Swift Client Portal

Email Password

Demo client account

Data is currently being traced and analyzed.

Last synced:

Client Portal Preview

Lead Stage

Client case status board

Clients are grouped into columns using their current case status.

Show or hide statuses

0 selected

Admin Portal

Manage client workspaces

Select a client, enable their portal, then manage their live workspace and reports.

Sales Analytics

Last 7 days

Client Analytics

Recent logins

Open a client file directly from the latest portal access activity.

Personal Tasks

To do list

Swipe right to complete. Swipe left to push back one day.

Clients (optional)

All clients

Task Due date

Client Directory

Clients

Back Office Login

Email

[email protected]

Temp Password

investigator-demo-portal

First name Last name Email

Phone Location

Search clients

Creation Analytics

Leads and clients created over the last 365 days

Funnel Analytics

Home to checkout conversion

PI Directory

Private Investigators

PI name License number Licensed in

Choose licensed states

Agency Email Phone Notes

Search PIs

Selected PI

No PI selected

PI name License number Licensed in

Choose licensed states

Agency Email Phone Notes

Selected Client

No client selected

Portal disabled

Portal Progress Tracker

Client portal status bar

Disabled by default. Turn it on per client when you want the progress bar shown in the portal.

Show progress tracker Current phase Expected completion date

First name Last name Email Phone Location Business Case number Payment status

Client Tasks

To dos for this client

Client Task Due date

Portal Setup

Enable the client portal to unlock the live portal modules

You can still edit the client's contact details above. Enabling the portal generates a temporary password and unlocks the shared client portal modules below.

Internal Notes

Investigator and admin only

Private case notes and attachments. These never appear in the client portal.

Private note Attachments

Waiting to upload

Portal Overview

Company name Workspace name Hero eyebrow Hero title Hero copy Case status Last synced Booking link Client company Client contact Client email Case number

Portal Progress Tracker

Disabled by default. Turn it on for this client when you want the status bar shown in the portal.

Show progress tracker Current phase Expected completion date

Subject Module

Title Subject name Case focus Assigned? Summary

Assigned PI Module

Title Saved PI PI name License number Licensed in

Choose licensed states

Agency Email Phone

Invoice Module

Title Invoice link Total amount due Enable Zelle payment option Zelle recipient Zelle email or phone Payment note

Additional Service Module

Title Service agreement link Invoice link Scope of work

Intake Call Summary Module

Title Summary

Investigation Map Module

Title Address

Private Investigation Scheduled Surveillance Module

Title Show this module on the client portal Date Starting location Show active label Active label

Addresses Module

Title

Notes Module

Title

Email Addresses Module

Title

Phone Numbers Module

Title

Documents Module

Title

Photos Module

Title

Activity Module

Title

Timeline

Raw Data

Module name Show raw data to client portal Raw data

Reports

Module name Client warning banner Show the physical surveillance escalation warning on this client's Reports module.

Upload a PDF or add a report row with a Google Drive link.

Upload PDF

Waiting to upload

Lead Queue

Open and disqualified leads

Imported calls and manually demoted clients land here until they are disqualified further or converted into a client.

First name Last name Email Phone Business Case code

Sort by

Admin Portal

Aggregation Demo

Staff-only animation showing many external inputs being pulled into one PC-based platform.

Admin Portal

Settings

Run the same timestamped backup job manually and review the script output here.

Backups

Run backup now

No backup run from the portal yet.

Quo

Sync contacts now

Admin logins trigger Quo sync automatically. Use this to run it again on demand.

QuickBooks

Invoice sync

Connect QuickBooks once, then admin logins will refresh invoice data automatically.

Admin Login

Create passkey

Passkeys require `https` or `localhost` and only apply to the primary admin account.

Recovery Reference

Download login fix notes

Use this reference if admin login breaks again. It lists the exact checks and fixes that restored the portal on March 23, 2026.

Crash Recovery

Server recovery logs

Show recovery log details

Watchdog log tail

No watchdog recovery events yet.

Server loop log tail

No server loop recovery events yet.

Login Notice

Maintenance notification

Show or hide the dismissible maintenance notice on the public login page.

Client Portals

Hide timestamps

Hide all client-facing timestamps across every client portal. This is enabled by default.

Client Portals

Activation webhook

When a client portal is enabled, the generated email username and temporary password are posted here. Leave blank to disable.

Admin Portal

Users

Create and review restricted staff accounts.

Staff Access

Create Client Success user

Client Success permissions: active clients and prospects only, edit client workspaces and files, and reply to client messages. No settings, analytics, leads, PI tools, backups, or admin security access.

Full name Email

Staff Access

Create Back Office user

Back Office permissions: assigned cases only, edit assigned client workspaces and files, and no access to Client Submitted Information, settings, analytics, leads, backups, or admin security controls.

Full name Email

Jump To

Clients Overview Subject Assigned PI Invoice Additional Service Intake Call Summary Map Addresses Notes Emails Phone Numbers Documents Photos Activity Timeline Raw Data Reports

Notifications

Past updates

Password update required

Set your own password

You signed in with a temporary password. Create a password you want to keep using for this portal.

New password

Client Access

Set client password

Choose a new password for this client portal.

New client password

Demo account

This is a demo client portal

You are signed in to the demo account for `[email protected]`.

Demote To Lead

Move client back to leads

Choose the disqualification reason, then save to move this client into the leads queue.

Cost No answer Flakey BBB

✓

Saved Your changes are live in the portal.

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2026 Swift Cybersecurity and Investigations

Human-reviewed cyber investigations and licensed follow-up support.

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