Hours tied to the actual work
Log time by staff member, case, activity type, and date so each entry has the context needed for review and invoicing.
Billing software for private investigators
Private Investigator Billing Software That Turns Casework Into Accurate Invoices.
Casewyze is private investigator billing software that keeps time, expenses, budgets, retainers, payments, and invoices connected to the case. Capture the work once, review the financial picture, and generate the invoice without rebuilding it from spreadsheets and receipts.
01 · WorkOpen the case
Keep client, subject, assignment, and budget context together.
02 · CaptureLog time and costs
Record billable activity, mileage, fees, notes, and receipts.
03 · ReviewWatch the budget
See remaining funds before the investigation exceeds scope.
04 · BillGenerate the invoice
Build billing from records already tied to the case.
Build billing records while the investigation is active.
Delayed billing often starts long before invoice day. An hour goes unrecorded, a receipt stays in a vehicle, or an expense loses its case context. Casewyze connects financial entries to the operational record so investigators and office staff can capture the details while they are still fresh.
Costs where they belong
Record mileage, surveillance costs, vendor charges, filing fees, notes, and receipts against the correct case instead of chasing them later.
One connected financial record
Keep time, expenses, retainer activity, payments, and invoice records visible with the client and investigation that generated them.
Budget control
Know the financial position before the client asks.
An invoicing system for private investigators should do more than format a bill. It should help the team see what is happening while work is still underway.
- Set soft or hard case budgets and review remaining funds.
- Track budget adjustments instead of losing decisions in email.
- Keep retainers, payments, time, and expenses visible in the case.
- Review financial activity by case or client before generating an invoice.
Generic invoices show charges. Case-connected billing shows the work behind them.
Private investigation billing depends on operational details that a standalone invoice tool may not understand: who performed the work, which activity generated the charge, what expenses belong to the assignment, and how the total compares with the authorized budget.
Disconnected billing
- Investigators submit hours after the fact.
- Receipts and mileage arrive through separate channels.
- Office staff reconstruct charges from notes and spreadsheets.
- Budget overruns surface when the invoice is already being reviewed.
Casewyze billing workflow
- Time and expenses are recorded with the case activity.
- Staff, date, service, notes, and receipts keep their context.
- Budgets and retainer activity remain visible during the work.
- Invoice generation starts from an organized financial record.
Built for operational billing, not general ledger accounting. Casewyze manages the investigation-side workflow around cases, time, expenses, budgets, retainers, payments, and invoices. Your agency may still use its accounting platform for bookkeeping, tax reporting, payroll, or other accounting responsibilities.
Questions
Private investigator billing software FAQ.
What should billing software for private investigators track?
It should connect billable time, expenses, budgets, retainers, payments, and invoice records to the correct client and investigation case.
Can Casewyze generate invoices from case records?
Yes. Casewyze supports invoice generation using the time and expense records connected to investigative work.
Can investigators record expenses with case context?
Yes. Expense entries can include the staff member, case, related activity, time and expense items, notes, and receipts.
Does Casewyze replace accounting software?
Casewyze manages the operational billing workflow around investigation cases. Your agency may still use its accounting platform for bookkeeping, tax reporting, payroll, or other accounting responsibilities.
Is the billing workflow useful for solo investigators?
Yes. Solo investigators can keep casework and financial records in the same system, while agencies can use the same structure across investigators and office staff.
Spend less time reconstructing invoices.
Keep case activity, billable time, expenses, budgets, retainers, payments, and invoices in one investigation workflow.