Best HR Case Management Software for Microsoft Outlook

Case IQ makes it easy to manage HR, fraud, compliance investigations, and more from start to finish with i-Sight. i-Sight is a cloud-based solution that helps organizations manage their investigations and analyze the results. The top features include workflow alerts, case review, collaboration, trend reporting, case assignment, and workflow alerts.

Dovetail Software offers an HR Service Delivery Experience that includes HR Case Management and Employee Portal. It also provides reporting & analytics that enables HR to achieve excellence and meet the needs of modern HR teams. These requirements include improving the employee experience and improving the HR Experience of delivering human resources services. Dovetail Software was founded in 1996 as a CRM company (Customer Relationship Manager) based in Austin, Texas. It started out focusing on the customer service and support market and implementing products for large-scale enterprise organizations. We changed our focus in 2008 and created products for global workforces, specifically HR Service Delivery. Our current product line includes Employee Portal, HR Case Management, HR Knowledge Management, Reporting & Analytics, and HR Knowledge Management.

Leena AI is an AI-powered HR Assistant that provides instant responses to employee questions, improving employee experience. Leena AI can be accessed on multiple platforms and communication channels. Leena AI uses a standard platform UI to ensure minimal confusion and the best possible user experience. Leena AI allows multiple employees to communicate simultaneously. Leena AI eliminates the need to wait before asking a question or receiving an answer. Leena AI allows for personalized interactions with each employee. Leena AI uses the best security features to protect your data from prying eyes.

Custodian protects your email and case information within Microsoft 365. It extends the capabilities of SharePoint to allow you to manage cases easily. Microsoft 365 offers familiar and secure case management tools that can be accessed from Microsoft Outlook. SharePoint lists and sites can be used to store case content. Each case type can be given structure, metadata, workflow, and policy. To provide the necessary building blocks for each case, create case templates for different case types. Custodian can be used by organizations to provide easy SharePoint case management. Users will love custodian's flexible templates and ability to provision cases easily.