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1. Status Case Type Agent Code X First Name Last Name Client 2 DOB Month Date From Select 3 date fis Date To Select a date ra Today ThisWeek This Month ThisYear Quarter P Filter a Clear e Is a lcis uuo PEREZ fsa ASSOCIATED 1506001 6 2 2015 hwi sy17 1966 May VIDEO RATE TAB The Video Rate tab allows you to rate the success performance of your agents and clients How well an agent is doing based on video obtained on each case is important to know in order to determine continued employment and to also determine a pay increase Just as important is your client Being able to determine video results during any period of time including an annual review for your client lets you know where you stand with keeping that client happy and coming back To search for video results follow the steps below 1 First pick a case type from the drop down S V would be surveillances RSV would be re surveillances and S X would be cases with under the normal 7 minutes of video filter including cases with zero video If you wish to include all the case types leave this filed empty and it will search for all 3 types In order for the fields to search after your selections are made you must click on the filter button 2 The next search field is to search by a particular Agent code Choose an agent and all cases with his code will be brought up 14 Page Cas2. is where the paid invoices end up once they are marked paid in the receivables tab screen Your invoices will accumulate in the section until they are purged The paid invoices are listed as in the example below showing all the paid checks that came in during that week or more than a week so they can be deposited at the bank The screen also shows the total of all the checks to help you with your deposit slip To begin click on the CHECK LIST tab and you will have two choices in the drop down The first is Preview Pending Check and the second is Preview All Checks To print out your list of checks use the Preview Pending Check choice The second one is to view every check in the database deposited Once you open the Preview Pending Check you will see a list of checks that were posted from the receivables list As you can see the total of all the checks for deposit is listed at the bottom 18 Page Check Details Report Case Case ID Type Client Invoice Amount Discount Amount Payable Check Details 428 ce 15030002 1 975 00 1 975 00 1 975 00 429 ce 15030003 3 160 00 3 160 00 3 160 00 pm les 15040001 600 00 B 600 00 600 00 a e was Jasa jusmo 441 ce 15040008 2 765 00 2 765 00 2 765 00 pa 15040009 1 576 00 1 576 00 1 576 00 gt q a a pap 445 OTH 15040019 60 00 60 00 60 00 Total 13 684 00 To print out the list you will find the printer icon at the top l
3. The tracking list is a list of all cases that are currently active and ongoing in the system They can be ASG assigned to an agent U unassigned not yet assigned to an agent BLD ready to be billed and HLD assigned case but on hold 2 Atthe top of the page like in ALL CASES and SEARCH pages you have a search section to search for cases by different criteria entered 3 This is where you would also start the billing your cases from To invoice simply click on the invoice number in blue print you want to bill out for further instructions on invoicing see the INVOICING section below 12 Page AAA Cae Type AAA is AAA First Name Last Name Client Agent Code ECN Date From Select a date fis Date To Select a date fi d Al Case Type Client Adjuster Invoicef Intake Date Agent Co Ms Ps st Map 2 asc PRICE ED sv state FARM JOE SMO 11506002 16 3 2015 NJF 5 gt eS RECEIVABLES TAB 1 Once you case is invoiced and the update to billed button is clicked from the invoice it is transferred to the receivables list waiting for payment As seen below in the example Receivables A 6 8 2015 0 500 00 PRIDE SALLY HC2 KELLY CORDELL 1506004 6 3 2015 HW1 Lal 2 Once payment is received from the client you would go to the Update Case receivables list tab and locate the case you received a check for k and enter amount of the check in the PAID AMT c
4. We notice that we an increase of 15 additional cases in 2015 Without a doubt this is a priceless tool Difference Year bu A Gross Amt 26 230 20 Year bois A Gross Amt 12 620 00 13 610 20 PU From Week Lara Profit 17 791 64 From Week LA Profit 8 768 75 8902289 4929 To Week E Noofcases 5 To Week MY Noofcases 20 s50 Ci son The CHARTS button will bring up a graphic chart for your yearly comparrisons 120000 100000 60000 40000 20000 Gross Amount Profit To Week 17 Page CONTACTS The CONTACT TAB is where you can keep your list of contacts including email addresses and phone numbers When you have a client with many adjusters with different extensions or email addresses this is a perfect place to list them As you can see in the example we have the same company with different email addresses and phone numbers for two different people Case Pro Case Management System Eaderdas Come intake AlCames Sed Cens Agents Tmchong int Recemables Video Tapes video Rates Stats Cortacne Check nt Settings About aa Last Mame Company Porst Mame Code gt a 4 Y Qu 4 Contacts ME a l l i l i pa e A A q rr Ni as lel oy k CDE Coratruction cos Lore e 55 5S S555 de Hode cum 555 555 1555 tha chert Goes many bachgra Oo 00 Coretructon cos TN frad DI A FIT behbc s com ars oa AnS CHECK LIST TAB The Print Check List
