Private investigation / process serving / bail bonds software, built around E&O and serve-attempt log with GPS / timestamp

Arkathos gives a private investigation a workspace tailored to how the work actually runs — This workspace is built around field jobs — serve attempts, surveillance, and recoveries — GPS/timestamp-logged and tied to case files. Arkathos tailors a private investigation workspace around 5 agents: Quartermaster, Sentinel, Scribe, Treasury, Herald.

Compliance a private investigation can't afford to miss

Watchtower tracks every license, bond, insurance policy, and continuing-education requirement for a private investigation, with renewal cadences and staged reminders so nothing lapses.

• A private investigation must maintain a Private Investigator (Private Detective) License, through the State licensing authority (CA Bureau of Security & Investigative Services; NY Dept. of State, Division of Licensing Services; TX DPS Private Security Bureau; NJ State Police Private Detective Unit; PA county Court of Common Pleas), which renews every two years.
• A private investigation must maintain a Bail Bond Agent (Bail Bondsman) License, through the State Department of Insurance / Financial Services or county Bail Bond Board (CA Dept. of Insurance; TX county Bail Bond Board; NY Dept. of Financial Services; NJ Dept. of Banking & Insurance), which renews every two years.
• A private investigation must maintain a Process Server Registration / Certification, through the County clerk or state court system (CA county clerk; TX Judicial Branch Certification Commission (JBCC); NYC Dept. of Consumer & Worker Protection), which renews every two years.
• A private investigation must maintain a Bail Fugitive Recovery Agent (Bail Enforcement / Bounty Hunter) License, through the State Department of Insurance (e.g., CA Dept. of Insurance under Penal Code 1299); not regulated in all states, which renews every two years.
• A private investigation must maintain a Exposed / Concealed Firearm Permit (armed PI or recovery agent), through the State regulator (e.g., CA Bureau of Security & Investigative Services; state police / licensing board), which renews every two years.
• A private investigation must maintain a Process Server Surety Bond ($2,000 in CA), through the Admitted surety insurer (bond filed with the county clerk), which renews every two years.
• A private investigation must maintain a Professional Liability / Errors & Omissions (E&O) Insurance, through the Commercial insurance carrier, which renews every year.
• A private investigation must maintain a General Liability Insurance, through the Commercial insurance carrier, which renews every year.
• A private investigation must maintain a Cyber Liability Insurance, through the Commercial insurance carrier, which renews every year.
• A private investigation must maintain a Workers' Compensation Insurance, through the State-regulated carrier or state workers' compensation fund, which renews every year.

Everything Arkathos runs for a private investigation

These are the agents set up first for a private investigation — and because it's one platform, every plan includes all 16 Arkathos agents. Also included whenever you need them: Guardhouse, Courier, War Room, Armory, Marshall, Mint Warden, Vault Keeper, Watchtower, Bulletin Board, Client Portal.

• Quartermaster — Online booking & appointments, Calendar & availability, Events & waitlists, Automated reminders, Job dispatch & scheduling.
• Sentinel — Contact & lead management, Deal / estimate pipeline, Task & follow-up tracking, SMS & email outreach, Pipeline reporting.
• Scribe — Document & contract templates, E-signature, Proposal & form builder, PDF / Word export.
• Treasury — Invoicing & payment collection, Expense tracking, Accounting & bookkeeping, Business tax prep & filing, Recurring billing & subscriptions, Financial dashboards & reports.
• Herald — SEO & get-found content, Social media scheduling, Email & newsletter campaigns, Brand voice & content studio, Review & reputation growth, AI-overview & directory visibility.

Your tailored private investigation workspace

These are net-new, private investigation-specific capabilities — not a generic CRM bolted onto your industry.

