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Case Management System for Workplace Investigations

Run your cases.
Don't just track them.

CaseGrid guides every step, manages approvals and deadlines, and captures decisions and evidence as the work happens, for a fair, consistent and defensible investigation, every time.

Why we care

When investigations lack structure,
everyone pays the price.

Most investigations rely on guidance, process and a record. The usual ways of handling them fall short under the pressure of a live case.

Policy and training exist, but cases still run from memory. Inconsistency costs fairness and trust.

Written policy, training notes, or previous cases are the usual reference points. None sit in front of you while you're working a live case, so the next step depends on memory, not on the process itself.

73%

of organisations rely on generic or paper-based investigation systems

Source: Safecall, Workplace Investigations Survey (2025)

Deadlines slip, approvals get chased and nobody is updated. Delays have real life consequences.

Deadlines sit in a calendar, approvals land in an inbox thread, and updates go out when someone remembers to chase. Supervisors piece it together from separate tools, and nothing runs from the case itself.

25%

tribunal award uplift for ACAS Code breaches alone

Source: ACAS Code of Practice

Scattered notes, evidence and decisions are hard to rebuild. Under scrutiny, the case is exposed.

Notes, an inbox, and a shared drive can be enough to get by, but evidence, activity and decisions don't always end up in the same place. Weeks later, pulling it all back together is hard to do with any confidence.

£118,223

maximum compensatory award for unfair dismissal, unlimited from 2027

Source: Employment Rights Act 2025

How we help

Go from tracking to
running your investigations.

CaseGrid replaces passive case tracking with governed workflows at the task level. Investigators make every judgement call. Everything else is handled.

Governed workflows

Every investigative task is a governed workflow.

You investigate. Judgement stays human. The process does not. Every task guides the next step, manages approvals and deadlines, and captures decisions and evidence as the work happens. The record builds with you.

  • Guided steps and prompts for each part of the case
  • Deadlines and approvals enforced in the task
  • Evidence and decisions captured in context
  • The audit trail builds as the work happens

Guidance is built into every step.

Structured steps walk investigators through each part of the investigation, so the next move is never guesswork.

Process runs inside the work.

Deadlines, approvals and notifications fire from the task itself, not from a separate inbox or calendar.

The record builds itself.

Decisions, evidence and activity land in context, ready when tribunal, audit or legal review asks what happened.

Guide

Investigators always know what comes next.

Whatever the task, the guidance is already there. No need to hold the process in your head or trawl through training notes and policies.

From intake, through investigation, to outcome.

A concern comes in and CaseGrid takes it from the start. Guided intake runs it through the same governed steps, validation and audit trail as any investigation task. Anonymous reports too.

Aligned to your policy, procedure and statute.

CaseGrid actively prevents policy and training drift, keeping investigators aligned with your internal policies and best practice, from start to finish. We put policy into practice.

The right information, always in the right place.

Interview notes, allegations, and evidence sit with the step they belong to. Investigators aren't left searching across inboxes and folders to piece the picture together.

Manage

Deadlines, approvals, and notifications run automatically.

Inside each task, deadlines, approvals and notifications run as part of the work, not from a separate inbox. CaseGrid handles it, so investigators can focus on the case.

Deadlines run without manual oversight.

Each task has a deadline. When one is at risk, the right people are alerted automatically. Cases stay on schedule without someone monitoring every stage by hand.

Supervisor approvals are built in.

Sign-offs happen in the task flow, not over email. Supervisors are prompted when review is needed and the approval is logged, in context, in the case record.

Notifications go out at the right time.

Validation emails and progress updates are triggered by the workflow when they are needed. Nothing gets forgotten because someone had too much on.

Capture

Decisions, evidence and activity captured as the work happens.

Completed tasks become the case record. The decision log, timeline and evidence build as your team works. Export it in minutes for tribunal, audit, or legal review.

Every action lands in the timeline.

Every action and completed task lands in a defensible timeline as your team works. Nothing scattered across notebooks, inboxes, or separate files.

Nothing left to reconstruct later.

Intake, investigation steps, decisions, and evidence sit in one continuous record. No gaps to fill when tribunal, audit, or legal review asks what happened.

Evidence you can defend under scrutiny.

Notes, documents, and allegations stay tied to the step that produced them. Fully traceable when someone asks how a conclusion was reached.

You'll see the benefits

Your investigations run the same way, every time.

When every case runs on the same governed workflows, the outcomes take care of themselves. Your people, your process, and your legal position all come out stronger.

  • Employees and investigators can trust the process
  • HR spends less time chasing and more time on the case
  • The organisation holds a defensible record from day one
  • People trust the investigation.

    A clear, traceable chain of events gives everyone involved confidence that the outcome is based on the facts, not memory.

  • The same process every time.

    Every investigation runs on the same governed workflow steps, regardless of who runs it. Inadvertent policy drift stops before it starts.

  • Investigations are more efficient.

    Deadlines, approvals, and notifications run automatically. Less time on process means more time on the case.

  • Greater defensibility under scrutiny.