5. a First name the Document in TITLE DOCUMENT b Then locate the document with the browse button c When done save each document d Toreview documents related to a file simply view edit the case and click on DOCUMENTS and all your files are there Manage Documents DEM Document Title ID Photo SEARCH 1 The search window is a search engine that works by way of wild cards You can enter any field text into the box and pull up the case or cases that contain that type of text in it Example You are taking in a new case and were wondering if you had a prior individual go to a particular doctor You could enter the doctor s name or his business name and all cases with that information will pull up TED JOHN DOE Luto PEREZ 10 Page CLIENT TAS 1 To add a new client click on the ADD button on the bottom right of the screen This will pull up the data box to enter your information about the client You can generate any client code system you prefer A system widely used is the first letter of the first name and the first of the second and a number Example A amp B insurance would be AB1 If there is another AB then you would name it AB2 2 Should you need to delete a client for any reason you can click on that client in the list and hit delete You will get a conformation box asking if you want to delete the client Clients ASSOCIATED STATE FARM HEATH ABC INSURANCE A Pr Add A P Delet
6. be designated in the system by checking the HARD DRIVE STORED check box Physical video tapes that will be stored will be checked as ORIGINAL STORED in the database This designation will tell the user where to find the video 10 The type of case is a drop down menu that allows you to pick from the list as shown to the right Examples are S V surveillance RSV resurveillance BGD background AC activity check AST asset check LOC locate HC hosiptal search INV investigation 11 The STATUS drop down is for what stage the investigation is in ASG case is assigned U is IntakeDate unassigned BLG case is in billing stage HLD the Chend ClientCode case is held for now and CLS case is closed Client Adjuster 12 Additional CAN or information Notes amp Video Due Date After Completion pertaining to the case Facebook is listed at the bottom ne of the intake form If Nation Comp Additional Relatives the information gets lengthy it will print onto a second assignment for page for the investigator Has a large dent on drivers door This is the vehicle subject drives 7 Page 13 The client list box in the top center of Case Intake the page allows you to drop down your ienttist E list of clients and see their code name and city nwe call 14 You must hit the SAVE button before exiting otherwise your data will not be saved 15 Once your info
7. this example there is 1 invoice under 30 days 0 invoices between 30 amp 60 days overdue with a total of 1 case outstanding 15 Page Difference E Preview t Year Gross Amt Year Gross Amt es TN From Week Profit From Week Profit ss Gets To week Noof cases To Week Noof cases Ss el Receivables Cases Amount Summary a a mue m gea Of YTD 00 30 days 1 0 00 1 0 0 0 00 0 00 y 31 60 days 0 0 00 2 0 0 0 00 0 00 0 00 0 00 _ _ _ cQ o _oaoaa_ aQ__ gt __ oo ll 3 0 0 0 00 0 00 0 00 0 00 61 90 days 0 0 00 j gt 0 0 0 00 0 00 0 00 0 00 91 120days AAA AAA Sb 0 0 00 0 00 0 00 0 00 6 0 0 0 00 0 00 0 00 0 00 8 E y y 2 AN _ 7 0 0 0 00 0 00 0 00 0 00 8 0 0 0 00 0 00 0 00 0 00 9 0 0 0 00 0 00 0 00 0 00 O A ee ee ees 10 0 0 0 00 0 00 0 00 0 00 11 0 0 0 00 0 00 0 00 0 00 12 0 0 0 00 0 00 0 00 0 00 13 0 0 0 00 0 00 0 00 0 00 14 0 0 0 00 0 00 0 00 0 00 15 0 0 0 00 0 00 0 00 0 00 16 0 0 0 00 0 00 0 00 0 00 z TOTALS 1 690 00 515 00 600 00 us 0 00 Another function of the STATS TAB Statistics Report is to provide you with a comparrison of your weekly sales and cases taken in for current and prior year entries A detailed explanation is given below 1
