Case Management Built for
Process Servers & Investigators
Agency Dispatch is the all-in-one platform that manages every case from intake to affidavit — with real-time tracking, client portals, mobile field access, and document automation no one else offers.
Designed for the Entire Agency
From solo process servers to multi-investigator firms — every role gets the tools they need.
Agency Owners & Managers
Get a real-time view of every case, every server, every deadline. Approve client intakes, assign jobs, and monitor your entire operation from a single dashboard.
Process Servers
Access your assigned jobs on the go. Log service attempts with GPS timestamps, upload photos, and send updates to the office — all from your phone.
Private Investigators
Manage surveillance cases, log report entries, track billable hours, and deliver professional reports directly to clients through a secure portal.
Law Firms & Clients
Submit service requests online, track real-time case progress, download completed affidavits, and communicate directly — no phone tag required.
Everything Your Agency Needs
Every tool is purpose-built for process serving and investigations — not adapted from generic software.
AI PDF Import AI
Upload a summons, referral, or service document PDF and Claude AI automatically extracts the subject, address, court details, attorney, and instructions into an editable form — ready to save as a case in seconds.
AI Report Generation AI
Open any investigation or PS case and click AI Report. Claude reads all your notes, report entries, and case data to generate a professional final report in formal investigative language — or rewrites your draft in the right tone.
Smart Case Management
Track every job from open to filed. Status boards, priority flags, due-date alerts, and job manager assignment keep nothing slipping through the cracks.
Online Client Intake
Clients submit service requests online. You review, approve or reject, and convert to a case in one click — with automatic email notifications at every step.
Service Attempt Tracking
Log every attempt with result codes (Served, Not Home, Evading, Bad Address), timestamps, and notes. Full attempt history is always one click away.
Automated Cover Sheets & Documents
Generate professional PDF cover sheets instantly from case data. Drag to reorder documents, combine selected files into a single merged PDF download.
Client Portal
Give clients secure, self-service access to their cases, documents, and status updates — reducing inbound calls and building trust without extra work.
Emergency Alert System
Field agents can trigger an emergency alert from the mobile app. Dispatchers are notified instantly via push and email with location and case details.
Mobile Field App
Native mobile app (iOS & Android) for field agents. View assigned cases, log attempts, upload photos, and communicate — even with limited connectivity.
Secure Messaging
Built-in messaging between agency staff and clients. Notes, updates, and reports can be flagged as client-visible — no email chains or missed calls.
Multi-Agency & Role Permissions
Run one platform for multiple agencies. Fine-grained permissions control who can see what — by agency, case type, and role — with full audit trails.
Email Documents from the Portal
Select any documents and email them directly from a case — with To, CC, Subject, and custom body. Sent from your agency's own SMTP or the system default, with full attachments.
Affidavit Generation from Templates
Upload your own affidavit template with {{Placeholder}} markers. On finalized PS jobs, generate a complete affidavit PDF in one click — case data fills in automatically.
Enterprise-Grade Security
Invite-only accounts, 12-character password minimums, account lockout, login rate limiting, two-factor authentication (TOTP), AES-256 PII encryption, and full audit logging on every document and case action.
Built for Compliance
Designed to support FTC Safeguards, FCRA, DPPA, and state privacy law obligations. Audit trails, role-based access, encrypted PII storage, cookie consent, Privacy Policy, and a built-in Data Rights Request form.
Contracts & e-Signatures
Create engagement agreements from customizable templates pre-filled with client and case data. Send a secure signing link — clients sign with their finger or mouse, no account required. The agency countersigns in-app, and a signed PDF is generated automatically with a full legal audit trail (IP, GPS, timestamp, name).
Access Points — Gate & Entry Codes
Store gate codes, call-box numbers, and entry instructions for gated communities, apartment complexes, and secured locations. GPS-based proximity lookup surfaces the right access info the moment a field agent arrives on site.
Location Warnings — Field Safety Alerts
Flag dangerous or hostile addresses with a safety warning. When a field agent approaches a flagged location or enters that address into any case or job, an immediate red alert fires — keeping your team informed before they arrive.
Email Case Intake AI
Email a new case directly to your intake address and the system creates it automatically — subject details, address, vehicle info, attachments and all. Uses Claude AI if your agency key is configured, or a simple field-label template for any client.
