CaseCore

Spec sheet

Purpose

CaseCore connects cases, evidence, reports, process service and billing in one workspace for investigative agencies.Read 11 Oct 2026 · casecoreapp.com

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.Read 11 Oct 2026 · casecoreapp.com

Deployment

cloudRead 22 Sep 2026 · casecoreapp.com

Free plan

NoRead 22 Sep 2026 · casecoreapp.com

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.Read 11 Oct 2026 · casecoreapp.com

Support

CaseCore lists onboarding guidance, Help, Academy and tracked support, and provides [email protected] for product, support or migration questions.Read 11 Oct 2026 · casecoreapp.com

Headquarters

Winter Springs, Florida, United StatesRead 28 Sep 2026 · casecoreapp.com

AI assistance

CaseCore AI can analyze available case information, flag inconsistencies, plan next steps and prepare drafts for investigator review.Read 11 Oct 2026 · casecoreapp.com

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.Read 11 Oct 2026 · casecoreapp.com

Audit trail

YesRead 22 Sep 2026 · casecoreapp.com

Case intake forms

YesRead 22 Sep 2026 · casecoreapp.com

Case workflow

Its case workflow covers intake, investigation, evidence review, reporting, client delivery and billing.Read 11 Oct 2026 · casecoreapp.com

Native e-signing

Native CaseCore E-Sign supports signing fields, signer identification, request tracking and completed-document audit records without a DocuSign connection.Read 11 Oct 2026 · casecoreapp.com

Process service

The process service workspace manages assignments, attempts, supporting documents, proof preparation and billing.Read 11 Oct 2026 · casecoreapp.com

Security controls

The trust center lists separate agency workspaces, role and case permissions, MFA and passkey options, recorded security activity and controlled file access.Read 11 Oct 2026 · casecoreapp.com

SOC 2

CaseCore says its security controls are designed to support SOC 2 readiness, but its independent examination has not been completed.Read 11 Oct 2026 · casecoreapp.com

Trial terms

A card is required at signup, and the selected subscription begins billing after the 14-day free trial unless canceled first.Read 11 Oct 2026 · casecoreapp.com

Plans and prices

Every CaseCore plan and price →

Where Specifiction places it

• Case Management Software#68 of 1777.8