8. Contacts Check List Settings system The first is to double click on the date box and the second way is to click on the ADD AGENDA as shown in the example xi Once opened the information can be Add Edit Agenda entered for that date and time In the Date select adate FA status drop down you will find OPEN or cm f P CLOSED Open will flag the entry in red so you know it is active Closed is flagged with green Location StartTime l 0 0 0 EndTime 0 0 0 Once all the information is entered be sure to hit the save button To delete an Agenda entry right click on the day and delete selection will come up To open sre 4 Bond information for a particular day simply double click on that date 5 Page Case Intake Before you begin to enter an assignment into an intake form you should first set up your clients and agents in the clients and agents sections of the software Entering Data 1 The intake date uses the current date and is entered automatically by the program If needed to change click on the box and a calendar pops up allowing for the change The system will allow you to tab downward to each field and then up to the top and again downward Drop down the client code and choose the client code that you have entered into the client database see client tab below The client information gets filled in automatically except for the adjuster or paralegal s name which you ne
9. There The WK column is a list of weeks for the entire year The sales are based on each week beginning on Monday and ending on Friday of each week The Cases LTD last year to date column are cases that were taken in the prior year for that particular week The Cases YTD year to date are your cases for the current year and current week The Amount LTD and Amount YTD are the same as 2 and 3 except they refer to your sales The Cost YTD and Profit YTD total up your costs on a cases and profits on cases for that week At the bottom of the list are totals for each column is a new table in this version that allows you to track sales and profits for the current year and all priors years as shown below in the example 2012 9 002 00 2013 23 500 00 2014 28 000 00 10 000 00 2015 61 159 00 37 937 39 46 16 Page Another new addition is a comparrison year to year search This search will allow you to compare the difference between two periods in time to see how you are doing as a company You can compare the entire years or from one week to another In the example below we entered the year 2014 and wanted to compare weeks 1 4 to weeks 1 4 in 2015 The results show a loss of over 13 000 00 in 2015 over 2014 for the same time frame We are also given a percentage of increase or decrease in the far right yellow boxes In this case we can see that we have a 48 11 drop in gross sales and 49 drop in profits
10. User Manual Investigative Case Management Software Copyright O 2011 2013 Pl Enterprizes All rights reserved Table of Contents A ene ee rar ner er annie Rena ener rate eRe enere aed Reem nrere corte e ees eerer creer ere mre rers reer rece 3 MAIN CONS OIG ostia T a T RS 3 4 Calendar lada 5 Case NAS tanta dolia S 6 8 PNW ASO Si e e cl loca 8 10 io y A Pu N A E N deesuseouaiauacnvetccs 10 Glen Tai A A A a 11 A O 12 WRC KUNG A ene ee nae ae 12 13 FRECCIVADICS as 13 VideO Talara 14 NIGCO ALG eects cides a 14 15 Sali 15 17 o am ae er fe ee ee ne ee ne eae er ere a 18 3 A A IZ O E E 18 19 INVOCA a ted e a a ak 20 22 SENOS APP E 23 24 ADO cadet cis detec re hes ic ida cia 24 2 Page Log in Sereen Each time you start the Case Pro program you will see a log in screen pictured The log in screen allows the user or i administrator to log into the ma 1 E system A User with administrative rights is the only ee one that can setup or change names and passwords The defaults are Username User and the Password User The administrator the user name is administrator and the password is Admin To add or change users you must go to the E a Main Console SETTINGS drop Confirm Password e down and click on MANAGE USERS From the window you can add change and edit administrators and users Case Pro Case Management System Case File System Login gt Login a b Cancel 4 Add Edit Us
11. a close Enter the date of service of your investigation you can use the small pop up calendar if you wish Enter quantity of hours for that day Enter the description of your service for that day when you click on the field in the Details box a drop down will appear with a choice of services Enter your hourly charge to your client in the Charge Box Enter the cost of your Agents hourly cost in the Cost Box The same applies to all your charges and costs Do not worry about the total boxes they automatically total up for you 20 Page 10 After the Charge and cost data is entered in the first line and you click on the next line for your next entry the charges in the first line will automatically total to the right in the TOTAL columns To discount a bill simply enter the amount you want to take off the bill in the discount box and it will calculate a total due 11 Once you enter all the data you will need to update the data by clicking on the UPDATE button If you make changes to the invoice after you update it you will need to hit update and it s a good idea to get into the habit to hit the update button twice Total amounts you want to drscount 12 This diagram of the Total cost is a total everything you dei a invoice shows where all inches dalla ralla leia you entered on the case except any entered in this box invoice discounts the line by line entries of your invoice go once the Total Cost Total Amount invo
