Intake becomes working context
Review the request, then carry approved client and subject details into the case.
THE CASECORE PLATFORM
The working platform
for your agency.
Keep casework, evidence, reports, process service and billing connected. See where the work starts, what carries forward, and what needs your attention.
CONNECTED CASEWORK
The case stays in context.
The next task should not mean starting from a blank page.
Evidence stays with the assignment
Keep original files, recorded details, field entries and review status in the same working context.
The report draws on the work
Bring narratives, evidence context and completed forms into a report you review and approve.
THE REST OF THE AGENCY
More than the case file.
Use focused workspaces for the other work that keeps an agency running.
Process service
Packets, assignments, attempts, proof and billing.
Billing and administration
Time, expenses, retainers, invoice review and team access.
Your agency’s documents
Reusable forms, branding, signatures and native e-signing.
Reasoning and connected actions
Optional AI assistance, with supported execution through MCP.
See how it fits your agency.
Bring your current workflow. We’ll walk through it with you.