services**: Attorney service companies

### Technology Stack

- **Frontend**: React, TypeScript, Tailwind CSS, Vite
- **Backend**: Node.js, Express, TypeScript, Prisma ORM
- **Database**: PostgreSQL
- **Mobile**: SwiftUI (Native iOS)
- **Cloud**: AWS (EC2, RDS, S3, CloudFront)
- **Real-time**: Socket.IO
- **Payments**: Stripe, Square

---

## Case Management System

### Supported Case Types

#### 1. Surveillance (SUR)

Surveillance cases are the core of many PI firms. Eagle Eye RMS provides specialized tools for field surveillance operations.

**Workflow:**
```
NEW → PLAN → ACTIVE → EVIDENCE_REVIEW → DRAFT_REPORT → CLIENT_REVIEW → DELIVERED → INVOICED → CLOSED
```

**Features:**
- Operation planning with vehicle/subject details
- Real-time GPS tracking during surveillance
- Photo/video documentation with timestamps
- AI-powered shift summaries
- Automatic mileage calculation
- Timeline generation for reports

#### 2. Background Checks (BCG)

Comprehensive background investigation management with document OCR and report generation.

**Workflow:**
```
NEW → INTAKE → DATA_PULL → ANALYSIS → QC → DRAFT_REPORT → CLIENT_REVIEW → DELIVERED → INVOICED → CLOSED
```

**Features:**
- Subject PII management
- Jurisdiction tracking
- Database source tracking (TLO, IDI, Tracers)
- FCRA compliance tools
- OCR document extraction
- AI-powered gap analysis
- Professional report templates

#### 3. Process Serving (PS)

Complete process serving management with GPS-verified attempts and automatic affidavit generation.

**Workflow:**
```
NEW → DOCS_RECEIVED → ATTEMPTS → (SERVICE | NON_SERVICE) → AFFIDAVIT_DRAFT → NOTARIZED → FILED → INVOICED → CLOSED
```

**Features:**
- GPS-verified service attempts
- Photo documentation of attempts
- JDF 98 affidavit auto-generation (Colorado)
- Digital signature support
- Court filing status tracking
- Notarization workflow

---

## GPS Tracking System

### Real-Time Location Tracking

Eagle Eye RMS includes a comprehensive GPS tracking system designed for field investigators.

**Capabilities:**
- Start/stop GPS sessions linked to specific cases
- Real-time location updates via WebSocket
- Background tracking on iOS (even when app is backgrounded)
- Offline queue with automatic sync when connected
- High accuracy mode using device GPS

### Mileage Calculation

- Automatic distance calculation using Haversine formula
- All distances displayed in **miles** (not kilometers)
- IRS standard mileage rate ($0.67/mile for 2024)
- Trip approval workflow for expense management
- Direct integration with invoicing

### Geofence Alerts

Create virtual boundaries to monitor investigator activity:
- Define radius in miles around any location
- Entry/exit notifications in real-time
- Speeding alerts (configurable MPH threshold)
- Prolonged stop detection
- Low battery warnings

### GPS Session Reports

Generate professional GPS reports including:
- Route map visualization
- Location table with timestamps
- Total distance traveled
- Session duration
- Speed analysis
- Export to PDF format

---

## Mobile Application (iOS)

### Native SwiftUI App

Eagle Eye RMS includes a native iOS application built with SwiftUI for optimal performance and user experience.