12. e 1 Client Code Client Address City State Zip Phone Fax Client Since Rate Flat Rate Flat Rate Amt Notes Add Edit Client AB6 ABC INSURANCE 555 LOCK ROAD MIAMI FL 33369 305 555 5555 305 555 6666 6 11 2012 wm 55 00 500 00 CLIENT WANTS COPIE OF REPORT SENT TO LOCAL BRANCH 11 Page AGENT TAB 1 The AGENT TAB screen is much like the CLIENT SCREEN with a few extra fields 2 The case list at the bottom of the agent information page lists all cases worked by a particular agent that are still opened and not a closed case 3 You have the ability to add a photo of the agent by selecting BROWSE and searching in your files for his or her photo 4 You must hit the SAVE button to save your work Calendar Caselntake All Cases Search Clients Agents Tracking List Receivables Video Tapes Video Rates Stats Contacts Check List Settings A Investigators Add Edit Investigator dd Code J 7 First Name JOHN Last Name JONES Address 33 NW 99 TER City HOLLYWOOD JOHN JONES State FL Zip 33366 Home Phone 954 555 5555 Cell Number 954 666 6666 Fax 954 777 7777 Email JJONES GMAIL COM DOB 6 8 1965 Es Vehicle Type FORD Tag Number KL 568 Hire Date 6 9 2014 fis Hourly Rate 22 00 Mile Rate 25 r ONLY USE FOR SURVEILLANCE CASES E Browse A Notes gt Save SSN 225 56 655 Investigator Cases E A TRACKING LIST TAB 1
13. e Type i Agent Code i l Adjuster p Client Date From Select a date Date To Select a date P Today A This Week This Month This Year Quarter X P Fiter A P Clear A Get Success Rate Es ee E 1 55 lcis uuo PEREZ sa ASSOCIATED JOHN DOE 1506001 6 2 2015 Hwi 3 Other fields that can be searched are clients and particular dates as shown in the diagram below If you leave the case type agent code and client field blank you will get all cases that pertain to surveillances re surveillances and S X cases cases that you could not get video for reasons such as they moved or situations beyond an investigator s control should be marked with the S X so that they do not count in the overall results of an investigator performance of client results You will then be able to see how you as a company are doing with results overall when you then hit the Get Success Rate button The number in the box shows you the results In this example the investigator is working on 60 results That boils down to 6 out of 10 cases he is getting video on STATS TAB The STATS screen holds information on sales per week prior year sales current year to date sales including profit amp loss and a receivables sub screen breaking down how old your outstanding invoices are as shown in the picture to the right The overdue periods are color coded as also seen in the receivables list under the receivables tab In
14. ed to fill in manually Fill in all information down the list in the first column and onto the second column At the bottom of the right column AgentCode you will see Agent Code and Video Video Tape No 40 Tape Assign New Number VideoLength 25 If you are assigning the case at the time of entry you can drop down the list to the correct agent that is listed in your Agent database see Agent Tab below If the case is to be assigned at a later date leave it blank Since video tapes numbers are numbered when a case is done it would be best to wait before getting a new number Once a video total is determined you can assign a number to the tape by clicking on the blue assign new number box You can enter the numbers of minutes in the column in the video length box At the bottom right you will also see 2 note boxes one internal and one client notations Internal notes are notes that you want to remain on the case file and not for viewing by anyone else Client notations are notes to a client that will be printed on the invoice for them to view If you decide to wait to add notes such as dates of handling this can be entered in at the time of billing before printing the invoice The check boxes to the right are for types of accidents automobile workers compensation Liability 6 Page 9 Currently investigators may also use hard drive cameras without tapes Video that is stored on your computer server or external device can
15. eft as shown in the diagram below Preview ED Ao Check Details Report Changes size of view Once you go to close out after printing the list a window Check Details will pop up asking if you would like to purge the list My suggestion is to not purge the list until you make the deposit Once the deposit is made then go back into check list then close and say yes to purge list Reason is that you may get a last minute check you want to deposit By leaving the list not purged you can add it to the list and reprint the new list Would you like to purge list 19 Page INVOICING INVOICE amp BILLING bringing up an invoice from any screen A As mentioned in order to print an invoice you must double click on the invoice number in case tracking or other screens that show a list of invoice numbers Once the invoice opens up in a new window you are then ready to enter billing data Most all data is transferred over to the invoice from the database To the right you will see two notes boxes discussed earlier The client notation box is where you can enter information your client will see on the invoice Client Notations You are now ready bill th 74 2013 2 Surveillance Hour to bill the wane 1 Petninistrative case aut Amount Paid Total Cost 50 00 Total Amount 150 00 Date Paid Select a date 115 Total Profit 100 00 Discount Profit 66 67 Final Amount 150 00 la Update gt B it
