Virtual Case Management (VCM) for Investigation Businesses

Virtual Case Management
Learn about Virtual Case Management for Private Investigators


Private investigators use case management software and online services to help manage various aspects of their business more efficiently. Today’s solutions, such as Virtual Case Management, offer helpful features such as:

  • Evidence collection – Document, image, and audio file storage with direct file scanning into the system
  • Communications history – store emails and letters in one central location
  • Financial management, including billing and accounting
  • Investigative reports

The purpose of this article is to provide an overview of one such solution, Virtual Case Management®.

About the Company

Virtual Case Management® is a privately owned North American corporation that specializes in providing software and business development solutions. Their solutions are designed by analysts, investigators, and legal case managers with extensive knowledge or case structures.

Their products and services are designed from the ground up with top-notch security in mind. They also develop solutions for process servers, the legal industry, law enforcement analysts, information technology experts as well as customized solutions for other industries.

Virtual Case Management (VCM)

Virtual Case Management (VCM) software uses proprietary technology to automate and organize business functions. The software allows private investigators to manage multiple aspects of their investigation business in one central location, via an easy-to-use online interface. The VCM system helps P.I.’s manage their investigation cases, contact information, case documents, communications, and accounting data.

Primary System Features

Following are some of the key features of the Virtual Case Management System:

Top-Notch Security – The system uses cutting-edge FBI-certified biometric access, which means you can access the system using just your fingerprint. This helps keep the system secure against hackers. The biometric access is NIST and FIPS 201 certified. In addition, the hosting solutions surpass DOD and NSA standards. The company maintains the servers at a 99.9% reliable uptime and has backup Generators and backup Internet support

Communication Tracking – VCM tracks and stores case-related emails and attachments in one central location to ensure everything is available for easy retrieval and review.

Direct Document Scanning – This feature locates a scanner attached to your computer and allows users to scan documents directly into the VCM attachments section. The feature works with WIA, TWAIN, and ISIS image scanning devices.

Investigative Reports – VCM offers more than 20 investigative reports that are specific to the private investigation industry. Additional custom reports can be developed.

Administrators can assign fees to Template Reports for services you are providing and a bill will be automatically generated.

Upload Images – Images, photos, and audio clips can be uploaded into the VCM from a mobile phone or tablet.  accesses the mobile device’s camera and microphone for direct uploads. This feature can be used in real-time to upload photos as you take them.

Appointments and Reminders – Users have the ability to set appointments or reminders specifically for themselves or other users, or send group reminders. The appointments can be integrated into Outlook and Google calendars, as well as mobile devices.  also integrate your appointments set in VCM to 3rd party calendars like Outlook, Google, and/or mobile devices.

Account & Billing Functions – The system is set up to connect reports to the Automatic Billing System. So, once you create a report, VCM charges in the backend for that specific service via an hourly or flat rate. This allows administrators to charge different fees, add discounts, etc. This integrated approach helps save you time and money, as the billing function doesn’t have to be handled as a separate process. Following are some other features of the accounting system:

  • Track billing, expenses, and retainer fees
  • Generate multiple invoices
  • Charge multiple sales tax rates
  • Integration with Quickbooks

Other Notable Features

  • Customized look and feel – Users of the system get a customized URL, and the system can be branded with a company logo, and themes can be applied.
  • Easy Administration – Administrators can assign multiple cases to staff, clients, and vendors, as well as rate user performance and track their case history. In addition, there are helpful reminder features built into the case structure and wizards are available to walk you through various tasks.
  • Integrated Search – allows you to find cases by case number, client name or reference number, dates, and more.
  • Multi-Language Support – VCM offers multi-language support for English, Spanish and French
  • Browser Compatibility – VCM works with the most popular web browsers, including Internet Explorer, Google Chrome, Firefox, and Safari browsers

Pricing – How much does it cost?

The service has a variety of plans based on the size of your company (e.g. small business, medium-sized business, large business, or corporation). Prices for various plans range from $24.99 to $299.99 per month with other features available at an additional cost.

When considering which option is right for you, consider how much storage space you will need, who and how many users will be accessing the solution, whether you will need customized reports, etc.

The prices listed above were current at the time we wrote this review. Please visit the website listed below for current pricing.

Overall, we recommend VCM as a quality case management solution for the private investigation business.

More Information

For more detailed information, please visit the company website. The company’s direct contact information is as follows:

9 Southwest 13th Street
Suite 2
Fort Lauderdale, Florida 33315
Phone: (800) 329-9691

Questions and Feedback

If you have any questions about Virtual Case Management, please visit the website, or post a comment. Have you used this solution? Leave us a comment below and let us know what you think.

Michael Kissiah is the owner of Brandy Lane Publishing, LLC, which owns and operates a small portfolio of websites, including Michael created more than 20 years ago after working as a private investigator in the state of Florida. Since that time, he has become an expert at how to find information online and has written over 1000 articles on topics related to the investigation industry. In addition, he is the author of the "Private Investigator Licensing Handbook", available at
virtual-case-management-vcm-for-investigation-businesses-product-review Overview Private investigators use case management software and online services to help manage various aspects of their business more efficiently. Today's solutions, such as Virtual Case Management, offer helpful features such as: Evidence collection - Document, image, and audio file storage with direct file scanning into the...


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