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
The investigation workflow is useful across industries. Define the people, records, permissions and requested outcome before deciding how the results should be delivered. Financial reporting, healthcare administrative reviews and public-sector records requests have different obligations, even when they begin with the same need to understand a conversation.
For a matter that requires preservation or a specific production format, confirm the workflow before relying on a case report. A report summarizes the case; it is not interchangeable with a collection of source records.
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.

