We are a small PI company that is interested in setting up a new case management system. Will PI Direct Link work for us?

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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 ...

• New Features Pre-Launch Webinar 4/26/18

  See what's new with PI Direct Link and the latest release called PI Direct 360. Watch the video and see what's new.

• 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 ...

• Case Number Customization

  You can customize your case number using these parameters T = Case Type:  You set the case type abbreviations that become part of the case number in Case Settings Y = Year:  The two digit for the current year a case was opened M = Month: The two ...

• 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 ...