Built by a working PI v2.4

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.

No credit card required Setup in under 10 minutes Cancel anytime
Dashboard
Open Cases
6↑ 400%
Closed
1↑ 100%
Total Cases
7↑ 150%
Accounts
6↑ 400%
Financial Summary
Retainers
$4,750
Outstanding
$400
Unpaid
$1,790
Case
Title
Status
Due
CASE-00005
James Schooner
Open
5/10
CASE-00002
Jose Mendez
Open
4/27
CASE-00004
T. Roosevelt
Draft
5/9
Pinned Subjects
JM
Jose Mendez Primary
Person
2024 Toyota Camry
Vehicle
iPhone
1234567890
Budget Status Soft Cap
$ 26%
$1,840
remaining
$ Dollars $660 / $2,500
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
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.

Simple pricing

Pay for what fits.
Grow when you grow.

Every plan includes unlimited cases, unlimited investigators, and unlimited vendors. Pick a tier based on your team size and storage needs.

The Investigator
For the solo PI running the show.
$12 / month
Billed monthly. Cancel anytime.
  • 2 admin users
  • 50 GB storage
  • Unlimited cases
  • Unlimited investigators
  • Unlimited vendors
The Enterprise
For larger agencies and multi-office firms.
$69 / month
Billed monthly. Cancel anytime.
  • 16 admin users
  • 500 GB storage
  • Unlimited cases
  • Unlimited investigators
  • Unlimited vendors

Need more storage?

Add capacity to any plan — instant activation.

// Add-on
+500 GB
Instant activation
$29
/ month
+1 TB
Instant activation
$49
/ month
+5 TB
Instant activation
$199
/ month
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