CaseCore
CaseCore: A focused case and operations workspace for investigators and process-service teams. Ranked #113 of 175 in Case Management Software by our editors (3.0/10); pricing: 14-day trial; best for independent investigators and process-service firms.
At a glance
- Editor score3.0 / 10
- Pricing14-day trial
- Best forIndependent investigators and process-service firms
- Free planNo
- Paid from$39/mo
- Case intake formsYes
- Facts checked22 Sep 2026
Where it wins
- Evidence organization with IDs, review status, and activity history
- AI-assisted reports, summaries, timelines, and evidence review
- Billing, calendars, intake forms, portals, and service workflows
Where it doesn't
- Available on the web rather than as a mobile app
- Does not include workflow automation
- Does not include reporting dashboards
Our verdict on CaseCore
CaseCore is a cloud case-management and operations workspace for private investigation agencies and process servers. It combines case records, assignments, notes, subjects, timelines, next actions, evidence, reports, billing, calendars, client intake, process-service work, team access, and client communication. Its AI features support report drafting, activity summaries, timelines, evidence review, client updates, and workflow support. The product is currently offered for agencies and professional operations in the United States and Canada, making it most relevant to independent investigators, process-service firms, solo operators, small teams, and growing agencies.
Pricing follows six monthly plans. Independent Investigator costs $39 per month and includes case records, evidence organization, basic reports, and basic billing and invoicing. Process Service costs $49 and adds service jobs, attempts and proof, routes and deadlines, and billing and invoicing. Solo costs $65 with CaseCore Billing and higher evidence capacity. Starter costs $95 and adds team seats and team-ready workflows. Professional costs $159 and adds a client portal and website intake. Agency costs $249 and adds monthly CaseCore AI credits and priority support. A 14-day trial is available, but there is no free plan.
The platform connects with IRBsearch, QuickBooks, Google Calendar, Google Workspace, Microsoft Outlook, Microsoft Calendar, and Xero. Calendar synchronization covers interviews, deadlines, meetings, and service attempts, while connected forms support client intake. Process-service users also get attempts, proof forms, affidavits, deadlines, and billing context. Team roles, licenses, storage, subscriptions, and audit activity support agency operations. CaseCore is a strong fit for organizations wanting investigation and process-service work alongside billing and client intake in one web workspace. Teams that require mobile apps, workflow automation, or reporting dashboards should choose a product with those capabilities.
Your product? Our editors can test CaseCore in depth and publish a review, labelled as paid · from $149/mo →
CaseCore pricing
All 6 CaseCore plans and prices →
CaseCore fact sheet
| Free plan | No |
|---|---|
| Paid from | $39/mo |
| Case intake forms | Yes |
| Workflow automation | Not verified |
| Custom case fields | Not verified |
| Audit trail | Yes |
| Reporting dashboards | Not verified |
| Mobile apps | Not verified |
| Deployment | Cloud |
| Free trial | 14 days |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | 2FA |
| Support | Email, Phone |
| Built for | Solo, Small business, Mid-market (editorial estimate) |
| Integrations | 8+ integrations: IRBsearch, QuickBooks, Google Calendar, Google Workspace, Microsoft Outlook, Microsoft Calendar … |
| Pricing | 14-day trial (source) |
| Website | casecoreapp.com |
| Facts checked | 22 Sep 2026 |
CaseCore integrations
CaseCore lists 8+ integrations on its own site — the 7 named here are the ones its pages call out.
- IRBsearch
- QuickBooks
- Google Calendar
- Google Workspace
- Microsoft Outlook
- Microsoft Calendar
- Xero
Alternatives to CaseCore
- UiPath Maestro Case ManagementAI-assisted case orchestration for complex, document-heavy enterprise processes.9.4
- ServiceNow HR Service DeliveryA broad HR service suite for enterprises that need cases, workflows, portals, and AI.9.3
- Pega Investigative Case ManagementA broad investigation framework for agencies managing complex cases from intake through resolution.9.2
See all CaseCore alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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