CaseCore
The facts below are what the maker publishes about CaseCore, checked and dated. Our editors have not written about it yet.
Plans and prices
From CaseCore's own pricing page, checked 11 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Independent Investigator | $39 a month | 1 user · 50 GB · Monthly |
| Process Service | $49 a month | 1 user · 100 GB · Focused process service workspace · After the 14-day free trial |
| Solo | $65 a month | 1 user · 100 GB · Monthly |
| Starter | $95 a month | Up to 3 users · 250 GB · Monthly |
| Professional | $159 a month | Up to 10 users · 500 GB · Monthly |
| Agency | $249 a month | Up to 25 users · 1 TB · Monthly |
The facts
Each one read from CaseCore's own pages, with the date it was checked.
What it does
- AI assistance
- CaseCore AI can analyze available case information, flag inconsistencies, plan next steps and prepare drafts for investigator review.checked 11 Oct 2026
- 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.checked 11 Oct 2026
- Audit trail
- Yeschecked 22 Sep 2026
- Case intake forms
- Yeschecked 22 Sep 2026
- Case workflow
- Its case workflow covers intake, investigation, evidence review, reporting, client delivery and billing.checked 11 Oct 2026
- Deployment
- cloudchecked 22 Sep 2026
- 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.checked 11 Oct 2026
- 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.checked 11 Oct 2026
- Native e-signing
- Native CaseCore E-Sign supports signing fields, signer identification, request tracking and completed-document audit records without a DocuSign connection.checked 11 Oct 2026
- Process service
- The process service workspace manages assignments, attempts, supporting documents, proof preparation and billing.checked 11 Oct 2026
- Purpose
- CaseCore connects cases, evidence, reports, process service and billing in one workspace for investigative agencies.checked 11 Oct 2026
- Security controls
- The trust center lists separate agency workspaces, role and case permissions, MFA and passkey options, recorded security activity and controlled file access.checked 11 Oct 2026
- SOC 2
- CaseCore says its security controls are designed to support SOC 2 readiness, but its independent examination has not been completed.checked 11 Oct 2026
- Support
- CaseCore lists onboarding guidance, Help, Academy and tracked support, and provides [email protected] for product, support or migration questions.checked 11 Oct 2026
Money
- Free plan
- Nochecked 22 Sep 2026
- Trial terms
- A card is required at signup, and the selected subscription begins billing after the 14-day free trial unless canceled first.checked 11 Oct 2026
The company
- Headquarters
- Winter Springs, Florida, United Stateschecked 28 Sep 2026
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