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.
Track unlimited criminal, civil, workers comp, and surveillance cases with full case histories and notes.
Centralize all client, employee, and vendor connections in a single contact database.
Manage case leads, appointments, and team schedules with a built-in calendar and email integration.
Built-in budget management, time slips, invoicing, and financial reports tailored to investigation work.
Generate branded contracts, memos, and reports with your own logo and templates.
Assign team members to cases, manage permissions, and run payroll for your full investigative team.
Cloud-based platform accessible from any device with a web browser, no app installation required.
A single PI uses the Essentials plan to track cases, log time, invoice clients, and manage a calendar from the field.
A 3-5 person agency runs Premium or Enterprise to coordinate team assignments, share case files, and run unified billing.
Investigators attach photos, events, and time-stamped notes to surveillance cases for court-ready documentation.
PIs working with law firms generate branded reports and memos that match each firm's documentation standards.

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Attach photos, events, and surveillance evidence directly to cases for easy retrieval.

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