Run your investigation firm with tools built for the way you work
Turn your investigative workflow into custom software. Build a confidential intake portal, a case management dashboard, evidence and chain‑of‑custody style logs, field surveillance note apps, time and mileage trackers, and client portals for updates and report delivery — simply by describing what you need.
Start with the basics
Build the tools your investigation practice needs
Private investigators juggle confidential inquiries, evolving cases, sensitive evidence, contractor assignments, and client expectations — often across spreadsheets, emails and shared folders. Missed details or disorganized records can cost time and credibility.
Use YeshBe to build custom apps around your exact methods. Create a secure inquiry and case intake portal, set up a case dashboard with subjects, tasks and timelines, and add an evidence log with attachments and clear handoff records. Give field investigators a mobile-friendly way to record surveillance notes, timestamps, mileage and media directly into the right case.
When it’s time to brief clients, build a permissioned portal where they can view status updates, download reports and approve next steps. Centralize time and expense tracking, standardize report templates, and adapt the tools as your firm’s services evolve — without a traditional software project.
- Secure case intakeCreate branded inquiry and intake forms that route leads into a triage workflow with case IDs and internal notes.
- Evidence & custody logsBuild structured evidence entries with timestamps, who handled it, attachments and sequential events for clear handoffs.
- Field surveillance toolsGive investigators a mobile app for shifts, observations, photos, mileage and quick note templates tied to each case.
- Client updates & deliveryPublish status updates and deliverables in a client portal with fine-grained visibility controls.
Build it yourself
What private investigators and investigation firms build with YeshBe
Copy a prompt, paste it into YeshBe and get a working first version in minutes.
Confidential inquiry & case intake portal
Capture leads securely, run a quick conflict check and triage new matters into your workflow.
PromptBuild a secure inquiry and case intake portal for my private investigation firm. The public page should collect name, phone, email, preferred contact method, type of investigation (surveillance, background check, missing persons, infidelity, corporate), a free‑text brief, urgency, and optional file upload. On submit, create a lead, generate a case ID, check for potential conflicts by searching existing client and subject names, and place the item in a triage dashboard with statuses: New, Reviewing, Waiting for Info, Qualified, Declined. Notify the assigned investigator and include an internal notes field.
Case management dashboard
Organize cases, subjects, tasks, deadlines and evidence in one place with a clear timeline.
PromptBuild a case management app for private investigators. Each case has: case ID, client record, case type, priority, status, assigned investigator(s), subjects (name, DOB, addresses, identifiers), tasks with owners and due dates, and rich-text notes. Include an evidence log where each entry stores a description, who added it, date/time, attachments (photos, video, documents) and a sequential event number to reflect custody. Provide: (1) a timeline view of activities and evidence, (2) a Kanban board for tasks by status, and (3) a printable case summary.
Field surveillance mobile app
Help field investigators log observations with timestamps, media and mileage tied to the right shift.
PromptBuild a mobile-friendly surveillance app for my investigators. Show assigned cases and scheduled shifts. For each shift, allow start/stop timer, add observation entries with automatic timestamp, text notes, mileage field, optional location notes, and photo/video upload. Include quick templates for common events (vehicle sighted, subject departed, location change). Each entry should link to the case and shift, and appear on the main case timeline.
Client portal & report delivery
Offer clients a secure view of case status, updates, deliverables and next-step approvals.
PromptBuild a client portal for investigation cases. Clients can sign in to see their cases, current status, recent updates, scheduled activities and deliverables. Allow downloading finalized reports and media. Clients can leave questions or comments and approve the next step. Include an admin view to choose which updates and files are visible before publishing.
Questions and answers
Common questions about Private Investigators
Answers to the questions owners ask us most often.
Do I need to know how to code to build these tools?
No. Describe what you want in plain language, and refine it step by step until it matches your workflow.
Can I create an evidence and chain-of-custody style log?
Yes. You can design entries with timestamps, who handled the item, notes and attachments, plus sequential events to reflect handoffs.
Can contractors only see the cases they work on?
Yes. You can build role-based access so field investigators see assigned cases and upload notes, while admins and case managers see more.
I run varied cases. Can I tailor workflows per case type?
Yes. Create case-type templates with custom fields, checklists and report formats, then route tasks based on the selected type.
Build the app your private investigators and investigation firms business is missing
Describe it in plain language. YeshBe builds it, and you can share and publish it the same day.
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