The record stays with the work
Case management software keeps files, notes and tasks together from intake to resolution.
1Record2Evidence3Tasks4Outcome
Case management software for every investigation, incident and request.
Work your organization's own matters from intake to a documented outcome.
As seen in:
Incident, opened 4 November
EUR 48,200 paid to a supplier added two days earlier
Raised by Finance Operations in Lisbon through the web form.
- Report
- 1
- Follow-up questions
- 2
- Files attached
- 3
- Now
Reported
Echo asked for the invoice before the reporter left.
EchoThe report arrived with the invoice, the payment date and the approver's name.
Investigated
Decided
Closed
Fulham F.C.
Keep the case moving without losing the record
AI prepares the next piece of work
Use agents to ask follow-up questions, explore case data and prepare documents for review.
1Question2Draft3Review
The handling can be examined
An immutable audit trail preserves every access and action so your team can account for the case.
1Access2Action3History
Investigation case management from intake to outcome
Establish what needs a response
Collect the concern or request and the supporting details your team needs to understand it.
Put responsibility in place
Assign the work and restrict access to the people handling the matter.
Examine the information
Keep evidence, questions and investigation notes with the case while your team assesses what happened.
Record the decision and follow through
Document the outcome and assign any remaining actions to owners with deadlines.
What you can run as a case
Grievances
Support employee relations with confidential correspondence. Example: an employee disputes a promotion decision.
Incident Response
Coordinate misconduct and operational investigations. Example: a team investigates an unexplained payment.
Health & Safety
Follow reported hazards through corrective action. Example: a near miss reveals a damaged loading bay barrier.
Law Enforcement
Handle agency requests with controlled access. Example: an overseas agency requests preservation of account data.
Whistleblowing Software
Keep anonymous messages and evidence with the investigation. Example: a confidential report raises concerns about falsified invoices.
For the people responsible for each case
Make a considered decision and see the response through.
Keep unresolved matters in view.
Know which cases still need attention before reporting on how the organization has responded.
Give people an answer they can understand.
Reach a considered outcome and keep affected employees informed while their concern is examined.
Advise from the case as it stands.
Understand the evidence and decisions already taken before recommending the next course of action.
Separate what is known from what needs testing.
Assess the available information and pursue the remaining questions before reaching your findings.
Close the gap between findings and repairs.
Follow the assigned corrective work and review its completion before closing the matter.
Make the response proportionate to the request.
Consider the context and approval requirements before responding to a sensitive or urgent matter.
Casework questions
What is case management software?
Case management software is a shared record of a matter and the work needed to resolve it. Teams use it to keep evidence, correspondence, tasks and decisions together from intake to outcome.
Is this the same as legal case management software?
Confide manages an organization's own investigations, incidents, grievances and requests. Legal practice management serves law firms handling client matters, which is a different kind of work.
What kinds of cases can Confide manage?
Confide manages investigations, incidents, grievances, safety reports, law enforcement requests and whistleblowing reports. Teams can handle these matters within the wider platform, keeping the supporting information and follow-up together.
What is the difference between case management and whistleblowing software?
Whistleblowing software provides intake for a particular kind of concern. Case management provides the record and working process across case types, including those reports.
How does AI help with casework?
AI can ask intake questions, examine recorded case data and draft documents for people to review. AI features stay off until enabled, and customer case data is not used to train models; your team makes the decisions.
How long does it take to go live?
Teams can be up and running that day, while a larger enterprise rollout typically takes 2 to 4 weeks. Use a 30-minute demo to walk through a case with us.
See your next case through with Confide.