Investigate and manage every case in one workspace
Assign owners, track status and priority, add notes and evidence, continue secure messaging, and keep a complete investigation history after a report is submitted.
How it works
- 1
Case opened
A report becomes an investigation record.
- 2
Owner assigned
A handler takes ownership and sets priority.
- 3
Evidence and notes added
Files, updates, and decisions stay on the case.
- 4
Secure follow-up continued
Case-linked messaging keeps clarification on the record (Pro).
- 5
Case resolved
Status closes with a recoverable activity trail.
Case operations
Where investigations usually break after intake
Anonymous Reporting gets the concern in. Case Management is what happens next: who owns it, what status it is in, which notes and files exist, and whether follow-up stayed on the record.
- 1
Report becomes a case
Intake lands with a tracking reference ready for handlers.
- 2
Owner assigned
A named handler takes responsibility; status is visible from day one.
- 3
Notes and evidence attached
Files and investigation notes stay on the case—not in personal folders.
- 4
Follow-up and closure audited
Secure messaging (Pro) and status changes remain recoverable.
| Tracking ID | Title | Status | Assigned To | Date | |
|---|---|---|---|---|---|
| DIS-YU3Z4XJ9 | Financial Issues With Department Head | investigating | admin@... | 23/10/2025 | View |
| DIS-5M0B79BF | Discrimination in Promotion Decisions | investigating | Unassigned | 23/10/2025 | View |
| DIS-IU3RWCKL | Falsified Health and Safety Records | reviewing | compliance@... | 19/12/2025 | View |
Anonymous reporter submitted via secure portal
Handler requests supporting documents in secure thread
Reporter uploads evidence without exposing identity
Compliance lead assigned · evidence linked to case
Outcome documented with full audit record
When those operations live in personal mailboxes, ownership blurs and audit questions become a reconstruction project. Secure Case Management keeps assign, status, notes, evidence, messaging, and history on one case.
Pro · Assistive AI
AI drafting support inside the investigation workspace
On Pro, AI assists authorised handlers with preparation—summaries, themes, anonymity cues, and draft questions—then humans decide. It is a Case Management feature, not a standalone product.
- Summarise lengthy disclosures into a concise handler overview
- Draft closure notes for human editing
- Keep investigators focused on judgement, not retyping
- Surface recurring themes across reports for human interpretation
- Highlight wording that may risk anonymity
- Suggest clarifying questions—never send them automatically
Thank you for your report. Can you provide any supporting documents?
I have photos of the falsified inspection logs. Will upload shortly.
Controlled case operations
Case Management supports sensitive investigations with access control and audit history. It is not a public helpdesk queue. For whistleblowing and anonymous reporting programmes, it is the horizontal workflow after intake: triage, assignment, secure follow-up, evidence, and closure—not a generic ticketing queue. Formal bullying and harassment investigations are covered on the workplace misconduct reporting use-case page.
Review security approach- Role-based access for handlers
- Notes, evidence, and messages on the case
- Audit history for status and ownership
- Retention and access aligned to programme needs
- Demo-ready path from submission through closure
Trust Centre evidence
Review the security, compliance, reporting, and case-handling references that support this buying path.
FAQ
Frequently Asked Questions
Keep every investigation step on the case
Start with Disclosurely Case Management alongside Anonymous Reporting and keep assignment, evidence, and audit history in one workspace.