Greyline: Private Investigations

The confidential case inquiry and intake forms route new leads straight into the agency's CRM, tagged by case type (surveillance, background check, infidelity, corporate fraud, skip trace) so an investigator can vet the request discreetly and follow up.

Clients log into a secure Client Portal to track case status, review surveillance reports and evidence, e-sign engagement and consent agreements, pay retainers and invoices, and message their investigator — all behind an encrypted login.

A searchable Help & FAQ panel slides in from the edge of every page. You configure the articles right in the builder — answer what's legal, how discreet billing works, and what court-ready evidence looks like before a prospect ever picks up the phone.

A configured chat widget ships on the theme from day one. Logged-in portal clients are matched to their CRM case record automatically, and after-hours inquiries convert to encrypted email follow-ups so no confidential lead is missed.