Agency and role boundaries
Keep agency workspaces separate and give each team member access that matches their role and case assignments.
CASECORE TRUST CENTER
Know how your
agency’s data is handled.
Agency permissions, account protection and controlled access help you keep sensitive casework in the right hands. Your agency stays in control of its information.
AGENCY-CONTROLLED SECURITYYour data.
Your data.
Your control.
Separate agency workspaces. Role and case permissions. MFA and passkey options. Recorded security activity.
WORKSPACE CONTROLS
Access should match
the work someone needs to do.
Give your team the access their work requires, with controls for agency roles, individual cases and account security.
Account and activity review
MFA/passkey controls and recorded security activity support account oversight.
Files and recovery
Controlled file access, verification records and recovery workflows help manage evidence and review important events.
Customer data ownership
Customer case records remain the agency’s data. Processing, support and retention are described in the applicable policies.
AI AND YOUR INFORMATION
AI assistance, on your terms.
Bring AI into case review and drafting with your agency’s permissions, provider choices and investigator oversight.
Built-in assistance
Turn case context into useful analysis and drafts. Requests and relevant workspace information may be processed by configured AI providers, with the resulting work ready for your review.
Connected external AI
Connect a compatible AI client through MCP and choose its permitted access. The client receives the information requested through that connection; you can review or revoke access.
How your information is used
Context for the task
AI works with the records and text supplied or loaded for your request.
Access you control
Agency roles, case permissions and connection scopes define access.
Clear provider terms
Processing and retention follow the applicable provider and account terms.
YOUR QUESTIONS, ANSWERED
Clarity for your agency.
Get practical answers about security, your records and how CaseCore fits the way your agency works.
Is a SOC 2 report available?+
CaseCore’s security controls are designed to support SOC 2 readiness. The independent examination has not yet been completed. Our team can share current security documentation.
How does CaseCore fit regulated agency work?+
CaseCore helps organize your records, access and workflows. Your agency remains responsible for the licensing, agreements and requirements that apply to its work and jurisdiction.
Can we retrieve our records?+
Our team can help you identify the export options for your records and files. The available format and process depend on the type of information you need.
How does file verification support review?+
File verification and recorded metadata help you review the material and its history. Legal admissibility and forensic chain-of-custody requirements also depend on your procedures and jurisdiction.
How is AI data retention handled?+
Retention follows the provider, feature, account settings and applicable agreements. We can help your agency review the relevant policies for its chosen workflow.
Put your security questions in front of us.
We’ll discuss current controls, available evidence and requirements specific to your agency.