investigation-open

To start an internal investigation from an employment allegation, you provide a brief description of the complaint to generate a structured investigation workspace. This creates a privilege-aware workflow containing a sources checklist and a persistent investigation log.

A privileged investigation log is a persistent, traceable record of an internal employment investigation structured to support privilege formation. You need one when a formal complaint or allegation requires documented fact-finding and legal review.

You generate a sources checklist by running the investigation intake process with a brief description of the allegation. This produces a materials list designed to support careful fact-finding and documented review.

You can use this workflow for existing matters, but the system warns before overwriting an existing matter that shares the same slug. This safeguard prevents accidental data loss when reopening or duplicating case files.

This process supports privilege formation by loading an internal-investigation reference workflow focused on setting up the investigation appropriately. It structures the intake and logging to maintain privilege-aware documentation throughout the matter.

If you open an investigation matter with a duplicate case slug, the system issues a warning before overwriting the existing matter. This precaution protects your persistent investigation log and sources checklist from being accidentally replaced.