About CaseWorks
CaseWorks is a cloud-based case management platform designed specifically for private investigators. It centralizes cases, clients, calendars, employees, finances, and reporting in one mobile-friendly application that works on any device with a web browser.
Pros & Cons
Pros
- Built specifically for private investigators rather than generic case management
- Generous 90-day free trial with no credit card required
- No long-term contracts, cancel anytime with month-to-month billing
- All-in-one platform consolidates cases, finances, and team management
- Cloud-based access from any device with a web browser
- Customizable branded reports and contracts
Cons
- Niche tool only useful for private investigation firms
- User caps on each plan force upgrades as teams grow
- Interface is functional rather than modern compared to general SaaS
- Premium support and setup assistance cost extra
- Limited public reviews compared to larger case management platforms
Key Features
Case Management
Track unlimited criminal, civil, workers comp, and surveillance cases with full case histories and notes.
Client & Vendor Management
Centralize all client, employee, and vendor connections in a single contact database.
Integrated Calendar
Manage case leads, appointments, and team schedules with a built-in calendar and email integration.
Financial Reporting
Built-in budget management, time slips, invoicing, and financial reports tailored to investigation work.
Customizable Reports
Generate branded contracts, memos, and reports with your own logo and templates.
Team Management
Assign team members to cases, manage permissions, and run payroll for your full investigative team.
Mobile Access
Cloud-based platform accessible from any device with a web browser, no app installation required.
Photo & Evidence Organization
Attach photos, events, and surveillance evidence directly to cases for easy retrieval.
Pricing
- 1 user
- 15 GB storage
- Unlimited case management
- Client and vendor management
- Calendar and reporting
- Month-to-month billing
- 3 users
- 50 GB storage
- Everything in Essentials
- Automated email integration
- Visual budget reminders
- Hands-on support available
- 5 users
- 1 TB storage
- Everything in Premium
- Payroll management
- Priority hands-on support
- Setup and training assistance
Best For
Solo Private Investigator
A single PI uses the Essentials plan to track cases, log time, invoice clients, and manage a calendar from the field.
Small Investigation Agency
A 3-5 person agency runs Premium or Enterprise to coordinate team assignments, share case files, and run unified billing.
Surveillance Operations
Investigators attach photos, events, and time-stamped notes to surveillance cases for court-ready documentation.
Legal Support Investigators
PIs working with law firms generate branded reports and memos that match each firm's documentation standards.
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