Policy-aware casework that holds up to scrutiny.
Policy-aware casework, wired to your living Trustfile. A published policy can raise its own recurring review case; complaints, FOI/EIR and breaches run with statutory clocks and policy checks — the human always decides, and every case produces evidence in your Trustfile.
Repeatable processes, turned into casework.
Complaint investigation
Intake → policy check → staff decision → close & retain.
Safeguarding concern triage
A structured route from concern to recorded human decision.
Trustee conflict declaration
Declare, review and log conflicts of interest.
Volunteer onboarding review
From application to approved and recorded.
Grant application review
Score, decide and document each application.
Incident follow-up
Record what happened, what was decided, and what changed.
A published policy becomes a recurring review case.
When you publish a policy in your Trustfile, Caseflow can raise its review case on a schedule — so the next sign-off is already on someone's desk. Each case runs with policy checks and, once closed, the decision and its trail flow back as evidence.
Policy publishes
A policy goes live in your Trustfile, with its review cadence set.
Review case opens
Caseflow raises the recurring review and routes it for sign-off — appears to keep the cycle on track.
Evidence returns
The signed-off decision and its audit trail land back in your Trustfile as evidence.
A guided path from intake to export.
Create workflow
From a template or guided setup.
Intake form
Public or internal submission.
Case opens
A record with notes and history.
Policy checks
Suggested next steps — staff decide.
Export case pack
PDF / ZIP with the full audit trail.
The human always decides.
Human decides
AI never closes a case or makes a compliance decision.
AI advisory only
Policy retrieval suggests; it never decides.
Full audit trail
Every action and note is recorded and exportable.
Retention built in
Retention and anonymisation rules per workflow.