• Serve-attempt log with GPS / timestamp (Dispatch): Each attempt records date/time, GPS coordinates, outcome (served/not-home/evading), and photo — counting statutory attempts and feeding the affidavit.
• Affidavit of service generator (Scribe): Auto-assemble a court-ready, jurisdiction-formatted, notarizable affidavit of service directly from the logged serve attempts.
• Bail-bond ledger (premium, collateral, court dates) (Treasury): Bond amount, premium %, collateral held, indemnitor, and defendant court-date tracking with forfeiture-risk flags and exoneration/refund handling.
• Case file with chain-of-custody evidence (Sentinel): PI case record with an evidence log (photos, video, recordings) carrying chain-of-custody metadata, plus DPPA/GLBA/FCRA data-source flagging.
• PI / process-server / bail license + bond tracker (Watchtower): State PI license, process-server registration (often state + county), bail agent license + surety insurer appointment, firearm/CCW permits, and CE renewals.

The agents and tabs you get

Quartermaster for a private investigation surfaces Dispatch, Chat. Sentinel for a private investigation surfaces Overview, Contacts, Tasks, Chat. Scribe for a private investigation surfaces Documents, Templates, Chat. Treasury for a private investigation surfaces Invoices, Transactions, Financial sheet, Chat. Herald for a private investigation surfaces Get found, Directories, Compose, ✦Studio, Schedule, Chat, Brand voice.

Frequently asked questions

best software for private investigators

Popular case-management picks include CROSStrax, Trackops, and CaseFlow for case files, surveillance logs, and billing. Arkathos bundles CRM, scheduling, invoicing, and compliance across 16 AI agents at flat pricing tailored to investigators.

how much does process server software cost

Dedicated tools run roughly $19-$99/month, often per user (ServeManager from $39, PS Toolbox ~$40 per 50 jobs). Arkathos charges one flat rate with no per-seat fees, covering serves plus billing and CRM.

do process servers need gps for proof of service

Not always required, but GPS-stamped photos strengthen affidavits and defeat challenges; California's AB 747 mandates a GPS-tagged photo for unlawful-detainer serves starting 2027. Arkathos logs geotagged attempts automatically.

bail bond software with court date reminders

eBail, Captira, and Simply Bail send automated court-date and check-in reminders to cut failure-to-appear and forfeitures. Arkathos automates the same reminders alongside payments, accounting, and CRM at flat pricing.

how to start a private investigator business and what software do i need

Most states require a license, E&O insurance, and an LLC/EIN, plus case-management, background-database, invoicing, and CRM tools. Arkathos covers CRM, scheduling, invoicing, payroll, and compliance in one platform.

how do process servers keep track of serve attempts

Software logs each attempt with date, time, GPS, and notes toward 'reasonable diligence' (often three attempts on different days and times) and auto-generates affidavits. Arkathos tracks attempts and client status in one dashboard.

best invoicing and time tracking software for private investigators

TimeSolv, CROSStrax, and Trackops track billable time and expenses and sync with QuickBooks. Arkathos handles invoicing, expense tracking, and full bookkeeping natively with flat pricing and no per-seat fees.

how do bail bondsmen track collateral and payments

Specialized software (eBail, Captira) logs collateral, premium payments, payment plans, and forfeitures; some agents use QuickBooks with a liability/BUF account. Arkathos combines collateral tracking, payment plans, and accounting in one system.

how do process servers get more clients from law firms

Most work comes from law firms, collection, and insurance agencies, won via direct outreach, introduction letters to paralegals, NAPPS membership, referrals, and local SEO. Arkathos's marketing and CRM agents automate outreach and follow-up.

What licenses and insurance does a private investigation need?

Arkathos tracks 10 items for a private investigation, including Private Investigator (Private Detective) License, Bail Bond Agent (Bail Bondsman) License, Process Server Registration / Certification, Bail Fugitive Recovery Agent (Bail Enforcement / Bounty Hunter) License. Each renewal and expiration is monitored in Watchtower with staged reminders.

Which Arkathos agents does a private investigation get?

Arkathos tailors a private investigation workspace around 5 agents: Quartermaster, Sentinel, Scribe, Treasury, Herald.

How is the Arkathos workspace tailored for a private investigation?

Beyond the standard tools, Arkathos builds private investigation-specific features: Serve-attempt log with GPS / timestamp; Affidavit of service generator; Bail-bond ledger (premium, collateral, court dates).

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