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CaseCore connected workflow
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Product preview
The connected workspace for modern investigative agencies.
See CaseCore as a connected workspace: agency status, cases, evidence, billing, CRM, imports, integrations, and daily workflow moving through one secure workspace.
Current screens
Daily work stays connected: cases, clients, evidence, billing, reports, intake requests, service attempts, and files.
Real workspace views show how CaseCore is organized today, not a mockup of a future product.
Built around investigative work: ownership, readiness, evidence, deadlines, billing, and client communication.
Designed so getting started, daily work, and switching from older tools are easier to follow.
Live workspace screens
A connected system, not disconnected tools.
Each module keeps the same CaseCore visual language while staying focused on the job it needs to do: review, investigate, bill, import, connect, and report.
Daily overview
Operations Center
A daily view for case movement, priorities, billing status, evidence readiness, team capacity, and next actions.
Investigation list
Cases
Search, prioritize, assign, archive, and open investigations without turning the case list into a spreadsheet.
Case workspace
Case workspace
Open a case and immediately see ownership, readiness, reporting, billing, evidence, timeline, and the next action to take.
Billing overview
Invoices and retainers
Track retainers, invoices, expenses, billable time, payment state, and accounting review from the case outward.
Service work
Process service
Track service jobs, attempts, service records, affidavit needs, billing status, and client-ready work inside the CaseCore workflow.
Intake pipeline
Intake and CRM
Keep intake requests, retainer status, next actions, source quality, and conversion work tied to the agency workflow.
Writing support
Drafting workspace
Draft briefs, reports, timelines, evidence summaries, client updates, and plain next-step guidance with agency context.
Switching tools
Data import
Review exported files, map existing records, preview what will move, and keep import history visible to agency leaders.
Tool connections
Integrations
Connect the tools agencies already rely on for accounting, calendars, intake, payments, documents, and data providers.
Ready for real agency work