16. er Username Admin UserLevel Admin Main Console w Case Pro Case Management System Calendar Caselntake llCases Search Clients Agents Tracking List Receiwables Wideo Tapes Video Rates Stats Contacts Check List Settings Case Intake Tab is for entering new cases into the database All Cases Tab is where all case records go to after they entered into the system This is the area where you will search for cases during any year Search Tab is a general wild card search for all cases in the system Client Tab is where you would enter a new client s information or search for a client s information 3 Page Agent Tab is where you would enter a new client s information or search for a client s information Tracking List Tab this is where all current active assigned unassigned and cases in billing stage are listed Receivables Tab this is where the cases go directly after they are billed and the upload button is clicked They remain in this list until payment is received and ready for deposit Video Tapes Tab this is the database where all cases are additionally stored with a search field to search for a particular tape number on a case This is used as an example 2 years later a client requests a copy or the original video evidence A simple check here by all criteria will pull up a tape number to make it easier to find the video Video Rate Tab within this screen you will be able to analyze video results fo
17. er the information again you simply search for the case open it with the VIEW EDIT button make your changes if needed and save The Map button will bring you directly to Google Earth location of your subject based on the home address you listed on the intake form Use Delete if you get a cancelled case it can be deleted from the database by hitting the red X A warning box will come up to confirm so it cannot be accidently deleted 4 On the video menu bar you will see a A e DOB month drop down as indicated Agent Code at below with the red arrow In this drop DOB Monti down are the months from 1 12 This search field is very useful in selling more time on a Surveillance based on the subjects birthday month In this field you would put the month such as 10 and click on the filter button All cases in your database with subjects born in October will be listed You can then scroll to the right and look at the actual day of their birthdays coming up aa FEELS 5 Should you need to attach any Client List a documents to the case file you can do oD ae we TT that from the edit screen Click on the rann VIEW EDIT BUTTON to the right in case tracking or all cases tab and once keland FL 33810 Auto WComp Liability 9 Page the case file opens you will see the DOCUMENTS button Once documents box opens you will be able to attach photos word documents PDF documents etc and link them to the file
18. ice is updated with SEPEN ene the update button Profit FinalAmt Final Amt is the total Total profit is the that will be billed to the subtracts your percentage of client for your services costs from the profit you have amount billed made on the case to the chent and gives you your profit E Update 7 PP Print Po Close a 21 Page Once the invoice is completed you can click on the print button and print out the invoice After printing the invoice the next step is to hit the update to billed blue button so it will post the invoice into the receivables list The printed invoice will look like this with all your company information you set up ABC Investigabons Es INVESTIGATIVE INVOICE i Mo Leer irene WV 747 Ves Can Het Gut You Can t tte lu ve arxce wt gt hb oF OF e el ae Lam meet PL LASE PAW THIS IwwOdCE TOTAL THAME VOLS FOR VOUA GLI eS Ager ma y Lamas 131470 22 Page SETTINGS COMPANY DETAILS In the drop down setting tab you will find COMPANY DETAILS When you open that up you will see the below blank setup form w Company Name Address Tax ID Footer Text Claim Title Company Logo Below you will see a filled out company detail box as an example k Report Address Report Address Details P smed hcn Company Name Address Tax ID Footer Text Claim Ti
