Public demo. Every client, case, and person here is fictional. Browse freely; saving, sending, and generating are switched off.

Investigations

Open a new investigation

Opening an investigation creates your standard task list and the 01 to 08 case folders automatically.

Client

CodeAuto-numbered; change it if the client uses its own reference.

Title

Case type

Stage

Opened

Hourly rate for this investigationLocked per investigation so invoices stay consistent.

Report due

OneDrive folder name (inside TWI Cases; blank = code, client, and title)

Client reference (work order or contract number, printed on invoices)

Relevant time period

Summary of the concern

Allegations (one per line; these drive the scope confirmation and the report structure)

Deliverable (blank = standard written report with Appendices A and B)

Limitations (blank = standard fact-finding limitations)