Case management
& workflow
made easy
Your investigative connections, cases, calendar, employees, reports & finances all organized in one location.
CaseWorks is a PI app designed for today’s private investigators case management needs.
Expand your private investigator business with CaseWorks & see why we are #1 when it comes to all of your case management needs.
Organize your business
Organize your clients, vendors, leads, communications & notes with CaseWorks so you can focus on your investigative cases. Managing all notes, leads & timelines in one location makes managing any case easy.
track client payments
Track how long it takes clients to submit payment. Knowing your clients payment schedule will help adjust when and how often you submit your hours.
Stay on top of finances
Track you case budgets & expenses with CaseWorks' easy to use budget tracker. CaseWorks makes balancing your business finances fast & easy.
Manage your team
If you are a solo or work as a team CaseWorks will manage your leads, tasks, appointments for you & your full team of investigators.
Your CALENDAR
Track your leads, tasks, appointments & more with CaseWorks’ integrated calendar. Manage your calendar as well as assign leads & appointments for your team.
Your Schedule
- Integrated calendar
- Leads
- Tasks
- Appointments
- Court Dates
Your CONNECTIONS
Organize all of your clients & vendors in one easy to use app. Centralize all of your private investigators notes, records & communication with CaseWorks
Your Connections
- Clients
- Investigators
- Attorneys
- Team Members
- Employee
- Vendors
Keep your investigative
business organized
No more searching through different apps looking for your connections. With CaseWorks organize & assign contacts to your cases. Keep your notes, records & information in one searchable app. Managing all notes & timelines makes managing any case easy
Your CASES
Keep your investigations flexible. If you are a private investigator working criminal, civil, workers compensation, surveillance, or process services CaseWorks will centralize your workflow As a CaseWorks user you will not be limited the amount of cases you can have open at one time. CaseWorks is designed to make you money so sign as many cases as you can!
Criminal & Civil
Manage everything in one location! Contacts, calendar, budget & billing
Surveillance
Easily track & bill for leads, while organizing all photos, videos & other files.
private investigator
If you work multiple different cases at a time CaseWorks will organize everything for you.
No matter the type or number of cases you work CaseWorks will fit with your investigative business. Caseworks is designed to make you money and we never limit the amount of cases you can have open.
Your investigative cases
managed in one location!
Take your case management with you on the road. Keep track of your leads, budgets, timelines & reporting with CaseWorks!
Your REPORTS
Analyze your business & investigative cases with CaseWorks’ easy to use reports. Track your business & create custom financial, case or personnel reports.
Focus on your PI Business
Easily access & print tax or financial reports
Monitor your business health by tracking hours worked per case
Create custom case & personnel reports for clients or internal use
know your finances
Track your case budgets & expenses with CaseWorks’ easy to use budget tracker. CaseWorks makes balancing your private investigator business fast & easy
Track money coming & going
Monitor your budget by tracking all case as well as business expenses. Keep an eye on account receivables while managing retainers
Choose the perfect plan
All plans include same great features, reports & customization
- Unlimited Cases
- Criminal, Civil & Surveillance Cases
- Client, Employee & Vendor Management
- Integrated Calendar
- Email Integration
- Budget Management
- Costomizable Contracts
- Unique Reports, Memos & Emails
- Payroll Management
- Branding Reports With your Logo
Frequently asked questions
CaseWorks is a PI app designed for today’s Private Investigator case management needs.
Your connections, cases, calendar, employees, reports & finances all organized in one location.
CaseWorks is the #1 Case Management Solution for Private Investigators when it comes to all of your case management needs.
With CaseWorks you will never sign a long term contract. You are billed monthly and can cancel whenever you like.
CaseWorks is an all inclusive app designed for today’s private investigator. With CaseWorks you can manage:
- your connections
- your cases
- your schedule
- your employees
- you finances
All in one easy to use mobile app.
With CaseWorks at the center of your pi business you can analyze your business as well as your investigative cases! CaseWorks has custom, easy & intuitive reports. With CaseWorks’ financial, case & personnel reports it makes managing your pi business easy.
If your private investigative business deals with criminal or civil cases, workers compensation, background checks, process service or surveillance CaseWorks will be a perfect fit! CaseWorks is used by a wide range of investigators who have to track leads, timelines, budgets, invoicing all while managing their team. CaseWorks was designed by a private investigator and you will see how aligned the workflow is.
CaseWorks is an app designed for today’s private investigator. Try for FREE
