Role-Based Control for Legal Service & Investigation Teams
The Team Management feature in IntelServe allows organizations to manage users, assign responsibilities, and control access across the platform. Designed for process serving agencies and private investigation teams, IntelServe ensures every team member works within clearly defined roles while maintaining accountability and security.
With structured role permissions for Admins, Case Managers, Servers, and Field Agents, IntelServe provides operational clarity without compromising sensitive data.
IntelServe uses role-based access to define what each user can see and manage within the system. This structure ensures that users have access only to the tools and data required for their responsibilities.
Admins have full control over the platform and team structure. They are responsible for managing users, assigning roles, and overseeing all operational activity.
Case Managers focus on day-to-day operational workflows. They create and manage cases, assign work to Servers and Field Agents, and monitor progress across active cases.
Servers access only the cases assigned to them. Their role is focused on execution in the field, including performing service attempts, completing GPS check-ins, updating case status, and generating affidavits.
Field Agents are responsible for handling Private Investigation cases assigned to them. They can access investigation details, update activity, and work within the defined scope of the case.
Team Management in IntelServe allows Admins and Case Managers to assign cases clearly and track ownership throughout the case lifecycle. Every assignment, update, and action is logged, creating a transparent audit trail that supports compliance and internal accountability.
IntelServe’s Team Management system ensures that sensitive legal and investigative data is protected through role-based permissions. Users can access only the features and information relevant to their role, reducing risk and maintaining operational integrity.
Effective legal service and investigation work depends on clear roles and accountability. IntelServe’s Team Management feature eliminates confusion by providing structured access, clear responsibilities, and centralized oversight—allowing teams to work efficiently without compromising security.
Whether you run a solo operation or manage a growing agency, IntelServe gives you the tools to structure your team, assign work clearly, and maintain control across every case.