Independent PI Firm · San Diego, CA
Case reports in 20 minutes, not 4 hours
A San Diego PI firm cut report-writing time by 80% and took on 30% more cases — without hiring — by putting AI to work on documentation and client updates.
The problem
The firm ran lean: one lead investigator and two associates. After fieldwork, the real grind began — writing detailed case reports from handwritten notes and recordings, manually updating clients on case status, and tracking everything in spreadsheets. Report writing alone was eating 3–4 hours per case. They were turning away work they couldn't handle.
What we built
We built an AI-powered documentation pipeline tailored to investigative work. Field notes and audio recordings feed into a structured report draft in minutes. A case management workflow replaced the spreadsheets, with automated client status updates so investigators aren't fielding 'any updates?' calls all day.
The work, step by step
Field note intake
Investigators dictate notes in the field. Audio is transcribed, cleaned, and organized by case automatically — no typing required.
AI report drafting
Structured case reports are drafted from transcripts using a template tuned to the firm's style and legal requirements. Investigators review and sign off, not write from scratch.
Case management workflow
Replaced spreadsheets with a lightweight case tracker that logs activity, surfaces deadlines, and keeps all case documents in one place.
Automated client updates
Clients receive scheduled status updates tied to case milestones — professional, consistent, and requiring zero effort from the team.
Writing reports was the part of the job I hated most. Now I review a draft instead of staring at a blank page. We've taken on cases I would have had to turn down before.
The stack
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