19. olumn After _ Update case status to CLOSED entering in the amount click on the date column and a box will k pop up asking to update to closed After clicking yes you will No see the date entered and the name of the case listed in the case l detail column After you complete these steps your information of payment is transferred to the CHECK LIST section for deposit please see the check list section below for more details 3 As your receivables list becomes older Over 30 days old Green EE and older they are color coded to make Ower60 days old Blue p it easier to spot invoices that are getting Over90 days old Orange VVV n7 older Over120 days old Red 13 Page VIDEO TAPE TAB This screen of the program allows you to search for a video number of a particular video you have logged onto your video tape or DVD When a case is in the tracking list and ready to be billed you can select the case from the tracking screen or video tape screen by clicking on the subjects name Once that is done the case information is brought up and at the bottom you will click on Assign a New Number and the system assigns a tape number that you would label on your Agents tapes When it comes time to search for a particular tape you would use the search fields to enter the subjects name select the case type such as S V for surveillance and hit filter to bring the case up into the list From there you will see the tape number for that case
20. r client and agents This is an important part of business How you size up to your clients based on your results is an important part of doing business Likewise reviewing an agents results can let you know how good they are doing for your organization Stats Tab this is where you will find your sales comparisons from current and prior year sales Contacts Tab is an address phone number email etc file cabinet Check List Tab is where your receivables invoices end up once they are posted as paid You can then print the list for a bank deposit Once printed you can purge for the next transaction and still retain the paid record in the ALL CASES database Settings Tab In the settings drop down you will find four choices a Manage Users to set user names and passwords b Company Details to setup your own company details and logo c Data Settings to install program on a single computer or a network d Activate CasePro to activate your software Close You can exit the program by clicking the X on the top right of the program window About information about CasePro and which version is installed 4 Page Calendar The program was designed FCS to open up to the calendar screen first in the event there are important messages or dates to be viewed Tracking ust Receivables Video Tapes Video Rates Stats Contacts Check List Settings 4d May2015 p gt w la Tuesday ednesday Thursday There are two ways add a new entry into the tat
21. rmation on the case is entered and saved it next automatically goes to the Tracking Tab page and will remain there active until it is invoiced out All Gases 1 In this section you will find many search options to bring up any case in the system from years ago to present Cases can be searched by invoice number first or last name agent code the client etc To search simply enter the data such as the last name or partial last name and select the FILTER button All cases with that last name will come up in the list Text is not case sensitive in this search You must first clear your last search with the CLEAR button to make another search eE Lane ys E ________ 4 Aieten EA First Name Last Name Client Agent Code E Date From Select a date Date To Select a date fis Eo today 1 fthisweek ithismonth this Year Quarter Md por A 2 As your case load increases it will be added to the central database and listed as in the example below 8 Page invoice cme tye EA Oe es Fest Nome tant Name Chert ngent coe TF omeo Sects GE Date Hex Sect a ae ry intake Cases Y w Cande b e gt t t gt 8 Ane ASC COURANCI SN wyeots ASG 11500008 ANNSIR MALTA MAR ADASTIR UO e s S D 3 To the right of the list are 4 columns Reassign Map View Edit and Delete To reassign a case that was previously worked before without having to reent
22. tle Company Logo ABC Investigations 12 Main Street Bronx NY 74298 123 456 769 Agecney License 123456 You Can Run But You Can t Hide Report Address Report Address Details 23 Page DATA SETTINGS This section is for use and setup of single user and network user applications Details for setting up these different ways are included with the version of software purchased MANAGED USERS This section was explained at the beginning of this manual ACTIVATE CASEPRO This is used to activate your paid software through our website ABOUT The about section gives al About Case Pro you information about the Se program and version tbe CASE PRO Version 4 1 P I Enterprizes a leading consumer software and educational manual publisher provides quality software products and service to consumers worldwide All P I Enterprize products are designed for the private investigative industries For more information about P I Enterprizes products Visit us at wWww plenterprizes com Copyright 2011 Pl Enterprizes All Rights Reserved You will also find the USER MANUAL on our website at www pienterprizes com 24 Page
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