Publish
Share a branded public case request link with clients or other authorized requesters.
Public investigation intake
Case Request Software for Private Investigation Agencies
Give clients and authorized requesters a professional public intake path, then keep the decision inside your operating workflow. Casewyze lets your agency review each case request, approve or decline it, and convert approved intake into an active case.
Public submissionNo workspace login required
Internal reviewEvaluate before accepting
Approve or declineRecord an intake decision
Case conversionMove approved work forward
Move from request to case without losing the intake trail.
A case request separates “someone asked us to investigate” from “this is approved active work.” That distinction gives managers a controlled review point for scope, conflicts, authorization, assignment fit, and other agency-specific intake requirements.
Review
Evaluate the submitted intake inside Casewyze instead of rebuilding it from an email.
Decide
Approve or decline the request according to agency policy, authority, and fit.
Convert
Turn an approved case request into a working case and continue the operational record.
A case request is not the same as an active case.
Mixing unreviewed intake with active matters makes workload and acceptance decisions harder to understand. Casewyze keeps the proposed matter in a request stage until the agency decides what happens next.
Proposed work awaiting review
Represents submitted intake that still needs an agency decision. It can be reviewed, approved, or declined before active casework begins.
Accepted work moving through operations
Represents an investigation the agency has chosen to open, organize, assign, update, document, and manage.
A cleaner front door
Replace scattered intake with a repeatable workflow.
Email can start a conversation, but it does not create a consistent review process. Important details may sit in a message thread, attachments may arrive separately, and the decision to accept the matter may never be recorded clearly.
A public case request gives the requester a defined intake path and gives the agency a record it can evaluate. If the request is approved, the information moves forward with the case instead of being typed again from scratch.
Case request intake best practices.
The exact information an agency collects depends on its clients, services, contracts, licensing, and internal policies. A useful intake process should still answer a few consistent operational questions.
Identify the requester and their authority to submit the matter.
Capture the client, contact, and reference information the agency needs.
State the requested objective, scope, deadline, and known constraints.
Collect relevant subject identifiers without requesting unnecessary data.
Provide a path for supporting documents when the agency requires them.
Review conflicts, service fit, authorization, and jurisdiction before approval.
Record why a request was approved or declined according to agency policy.
Preserve the original intake when approved work becomes an active case.
Frequently asked questions.
A clear request stage helps clients understand where intake ends and active investigative work begins.
What is a case request?
A case request is a proposed investigation submitted for agency review before it becomes an active case. It captures intake information while preserving an approval decision.
Does every case request become a case?
No. Authorized staff can review the intake and approve or decline it. Approved requests can be converted into cases.
Can someone submit a case request without a Casewyze account?
Yes. Agencies can publish a branded public case request form so an authorized client or requester can submit intake without access to the private workspace.
Why use a case request instead of opening a case immediately?
A request creates a review point before the agency commits resources, accepts scope, or treats the matter as active casework.
From intake to active work
Give every case request a clear next step.
Collect proposed work through a professional public form, review it inside Casewyze, and turn approved requests into organized cases.