CASECORE PROCESS SERVICE

Manage service work
from packet to proof.

Review incoming documents, organize jobs and attempts, prepare proof paperwork, and keep the billing context with the assignment.

FROM ASSIGNMENT TO COMPLETION

  1. Assign the job

    Keep the documents, due date and server together.

  2. Record each attempt

    Add the outcome, field notes and supporting evidence.

  3. Review the work

    Check the attempt record and prepare the service documents.

  4. Close the loop

    Deliver the reviewed result and track the billing.

A FOCUSED WORKSPACE

Keep the attempt
at the center of the record.

Documents, people, addresses, outcomes and deadlines belong to the job—not a separate trail of messages.

01

Start from the packet

Supported extraction can suggest details. Review the parties, addresses and deadlines against the source.

02

Record field attempts

Capture the date, time, recorded location details, outcome, notes and supporting files.

03

Prepare the proof package

Use reviewed attempt history, forms and affidavit workflows. The server remains responsible for legal sufficiency.

04

Review service billing

Keep fees, server pay and prepaid or postpaid balances connected to the work.

PROCESS-ONLY PLAN

Start with the workspace
your work calls for.

A focused plan for service jobs rather than the full investigative platform.

$49/month

After the 14-day free trial

1 user · 100 GB storage

Service jobs, attempts, documents, proof workflow, calendar support and billing basics.

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Walk through a service assignment.

See the packet, attempt record, proof preparation and billing review together.

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