Cases, incidents and hotline
From the first report to a closed case, with nothing lost in between.
Take reports through web forms, an anonymous hotline, email, phone or in person. Investigate with workflows built for each kind of case, and close every one with the actions and evidence to show for it.
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See the AI
Workplace incidents
Near misses
Hotline complaints
Privacy incidents
Patient safety events
Grievances
Workplace violence
Investigations
AI safety events
AI in every step
AI reads every report the moment it arrives.
Triage on arrival
AI suggests the case type, category and severity, flags anything urgent, and routes the case to the right team for a person to confirm.
Summaries of long cases
Get a clear timeline from notes, correspondence and attachments, so a new investigator or a manager is caught up in a minute.
Patterns across cases
Repeat issues at a site, the same subject in several reports, or a category trending up surface before they become a crisis.
Drafts for the next step
Draft replies to reporters, investigation plans and corrective actions, ready for your team to edit and send.
Intake
Take reports from every channel.
Make it easy to speak up, and make sure every report lands in the right place.
A public web form and anonymous hotline, with a key reporters use to follow up
Email, phone and in-person intake for the same case types
Intake forms designed per case type, with questions that appear only when they apply
Spam and abuse protection that never compromises anonymity
Case types
A library of case types, ready to use.
Start from case types designed for your industry and adjust them, rather than building from scratch.
More than 20 library types, from incidents and near misses to Title IX and AI safety events
Stages, categories, custom fields and forms for each type
OSHA recordkeeping detail on workplace injuries and illnesses
Confidential and restricted types for hotline reports and investigations
Workflow
Workflows that move cases forward.
Each stage says what has to happen before the case can move on, so nothing stalls quietly.
Stages with the steps required to leave each one
Tasks with owners and due dates
Rules and notifications triggered by what happens on the case
Acknowledgement and feedback clocks for hotline reports
Investigate
Everything about a case, in one place.
Investigators work from a single record instead of a folder of emails and spreadsheets.
Reporters, subjects, witnesses and other parties on one list
Notes, correspondence and attachments kept together
Related cases linked, and investigations spawned from a report
Legal hold, privilege and export when counsel needs it
Scorecards
See trends before they become problems.
Leaders see what is being reported, where, and how fast it is resolved.
Cases reported, open, overdue and closed by site and type
Average days to close, and cases waiting on each stage
Dashboards for compliance, HR, safety and site leaders
Drill down from a number to the cases behind it
See how Simpliance handles a report.
We’ll file a hotline report, triage it and work it to closure, live, in 30 minutes.
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