Case management,
finally built for
the way you actually
work a case.

Casewyze brings every case, subject, budget, time entry, expense, and invoice into one fast, focused workspace. No more duct-taping QuickBooks, spreadsheets, and a dozen browser tabs. For industry context, the BLS private detectives and investigators outlook summarizes the work these teams perform.

No credit card required Unlimited users Cancel anytime
Real product screens

The case file, shown in the places your team actually works.

A few focused Casewyze views show how the core workflow comes together: subjects, assignments, evidence, and time or expense records tied back to the case file.

Casewyze subjects dashboard showing people, vehicles, locations, items, and businesses in one searchable table
Subjects

Every person, vehicle, location, and item has a real place.

Structured subject records keep the details investigators need searchable instead of burying them across notes, folders, and old emails.

Casewyze new expense entry screen for staff, case, activity, time items, expense items, notes, and receipts
Time and expenses

Billing starts where the work is logged.

Investigators can capture time, expense items, notes, and receipts against the right case instead of reconstructing it later.

Casewyze case calendar with month view, scheduled surveillance, and task sidebar
Calendar

Scheduled work appears in case context.

Surveillance windows, tasks, and case commitments are visible from the same workspace the team uses to manage the file.

Casewyze attachments table with folders, uploaded reports, document tags, previews, and export controls
Attachments

Evidence and reports stay searchable.

Files can carry previews, folders, tags, access labels, and audit context so evidence does not disappear into generic storage. See how evidence cloud storage supports internal uploads and external storage links.

Built for solo PIs and 50-investigator agencies alike
1+
Working PI behind every feature
14d
Free trial. No card required.
10min
From signup to first case
$0
Cancel anytime, no contracts
NEW service

Public application intake, built for investigator hiring.

Casewyze now gives agencies a public job application workflow for investigator, vendor, and staff candidates. Share a branded form, collect resumes and eligibility details, then review applicants inside the same permissions-controlled workspace you already use to run cases.

  • Public job application forms collect contact details, position interest, availability, work history, licenses, references, and documents.
  • Applicant review workflows keep submissions, files, notes, statuses, and permissions out of inboxes and hiring spreadsheets.
  • Conversion into staff or vendor records carries the application source, attachments, skills, and history forward when the candidate is ready.
Public job application
Branded intake link for candidates
NEW service
1
Candidate details Name, contact, position, availability, eligibility
Required
2
Experience and credentials Work history, education, licenses, references
Structured
3
Resume and attachments Resume, cover letter, and supporting files
Uploaded
Applicant workflow
1
Submission received Applicant record and files are created.
2
Review in Casewyze Status, notes, and permissions stay controlled.
3
Convert when ready Create or link staff and vendor profiles.
The honest part

You didn't become an investigator
to manage spreadsheets.

Generic CRMs don't fit case work

Sales pipelines, deal stages, "opportunities" — none of it maps to how investigators actually run a file from intake to close.

Time and expenses live in five places

QuickBooks for invoices, Excel for time, the truck console for receipts. When it's invoice day, you're a forensic accountant for your own business.

Budgets quietly run over

Without a real-time picture of hours and expenses against the retainer, you find out you're over-budget when the client pushes back on the invoice.

Every part of the workflow

One workspace.
Built around the case file.

Case management

Every case, organized the way investigators think about them.

Open, draft, closed, on-hold — at a glance. Filter, search, and template new cases in seconds. Case numbers, references, subjects, and services all live in one structured record.

  • Smart case templates — clone a setup once, reuse it forever
  • Period-over-period stats — open, closed, draft, on-hold trends
  • Column controls + CSV export — your data, your way
My Cases
View and update your assigned cases
5
Open
↑ 300%
4
Active
↑ 200%
0
On Hold
1
Closed
↑ 100%
1
Draft
↑ 100%
Case #
Title
Account
Status
Created
CASE-00005
James Schooner
ABC Insurance
Open
5/10/26
CASE-00004
Theodore Roosevelt
Draft
5/9/26
CASE-00002
Jose Mendez
Acme Corp
Open
4/7/26
CASE-00001
James Mitchell
Acme Corp
Closed
4/7/26
00001-1
Manister, Brad
Acme Corp
New
5/1/26
Subjects

People, vehicles, devices, businesses — all linked to the case.

Stop hunting through notes for that plate, that LLC, that burner number. Casewyze tracks every subject as a structured record, with photos, attributes, and case relationships you can actually search.

  • Multiple subject types — person, vehicle, device, business, custom
  • Pin primary subjects for fast access on every case view
  • Photos and attachments attached to the subject, not buried in a folder
Pinned Subjects
JM
Jose Mendez Primary
Person · DOB 03/14/1981
2024 Toyota Camry
FL · ABC-1234
iPhone
(555) 123-4567
ABC Corporation
Business · LLC
Next Activity
0 upcoming · 1 incomplete
Task ⚠ Overdue
Surveillance follow-up
Due May 9, 2026
Rachel D.
Service: Surveillance
Budget · Time · Expenses

Soft caps stop scope creep before it eats your margin.

