Public Intake
Collect client requests from website-facing intake forms.
Private Investigator Client Intake Software
Capture PI client intake and turn qualified requests into cases.
CaseCore helps private investigation agencies collect new client requests, review intake details, organize case type, client information, summaries, and convert qualified submissions into active investigations.
From Website Lead to Case Record
Stop retyping intake details into your case system.
Client intake is the first operational handoff in many PI cases. CaseCore keeps that handoff cleaner by preserving intake context and moving qualified work into the case management workflow.
Review Queue
Review incoming submissions before they become official case records.
Case Conversion
Convert qualified intakes into active investigations with useful context intact.
Client Details
Capture client name, contact details, case type, summary, and supporting information.
Agency Forms
Use structured forms to standardize how agencies collect details.
Operational Continuity
Move from lead to case without splitting information across inboxes and spreadsheets.