Building a Case Management Platform for a Workplace Investigations Firm

Custom PHP/APIs Elastic Cloud United States
Custom Case Management Platform for a Workplace Investigations Firm

Introduction

A US-based workplace investigations firm needed a secure, centralized system to manage sensitive case files, previously spread across email threads and shared drives. RethinkingWeb built a custom case management platform on PHP, backed by Elastic Cloud, over a six-month engagement.

The platform gives investigators a single place to manage cases, evidence, and reporting, with the search and access controls that sensitive investigative work demands.

Problem Statement

Case files, interview notes, and evidence were scattered across email and shared drives, making it hard to track case status, maintain confidentiality, and search across past investigations when precedent mattered.

They needed a centralized, secure platform purpose-built for managing sensitive investigative casework from intake through to final report.

Solutions

RethinkingWeb built a custom PHP application with Elastic Cloud powering case search. Key elements included:

Centralized Case Management

A single system for tracking cases from intake through resolution.

Elastic Cloud Case Search

Fast, full-text search across case notes and past investigations.

Role-Based Access Controls

Access to sensitive case files restricted by role and case assignment.

Secure Document Handling

Evidence and documents stored and accessed under strict controls.

Structured Reporting

Standardized templates for final investigation reports.

Case Audit Trail

A full activity history maintained for every case.

Implementation

The engagement covered custom PHP application development for case intake and tracking, Elastic Cloud search integration, role-based access control design, secure document storage, and testing across confidentiality and audit requirements.

Results & Achievements

The firm came away with a platform built for the sensitivity of its work:

Single Source of Truth

Case data no longer scattered across email and shared drives.

Faster Case Lookup

Investigators can search across current and past cases quickly.

Stronger Confidentiality

Role-based access keeps sensitive case data properly restricted.

On-Time Delivery

The platform was delivered within the planned six-month timeline.

Conclusion

By building a centralized, secure case management platform, RethinkingWeb gave the firm a system built for the confidentiality and rigor its investigative work requires.

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