Upshot Investigations
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Active Cases
24
↑ 4 this month
✅
Closed This Month
11
↑ 2 vs last month
🚨
Pending Review
6
⚠ Requires attention
💵
Revenue MTD
$18.4k
↑ 12% vs last month
Recent Cases View All ›
UI-2024-089 Harrison v. Meridian Insurance Surveillance J. Morales Urgent
UI-2024-088 Coastal Corp Background Check Background S. Rivera Active
UI-2024-087 Peterson Workers' Comp Fraud Surveillance D. Thompson Review
UI-2024-086 Delray Beach Corporate Fraud Corporate J. Morales Active
UI-2024-085 Martinez Asset Investigation Legal S. Rivera Closed
UI-2024-084 Thompson Domestic Case Surveillance D. Thompson Pending
Recent Activity
Report uploaded for case UI-2024-087 — Peterson Workers' Comp
12 minutes ago • D. Thompson
Case closed UI-2024-085 — Martinez Asset Investigation
1 hour ago • S. Rivera
New case submitted by Adjuster via portal — UI-2024-089
3 hours ago • Allstate Insurance
Invoice overdue INV-2024-041 — $2,400 from State Farm
Yesterday • Billing
Evidence uploaded 14 photos added to UI-2024-088
Yesterday • J. Morales
May 2026
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Surveillance op — Harrison (9am)
Client call — Allstate (2pm)
Report due — UI-2024-087 (5pm)
Field Team
JM
Jose Morales
Lead Investigator • 3 active
Active
SR
Sofia Rivera
Investigator • 2 active
Active
DT
David Thompson
Field Agent • 2 active
Standby
🔍
Case IDSubject / ClientTypeInvestigatorPriorityStatusDue DateActions
UI-2024-089Harrison v. Meridian InsuranceSurveillanceJ. Morales HighUrgentMay 30
UI-2024-088Coastal Corp Background CheckBackgroundS. Rivera MediumActiveJun 3
UI-2024-087Peterson Workers' Comp FraudSurveillanceD. Thompson HighReviewMay 29
UI-2024-086Delray Beach Corporate FraudCorporateJ. Morales MediumActiveJun 10
UI-2024-085Martinez Asset InvestigationLegalS. Rivera LowClosedMay 20
UI-2024-084Thompson Domestic CaseSurveillanceD. Thompson HighPendingJun 1
UI-2024-083Nguyen Infidelity SurveillanceSurveillanceUnassigned MediumNewJun 5
UI-2024-082Fontaine Background ScreeningBackgroundS. Rivera LowActiveJun 7
UI-2024-089
Harrison v. Meridian Insurance
Type: Surveillance Opened: May 14, 2026 Due: May 30, 2026 Adjuster: Mark Williams, Meridian Urgent
Case Information
Subject Name
Robert Harrison
Claim Number
MER-2024-44821
Subject DOB
March 12, 1978
Subject Address
4421 NW 18th Ave, Pompano Beach, FL
Vehicle
2021 Black Ford F-150 • FL XRZ-4421
Claim Type
Workers' Compensation Fraud
Assignment
Lead Investigator
Jose Morales
Support
David Thompson
Hours Logged
18.5 hrs
Estimated Budget
$3,200
Case Timeline
●
Case Opened
Case assigned to J. Morales. Initial briefing complete.
May 14, 2026 • 9:00 AM
📷
First Surveillance Op
Subject observed at residence. No activity. 6 hrs logged.
May 17, 2026 • 7:00 AM
🎥
Video Evidence Captured
Subject observed lifting heavy equipment at storage unit. 4 videos uploaded.
May 22, 2026 • 11:30 AM
📜
Report Pending
Final surveillance report in progress. Due May 30.
Today
Progress
Investigation Progress72%
Budget Used58%
14 files • Last upload 12 min ago
🎥
surveillance_may22_01.mp4
Video • 248 MB • May 22
🎥
surveillance_may22_02.mp4
Video • 312 MB • May 22
📷
subject_vehicle_01.jpg
Image • 4.2 MB • May 22
📷
subject_vehicle_02.jpg
Image • 3.8 MB • May 22
📷
storage_unit_obs.jpg
Image • 5.1 MB • May 22
📄
surveillance_log_may17.pdf
PDF • 1.2 MB • May 17
📄
surveillance_log_may22.pdf
PDF • 1.8 MB • May 22
📷
subject_lifting_01.jpg
Image • 6.2 MB • May 22
📷
subject_lifting_02.jpg
Image • 5.9 MB • May 22
📤

