Everything you need to run a tighter operation.
ClearView PI was designed from the ground up for private investigators — not adapted from generic CRM software. Every feature solves a real problem you face in the field.
Every case. Every detail. Under control.
From intake to close, ClearView PI gives you a single command center for every investigation you run — no spreadsheets, no sticky notes, no missed follow-ups.
Structured case files
Organize every investigation with a dedicated case file: subject info, timeline, notes, tasks, and linked evidence — all in one place.
Custom status & tags
Track case progress with custom statuses (Active, Pending, Closed) and tags so you can filter and prioritize at a glance.
Client & subject profiles
Attach client contact records and subject profiles directly to cases. No more hunting through email threads for a phone number.
Timestamped notes & logs
Every note is automatically timestamped and attributed. Build a defensible activity log without extra effort.
Full-text search
Find any case, note, or document instantly with full-text search across your entire case library.
Task reminders
Set follow-up tasks and deadlines on any case. Get notified before anything slips through the cracks.
Your evidence, secured and searchable.
Photos, videos, documents, audio — ClearView PI stores and organizes every piece of evidence with chain-of-custody integrity built in.
Multi-format uploads
Attach photos, videos, PDFs, audio recordings, and documents directly to any case. No file type left behind.
Chain-of-custody logging
Every upload is automatically logged with timestamp, uploader, and case association — creating an unbroken audit trail.
Evidence tagging & categorization
Tag evidence by type, location, date, or custom labels. Filter down to exactly what you need in seconds.
Location metadata
GPS coordinates embedded in photos are preserved and displayed on a map view, so you always know where evidence was captured.
Secure export & sharing
Export evidence packages for attorneys or clients as password-protected ZIP archives with a full manifest.
Smart filtering
Filter evidence by date range, type, tag, or keyword. Build a timeline view of any investigation in one click.
Get paid faster. Look more professional.
Stop chasing invoices. ClearView PI tracks your time, generates professional invoices, and lets clients pay online — all without leaving the platform.
Time & expense tracking
Log billable hours and expenses directly on each case. Rates, categories, and notes are captured as you work.
One-click invoice generation
Turn any case's time and expense log into a branded PDF invoice in one click. Itemized, professional, ready to send.
Online payment links
Add a secure payment link to every invoice. Clients pay by card — you get notified the moment funds clear.
Retainer management
Set up retainer agreements and track drawdowns automatically. Know your balance before you pick up the phone.
Revenue reporting
See monthly revenue, outstanding balances, and top clients at a glance. Export to CSV for your accountant.
Automated payment reminders
Set up automatic follow-up emails for overdue invoices. Polite, professional, and completely hands-off.
Coordinate surveillance. Manage your time.
Plan stakeouts, client meetings, and court dates without juggling three different calendars. ClearView PI keeps your schedule tied to your cases.
Case-linked calendar
Every event is tied to a case. Click any calendar entry to jump straight to the associated file, notes, and evidence.
Team scheduling
Assign surveillance shifts and tasks to investigators on your team. See everyone's availability in a shared calendar view.
Deadline & court date tracking
Mark critical deadlines — court dates, statute of limitations, client deliverables — and get reminders well in advance.
Surveillance shift logging
Log surveillance windows with start/end times, location, and notes. Automatically feeds into your billable hours.
Recurring appointments
Set recurring check-ins with clients or recurring surveillance windows. The calendar handles the repetition.
Export to iCal / Google
Sync your ClearView PI calendar with Google Calendar, Outlook, or Apple Calendar via iCal export.
Works with the tools you already use
Why investigators choose ClearView PI
Generic CRM tools weren't built for this work. We were.
- Chain-of-custody evidence logging
- PI-specific case file structure
- Surveillance shift tracking
- Retainer & drawdown management
- Subject & witness profiles
- Court date deadline tracking
- Evidence export with manifest
- Built-in time & expense logging
- ✕Manual evidence tracking in folders
- ✕Generic contact/deal pipeline
- ✕No surveillance-specific fields
- ✕Manual retainer calculations
- ✕No subject profile support
- ✕Calendar not linked to cases
- ✕No chain-of-custody audit trail
- ✕Separate time-tracking app required
Ready to see it in action?
Start your free 14-day trial. No credit card required. Full access from day one.