From a question to an organized investigation
An internal review, a client dispute or an external request can start with a single conversation. The work soon involves other records and other people. A case keeps that context together so the next reviewer can understand what has happened.
Comma connects case work with its communications archive and e-discovery workflows. The expanded discovery workspace adds timeline and identity review for enabled teams. Cases remain the working record for evidence, ownership and resolution.
Bring relevant records together
Start from a communication that needs review, or add relevant content to an existing case. Link the people and policies involved so reviewers have the context behind the question.Make ownership clear
Assign an owner and update the status as the investigation progresses. Open and closed views help the team find its current work.Record the outcome
Keep the case description and resolution beside related evidence. Document what the team concluded so another reviewer can follow the work.Prepare the next handoff
Export the case report for the investigation's working record. A source-record collection is a separate deliverable; agree on its scope and required formats with the recipient.
Find the work that needs your attention
Filter cases by owner, status or resolution, then open a matter to review its context. This workflow supports teams handling several investigations alongside everyday communications review.
Start with the matter, not a regulator’s form
Every investigation starts with the same question: What do you need to understand, preserve, and deliver?
Start by defining the people involved, the records that matter, the permissions required, and the outcome you need. Then determine how the results should be delivered.
Financial reporting, healthcare administrative reviews, and public sector records requests may have very different requirements. But they all start with the same need: turn conversations and records into answers you can trust.
When preservation is required, create the legal hold alongside the case. When a specific production format is required, build that requirement into the workflow from the start.
A case report tells the story. It does not replace the source records behind it.
Case work and e-discovery
How does a flagged communication become a case?
Is case management the same as the expanded e-discovery workspace?
Is this only for financial services examinations?
What should we bring to an investigation walkthrough?
Follow the conversation into the investigation.
See how the archive, timeline, identity review and case work fit together.