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J. MoralesToday, 11:48 AM
Subject was observed at the Public Storage on Sample Rd around 10:15 AM. He was clearly lifting and moving large boxes without any apparent physical limitation. Video captured. Recommend we run another op Thursday to confirm pattern.
D. ThompsonMay 22, 9:30 AM
Arrived at subject residence at 6:45 AM. Subject left at 7:22 AM in the black F-150. Followed to storage facility. Jose took over from there. Logged 4.5 hrs.
SystemMay 14, 9:00 AM
Case UI-2024-089 created and assigned to Jose Morales. Adjuster: Mark Williams, Meridian Insurance.
Rate
$85/hr surveillance • $125/hr expert
Hours Logged
18.5 hours
Expenses
$240 (mileage, equipment)
Total to Date
$1,812.50
DateInvestigatorActivityHoursRateAmount
May 22J. MoralesSurveillance Op6.0$85$510.00
May 22D. ThompsonSurveillance Op4.5$85$382.50
May 17J. MoralesSurveillance Op6.0$85$510.00
May 17J. MoralesMileage & Equipment—Expense$240.00
May 14J. MoralesCase Setup & Research2.0$85$170.00
May 2026
Sun
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27
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30
1
2
Morales — Surveillance
3
4
5
Client Call — Allstate
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Report Due — UI-087
10
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Rivera — Surveillance
14
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Team Meeting
16
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18
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Thompson — Surveillance
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21
Invoice Due — INV-041
22
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25
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27
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Morales — Harrison Op
Allstate Call 2pm
29
Report Due — UI-089
30
31
Today's Schedule
9:00 AM
Harrison Surveillance Op
J. Morales • Pompano Beach
2:00 PM
Client Call — Allstate
Mark Williams • Phone
5:00 PM
Report Due — UI-2024-089
Final surveillance report
JM
Jose Morales
Lead Investigator
Active Cases
3
MTD Hours
68 hrs
License #
PI-FL-22841
Status
On Duty
SR
Sofia Rivera
Investigator
Active Cases
2
MTD Hours
44 hrs
License #
PI-FL-31102
Status
On Duty
DT
David Thompson
Field Agent
Active Cases
2
MTD Hours
36 hrs
License #
PI-FL-44421
Status
Standby
🎥
surv_harrison_may22_01.mp4
UI-2024-089 • 248 MB
🎥
surv_harrison_may22_02.mp4
UI-2024-089 • 312 MB
📷
coastal_bg_docs_01.jpg
UI-2024-088 • 4.2 MB
📄
peterson_log_may22.pdf
UI-2024-087 • 1.8 MB
📷
subject_vehicle_01.jpg
UI-2024-089 • 3.8 MB
📷
storage_unit_obs.jpg
UI-2024-089 • 5.1 MB
📄
delray_corp_filings.pdf
UI-2024-086 • 2.4 MB
📷
bg_check_coastal_01.jpg
UI-2024-088 • 6.2 MB
📤

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Surveillance Report
Generate a comprehensive surveillance activity report with timestamps, photos, and video log for any case.
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Background Report
Produce a full background investigation report including criminal, civil, financial, and employment history.
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Case Summary
Create a concise executive case summary for adjuster or attorney review with evidence chain of custody.
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Billing Report
Export detailed time and expense reports by case, investigator, or date range for billing and accounting.
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Activity Log
Full time-stamped activity log for any case, investigator, or date range. Court-ready format.
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Evidence Manifest
Generate a complete chain-of-custody evidence manifest listing all files, metadata, and access history.
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Recent Reports
ReportCaseGenerated ByDateStatusAction
Surveillance ReportUI-2024-087D. ThompsonMay 22, 2026Pending Review
Background ReportUI-2024-085S. RiveraMay 20, 2026Delivered
Case SummaryUI-2024-084J. MoralesMay 18, 2026Delivered
Outstanding
$12,840
3 invoices pending
Collected MTD
$18,400
↑ 12% vs last month
Overdue
$3,200
1 invoice — 14 days
Invoices
Invoice #CaseClientAmountDateDueStatusAction
INV-2024-044UI-2024-089Meridian Insurance$1,812May 28Jun 7Sent
INV-2024-043UI-2024-088Coastal Corp$3,400May 25Jun 4Pending
INV-2024-042UI-2024-087State Farm$5,628May 20May 30Approved
INV-2024-041UI-2024-086Allstate Insurance$2,400May 10May 20Overdue
INV-2024-040UI-2024-085Martinez Legal Group$4,200May 5May 15Paid
Time Entries — This Week
InvestigatorCaseDateHrs
J. MoralesUI-089May 286.0
D. ThompsonUI-089May 284.5
S. RiveraUI-088May 275.0
J. MoralesUI-086May 273.5
D. ThompsonUI-084May 264.0
Revenue by Type
Surveillance$11,200
Background Checks$4,200
Corporate$2,400
Legal Support$600
Agency Information
Billing Settings
📋

Welcome back, Mark Williams

Allstate Insurance — Adjuster Portal • Agency License A 3600114

My Active Cases
3
With Upshot Investigations
Reports Ready
1
Available for download
Invoices Pending
2
Awaiting your approval
My Cases
UI-2024-089Harrison v. Meridian InsuranceSurveillanceUrgent
UI-2024-086Delray Beach Corporate FraudCorporateActive
UI-2024-083Nguyen Infidelity SurveillanceSurveillanceNew
Quick Actions
Contact Your Agency
📞 954 274 4395
💋 sales@upshotinvestigations.com
New Case Request
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PDF, JPG, PNG, DOC • Max 50MB per file
Case IDSubjectTypeInvestigatorStatusLast UpdateAction
UI-2024-089Harrison, RobertSurveillanceJ. MoralesUrgentToday, 11:48 AM
UI-2024-086Delray Beach Corp.CorporateJ. MoralesActiveMay 27, 3:00 PM
UI-2024-083Nguyen, TuanSurveillanceUnassignedNewMay 26, 9:00 AM
Available Reports
ReportCaseDateStatusAction
Surveillance Report — May 20UI-2024-085May 20, 2026Ready
Surveillance Report — PetersonUI-2024-087May 22, 2026Pending Review
Case Summary — HarrisonUI-2024-089In ProgressIn Progress
Invoices
Invoice #CaseAmountDateDueStatusAction
INV-2024-044UI-2024-089$1,812May 28Jun 7Sent
INV-2024-043UI-2024-088$3,400May 25Jun 4Pending
INV-2024-040UI-2024-085$4,200May 5May 15Paid