    A complete, defensible record reduces exposure when claims land. The audit trail is ready before anyone asks for it.

We put people first

Built for the people who run cases, and everyone they affect.

For leaders

You can't see what's going on across cases. Investigators handle them differently every time, and you often only find out when something goes wrong.

CaseGrid puts every investigation on the same guided process. Deadlines enforced. Approvals tracked. You see the status of every case, without chasing anyone for an update.

For investigators

Handling an investigation is high-pressure work, whether it's your first case or fiftieth. You want to act fairly, not spend time searching for everything or handling all the admin.

CaseGrid guides each step, captures decisions and evidence as you work, and handles the admin. You investigate and decide. The record is ready when you need it.

For everyone

Whether you've raised a concern or are responding to one, you don't know what stage the investigation is at or whether the process is being followed. That uncertainty is its own problem.

CaseGrid replaces that uncertainty with a clear, traceable chain of events. You can see where the case stands, and know the same fair process applies to everyone involved.

We build in your governance

Start with ACAS. Shape it to your policy.

Pre-built ACAS-aligned workflows mean your team is not starting from scratch. Tailor them to your policies and CaseGrid guides, manages and captures every investigation from day one.

  1. ACAS-aligned from the start.

    Start with guided workflows aligned to the ACAS Code of Practice, from intake to outcome. Steps, approvals, and evidence capture are built in as your starting point.

  2. Your policies, built into every step.

    Customise workflows to your policies and training. Standards built into each step mean investigators follow your policies, not memory or the last investigator's approach.

  3. One fair, consistent process.

    Every investigation follows the same guided process, from intake to outcome. Investigators are supported at every step, and the record builds as they work. A fair outcome starts with a fair process.

We've been there
We built CaseGrid because we saw too many cases collapse due to poor processes and systems, and too many unfair outcomes that erode trust in the system.

Rooted in our founder’s years of experience in highly regulated investigative environments, CaseGrid is a purpose-built platform that is as innovative as it is dependable.

Confidence in the process means confidence in the decision.

Frequently Asked Questions

Straight answers for HR teams running workplace investigations: process, ACAS, tribunal readiness, and fitting CaseGrid alongside what you already use.

How is CaseGrid different from other case management systems?

Most case management tools track investigations: they log intake, assign an owner, and record an outcome. Nothing ensures each step happens, your policy is followed, or evidence is attached to the right stage. CaseGrid runs the investigation. Each case follows a guided workflow from intake to outcome, with ACAS-aligned steps, approvals, deadlines, and notifications inside the case. Your policies sit in the workflow steps, so every investigator follows the same process. Decisions and evidence are captured as work happens, building an audit trail in real time. When a tribunal asks how you reached a decision, a tracking record shows you logged the case. A CaseGrid record shows the process you followed.

What does ACAS-aligned mean for workplace investigations?

ACAS-aligned means your investigation follows the Advisory, Conciliation and Arbitration Service (ACAS) Code of Practice on disciplinary and grievance procedures, the standard UK employment tribunals use when assessing whether an employer acted reasonably. That includes fair steps, appropriate timeframes, proper notification, and documented reasoning. Tribunals can uplift compensation awards by up to 25% where an employer fails to follow the ACAS Code. CaseGrid builds those steps into every investigation by default, so procedural fairness is part of the workflow, not left to individual memory.

Why do workplace investigations fail at employment tribunal?

Employment tribunals frequently find in favour of claimants not because misconduct did not occur, but because the investigation process was flawed. Common findings include: the investigation did not follow the organisation's own policy, evidence was not properly considered, allegations were taken at face value, or key witnesses were not interviewed. Process matters as much as conduct. CaseGrid helps your team follow the same steps on every case: nothing skipped, every decision documented, and who knew what, and when, always clear.

How does CaseGrid help with employment tribunal readiness?

CaseGrid builds your case file as your team works. Every step, decision, approval, and document is captured with timestamps and version history, so the record assembles itself as the investigation progresses rather than after the fact. Who knew what, and when, is one of the most common failure points in tribunal proceedings. CaseGrid gives you a precise, defensible audit trail. When a tribunal, regulator, or legal review needs documentation, you can produce a complete record in minutes instead of reconstructing events from scattered emails and notes.

How does CaseGrid work alongside our existing HR system?

CaseGrid works alongside your existing HR system. It replaces the spreadsheet and email patchwork many teams use to run investigations. Your HR system may record that a case exists; CaseGrid manages how it is run: structured steps, built-in approvals, deadlines, and evidence captured against the step that created it. Your policies and legal obligations sit inside the workflow, so every investigator follows the same process regardless of experience. You keep your current stack and gain one consistent, auditable process across every case.

Will CaseGrid tell me how to run my investigation?

No. You make every professional judgement call. CaseGrid provides structure around those decisions, not a substitute for them. The workflow guides you through each step and handles the admin: deadlines, notifications, approvals, and documentation. What you investigate, how you weigh the evidence, and what conclusions you reach stays with you. Guided does not mean constrained. It means admin never gets in the way of the investigation itself.

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