Investigators carry it all in their heads. CaseGrid shows what's required, holds approvals and deadlines, and builds the record as the work happens. The same standard, every case.
An investigator's next step comes from written policy, training notes or previous experience. All fall down under pressure. So the work runs from memory, and two people running the same case can reach the next step differently.
of organisations rely on generic or paper-based investigation systems
Source: Safecall, Workplace Investigations Survey (2025)
The deadline lives in a calendar. The approval sits in someone's inbox. The update goes out when they remember. Supervisors piece it together from separate tools. Nobody can see where the case stands without asking.
tribunal award uplift for ACAS Code breaches alone
Source: ACAS Code of Practice
The investigator did the work. Notes, an inbox and a shared drive were enough to get by. Weeks later, evidence, activity and decisions sit in different places. Rebuilding the file becomes a second investigation when the stakes are highest.
maximum compensatory award for unfair dismissal, unlimited from 2027
Source: Employment Rights Act 2025
Most systems give the case a process and make the tasks tick-boxes. CaseGrid makes each task a process in itself. The investigator focuses on the case. The judgement stays human.
Structured steps walk investigators through each part of the investigation, so the next move is never guesswork.
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.
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.
Each step carries what to ask, what to look for and what to consider before they move on. Your policy sits in the step too, so nobody breaks off mid-interview to go looking for it.
Each task carries its own owners, deadlines and approvals. They live in the task, not in a separate inbox or calendar.
Every task carries a date, and when one is at risk the right people are told. Sign-off happens in the task, and the approval lands in the case record. No chasing an inbox thread.
Progress updates, welfare checks and review points carry dates like any other step. The people in the case hear from the investigator when they should, and nothing is forgotten.
The process lives in the task. If someone is off sick, on leave or moves on, whoever takes over sees what's done, what's due and what's required next. No briefing, and no stalled case.
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, decision, step and completed task lands in the record as your team works. Nothing scattered across notebooks, inboxes or separate files.
Notes, documents and recordings stay tied to the step that produced them. Traceable when someone asks how a conclusion was reached, and who knew what, and when.
Interview summaries go back to the person who gave them, so they can check the account is accurate. Whether they respond or not is recorded alongside the summary.
Whoever picks it up sees what's done, what's due and what's next. Annual leave stops being a risk to the case.
Status comes from the case itself, so you stop asking three people for an update before a meeting.
Every step, decision and approval lands as it happens, so producing the full file takes minutes.
Your policy sits inside the steps, so how closely it's followed stops depending on who ran it.
An investigation is a stressful thing to run and a worse thing to be in.
Fifteen people run investigations for you, none of them full-time, and you find out how they read your policy only when it's contested.
CaseGrid gives you a defensible position, and a reputation built on how people were actually treated. And when someone leaves or goes off sick, the case carries on.
A grievance lands on your desk and you've never run one before. The day job carries on regardless, while you work out what's required and who to tell.
CaseGrid shows what's required at each step, holds the deadlines and approvals, and prompts you to consider the people involved. You're not carrying it alone.
You know what a defensible file looks like. Building one still takes as long as running the investigation. And your method lives in your head.
CaseGrid builds the file as you work, and holds your method for everyone else running cases. The standard doesn't walk out when you do.
Weeks pass and nobody tells you where it stands. You don't know what's been written down about you, or who is going to decide.
CaseGrid sends updates on a schedule, and lets people check what's recorded about them. Welfare check-ins are booked in, not left to whoever has a spare moment.
Pre-built ACAS-aligned steps mean your team starts with the standard already in place.
Steps aligned to the ACAS Code of Practice, from intake to outcome. Approvals and evidence capture built in.
Shape the steps to your policies, your training and how people are looked after during a case.
Every case follows your standard, whoever runs it and whatever turn it takes.
Behind every case are real people; those in the case, investigators, managers, and more, all with their own needs and challenges. We've watched cases fail to deliver for them all, too often falling apart on process, even when the intent and outcome were right.
Straight answers for HR teams running workplace investigations: process, ACAS, tribunal readiness, and whether you could build it yourself.
Most systems give the case a process and make the tasks tick-boxes. CaseGrid works the other way round. Each task carries its own steps, with the guidance, the approvals and the record inside them. An interview isn't one box to tick. It's notice, the right to be accompanied, the questions, the summary, the check with the interviewee, and the filing.
It means the case follows the ACAS Code of Practice on disciplinary and grievance procedures, the standard UK tribunals use when judging whether an employer acted reasonably. Tribunals can uplift compensation by up to 25% where an employer fails to follow it. That standard covers fair steps, sensible timeframes, proper notification and documented reasoning. CaseGrid builds those steps into every case by default.
Your case file builds as your team works, so it's ready before anyone asks for it. Every step, decision and approval is captured with a name and a timestamp. Who knew what, and when, is one of the most common failure points at tribunal. When someone asks for the file, you produce it in minutes instead of rebuilding it from emails and notes.
It sits alongside it. Your HR system records that a case exists. CaseGrid runs how the case is handled: the steps, the approvals, the deadlines, and evidence captured against the step that produced it. What it replaces is the Word, Outlook and SharePoint patchwork most teams use to run investigations. You keep your current stack.
No. Investigators make every professional judgement call. CaseGrid holds the structure around those decisions: your policy in the steps, then the deadlines, the notifications, the approvals and the record. What they investigate, how they weigh the evidence, and what they conclude stays with them. We build in the policy. We do the admin. We never make the call.
The case carries on. The process lives in the task, so whoever takes over can see what's done, what's due and what's required next, without a handover meeting or a rebuild.
You could, but steps and files float loose of the case, so piecing the record back together is a nightmare. Flows need constant tweaks, and oversight means building yet more tools. Most organisations don't have the time or skills to keep that working. CaseGrid holds both halves in the same step, anchored to the case.
Registering takes seconds, and how involved you get after that is entirely up to you.
No spam. No obligation to take part beyond the waitlist.
