Ethics hotline case management system

Every Safe Hotline plan includes a secure online case management system for tracking, investigating, and closing ethics and compliance reports. Think of it as your online file cabinet: details, notes, documents, priority, and status for every incident, available anywhere with internet access.

Safe Hotline Case Management software on a desktop screen
Capabilities

Manage ethics and compliance reports in one place

Track complaints end to end — from intake through follow-up and outcome — in a secure online workspace.

24/7/365 online access

View all reports anytime, from any device with internet — so authorized staff never lose sight of open cases.

Assign authorized investigators

Give the right people permission to investigate each incident — and control who can see and update the case.

Priority and risk level

Set priority and risk on each incident so your team can focus first on what matters most.

Communicate with the complainant

Admins can message an anonymous reporter two-way through Report Status to ask follow-up questions and share updates — without ever learning who the whistleblower is.

Unlimited case notes

Document investigation activity as you go — keep a clear record of decisions, actions, and context on every case.

Upload documents

Attach evidence and supporting files to the incident so related materials stay with the case.

Describe the nature of the complaint

Capture incident type, location, people involved, and a clear description of what was reported.

Export to Excel

Export case information to an Excel file for reporting, audits, or offline review.

Record status, follow-up, and outcome

Track where each incident stands — follow-ups completed, current status, and final outcome — through resolution.

How to use

How to use the Safe Hotline case management system

From login to case details and user roles — a simple path for admins and investigators.

Log in to your admin account

Visit Safehotline.com and click Login. Enter your username and password to open the Case Management System.

Safe Hotline login screen

Review the case summary

After login, the case management summary appears automatically. You’ll see all reported incidents with a brief summary and current status.

Case management summary listing reported incidents

Open details with the magnifying glass

Click the magnifying glass icon to the left of a report to view that complaint in full detail.

Case summary highlighting the magnifying glass to open details

Work the Case Details screen

The header shows date, status, type, location, risk, people involved, and priority. Below that you’ll find report messages sent and received, case notes, uploaded documents, and assigned users — including who gets email notifications for the case.

Case details screen with messages, notes, and documents

Add users in Employee Admin

The company representative named at registration can open Employee Admin to add users. Choose Admin (full rights and new-case email alerts) or Investigator (only cases assigned to them).

No charge for additional admins
Employee Admin screen for adding administrators and investigators

Want to see it in action? Contact us to request a demo video.

Ready to use it?

Case management is included with Safe Hotline

Flat yearly pricing — $600 for businesses and $500 for nonprofits (under 250 employees). No contract required.