Bring clarity and control to your most complex cases

CORE (Case Organization for Receivers and Executives) delivers turn-key case management for professionals who need precision, visibility, and control.

Gain real-time visibility into every dollar and every action without juggling spreadsheets or separate tools. Assets, transactions, accounts, and distributions all live in one secure system.

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Save valuable time with smart accounting and reconciliation tools that automatically track balances, flag discrepancies, and keep reports audit-ready.

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Work confidently from any location with cloud-based permissions that allow accounting teams, attorneys, and staff to securely access cases and financial data.

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Built to fit even the most complex cases, CORE’s customizable workflows adapt to any receivership, fiduciary, or financial matter.

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Cloud Organization

Integrations that keep every case connected

Manage every aspect of your receivership or fiduciary case securely within CORE, with built-in connections to your essential systems.

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Banking and financial partners

Connect with your financial institutions for automatic statement imports, transaction syncing, and fast reconciliation across accounts.

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Accounting and reporting tools

Export and share financial data with attorneys, auditors, and courts for smoother reporting and collaboration.

Cloud Files

Document and file management systems

Keep every file and record organized and secure in one connected workspace.

Built for financial professionals
like you

CORE is designed for powerful customization to meet the unique needs of your cases and your team.

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Receivers

Gain visibility and control across every asset and account. Generate court-ready reports quickly and maintain transparency in fraud, insolvency, or corporate dissolution cases.

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Fiduciaries

Reduce errors and close compliance gaps with automated accounting, audit-ready documentation, and easy tracking for estates, trusts, and wind-downs.

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Accounting and legal teams

Centralize case data and collaborate securely from anywhere. Access the financial and case information you need, all in one connected system.

Features that make every case easier

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A centralized, cloud-based system gives your team secure access to files, tools, and reports from anywhere.

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Automated accounting and reconciliation save time and reduce errors.

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Secure multi-user access enables collaboration across teams without compromising data security.

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Claims management and distribution tracking free up valuable time and reduce manual work.

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Custom queries and ad hoc reports make it easy to respond to court and legal reporting requests.

RELIABLE SUPPORT

Support that shows up when you need it

Our experienced team is available by phone, email, or chat to help you stay on track. Every specialist understands the complex financial and legal pressures receivers and fiduciaries face. We pride ourselves on consistently high marks for customer support satisfaction.

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CORE FAQs

How is CORE different from traditional accounting or case management software?

CORE is purpose-built for receivers and fiduciaries who need both financial control and legal transparency. It combines accounting, case management, and reporting in one cloud-based system designed for complex, court-supervised cases.

Can multiple users work in CORE at the same time?

Yes. CORE supports secure, multi-user access so accounting teams, attorneys, and administrators can collaborate on cases simultaneously without compromising data security or accuracy.

How does CORE simplify reporting for courts or creditors?

Built-in financial and compliance reporting tools help you generate accurate, court-ready reports in minutes. Standard templates and custom queries make it easy to respond to audits, court requests, and stakeholder updates.

Let’s connect

Ready to see how CORE can simplify your receivership and fiduciary case management? Our team is here to answer questions and walk you through a personalized demo.

Request a consultation