Filters for private investigators
CaseWorks Filters are a great way to find and locate specific information quickly and efficiently. CaseWorks helps me stay organized.
Using Filters with CaseWorks
Easily locate investigative case information
Case management an organization is easy in CaseWorks. there are several pages inside caseworks that has advanced filtered options. you will find filter options on the top the following pages; time slips and notes, expenses, leads, people of interest, company of interest, issues, images, retainers, timeline, evidence, discovery, external documents, people & company rolodex.
CaseWorks Filters
Filters help you locate your investigative case information quickly and easily
Using Filters to locate case information
For this example, we are starting on our case page within CaseWorks. At the top of the page you will find a filters option section. In the filter section you can instantly search and filter for case name or number, client name, by case status, assigned to, case type, and date range. With these available filters you can quickly sort through all your investigations and data to find the case you are working on. What is great about caseworks filters is you are not limited to just one, you can use multiple different filters in all different combinations to help narrow down your results.
Looking for more support Connect with us & other investigators
Case management for private investigtors made easy
Next
Case Screen guide, tips & tricks
Your Case Screen is the home for your selected case. Think of your Case Screen as a centralized location for everything relating to the case. The Case Screen shows you the case info while showing you all actions and options with your case. You can add a timeslip, manage the case budget, leads …
