Purpose-Built for Every Investigation Type
Eagle Eye RMS provides specialized workflows, tools, and features tailored to surveillance, background checks, process serving, and more.
Surveillance Case Management
Complete tools for insurance, workers' comp, domestic, and corporate surveillance investigations with GPS session recording, photo documentation, and automatic report generation.
Workflow
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GPS Session Recording
Track location, capture timestamped notes, take photos, and calculate mileage automatically during surveillance.
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Automatic Timeline Generation
Session data compiles into formatted timelines with photos, GPS coordinates, and activity descriptions.
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Photo Categorization
Organize photos by type: Surveillance, Evidence, Subject, Vehicle, Location, Document, Receipt.
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Video Evidence Support
Upload and manage video files including AXON body camera footage (15GB default per case, upgrades available).
Process Service Management
GPS-verified service attempts, automatic Affidavit of Service generation, notarization tracking, and court filing status management. State-specific forms available (Colorado JDF-98 included, other states upon request).
Workflow
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GPS-Verified Attempts
Each service attempt logged with GPS coordinates, timestamp, photos, and detailed notes for court admissibility.
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Affidavit of Service Generation
State-specific affidavits auto-filled from case data. Colorado JDF-98 included with 64 counties and 22 judicial districts. Other states available upon request.
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Document Auto-Extraction
Upload legal documents and automatically extract case numbers, parties, and attorney information.
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Client Portal Updates
Attorneys and clients get real-time updates on service status, attempts, and affidavit completion.
Background Investigation Management
Organize complex subject data, track database searches, manage source documents with OCR extraction, and compile comprehensive background reports with FCRA compliance tracking.
Workflow
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Multi-Party Subject Tracking
Track subjects, associates, employers, and references with comprehensive profiles and relationship mapping.
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Database Search Logging
Log searches across multiple providers (Microbilt, Melissa, etc.) and attach results directly to cases.
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OCR Document Processing
Auto-extract text from uploaded documents with entity recognition for names, addresses, and phone numbers.
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FCRA Compliance Tracking
Jurisdiction tracking, source documentation, and compliance status monitoring for regulated searches.
Integrated Document Signing
Get retainers, NDAs, and hold harmless forms signed electronically. Built-in e-signatures means no per-signature fees, no third-party accounts, and unlimited signing included with your subscription.
No per-envelope fees. Sign as many documents as you need with legally-binding audit trails.
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WYSIWYG Template Editor
Drag and drop signature, initials, date, and checkbox fields onto any PDF document.
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Secure Signing Links
Generate unique URLs with configurable expiration dates. Signers don't need an account.
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Legal Audit Trail
Every signature includes timestamp, IP address, browser information, and document hash for legal compliance.
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Common Document Templates
Pre-built templates for retainer agreements, NDAs, hold harmless forms, and investigation authorizations.
Complete Client Relationship Management
Track every client interaction, manage contacts across organizations, and maintain detailed relationship histories. From lead to long-term client, Eagle Eye RMS keeps everything organized.
Client Pipeline
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Organization & Contact Hierarchy
Link multiple contacts to organizations with roles. Track law firms, insurance companies, and corporate clients with full org charts.
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Interaction Timeline
Complete history of calls, emails, meetings, and case activity. Never lose track of client communications.
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Custom Fields & Tags
Add industry-specific fields, categorize clients with tags, and segment for marketing or service levels.
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Billing & Payment History
View client payment history, outstanding invoices, and lifetime value. Set payment terms and credit limits per client.
Team Scheduling & Coordination
Manage investigator schedules, court dates, depositions, and surveillance operations from a unified calendar. See team availability at a glance and prevent scheduling conflicts.
Event Types
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Team Availability View
See which investigators are available, on assignment, or on leave. Drag-and-drop assignment from calendar view.
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Recurring Events & Reminders
Set up recurring surveillance schedules, automatic reminders for court dates, and deadline notifications.
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Case-Linked Events
All calendar events automatically link to cases. See full case context when viewing any scheduled activity.
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Calendar Sync
Sync with Google Calendar, Outlook, and iCal. Mobile push notifications for schedule changes.
Internal & Client Support Management
Track internal requests, IT issues, and client support tickets in one place. Prioritize, assign, and resolve issues with full audit trails and SLA tracking.
Ticket Lifecycle
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Priority & SLA Tracking
Set priority levels (Critical, High, Medium, Low) with SLA timers. Automatic escalation when deadlines approach.
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Category Management
IT Support, Billing, Case Questions, Feature Requests, and custom categories. Route tickets to the right team automatically.
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Threaded Comments
Full conversation history with internal notes (hidden from clients) and public responses.
