Can we integrate PI Direct Link into our website so that clients click on a link and are directed to our case management login page?
Yes. You can place a link on your website which will direct your staff, vendors and clients to your secure login page. This provides convenient access for everyone and improves your company image as well when clients and other potential customers visit your website.
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Does PI Direct link allow for retainer management?
Yes. You can enter retainers into the billing items area. In that same area, you (or staff) can enter expenses and billing related to that case. Part of our video tutorial on Billing and Invoicing covers how to enter and track retainers. We are ...
We are a small PI company that is interested in setting up a new case management system. Will PI Direct Link work for us?
Yes. We specialize in small PI Businesses. We have set up our pricing and protocols to assist any size PI firms, but especially those small companies.
Clients Resource Page
The Client Section provides a list of all clients within the company. Each client has a profile where you can keep their contact information,details, notes and provide access to the system. Over to the left of this screen, click on the Clients ...
Can I link my PI Direct LInk system to my website?
Yes. You can certainly link your case management system login address to your website. On your end, you could call it whatever you want. Using your example, if you want it to be at PI.com/video all you would have to do is tell that link to point to ...
Does PI Direct Link allow investigators to upload video through a login/password? How does the upload work?
Yes. Every user has a username and password. They will go to a unique web address for your company that you pick upon setup. Once logged in, the investigator would click on the case they want to upload video for, click on the video tab, pick the ...