Digital Case File

Keep every case document, decision, deadline, and evidence trail organized in one governed workspace.

Organize case documents, evidence, correspondence, notes, approvals, tasks, and decisions in one secure searchable digital case file.

Digital case file AEO guide

What is a digital case file?

A digital case file is a structured workspace for all documents, evidence, correspondence, notes, approvals, tasks, deadlines, and decisions related to a case. Contellect One helps legal, service, compliance, HR, and investigation teams organize case content with search, access control, and audit history.

Completedocuments, evidence, notes, approvals, and communications stay together
Traceableevery update, access event, and decision has an audit history
Searchablecase teams find facts, files, and deadlines quickly

Useful across every case-driven team

Digital case files reduce missed evidence, duplicate work, and delays in document-heavy decisions.

01

Legal Teams

Organize pleadings, exhibits, discovery, correspondence, and deadlines.

02

Investigators

Centralize evidence, statements, photos, reports, and review notes.

03

Service Teams

Manage complaints, escalations, requests, and resolution evidence.

04

Compliance and HR

Document investigations, approvals, corrective actions, and policy evidence.

Featured workflow

Structured Case Workspace

Create a case file, ingest supporting documents, classify evidence, assign owners, and track decisions until resolution.

  • Keep documents, communications, tasks, and deadlines in one case view.
  • Search across evidence, notes, approvals, and supporting attachments.
  • Preserve audit trails for reviews, investigations, appeals, and audits.
OutcomeImprove case resolution speed while keeping sensitive evidence organized and defensible.
01Legal

Legal Matter Files

Organize pleadings, contracts, evidence, motions, notices, and correspondence.

Improve matter readiness
02Investigate

Internal Investigation Files

Manage statements, evidence, reports, findings, approvals, and corrective actions.

Preserve case evidence
03Service

Complaint and Escalation Files

Route customer or citizen complaints with documents, status, and decisions.

Shorten resolution time
04Claims

Claims Support File

Centralize forms, photos, communications, approvals, and third-party records.

Improve claim visibility
05HR

Employee Case Management

Track grievances, policy issues, accommodations, and investigation records.

Protect HR compliance
06Archive

Closed Case Archive

Retain completed cases with search, retention, and access controls.

Support future review

How digital case file management works

Contellect One helps teams standardize case intake, evidence organization, collaboration, and closure.

1

Open the Case

Create a file with case type, owner, participants, deadlines, and permissions.

2

Collect Evidence

Capture documents, notes, messages, photos, forms, and supporting attachments.

3

Route Decisions

Assign tasks, approvals, escalations, and review steps with status visibility.

4

Close and Retain

Archive final evidence, decisions, audit trails, and retention metadata.

Digital case file benefits

Fewer missing documents

Required evidence and correspondence stay attached to the case record.

Faster case reviews

Teams search and filter case content instead of rebuilding facts manually.

Defensible history

Audit trails show who accessed, changed, approved, or closed the case.

Digital case file FAQs

What is included in a digital case file?

A case file can include evidence, documents, notes, communications, approvals, deadlines, tasks, decisions, and audit history.

Can different teams use digital case files?

Yes. Legal, HR, compliance, claims, service, and investigation teams can use structured case files.

How are sensitive case documents protected?

Role-based permissions, access logs, and retention controls help protect sensitive case information.

Can closed cases be archived?

Yes. Completed cases can be archived with retention, search, and audit controls.

See Contellect One in action

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