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Email Integration
Create tickets from email. Replies sync automatically. Clients can respond without logging in.
Real-Time Team Communication
Instant messaging for field teams, case-specific channels, and direct messages. Keep communications organized and searchable without leaving the platform.
All messages are encrypted in transit and at rest. Compliant with attorney-client privilege requirements.
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Case-Linked Channels
Every case gets its own chat channel. All team members assigned to a case automatically join. Full message history stays with the case.
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Direct & Group Messaging
One-on-one conversations and group chats. Create teams for departments, offices, or project groups.
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File Sharing & @Mentions
Share files directly in chat. @mention team members for notifications. Pin important messages for easy reference.
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Mobile Push Notifications
Real-time notifications on iOS and Android. Never miss an urgent message from the field.
Equipment & Asset Tracking
Track cameras, GPS devices, vehicles, and all company equipment. Manage assignments, maintenance schedules, and depreciation for accurate financial reporting.
Asset Categories
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Check-In / Check-Out
Track who has what equipment at any time. Require acknowledgment for expensive items. History of all assignments.
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Maintenance Scheduling
Set maintenance intervals by time or usage. Get alerts when service is due. Track repair history and costs.
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Depreciation Tracking
Straight-line and declining balance methods. Generate reports for tax purposes. Track current book value.
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QR Code Labels
Generate and print QR codes for equipment. Scan to check in/out or view asset details from mobile app.
Learning Management System
Onboard new investigators, maintain certifications, and deliver ongoing training. Track progress, require completions, and maintain compliance records.
Full integration with Moodle for advanced course management. Import courses, sync progress, and manage certifications.
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Course Management
Create courses with videos, documents, and quizzes. Set prerequisites and required completions for job roles.
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Certification Tracking
Track PI licenses, concealed carry permits, notary certifications, and custom credentials with expiration alerts.
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Progress Monitoring
See who's completed training, who's in progress, and who's overdue. Manager dashboards for team compliance.
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Completion Certificates
Auto-generate branded certificates. Store in employee records. Include in client proposals to demonstrate expertise.
Industry-Specific Solutions
Eagle Eye RMS adapts to your specific investigation focus with specialized features and workflows.
Insurance / SIU Investigations
Workers' comp, liability claims, and fraud investigations with client portal for adjusters, detailed activity documentation, and court-ready reporting.
- • Activity level documentation with timestamps
- • Sub-rosa surveillance sessions
- • Adjuster collaboration via client portal
- • IME and medical appointment tracking
Corporate / Due Diligence
Pre-employment screening, vendor verification, M&A due diligence, and internal investigations with multi-office support and access controls.
- • Multi-office case visibility controls
- • Matter-level access restrictions
- • Comprehensive audit trail for compliance
- • API integration for corporate systems
Domestic / Family Law
Child custody, infidelity, and cohabitation investigations with sensitive data handling and privacy-focused documentation.
- • Custody schedule tracking
- • Cohabitation documentation
- • GPS tracking with privacy controls
- • Attorney portal access
Skip Tracing & Locates
Locate subjects with organized database search tracking, address verification workflows, and OSINT tool integration.
- • Multi-provider database search logging
- • Address verification tracking
- • Phone/email lookup integration
- • Cross-case subject search
Even More Built-In Solutions
Eagle Eye RMS includes additional tools to handle every aspect of running an investigation firm.
Report Templates
Customizable report templates for every case type. Brand with your logo, auto-fill case data, and export to PDF or Word.
- • Surveillance reports
- • Background summaries
- • Invoice templates
Invoicing & Billing
Generate invoices from case time and expenses. Track payments, send reminders, and integrate with QuickBooks.
- • Auto-calculate from timesheets
- • Payment tracking
- • Aging reports
Analytics & Reporting
Dashboards for case metrics, investigator performance, revenue trends, and client analytics.
- • Case status summaries
- • Investigator utilization
- • Revenue by client/type
Workflow Automation
Set up triggers and actions to automate repetitive tasks. Send notifications, update statuses, and assign tasks automatically.
- • Status change triggers
- • Auto-assignment rules
- • Email notifications
API & Integrations
Connect with existing tools via REST API. Webhooks for real-time updates. Pre-built integrations available.
- • QuickBooks sync
- • Calendar integrations
- • Custom webhooks
Client Portal
Give clients secure access to view case status, download reports, approve invoices, and communicate with your team.
- • Case status viewing
- • Document downloads
- • Secure messaging
Find the Right Solution for Your Firm
Schedule a demo and we'll show you how Eagle Eye RMS handles your specific investigation types.