Automation Workflows and Case Follow-up Redesign

Case Follow-Up Redesign

We’ve redesigned how Follow-Ups display in cases to give you a clearer, more efficient workflow from start to finish. The new experience brings everything you need into one place, reduces extra clicks, and helps you stay focused on the details that matter.

What’s New

Unified Follow-Up Panel

• All related follow-ups now display in a single, collapsible side panel

• Expand any follow-up to see the full summary, details, and addendum

• Jump directly to the full follow-up template when you need deeper review

Smarter Status Management

• New “Sync All” button updates all follow-up statuses at once

• Follow-ups automatically match the parent case status

• Built-in confirmation prompts ensure accurate updates

Seamless Navigation

• The panel stays open as you scroll through the parent case

• Move between the case and its follow-ups without losing your place

• Streamlined layout eliminates the need to open multiple tabs or case records

Try It in the Enhanced Case Overview

This updated experience is available in the Enhanced Case Overview, designed to make case work cleaner, faster, and more intuitive.

Need Help Getting Started?

If you’d like help switching over or want a quick demo for your team, your CSM is ready to support you.

Click to see it in action

Investigation Automation

We’re excited to unveil a major enhancement to our automation suite. The automation of workflows for Case Lifecycles and Investigations is designed to strengthen how organizations manage and oversee investigations by embedding structured checkpoints, approvals, and oversight directly into the lifecycle. Whether you’re focused on compliance, consistency, or efficiency, this sophisticated feature ensures investigations move forward with clarity and accountability.

What you can do with this new feature:

• Automate Data Accuracy Checks: Introduce checkpoints that validate data relevance and completeness at critical lifecycle stages.

• Set Investigation Approval Rules: Require specific roles or stakeholders to sign off before cases progress, reducing risk of missed reviews.

• Streamline Oversight: Build customizable workflows that align to your governance model and scale with your organizational needs.

• Simplify Configuration: Activate and adjust workflows with intuitive setup tools — no disruption to your existing processes.

• Enhance Audit Readiness: Maintain clear, automated records of approvals and case progress for regulatory and internal audits.

Why it matters:

With this feature, investigations become more structured, transparent, and resilient. You gain the ability to enforce standards across teams while reducing manual oversight, helping you save time and prevent critical steps from being overlooked.

Easy Setup & Configuration

This feature is already available as an extension of your current system. Reach out to your Client Success Manager today to learn how to activate Investigation Automation Workflows and tailor them to your organization’s needs.

Smarter, Seamless Access & Employee Data Management (SSO + HRIS Integrations)

We’re resurfacing two powerful capabilities that many teams already love, and if you haven’t enabled them yet, now is the perfect time.

Single Sign-On (SSO)

Single Sign-On isn’t just a security upgrade; it’s a better user experience all around. By enabling SSO, your organization benefits from:

• Stronger privacy and access protection using an industry-standard authentication method

• Time savings for your users, who no longer need to remember multiple passwords or deal with frequent resets

• A seamless login experience that helps teams get into the platform faster and stay focused on their work

If you haven’t made the switch yet, we highly recommend it. Setup and configuration are simple, just leave it to us.

HRIS Integrations

Managing employee records manually is time-consuming, error-prone, and hard to scale. Our HRIS Integrations Hub is designed to change that.

With an easy-to-configure setup, you can:

• Automatically sync employee data directly into the platform

• Centralize your employee information for a single source of truth

• Reduce manual administrative tasks and eliminate data entry errors

• Ensure cleaner, more accurate reporting across your case and compliance workflows

No more juggling spreadsheets or updating records by hand. Our HRIS hub streamlines employee data flow so you can focus on higher-value work.