Department and manager views
Filter case work by division, operations manager, investigator, client, status, priority, deadline posture, and stale activity.
TrackOps alternative
A modern CaseCore workspace for agencies evaluating TrackOps.
CaseCore is built for agencies that need field work, evidence, reports, billing, migration, and writing support in one clean operating system. Compare the full workflow: what investigators do every day, what owners need to control, and how safely old data can move.
Established agency operations
Built for agencies that already have departments, vendors, clients, and active case volume.
Bigger teams do not just need a prettier case list. They need controlled access, operational hierarchy, custom reports, client layers, vendor workflow, and a migration plan that lets the team keep working while the old system is phased out.
Vendor and contractor paths
Use full seats for recurring workspace users and case-specific links for outside uploads, downloads, or one-matter collaboration.
Layered client access
Support attorneys, adjusters, TPAs, insureds, agency clients, and approved contacts without exposing unrelated matters.
Custom report continuity
Stage agency report formats, timeline exports, billing language, and case templates so switching does not erase the agency's brand.
Performance reporting
Prepare investigator outcome tracking, surveillance results, billing exceptions, field activity, and evidence review indicators.
Controlled migration launch
Move active work first, preserve original dates and old case numbers, then phase historical records and file review behind the scenes.
Workflow comparison
Compare how each system supports the agency workday, not just the feature list.
Agency workflow
CaseCore
CaseCore focuses on the full PI agency workday: intake, cases, clients, notes, surveillance, evidence, reports, billing, forms, team roles, and owner controls.
TrackOps evaluation notes
TrackOps publicly positions itself around investigation operations, field assignments, scheduling, reports, billing, and mobile investigator workflows.
Field work
CaseCore
CaseCore is building case-bound field sessions with surveillance entries, photo/video attachments, timestamps, locations, audit history, mileage, and safety workflow support.
TrackOps evaluation notes
Agencies comparing TrackOps should review its mobile app, geolocation, time, distance, and field workflow tools against their daily operations.
Evidence and video
CaseCore
Evidence stays tied to the case record with file details, audit history, review notes, client upload paths, audio-removal tools, and report context.
TrackOps evaluation notes
TrackOps markets video and case-document workflows, so agencies should compare video handling, timestamps, clips, stills, and audit expectations.
Billing
CaseCore
CaseCore Billing tracks billable, unbillable, unpaid/open work, retainers, expenses, invoices, client-specific rates, and clear operational categories.
TrackOps evaluation notes
TrackOps markets time, expense, billing, and profitability workflows. Agencies should compare billing export depth and accounting review needs.
Migration
CaseCore
Switch Center supports CROSSTrax, TrackOps, spreadsheets, folder inventories, billing exports, original dates, old case numbers, and guided review before import.
TrackOps evaluation notes
Agencies leaving an existing platform should confirm what exports, file inventories, and billing details are available before choosing a migration path.
Guided review
CaseCore
CaseCore guided review is designed for investigator-supervised case review, chronological narrative drafting, public-source sorting, evidence summaries, billing review, and migration cleanup.
TrackOps evaluation notes
Agencies should compare whether drafting and review tools are case-aware, source-backed, permission-aware, and built into the daily case workflow.
Area
CaseCore
TrackOps evaluation notes
Agency workflow
CaseCore focuses on the full PI agency workday: intake, cases, clients, notes, surveillance, evidence, reports, billing, forms, team roles, and owner controls.
TrackOps publicly positions itself around investigation operations, field assignments, scheduling, reports, billing, and mobile investigator workflows.
Field work
CaseCore is building case-bound field sessions with surveillance entries, photo/video attachments, timestamps, locations, audit history, mileage, and safety workflow support.
Agencies comparing TrackOps should review its mobile app, geolocation, time, distance, and field workflow tools against their daily operations.
Evidence and video
Evidence stays tied to the case record with file details, audit history, review notes, client upload paths, audio-removal tools, and report context.
TrackOps markets video and case-document workflows, so agencies should compare video handling, timestamps, clips, stills, and audit expectations.
Billing
CaseCore Billing tracks billable, unbillable, unpaid/open work, retainers, expenses, invoices, client-specific rates, and clear operational categories.
TrackOps markets time, expense, billing, and profitability workflows. Agencies should compare billing export depth and accounting review needs.
Migration
Switch Center supports CROSSTrax, TrackOps, spreadsheets, folder inventories, billing exports, original dates, old case numbers, and guided review before import.
Agencies leaving an existing platform should confirm what exports, file inventories, and billing details are available before choosing a migration path.
Guided review
CaseCore guided review is designed for investigator-supervised case review, chronological narrative drafting, public-source sorting, evidence summaries, billing review, and migration cleanup.
Agencies should compare whether drafting and review tools are case-aware, source-backed, permission-aware, and built into the daily case workflow.
TrackOps is referenced for comparison only. CaseCore is independent and is not affiliated with TrackOps.