AI Features That Actually Save Time
Agency Dispatch integrates Anthropic's Claude AI directly into your workflow — so intake is faster and reports practically write themselves.
PDF Import
Stop re-typing data from summons and referral documents. Upload the PDF and Claude extracts everything — subject name, service address, court info, attorney details, and special instructions — into a fully editable form. Review, correct anything, then save as a new case in one click.
AI Report Generation
Drafting final case reports is the most time-consuming part of closing a case. Open any investigation or process serving job, switch to the AI Report tab, and click Generate. Claude reads all your notes, report entries, and case data and produces a professional, formally worded report. If you've already started a draft, it rewrites it in the right tone instead.
What No One Else Has
Generic case management software forces process servers into workflows built for someone else. Agency Dispatch was built for you, from the ground up.
PDF Document Merging
Select any documents in any order and download them as one merged PDF — cover sheet first. No third-party tools, no manual combining.
Auto-Generated Cover Sheets
One click creates a professional, branded PDF cover sheet from live case data — subject info, address, instructions, court details — ready to print.
Client Intake-to-Case Pipeline
Clients submit requests through a branded portal. You review, assign, and convert to a live case in one click — fully automated notifications included.
Field Emergency Alerts
A real-time SOS system for field agents. One tap alerts the whole agency with the agent's case, location, and contact info — a safety feature no competitor offers.
Process Serving & Investigation in One
Most software handles one or the other. Agency Dispatch manages both case types in one platform, with type-specific workflows, attempt logging, and billing.
Email Documents from the Portal
Send case documents as email attachments without ever leaving the platform. Pick recipients, customize the message, and deliver from your agency's own email address.
Template-Based Affidavit Generation
Upload your own affidavit template once. On any finalized PS job, the system fills in every case detail and produces a ready-to-file PDF — zero manual typing required.
Invite-Only, Zero Open Registration
Every account — agency owner, staff, and client — requires an email invitation. No public sign-up page means no unauthorized access, ever.
FCRA, DPPA & FTC Safeguards Aligned
Built-in audit logging, role-based data access, encrypted PII storage, and a Data Rights Request form support your compliance obligations under federal and state law.
Contracts & Client e-Signatures
Send a one-time signing link to clients — they sign on any device with no login required. Agency countersigns in-app, and a PDF with a full ESIGN-compliant audit trail is generated automatically. No DocuSign subscription needed.
AI PDF Import AI
Upload a summons or referral PDF and Claude extracts all case data into an editable form — subject, address, court, attorney, instructions. No other platform offers this.
AI Report Generation AI
One click drafts a complete professional report from your case notes and entries — or rewrites your draft in formal investigative language. Built in, not a bolt-on add-on.
Email Case Intake AI
Send an email to your agency intake address and a new case is created automatically — subject, address, vehicles, attachments. AI-parsed when your Claude key is set, template-based for everyone else.
| Feature | Agency Dispatch | Others |
|---|---|---|
| AI PDF Import (PS & Investigations) | Yes | ✗ |
| AI Report Generation | Yes | ✗ |
| Email Case Intake (AI-parsed) | Yes | ✗ |
| Contracts & Client e-Signatures (built-in) | Yes | ✗ |
| Online Client Intake Portal | Yes | ✗ |
| Auto Cover Sheet PDF | Yes | ✗ |
| Merged PDF Download | Yes | ✗ |
| Field Emergency Alerts | Yes | ✗ |
| Process Serving + Investigations | Yes | ✗ |
| Native Mobile App | Yes | ✗ |
| Real-Time Push Notifications | Yes | Partial |
| Client-Visible Notes | Yes | ✗ |
| Retainer Balance Tracking | Yes | ✗ |
| Drag-to-Reorder Documents | Yes | ✗ |
| Email Documents with Attachments | Yes | ✗ |
| Affidavit Generation from Template | Yes | ✗ |
| Invite-Only Account Control | Yes | ✗ |
| Two-Factor Authentication (TOTP) | Yes | Partial |
| Full Audit Log (docs, logins, cases) | Yes | ✗ |
| Built-in Data Rights Request Form | Yes | ✗ |
Sign In to Your Agency
Access your dashboard, cases, and client portal — all protected by enterprise-grade security.
Contact your agency administrator to create your account.
Agencies can contact us to get onboarded.