CaseCore review
A focused case and operations workspace for investigators and process-service teams.
Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026
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.
Questions about CaseCore
Does CaseCore have a free plan? No free plan is listed; paid plans start at $39/mo (Independent Investigator).
How much does CaseCore cost? CaseCore lists 6 paid plans; the lowest is Independent Investigator at $39/mo.
Is there a free trial of CaseCore? Yes: a 14-day free trial.
What does CaseCore run on? Web. It runs in the cloud.
What does CaseCore integrate with? 8+ integrations, including IRBsearch, QuickBooks, Google Calendar, Google Workspace and Microsoft Outlook.
Who is CaseCore built for? Solo users, small businesses and mid-market companies (our editorial estimate).
CaseCore pros and cons
- 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
CaseCore fact sheet, pricing and score →
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