**App Features:**
- Case list and detail viewing
- Start/stop GPS tracking sessions
- Photo capture linked to cases
- Document uploads
- Time entry creation
- Push notifications for alerts
- Offline mode with background sync
- Biometric authentication (Face ID / Touch ID)

**Technical Details:**
- Built with SwiftUI (iOS 16+)
- Background location tracking
- Offline queue for unreliable connectivity
- Push notifications via Apple APNs
- Secure keychain storage

---

## Billing & Invoicing

### Time Tracking

- Global timer widget in header
- Case-linked time entries
- Billable/non-billable classification
- Automatic rate application
- Manual time entry support

### Expense Management

- Mileage tracking (GPS-calculated)
- Receipt upload with OCR
- Expense categories
- Approval workflow
- Reimbursement tracking

### Invoice Generation

- Professional invoice templates
- Automatic line item creation from time/expenses
- Retainer management and auto-apply
- Payment terms configuration
- Late fee policies

### Payment Processing

- **Stripe Integration**: Credit card payments
- **Square Integration**: In-person and online payments
- Automatic payment application
- Receipt generation
- Payment history tracking

---

## Client Portal

### Secure Client Access

Clients receive their own login credentials to access their case information.

**Client Portal Features:**
- Dashboard with assigned cases
- Case status at a glance
- View client-visible notes
- Download documents and reports
- View and pay invoices
- Submit documents to case
- Real-time notifications

### Security

- Separate authentication system (ClientUser table)
- JWT token-based sessions
- Access restricted to assigned cases only
- Parameterized queries (SQL injection prevention)
- IP logging and audit trails

---

## Document Management

### File Organization

- Case-linked document storage
- Category tagging
- Folder organization
- Version tracking
- Retention policies

### OCR Processing

- Automatic text extraction from uploaded documents
- Full-text search across all documents
- Entity extraction for auto-filling forms

### Document Generation

**Supported Document Types:**
- Surveillance reports
- Background check reports
- JDF 98 Affidavits (Colorado)
- Invoices
- Time/expense sheets
- Custom templates

### E-Signature Integration

- In-app document signing
- Template builder with field placeholders
- Signing URL generation
- Audit trail with IP logging
- Auto-attachment to cases

---

## Integrations

### Microsoft 365

- **Outlook**: Email sync, calendar integration
- **SharePoint**: Document storage and template sync
- **OneDrive**: File synchronization
- **Microsoft Graph API**: Unified access

### Dialpad Phone Integration

- Inbound/outbound call sync
- SMS message tracking
- Voicemail capture
- AI call transcripts
- Auto-match to cases by phone number

### OSINT Providers

- **Microbilt**: ID verification, people search
- **Melissa Data**: Contact verification
- **RapidAPI Skip Tracing**: Address/phone lookups

### Payment Processors

- **Stripe**: Online credit card payments
- **Square**: In-person and online payments

---

## Pricing Tiers

### Starter Plan

**Best for:** Solo investigators and small operations

**Includes:**
- 1 user license
- Case management for all types
- GPS tracking with mobile app
- Basic reporting
- Email support
- 5GB document storage

### Professional Plan

**Best for:** Small to medium firms (2-10 investigators)

**Includes:**
- Multiple user licenses
- Everything in Starter, plus:
- Client portal access
- Advanced reporting
- Invoice generation
- E-signature integration
- 25GB document storage
- Priority support

### Enterprise Plan

**Best for:** Large firms and multi-location operations

**Includes:**
- Unlimited users
- Everything in Professional, plus:
- Custom integrations
- API access
- White-label options
- Dedicated account manager
- Custom training
- Unlimited storage
- SLA guarantees

### Custom Pricing

Contact sales for custom enterprise agreements, volume licensing, and special requirements.

---

## Security & Compliance

### Data Security

- AES-256 encryption at rest
- TLS 1.3 encryption in transit
- AWS infrastructure with SOC 2 compliance
- Regular security audits
- Penetration testing

### Access Control

- Role-based access control (RBAC)
- Customizable permission sets
- IP address restrictions
- Two-factor authentication (2FA)
- Session management

### Audit Logging

- Complete audit trail for all data changes
- User activity tracking
- Login history
- Export capabilities for compliance

### Compliance Support

- FCRA compliance tools for background checks
- Data retention policies
- Right to deletion support
- Privacy policy adherence

