Investigative Case
Management Software
One Powerful Platform for Managing
Investigations Across Sectors
Investigative Management Software for Streamlined, Secure, and Compliant Case Handling
PlanStreet’s Investigative Management Software empowers organizations to streamline investigations, enhance accountability, and meet compliance standards—all within one centralized, secure system. From fraud and compliance cases to HR grievances and child welfare investigations, PlanStreet provides the flexibility and structure your team needs to manage every step of the investigative process.
Built for Every Investigative Workflow
PlanStreet is designed to support investigative teams in a wide range of industries. Whether you’re overseeing regulatory cases, tracking critical incidents, or managing internal complaints, PlanStreet adapts to your process and policy.
Child & Family Services
Track abuse or neglect reports, coordinate assessments, and document interventions securely and compliantly.
Fraud & Compliance Investigations
Monitor misconduct, manage documentation, and maintain audit trails to ensure regulatory accountability.
Workplace & HR Investigations
Handle employee complaints and disciplinary actions with documentation using interview logs, access controls, and resolution tracking.
Housing & Tenant-Related Complaints
Document safety concerns, lease violations, or resident disputes while maintaining transparency and response timelines.
Healthcare & Incident Reporting
Capture critical incidents, track responses, and manage corrective actions through secure, HIPAA-compliant workflows—helping your organization improve safety, reduce risk, and ensure accountability.
Whether you’re a government agency, nonprofit, or enterprise team, PlanStreet gives you the tools to manage investigations efficiently, fairly, and with full documentation.
Key Features of PlanStreet’s Investigative Management Platform
Smart Intake &
Case Creation
Collect key data at the outset using dynamic, no-code intake forms. Launch investigations from public portals, staff entries, or mobile devices.
Full Lifecycle
Case Management
Track the investigation from intake through resolution with auto-assigned tasks, deadline alerts, and clearly defined workflows.
Role-Based Dashboards
& Secure Access
Give each team member a customized dashboard and restrict access to sensitive information based on user roles.
Documentation &
Evidence Management
Securely upload and store case files, images, interview notes, signed forms, and supporting documents—each with time stamps and audit logs.
Chronologies &
Legal Audit Trails
Automatically generate clear timelines and audit trails that document every step, ensuring defensibility and regulatory readiness.
Interview &
Communication Logs
Capture and organize emails, phone calls, interviews, and team discussions—all linked to the appropriate case for comprehensive documentation.
Real-Time Analytics &
Custom Reports
Generate configurable reports for leadership, funders, auditors, or regulatory bodies. Analyze trends, response times, risk factors, and compliance metrics.
Configurable to Match Your Policies & Protocols
PlanStreet’s case workflows are fully configurable—so your organization doesn’t have to conform to the software. Whether you follow state-mandated protocols, internal review procedures, or federal guidelines, PlanStreet enables you to:
Design custom approval chains
Create mandatory documentation fields
Set up automated alerts, task reminders, and deadlines
Align workflows to organizational or jurisdictional standards
With PlanStreet, you can tailor your investigative framework without writing a single line of code.
Documentation &
Evidence
Management
Securely upload and store case files, images, interview notes, signed forms, and supporting documents—each with time stamps and audit logs.
Enterprise-Grade Security & Compliance
PlanStreet meets the highest standards of data protection and regulatory compliance. Our platform is:
FedRAMP Authorized – Approved for use by U.S. federal agencies, ensuring rigorous cloud security standards
HIPAA Compliant – Protects sensitive health and behavioral data in accordance with healthcare regulations.
FERPA Compliant – Safeguards student education records in accordance with federal privacy requirements for schools and youth-serving organizations.
With these certifications and protections, PlanStreet provides the infrastructure your organization needs to safeguard sensitive case data and meet compliance standards—making it a trusted solution for agencies, nonprofits, healthcare providers, and education-focused programs.
Why Choose PlanStreet for Investigation Management?
Trusted by social services, housing providers, healthcare networks, and regulatory bodies
Configurable, cloud-based, and mobile-ready
Real-time analytics and outcome tracking
Centralized documentation, interview logging, and case evidence
Backend by industry-leading security and compliance
