# Case Management

## From report to resolution—fast, fully auditable, and tailored to each team.

One AI-driven platform.

## Custom Workflows

## Every case under control, every step accounted for—your way.

Spot’s AI‑enabled case management suite lets HR, Compliance, Legal, and Security teams build custom workflows for their policies and procedures while sharing one secure hub. Each team designs its own intake and investigations or approvals workflow, while Spot orchestrates the data, deadlines, and audit trails across the enterprise.

###### Custom Workflows

[Learn more](/content/products/casemanagement#custom-workflows/index.html)

###### AI Case Agent

[Learn more](/content/products/casemanagement#ai-case-agent/index.html)

###### Investigations

[Learn more](/content/products/casemanagement#investigations/index.html)

###### Approval Processes

[Learn more](/content/products/casemanagement#approval/index.html)

###### Smart Comparators

[Learn more](/content/products/casemanagement#comparators/index.html)

##### Workflows

## Custom Workflows

**Customize workflows to match your HR, Legal, Security, or Compliance team’s exact needs—including access controls, form fields, and resolution steps.**

###### Communication Templates

Built-in communication templates help your team follow best-practice processes every time—minimizing risk and ensuring procedural fairness.

###### Tiers, Timelines, & Reminders

Define your process and timelines so your team sticks to deadlines and require anyone seeking an extension to explain why.

###### Custom Forms

Teams can tailor custom forms—like a closing‑memo—and have them automatically surface at the exact point in the workflow.

## AI Case Agent

**AI that thinks like an investigator—who was trained by you.**

**Next‑step suggestions** keep investigations on track, flag related cases, and ensure investigators’ processes align with your policies and procedures.

#### Auto-draft

Auto-draft clear, professional interview questions and messages—always editable, never final—while adapting to context and audience.

#### Case linking and patterns

Smart case linking and pattern detection connects related reports and recurring issues to reveal systemic risks, empowering root-cause analysis and proactive intervention.

## Investigations

**Evidence, interviews, and timelines, all in one place.**

### Case overview

**Case overview** stores AI summaries, intake, documents, messages, and internal comments, with crucial case information highlighted in widgets.

### Audit trail

**Audit trail** shows who did what, when, supporting internal reviews or external audits.

### Access rights

**Granular access rights** allow multiple teams (HR, Security, Legal, Compliance) to work cases without cross‑contamination.

## Approval Processes

**Built‑in sign‑offs that beat email chains and endless back-and-forth.**

###### Multi‑level routing

Multi‑level routing automatically requests sign‑off from Employee Relations, line managers, Legal, and other parties.

###### Review mode

Review mode facilitates feedback and comments for easy revisions and faster approval.

###### Smart policy search

Smart policy search surfaces relevant policies to reference for corrective actions, while templated language ensures consistent treatment of employees.

## Smart Comparators

**Feel confident that there's proper precedent.**

###### Case linking

Case linking detects repeat actors, locations, or other related data across active and closed cases.

###### Custom comparison rules

Custom comparison rules (e.g., “same incident type within 90 days in California”) facilitate quick AI searches for similar cases and employment outcomes.

###### Instant comparator memos

Instant comparator memos streamline efforts between Employee Relations, Legal, and HR.

### Core Case Management Features

Enterprise-grade capabilities that turn every channel into trusted intake.

* All case types, one hub  
* Manage HR issues, safety incidents, whistleblower tips, corrective actions, and more without juggling multiple tools.  
* AI‑powered guidance  
* End‑to‑end audit trail  
* Role‑based access & SSO  
* Custom workflows  
* Secure by design

### Ready to give your HR, Compliance, Legal, and Security teams exactly what they need to resolve their specific case types with confidence?