Product Features Workflow CaseCore AI Process Servers Why Pricing Demo

Connected investigative operations

The clean operations workspace for private investigation agencies.

Run cases, evidence, reports, process service, billing, intake, and CaseCore AI from one secure workspace.

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InvestigationsEvidenceBillingCalendarsProcess serviceResearch toolsGuided drafting

One platform. Connected workflow. Investigations, evidence, billing, calendars, research, process service, client communication, and guided drafting working together.

Switch Center

Guided migration help for approved exports and file inventories.

Process Servers

$49/month process-service-only workspace for jobs, attempts, proof, deadlines, and billing.

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 guided report drafting stay closer to the case instead of living in separate silos.

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Central operations workspace

Connected Now

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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, file details, 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 review 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 of service forms, 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, team 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 operations

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 workspace

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

Evidence control

Store files, file details, 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, service forms, affidavits, and guided drafts toward cleaner final reports.

Research workspace

Document public-source entities, saved sources, research notes, timelines, relationships, and sorted findings while keeping investigators in control.

Process service

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

Defense and 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 team 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

Assistant helps. Investigators decide.

CaseCore AI is 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.

Review migration support Book demo

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 operations workspace, and map where billing, storage, evidence, and reports fit.

Book demo Start 14-day trial

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 process service, solo, and agency plans, so teams can start lean and add more capacity only when the work actually calls for it.

Founder

Checking spots

$79/mo

Limited early-backer pricing for agencies that want full platform access from the start.

Up to 5 users included
2 TB secure storage
Billing and invoicing

14-day trial

See 3 more included

Only 10 Founder agencies
Founder price stays locked while active
Priority onboarding review

Start 14-day trial

Independent Investigator

$39/mo

For one investigator who needs clean case records, evidence organization, and basic reports.

1 user included
50 GB secure storage
Core cases and evidence

14-day trial

See 3 more included

Focused solo workspace
Core evidence and file tools
Lowest monthly price

Start 14-day trial

Process Service

$49/mo

For process servers who need service jobs, documents, attempts, routes, proof, deadlines, and billing in one focused workspace.

1 user included
100 GB secure storage
Billing and invoicing

14-day trial

See 3 more included

Focused service workspace
Attempts, proof, and service deadlines
Routes and billing basics

Start 14-day trial

Solo

$65/mo

For solo investigators who want billing, stronger reports, and more evidence capacity.

1 user included
100 GB secure storage
Billing and invoicing

14-day trial

See 3 more included

Everything in Independent
CaseCore Billing
Higher evidence capacity

Start 14-day trial

Starter

$95/mo

For small PI teams ready to manage team access, casework, evidence, reports, and billing together.

Up to 3 users included
250 GB secure storage
Billing and invoicing

14-day trial

See 3 more included

Everything in Solo
Team seats included
Team-ready workflows

Start 14-day trial

Professional

Agency

$249/mo

For established agencies running higher-volume operations with larger teams and advanced tools.

Up to 25 users included
1 TB secure storage
Billing and invoicing

14-day trial

See 3 more included

Everything in Professional
Monthly CaseCore AI credits
Priority support

Start 14-day trial

Start with a 14-day free trial. Billing starts only after the trial ends unless canceled first. Extra users are priced from the same subscription settings used by Stripe checkout and the billing portal.

Early Agency Feedback

CaseCore is being shaped with working investigators and agency owners.

The first agencies matter. Their feedback is helping tighten the workflows that decide whether CaseCore becomes the connected operating workspace agencies actually keep.

5-star in-app review

“So far, I am impressed with the CaseCore System. The customer service is exceptional.”

Kevin Ryan Fleming

Variant Investigations & Consulting, LLC

Active Onboarding

Agencies onboarding

Agencies are actively moving into CaseCore with hands-on setup and support.

Product Feedback

Investigator-led input

Built with feedback from working investigators and agency owners.

Early Support

Founder-led demos

Founder-led demos, migration assistance, and priority support are available for early agencies.

View customer reviews

Ready

Put your agency operations in one connected workspace.

Start 14-day trial