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The connected workspace for modern investigative agencies.

See CaseCore as an operating system: agency posture, cases, evidence, billing, CRM, migration, integrations, and AI-assisted workflow moving through one secure workspace.

Guided platform demo

CaseCore connected workflow

Updated
Operations, cases, clients, CRM, billing, process service, evidence, forms, AI, integrations, and migration in one workspace.
Current live UI captures, not mockups or stale screenshots.
Built around investigative work: ownership, readiness, risk, evidence, deadlines, billing, and client communication.
Full-platform demo structure with narration script prepared for ElevenLabs voiceover.

Live Workspace Screens

A connected system, not separate apps glued together.

Each module keeps the same CaseCore visual language while staying focused on the job it needs to do: command, investigate, bill, migrate, connect, and brief.

Agency posture

Operations Center

A daily command view for case movement, risk, billing exposure, evidence, staffing, and agency activity.

CaseCore Operations Center command workspace

Investigation registry

Cases

Search, prioritize, assign, archive, and open investigations without turning the case list into a spreadsheet.

CaseCore investigations registry

Case command

Case Workspace

Open a case and immediately see ownership, readiness, reporting, billing, evidence, timeline, and next action.

CaseCore case workspace

Revenue control

Billing

Track retainers, invoices, expenses, billable time, payment state, and accounting handoff from the case outward.

CaseCore billing command workspace

Field deployment

Process Service

Track service jobs, attempts, proof packets, affidavit needs, billing posture, and client-ready work inside the CaseCore workflow.

CaseCore process service command workspace

Business growth

CRM

Keep leads, retainer status, next actions, source quality, and conversion work tied to the agency workflow.

CaseCore CRM workspace

Investigator assistant

CaseCore AI

Use agency-aware AI for briefs, reports, timelines, evidence review, client updates, and workflow gap checks.

CaseCore AI intelligence workspace

Switch Center

Migration Control

Review customer-controlled exports, map legacy records, stage data, and preserve an owner-visible audit path.

CaseCore Switch Center migration workspace

Connected tools

Integrations

Connect the tools agencies already rely on for accounting, calendars, intake, payments, documents, and data providers.

CaseCore integrations workspace

Built For Real Agency Work

One workspace for the work that usually gets scattered across five systems.

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