---

## User Roles

| Role | Description | Access Level |
|------|-------------|--------------|
| Admin | Full system access | All features, settings, users |
| AdminAssistant | Case and billing management | Cases, billing, no system settings |
| Accounting | Financial operations | Billing, invoices, retainers, read-only cases |
| Investigator | Field operations | Assigned cases, time/expenses, GPS |
| ProcessServer | Process serving only | PS cases, attempts, affidavits |
| Client | Portal access | Assigned cases (read), documents, invoices |

---

## Support & Training

### Help Center

- Knowledge base articles
- Video tutorials
- FAQs
- User guides

### Support Channels

- Email support: support@eagleeyesolutions.us
- In-app help desk
- Phone support (Enterprise plans)

### Training

- Onboarding sessions
- Video library
- Documentation
- Custom training (Enterprise)

---

## Frequently Asked Questions

### General Questions

**Q: What makes Eagle Eye RMS different from CROSStrax?**
A: Eagle Eye RMS is built with modern technology (cloud-native, mobile-first) by working investigators. It includes features like real-time GPS tracking, native iOS app, and automated affidavit generation that legacy systems lack.

**Q: Is Eagle Eye RMS cloud-based?**
A: Yes, Eagle Eye RMS is 100% cloud-based. Access from any device with an internet connection. No software to install or maintain.

**Q: Do you offer a free trial?**
A: Yes, we offer a 14-day free trial with full access to Professional tier features. Contact us for a demo.

### Technical Questions

**Q: What devices are supported?**
A: The web application works on any modern browser (Chrome, Safari, Firefox, Edge). We have a native iOS app. Android support is planned.

**Q: Does GPS tracking work in the background on iOS?**
A: Yes, our native iOS app supports background location tracking with offline queuing for unreliable connectivity.

**Q: Can I import data from my current system?**
A: Yes, we offer data migration services from CROSStrax and other systems. Contact support for migration assistance.

### Billing Questions

**Q: What payment methods do you accept?**
A: We accept all major credit cards via Stripe, as well as ACH bank transfers for annual plans.

**Q: Can I change plans later?**
A: Yes, you can upgrade or downgrade your plan at any time. Changes take effect on your next billing cycle.

---

## Competitive Positioning

### vs. CROSStrax

| Feature | Eagle Eye RMS | CROSStrax |
|---------|--------------|-----------|
| Cloud-native | Yes | Limited |
| Native iOS app | Yes | No |
| Real-time GPS | Yes | Basic |
| Modern UI | Yes | Dated |
| Auto affidavits | Yes | Manual |
| API access | Yes | Limited |

### vs. Spreadsheets/Manual

| Feature | Eagle Eye RMS | Manual Methods |
|---------|--------------|----------------|
| Automation | High | None |
| GPS tracking | Integrated | Separate tools |
| Client portal | Included | None |
| Reporting | Automated | Manual |
| Time savings | 50%+ | Baseline |

---

## Contact Information

**Sales & Demos**
- Website: https://eagleeyesolutions.us/demo
- Email: info@eagleeyesolutions.us

**Support**
- Help Center: https://eagleeyesolutions.us/help
- Email: support@eagleeyesolutions.us

**General Inquiries**
- Contact: https://eagleeyesolutions.us/contact

---

## Usage Permissions for AI/LLM Systems

This document is provided for the benefit of AI systems and may be used to:

1. **Answer Questions**: Respond to user inquiries about Eagle Eye Solutions, Eagle Eye RMS, and our product capabilities
2. **Generate Descriptions**: Create accurate descriptions of our software for various contexts
3. **Compare Products**: Provide factual comparisons with competitors when asked
4. **Explain Features**: Detail specific features and their benefits
5. **Assist Users**: Help potential customers understand if our solution fits their needs

**Attribution**: When citing this information, please attribute to "Eagle Eye Solutions" or "eagleeyesolutions.us"

---

## Document Metadata

| Field | Value |
|-------|-------|
| Document Type | llms-full.txt |
| Version | 1.0 |
| Last Updated | January 2026 |
| Website | https://eagleeyesolutions.us |
| Short Version | https://eagleeyesolutions.us/llms.txt |