When you open a case, you enter a dedicated workspace that brings together everything submitted by the whistleblower, your encrypted communication channel with them, and all the internal tools your team needs to handle the report properly.

At the top of the page you will see the case title and its unique ID badge, for example XYVC-O-3.

The 4K4P in the example above is the Reporter case ID.

How the report was submitted is shown in the top right corner of the Case details section.

The Case details section shows everything the whistleblower submitted:

The Messages section is your encrypted communication channel with the whistleblower. All messages are end-to-end encrypted, regardless of whether the case was submitted anonymously or confidentially.

The whistleblower reads and responds through their reporting page using their unique access code. If no messages have been exchanged yet, the section will show "No responses."

To send a message, type in the text editor at the bottom of the page.

You can format your message using the toolbar and use Snippets to insert pre-written response templates. When you click a snippet, the text is inserted automatically and you can adjust it before sending.

You can also Upload a file or Record audio to include alongside your message.

When you are ready, click Send message.

You can also translate your text to other languages in case the report was submitted in a different language by clicking on the translation icon.

Once you send your first message you will see an approve pop-up message confirming that you are about to send the message and this means that the whistleblower and all case handlers with access to the case will be able to see the message. You can also change the status from Received to other status if needed.

The Collaborative note area sits at the top of the right panel. It is an internal shared space where your team can keep a running summary or working note on the case. It is encrypted and not visible to the whistleblower. Click Edit to add or update it.

On the right side of the screen, the Tools panel lets your team classify and manage the case.

You can know which field is visible to the whistleblower by looking at the eye icon when hovered over you will be able to know if it is visible or hidden. Click on Show advanced tools to see hidden fields that are not visible to the whistleblower.

Internal notes is where you and your colleagues can leave working notes, observations, or comments about the case. Notes can also include file attachments. You can also translate the notes that you add by clicking on the translation icon.

Reminders lets you set time-based alerts so nothing gets missed. You can set a reminder for yourself or for another case handler, choose a date, and add a message.

Procedure lets you attach a formal process or checklist to guide how the case should be handled. A procedure template can be created in Settings. If you have a template ready then fill it out and it will be linked to the case.

Tags let you group and filter cases under a common label. You can click on it to view the available tags to tag the case.

You can apply multiple tags to a single case. To add another tag, click on the empty space below the existing tag.

The Linked cases feature allows you to connect reports that appear related, such as when multiple whistleblowers describe similar circumstances. Linking them does not merge the cases; they continue to exist as independent cases, but the connection makes it much easier for your team to navigate between them during an investigation.

Every action taken on a case is automatically logged and stored in the activity log. This gives you a full and unchangeable record of everything that has happened in the case, helping you document the exact handling process at any point in time.

To access it, click Options in the top right corner of the case and select View history.

Each entry in the log shows: