Know what needs attention.
Bring incident details together so your team can assess the issue and decide what happens next.
Incident response & investigations
Every incident needs a clear next step.
Manage compliance incidents and internal investigations in one place. Assign owners, gather evidence, and track actions through to resolution.
Process / policy exception
Procurement approval exception
Alex Morgan · Case owner
Incident received
Give the review an owner.
A supplier payment needs its approval evidence checked.
Case ownerAlex Morgan
PriorityStandard
Next stepObtain the approval record
Fulham F.C.
From incident to action.
See how your team can assess the issue, investigate the facts, and manage what happens next.
01 / 09Capture the incident.
Incident responseStart with what you know.
9:41● ◒
Incident responseNew incident
Report what you found.
A finance review found a payment to Harbour Services with no approval record attached.
CategoryProcess / policy exception
Reported byJamie Chen
Continue →
Less casework. More time to investigate.
Collect better information, prepare useful drafts and explore the records your team already holds.
1 / 3
A clearer process.A stronger record.
Keep the work moving.
Give tasks an owner and a deadline, with progress visible in the case.
Keep the context with the case.
Organize files, notes, and correspondence alongside the review and its findings.
Take the next step beyond the findings.
Assign follow-up work and record the outcome so the response has a clear conclusion.
Everything your team needs to move the case forward.
Bring incident information, investigation work and follow-up into one process.
Intake
Configure incident forms to collect the relevant details and supporting files from the start.
- Configurable forms
- Relevant context
- Supporting files
Intake
New incident
Report what you found.
A finance review found a payment to Harbour Services with no approval record attached.
CategoryProcess / policy exception
Reported byJamie Chen
Case management
Manage tasks, files, internal notes and follow-up in one case record, with a workflow that fits how your team works.
- Owners and tasks
- Evidence and notes
- Follow-up correspondence
Case record
Evidence received
The approval is on record.
Jamie supplies the original email. The approval predates the payment.
Payment record.pdf✓
Approval email.pdf✓
Analytics
Use dashboards, Sentinel and exports to understand incident activity and prepare updates for leadership.
- Case activity
- Recorded outcomes
- Reports and exports
Review overview
Outcome recorded
Reviewed and resolved.
Jamie updated the filing checklist. Alex checked the completed task and recorded the outcome: approval found; filing process improved.
Completed28 September
Evidence and findingsRetained with the case
AM
Alex MorganReviewed · Decision recorded
✓Security
Control access to case information and use secure communication to coordinate the response.
- Case permissions
- Internal notes
- Secure communication
Case access
Assigned team
Alex Morgan
Case owner
Review notesInternal
Participant messagesShared separately
Built around how your team responds.
Work with Confide to configure the process, bring across existing case information and prepare your team to use it.
Book a demoShape the workflow.
Define the incident types, information and review steps your team needs.
Prepare the records.
Plan the import of historical cases and the information needed for reporting.
Get the team ready.
Configure access and train the people who manage the response.
Answers to your questions
What types of incidents can we manage?
Confide can be configured for compliance incidents, suspected misconduct, fraud concerns and operational issues. Forms and workflows reflect the information and review steps each type needs.
How is this different from Confide’s whistleblowing product?
Whistleblowing focuses on giving people a way to raise concerns. Incident Response focuses on the team’s work to assess an incident, investigate it, coordinate actions and document the outcome. Both use Confide’s workflow and case-management foundation.
Does every incident need a full investigation?
No. Your team assesses the information and decides the appropriate next steps. The process can be configured around the types of matters you handle.
Can we use our own forms and processes?
Yes. Forms and workflows can be configured around the information, responsibilities and review steps your organization needs.
How does AI support the team?
Echo helps collect missing context, Compose helps prepare drafts from case information, and Sentinel helps analyze recorded information. Your team reviews the outputs and makes the decisions.
Can we track actions after recording the findings?
Use case tasks to assign follow-up work, record owners and deadlines, and track progress. Keep the case open while work is outstanding, then review the completed actions before recording the outcome.
Can we migrate existing cases and export our data?
Confide supports historical case imports and Excel, CSV and API exports. We will confirm the fields, files and history available from your current system when planning the migration.
Who can access an incident record?
Access is configured for the people handling the case. The demo can show how permissions, internal notes and communication work for your team.
See your incident process in Confide.
Walk through intake, investigation and follow-up with your team’s workflow in mind.
Your demo request has been received. Our team will contact you to arrange a time.