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CaseCore
by CaseCore
What CaseCore is
CaseCore is a cloud-deployed web workspace for private investigators and investigative agencies. Its workflow connects case intake, investigation, evidence review, reporting, client delivery, billing, and process service. The process-service area handles assignments, attempts, supporting documents, proof preparation, and billing. CaseCore AI can analyze available case information, flag inconsistencies, plan next steps, and prepare drafts for investigator review. Listed integrations include QuickBooks Online, Xero, Stripe, Gmail and Google Calendar, Outlook and Microsoft Calendar, IRBsearch, and PI Point. Native CaseCore E-Sign provides signing fields, signer identification, request tracking, and completed-document audit records without DocuSign. Security controls include separate agency workspaces, role and case permissions, MFA, passkeys, recorded security activity, and controlled file access. There is no free plan, but a 14-day trial requires a card and bills afterward unless canceled. Plans range from $39 a month for one user and 50 GB to $249 a month for up to 25 users and 1 TB.
Who it suits
It suits private investigators, process servers, and agencies handling defense, insurance, corporate, attorney-directed, or asset-recovery work. Team plans provide different user and storage allowances.
What it does well
- Connects cases, evidence, reports, and billing
- AI flags inconsistencies and drafts next steps
- Native e-signing without DocuSign
- MFA and passkey options
- Multiple team plans and storage levels
What to know first
- No free plan
- Card required at trial signup
- AI data may be processed by configured providers
- SOC 2 examination is not completed
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Professional | Monthly · Up to 10 users · 500 GB | $159 a month |
| Agency | Monthly · Up to 25 users · 1 TB | $249 a month |
| Independent Investigator | Monthly · 1 user · 50 GB | $39 a month |
| Process Service | After the 14-day free trial · 1 user · 100 GB · Focused process service workspace | $49 a month |
| Solo | Monthly · 1 user · 100 GB | $65 a month |
| Starter | Monthly · Up to 3 users · 250 GB | $95 a month |
As casecoreapp.com lists them, read 11 Oct 2026. The maker's own page has the final word.
Verdict
CaseCore brings investigative workflows, process service, billing, integrations, and signing into a cloud workspace. Its plans scale from individual investigators to agencies, while trial billing and AI data handling deserve attention.
Facts from CaseCore's own pages
- AI assistance
- CaseCore AI can analyze available case information, flag inconsistencies, plan next steps and prepare drafts for investigator review. · casecoreapp.com, 11 Oct 2026
- AI data handling
- AI requests and relevant workspace information may be processed by configured AI providers, with retention governed by provider, feature, account settings and applicable agreements. · casecoreapp.com, 11 Oct 2026
- Audit trail
- Yes · casecoreapp.com, 22 Sept 2026
- Case workflow
- Its case workflow covers intake, investigation, evidence review, reporting, client delivery and billing. · casecoreapp.com, 11 Oct 2026
- Deployment
- cloud · casecoreapp.com, 22 Sept 2026
- Free plan
- No · casecoreapp.com, 22 Sept 2026
- Headquarters
- Winter Springs, Florida, United States · casecoreapp.com, 28 Sept 2026
- Case intake forms
- Yes · casecoreapp.com, 22 Sept 2026
- Integrations
- The integrations page lists supported paths for QuickBooks Online, Xero, Stripe, Gmail and Google Calendar, Outlook and Microsoft Calendar, IRBsearch, and PI Point, with setup or authorization requirements that vary. · casecoreapp.com, 11 Oct 2026
- Intended users
- The maker describes CaseCore as software for private investigators and investigative agencies, including defense, insurance/SIU, corporate and attorney-directed work, process servers, and asset search and recovery. · casecoreapp.com, 11 Oct 2026
- Native e-signing
- Native CaseCore E-Sign supports signing fields, signer identification, request tracking and completed-document audit records without a DocuSign connection. · casecoreapp.com, 11 Oct 2026
- Process service
- The process service workspace manages assignments, attempts, supporting documents, proof preparation and billing. · casecoreapp.com, 11 Oct 2026
- Purpose
- CaseCore connects cases, evidence, reports, process service and billing in one workspace for investigative agencies. · casecoreapp.com, 11 Oct 2026
- Security controls
- The trust center lists separate agency workspaces, role and case permissions, MFA and passkey options, recorded security activity and controlled file access. · casecoreapp.com, 11 Oct 2026
- SOC 2
- CaseCore says its security controls are designed to support SOC 2 readiness, but its independent examination has not been completed. · casecoreapp.com, 11 Oct 2026
- Support
- CaseCore lists onboarding guidance, Help, Academy and tracked support, and provides [email protected] for product, support or migration questions. · casecoreapp.com, 11 Oct 2026
- Trial terms
- A card is required at signup, and the selected subscription begins billing after the 14-day free trial unless canceled first. · casecoreapp.com, 11 Oct 2026
Where CaseCore stands on Freedom251
- Case Management Software#83 of 177