Case request workflow
Collect a public case request, review the submission, approve or decline it, and convert approved intake into an active case.
Product features
One operating system for investigative casework.
Casewyze brings the moving parts of an investigation into a single workspace: clients, accounts, contacts, cases, subjects, applicant intake, updates, tasks, events, calendars, and a full finance layer built for real agency operations.
Case intake and communication
Give proposed work a clear review path, then keep staff activity connected to the case. These focused workflows help agencies preserve context from the first request through ongoing updates and final reporting.
Staff updates
Keep investigator activity, updates, emails, subjects, and timeline events connected for clearer handoffs and review.
Investigation report template
Download a reusable OpenOffice Writer template for chronology, findings, evidence, and investigator sign-off.
Client workspace
Start with the relationship layer. Casewyze keeps client organizations, people, and related matters connected so you can see who owns the work, who needs updates, and what cases belong together.
Client and agency records
Track client organizations, law firms, insurers, vendors, and internal agency relationships without scattering details across spreadsheets.
People tied to the work
Store attorneys, adjusters, clients, witnesses, vendors, and internal staff contacts alongside their related accounts and cases.
A cleaner picture of history
See open matters, past work, billing activity, and communication context from one place before you start the next assignment.
Client organizations are searchable by account, contact, email, industry, and location.
Cases and subjects
Casewyze treats each case as the center of the investigation, then connects the people, vehicles, devices, businesses, evidence, and updates that make the case real. The importance of disciplined evidence handling is reflected in NIST evidence management guidance.
Organized case command
Create and manage cases with status, assignment, budget, client, subject, and activity context in one focused workspace.
People, vehicles, devices, and more
Track structured subject records with attributes, photos, identifiers, relationships, and notes that investigators can actually search.
Case activity without the hunt
Capture surveillance notes, accounting notes, review items, AI summaries, and client-ready status updates as the work unfolds.
People, vehicles, businesses, locations, and items are tracked as structured subjects instead of loose notes.
Activities and tasks
Turn casework into visible, assignable work. Investigators, admins, vendors, and managers can see what needs attention and what has already happened.
Log the work as it happens
Connect activity records to cases, staff, dates, time, expenses, and case updates so the operational record stays complete.
Assignments with accountability
Manage tasks, due dates, owners, status, and follow-ups so nothing important lives only in someone’s inbox or memory.
Clear handoffs
Give admins, investigators, vendors, and managers the context they need without overexposing sensitive case information.
Activity records keep narrative, assignment, dates, locations, linked updates, and billing context together.
NEW service: public applicant intake
Casewyze now supports public job application forms and applicant conversion workflows for agencies that recruit investigators, vendors, or internal staff. Candidates submit through a branded form, and your team reviews the record inside Casewyze instead of rebuilding the application from email attachments.
Public job application forms
Share a public intake link that collects candidate contact information, position interest, availability, eligibility, work history, education, licenses, references, resumes, cover letters, and supporting files.
Review without the spreadsheet
Submitted applications become applicant records with statuses, attachments, notes, permissions, and source context that stay in the same operating system as the rest of the agency.
Move qualified people forward
Convert an applicant into a staff or vendor profile when the decision is made, carrying application details, skills, credentials, history, and files into the working record.
From public form to working profile
NEW service1
Publish the application form
Give candidates a branded public form instead of asking them to email resumes and scattered details.
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Review the applicant record
Keep the application, documents, review notes, status, and access controls together for the hiring team.
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Convert to staff or vendor
Create or link the right profile when the candidate is ready, with application history preserved.
Events and calendar
Investigative work is time-sensitive. Casewyze helps teams coordinate appointments, surveillance windows, court dates, reminders, and case milestones.
Important dates in context
Attach appointments, hearings, surveillance windows, interviews, and deadlines to the case records they belong to.
Schedule visibility
Give your team a calendar view of upcoming work so assignments, deadlines, and case commitments are easier to coordinate.
Fewer missed moments
Use dates and events to drive follow-ups, check-ins, and review points before a case goes quiet or a deadline sneaks up.
Events and tasks stay visible against the calendar view so planned work is tied back to the case record.
Full finance section
Casewyze connects case operations to the money side of the business: budgets, retainers, time, expenses, invoices, and financial visibility by case or client.
Soft and hard caps
Set case budgets, watch remaining funds, track adjustment history, and keep investigators aware of financial limits.
Billable work records
Log hours by staff, case, activity type, and date so billing and profitability are built from the actual work performed.
Costs tied to the case
Record mileage, surveillance costs, vendor charges, filing fees, and other expenses where they belong: with the case.
Soft and hard caps give teams a live view of remaining dollars before additional work is approved.
- Retainers and payments
- Invoice generation
- Case profitability
- Client balance visibility
Oversight, reporting, and control
Beyond daily work, Casewyze gives agency owners and managers the structure to review performance, protect data, and keep the business moving.
Operational snapshots
Understand case status, workload, financial activity, and team output without rebuilding reports from scratch every week.
Access by role
Separate client, investigator, vendor, staff, and admin access so sensitive work is visible only to the right people. Review the Casewyze security practices behind these controls.
Faster client-ready context
Use AI-assisted summaries to turn case activity into a cleaner narrative that your team can review before sending.
Evidence, reports, tags, folders, access labels, internal uploads, and external storage links stay attached to the case file. Explore the evidence organizer.
Ready to run your cases from one place?
Start a Casewyze workspace and bring clients, cases, subjects, applicant intake, updates, tasks, calendar events, and finance into the same operating system.
Start your 14-day free trial