CASEWORKS DIGITAL · PROFESSIONAL BUYERS
Better-organized investigations begin with a better working file.
Editable, downloadable documentation templates for independent investigators, consultants and organizations handling authorized fact-finding. Choose one specialized worksheet or compare a connected case-file workflow. No CaseWorks subscription required for the downloadable products.
Find the right documentation tools for your work
Workplace & HR
Organize complaints, interview preparation, disputed timelines, source references and open action owners.
Fraud & compliance
Keep suspected issues and allegations separate from findings, while tracking related records and unresolved questions.
Private investigation firms
Create consistent case intake, lead, source, contact and review records for authorized client matters.
Claims-related reviews
Document reported incidents, competing accounts, contact attempts and pending authorized requests.
Compare the download options
| When you need... | Consider | One-time price |
|---|---|---|
| Interview and contact notes | Interview Notes & Contact Log | $19 |
| Event chronology and lead follow-up | Timeline & Lead Tracker | $15 |
| A linked intake-to-review case file | Investigation Case File System | $79 |
| Five investigation documentation tools together | Complete Professional Toolkit | $129 |
Prices apply to the products under their existing standard license. Buying a bundle does not, by itself, grant access for multiple users. See each product page for its exact file inventory and screenshots.
Purchasing for a team or agency?
The published standard CaseWorks license is for a single user. Do not purchase one copy expecting shared organizational or multi-user rights. If several investigators or employees would need to use or modify the templates, contact CaseWorks before ordering to ask whether a suitable license arrangement can be offered.
In your message, include: the type of organization, the templates you are considering, an approximate number of users and the file formats your workflow requires. Do not include names of investigation subjects, case files, private records, payment card details or other sensitive material.
Evaluate the product before you buy
- Start with a free resource: the investigation case-file checklist or timeline worksheet.
- Inspect genuine workbook previews: the product galleries show actual worksheet views for several CaseWorks downloads. Promotional illustrations are not representations of a hosted app.
- Verify formats and rights: downloads can include Excel, PDF or ZIP files. See the exact inventory, software compatibility and license and delivery terms.
- Confirm your information-security procedures: CaseWorks downloads are general documents, not a secure hosted case database or encrypted evidence repository.
CaseWorks provides documentation and organizational resources—not investigative services, legal advice, official government forms, an insurer-approved claims system, a whistleblower hotline, or a certified compliance platform. Users remain responsible for lawful investigation, professional licensing, appropriate security and organizational policy.