investigation-open

To open an attorney-privileged internal investigation, you input the incoming complaint or allegation details. The workflow then initializes intake, generates a sources checklist, and creates a persistent investigation log to structure the matter.

An internal investigation intake workflow captures the initial allegation details required to start a matter. It ensures counsel can immediately begin privilege-formation and structured documentation for complaints like harassment or discrimination.

You create a sources checklist for an employment law investigation by providing a brief description of the allegation during intake. The workflow automatically produces a tailored list of sources to gather for the matter.

You can initialize a privileged investigation workspace, but the workflow includes a safeguard. It will warn you if a matter with the same slug already exists to prevent duplicate investigation files.

Yes, you need to load the employment-legal context to start an internal investigation log. This context is required to execute the reference skill in Mode 1 (Open) and properly initialize the privileged workspace.