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Built for investigators

Stop running
investigations
in spreadsheets.

Tickets weren’t built for investigations. Email wasn’t either. CaseAgent is — purpose-built for HR, ethics, compliance, and threat teams who need a real record.

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Human-in-the-loop AI
AI recommends.
Investigators decide.

The co-pilot drafts summaries, surfaces contradictions, and proposes the next leads — every recommendation cited to a file you can open. Your team stays in command of every call.

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Omni-channel intake
Intake
everywhere.
Review one
queue.

Hotline, web form, email, walk-ins, internal referral. Every channel into a single triage queue with AI-assisted triage — so nothing slips through, and nobody starts from scratch.

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Defensible legal holds
Legal holds.
Nothing moves.

Freeze custodian data in seconds when litigation looms — preservation notices, acknowledgments, and tamper-evident audit trails baked in. Defensible holds without spinning up a separate eDiscovery vendor.

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Hash-verified evidence Audit log on every action Per-case access policies
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Intake12
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Cases47
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Legal Holds
MK
Maya Kapoor
Admin · Acme Org
Cases
· workspace / acme
MK
Filter cases…
AllMineOpenAt riskMoreNew case
NumberTitleStatusPriOwnerSubj.DueProgress
CA-2041Procurement vendor irregularity — Q1 auditINVESTIGATINGhighMK3in 4d
62%
CA-2039Anonymous tip: lab safety policy breachOPENmedRP2in 11d
24%
CA-2037Manager-direct relationship disclosureTRIAGINGmedJL2in 2d
8%
CA-2035Expense reimbursement pattern reviewINVESTIGATINGlowAT1in 18d
41%
CA-2034Threat assessment — terminated contractorAT RISKhighMK1today
78%
CA-2031Confidential source HR matterINVESTIGATINGmedRP2in 7d
55%
CA-2028Regional office accessibility complaintRESOLVEDlowJL1—
100%
SHA-256
verified evidence integrity
Per-case
access policies
Every action
logged to a tamper-evident audit trail
AI grounded
in your own case material
Legal hold
freezes evidence in-product
One workspace, end-to-end

From a vague tip to a defensible record.

Intake
Hotline, web form, email, walk-in, internal referral — every channel into one AI-assisted triage queue.
Cases
Status, priority, subjects, due dates, persons-involved, evidence — the canonical record of every matter.
Leads
Cross-case lead library so an investigator can keep momentum without losing the thread.
Approvals
Route closure recommendations and sign-offs to the right approver with the full case context — routine, sensitive, board-reportable, or legal.
Metrics
TTR, on-time, reopen rate, breakdowns by source. Drill into the cases driving the number.
Advanced Search
Full-text across cases, intakes, leads, evidence, and notes — with structured filters that honor per-case access.
Legal Holds
Issue holds in-product to freeze evidence, track custodian acknowledgments, and release with a full audit trail.
AI Analysis
Summarise threads, surface contradictions, suggest leads. Grounded in your case material — answers reference the sources used.

See it on your own data — without the sales call.

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