Every case has a retainer ceiling and live consumption tracking. Time entries and expenses post in real time, with case-level dollar gauges that surface the moment you're approaching the cap.

  • Soft and hard caps per case, with adjustment history
  • Time entries linked to staff, case, activity type, and date
  • One-click invoice generation when the case is ready to bill
Budget Status Soft Cap
$ 26%
$1,840
remaining
Dollars $660 / $2,500
Adjust
History
New Expense Entry 💾 Save
CASE-00005 · James Schooner
Staff *
● Brian D.
Activity
Surveillance
Date *
05/12/2026
Hours
3.5 hrs · $315
Updates · AI summaries

Client-ready updates in seconds, not Sunday nights.

Capture surveillance notes, accounting notes, reviews, and AI-summarized recaps — all tagged by type and case. When the client wants a status report, it's already there.

  • Typed updates — surveillance, review, accounting, AI summary, more
  • AI summaries roll up a case's activity into a client-ready brief
  • Notification stream for every status change, every assignment
All Updates
+ Add Update
BD
James Mitchell Surveillance Log
Case Update
CASE-00001
May 8
AI
Case Summary — Mendez
AI Summary · Auto-generated
CASE-00002
May 2
BD
Surveillance — vehicle observed
Surveillance
CASE-00002
May 1
BD
Retainer received & applied
Accounting
CASE-MNW...
Apr 13
Notifications Mark all
i
Case Status Changed
CASE-00005 → "Open / Working"
i
New assignment
Rachel D. assigned CASE-00005
From signup to first case

Up and running before
your coffee gets cold.

1

Sign up free

Create your agency workspace in under two minutes. No credit card. No sales call.

2

Import your first case

Start a case from a template or scratch. Add the client, subjects, and budget. Done.

3

Run the work

Log time, track expenses, post updates, invoice when ready. Everything lives in one place.

Unlimited users

Built for real investigation teams-not per seat, pricing games.

Choose by included storage and monthly transfer guardrails, then add capacity whenever the evidence load grows.

Investigator
$39 /month
Solo PI, low evidence volume.
Storage
100 GB
Transfer
100 GB
  • Unlimited users
  • Unlimited investigators
  • Unlimited vendors
  • Unlimited clients
  • Unlimited cases
Solo Pro
$79 /month
Serious solo PI with billing and reports.
Storage
500 GB
Transfer
250 GB
  • Unlimited users
  • Unlimited investigators
  • Unlimited vendors
  • Unlimited clients
  • Unlimited cases
Professional
$249 /month
Growing agency.
Storage
2 TB
Transfer
750 GB
  • Unlimited users
  • Unlimited investigators
  • Unlimited vendors
  • Unlimited clients
  • Unlimited cases
Enterprise
from $399 /month
Larger or multi-office firms.
Storage
4 TB
Transfer
1 TB
  • Unlimited users
  • Unlimited investigators
  • Unlimited vendors
  • Unlimited clients
  • Unlimited cases

Plan estimator

A directional fit based on evidence volume, active retention, and review/download passes. Nothing is saved or sent.

How many new cases you expect to open in a typical month.
12
The rough amount of photos, video, documents, and other files uploaded for one case.
10 GB
How many times that case evidence is previewed, streamed, downloaded, or exported by your team, clients, vendors, or investigators.
2
How long recent evidence usually stays in active use before it is archived, deleted, or rarely accessed.
6
Monthly evidence 120 GB
Storage footprint 720 GB
Monthly transfer 240 GB
Recommended fit
Agency

No add-ons needed for this estimate.

Directional estimate only. Actual usage can vary with video length, export habits, and client download behavior.

Start free trial Local estimate only.

Additional storage

Need more space? Add extra storage to your plan.

500GB Storage
$29/month
+500GB instant activation
1TB Storage
$59/month
+1TB instant activation
5TB Storage
$249/month
+5TB instant activation

Additional monthly transfer

Add bandwidth for heavy video previewing and downloads.

250GB Transfer
$39/month
+250GB monthly transfer

A fit for light client downloads and occasional video previewing.

500GB Transfer
$79/month
+500GB monthly transfer

A fit for steady client and vendor sharing across a small active team.

1TB Transfer
$149/month
+1TB monthly transfer

A fit for video-heavy agencies with frequent evidence review and exports.

5TB Transfer
$699/month
+5TB monthly transfer

Built for high-volume surveillance, multi-office, or unusually download-heavy months. Most teams do not start here.

From the field

Built by an investigator.
Used by investigators.

"
I went from three apps and two spreadsheets to one screen. The budget gauge alone has saved me from undercharging on at least four cases.
M
Marcus R.
Licensed PI · 12 years
"
The AI summary feature turns my Saturday paperwork into about ten minutes of cleanup.
S
Sarah K.
Agency owner · 8-investigator firm
"
Finally a tool that thinks about subjects the way we actually work them. Vehicles, devices, the works.
D
David P.
Surveillance specialist
14 days. Zero risk.

Stop running your business
in browser tabs.

Spin up your Casewyze workspace, import a case, and feel the difference. If it's not for you, walk away — no card on file.

No credit card required Setup in under 10 minutes Cancel anytime