Create investigation case file and alert assigned lead

Your incident intake form responses arrive unstructured, leaving investigators without a consistent case record for triage. Receive a pre-filled case document and chat alert so triage starts same day.

Create investigation case file and alert assigned lead

Overview

When intake forms capture incidents, investigators need a consistent case record to act fast. This flow creates a pre-filled case document and alerts the assigned lead so triage and evidence review can begin the same day.

Create investigation case file and alert assigned lead