Connected investigative operations

The Connected Operations Platform for Modern Investigators

Manage investigations, evidence, reports, billing, intake, process service, calendars, intelligence tools, and AI-assisted workflow from one secure command workspace.

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InvestigationsEvidenceBillingCalendarsProcess serviceIntelligence toolsCaseCore AI

One platform. Connected workflow. Investigations, evidence, billing, calendars, intelligence tools, process service, client communication, and AI-assisted operations working together.

CaseCore

Connected investigative operations

Open case

Client, subject, assignment, status

Attach evidence

Files, metadata, signed downloads

Connect workflow

Billing, calendars, data, documents

Draft reports

Investigator-controlled AI assistance

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Switch Center

White-glove migration help for approved exports and file inventories.

Security

Role-based access, MFA-ready accounts, audit activity, and signed evidence downloads.

CaseCore AI

Agency-aware drafting, review, CRM help, reports, and workflow assistance.

The CaseCore Connected Ecosystem

The tools agencies already rely on, connected.

CaseCore is being built as the central operational hub for investigative work. Data providers, accounting systems, calendars, client communication, process service, and AI-assisted reporting stay closer to the case instead of living in separate silos.

8 Connected NowRoadmap Clearly Labeled

CaseCore

Central operations workspace

Connected Now

IRBIRB Search

qbQuickBooks

GGoogle Calendar

GGoogle Workspace

Microsoft Outlook

Microsoft Calendar

xeroXero

PI Point

Coming Soon / In Progress

Roadmap integrations stay labeled until they are live.

IDIIDI CoreComing Soon

DSDocuSignComing Soon

AApple CalendarIn Progress

Why Connected Workflow Matters

Most agencies do not need more disconnected software.

Most agencies do not suffer from a lack of software. They suffer from disconnected software. Cases live in one system, evidence in another, billing somewhere else, calendars in another place, and intelligence tools outside the workflow.

CaseCore brings those operational pieces closer together so agencies can move faster, stay organized, and reduce duplicated work.

Connected Workspace

The core work of an investigative agency, connected.

CaseCore helps agencies manage investigations, evidence, reporting, billing, calendars, data provider access, process service, client communication, and migration support without forcing each workflow into a separate silo.

Investigation Management

Manage case details, assignments, notes, subjects, timelines, posture, and next actions inside one secure investigative workspace.

Evidence Organization

Attach files, photos, documents, metadata, evidence IDs, review status, and activity history directly to the case they support.

AI-Assisted Reporting

Draft reports, summarize activity, prepare timelines, and review case context faster while keeping the investigator in control.

Billing & Invoicing

Track retainers, time, expenses, invoice drafts, client balances, payment status, and accounting handoff from the case workflow.

Calendar Sync

Keep court dates, interviews, surveillance, deadlines, meetings, and service attempts closer to the case records they affect.

Data Provider Access

Connect approved investigative data providers and research workflows so lookup work can support the case instead of living outside it.

Process Service Workflow

Manage service attempts, proof packets, affidavits, non-service records, deadlines, assignment status, and billing context.

Client Communication

Keep client updates, intake context, forms, reports, and portal activity connected to the work being performed.

Migration Assistance

Move from legacy systems, spreadsheets, folders, and exports with guided onboarding and migration support.

Investigation Workflow

A cleaner path from first request to final report.

Capture intake

Open a case

Assign work

Track fieldwork

Track evidence

Build reports

Close cleanly

Trust And Security

Serious PI work needs more than a case list.

CaseCore is being built for agencies that handle sensitive people, evidence, reports, invoices, and client relationships. The product should help owners know what happened, who touched it, and where the record lives.

View Security Why CaseCore

Investigator Built

Designed around real casework.

CaseCore is shaped for PI agency operations: intake, subjects, field updates, evidence, reports, billing, staff access, and agency records.

Security Controls

Agency access stays accountable.

Role-based access, MFA-ready accounts, audit activity, storage controls, and signed evidence downloads help agencies keep sensitive work organized.

Evidence Discipline

Storage is visible, exportable, and managed.

Evidence storage limits are plan-based, tracked by agency, and paired with alerts, exports, and purge controls before files become a surprise cost.

CaseCore Command

Workspaces private investigators actually use.

The product story is simple: run the case, protect the evidence, document the work, serve papers, bill the client, separate work by state or license, and keep agency operations under control.

Case Command

Open a case, assign work, track status, and keep the agency moving from one operational view.

Evidence Vault

Store files, metadata, activity history, and downloads with the case record they support.

Built-In Billing

Track billable time, unbilled hours, rates, case revenue, and client-ready billing summaries.

Client Intake

Turn new requests into organized agency records without forcing clients through generic forms.

Report Builder

Move notes, surveillance, evidence, proof forms, affidavits, and AI-assisted drafts toward cleaner final reports.

Intelligence Workspace

Document OSINT entities, saved public sources, research notes, timelines, relationships, and sorted data dumps without turning CaseCore into a scraping tool.

Process Service

Use service packet checklists, proof/affidavit templates, non-service declarations, attempt logs, and national official-source court lookup.

Defense & Recovery

Open defense investigation and asset/recovery cases with attorney-directed discovery review, witness work, asset tracking, field attempts, evidence, billing, and report-ready records.

Agency Controls

Manage staff, roles, licenses, documents, subscriptions, storage, audit activity, and multi-jurisdiction case organization.

CaseCore AI

An investigator assistant built into the workflow.

CaseCore AI helps investigators draft reports, summarize case activity, review evidence, generate timelines, prepare client updates, and move through workflow faster while keeping the investigator in control.

Report Drafting

Turn case activity into investigator-reviewed drafts.

Use case notes, activity, evidence context, and agency style to prepare report drafts that remain under human review.

Evidence Review

Find gaps before the report goes out.

Review uploaded evidence, case activity, timelines, missing items, and contradiction risks so investigators can decide what needs attention.

Workflow Assistance

Move through the case faster.

Prepare client updates, summarize case activity, generate timelines, review billing context, and surface next actions from the connected workspace.

Agency Control

AI assists. Investigators decide.

CaseCore AI is positioned as investigator-supervised assistance for drafting, review, organization, and workflow support.

Migration Support

Switching systems should not mean starting over.

CaseCore offers migration support and onboarding assistance to help agencies move from legacy systems into a modern connected workspace.

Agencies can bring approved exports, file inventories, billing context, client records, case lists, and workflow notes into a guided review process before launch.

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15-Minute Walkthrough

See how CaseCore would run inside your agency.

A short walkthrough should feel practical, not salesy. We can review your current case flow, show the command workspace, and map where billing, storage, evidence, and reports fit.

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Walkthrough Agenda

01See the PI workflow

02Review billing and storage

03Map your current process

04Plan a clean switch

Pricing

Premium plans that grow with your agency.

CaseCore separates low-cost independent access from higher-capacity solo and agency plans, so investigators can start lean and add more capacity only when the work actually calls for it.