Case management software for workplace investigations

Run workplace investigations
in one secure system.

Truett helps HR teams manage intake, investigation plans, interviews, evidence, findings, corrective actions, and audit history—from opening a case through closure.

14 days. All features. No credit card.

Truett Restricted access
CASE WORK ILLUSTRATIVE EXAMPLE

One case.
Every step.

Track the investigation from intake to closure.

  1. ✓
    IntakeThe right starting point
    Complete
  2. 02
    InvestigatingBring the details together
    In progress
  3. 03
    Decision & actionDocument the reasoning
  4. 04
    ClosedPreserve the complete record
Interviews, evidence, findings, and activity in one record.
Case activity is recorded.Review the history of work and decisions.
BUILT FOR LEAN HR AND EMPLOYEE-RELATIONS TEAMSIntake / investigation / findings / closure

Security for sensitive case records

Mandatory MFA Need-to-know access Append-only audit events

Replace spreadsheets, shared drives,
and disconnected notes.

Truett gives HR and employee-relations teams one place to open investigations, assign and complete casework, organize interviews and evidence, document findings and actions, and review case activity.

Guide each investigation

Follow required sections and see what work remains before the case can move forward.

Keep every record connected

Store intake details, interviews, evidence, notes, allegations, and findings in the same case.

Document decisions and actions

Record the basis for each finding and the corrective action or response that follows.

02 / Investigation workflow

A guided workflow
from intake to closure.

Move each matter through four clear stages while the case record, required work, and activity history stay together.

01

Capture the report and immediate concerns.

Record the original complaint, the people involved, case type, severity, and any immediate safety, retaliation, or evidence concerns.

Take a closer look
CASE WORKSTAGE 01 / 04

Intake

Keep the next step in view.

  • ✓Original report & context
  • 02People involved
  • 03Immediate concerns
  • 04Case classification
Illustrative workflow

03 / Product views

Manage each case
and your full workload.

Work inside a guided investigation, review the complete case record, and see open matters across your organization.

TRUETT / CASE WORKLIVE HTML VIEW
CASEWORK  /  CASES  /  INV-1051⌕  Search cases, people, IDs...ALERTS  1Open a case
Back to cases
INV-1051   INTAKE   RESTRICTED

Repeated hostile comments
from team lead

A. Reyes   ·   Harassment   ·   73 days open

≡
STAGE 1 OF 40/4 current sections
WorkCase record
CASE WORK0 of 4 sections complete01  Immediate concerns02  People involved03  Original report and context04  Case classification
INTAKE

Immediate concerns

Confirm whether anything needs attention before the investigation begins.

NoYesUnsure
Critical ⌄
Why this matters

Record urgent concerns and the next action before continuing.

Complete the required work in each investigation stage.

Guided sections show the questions, due dates, interviews, evidence, and notes required to advance the case.

Interactive HTML · Synthetic data

04 / Security

Security controls
for sensitive case records.

Truett requires multi-factor authentication, limits case access by role and need-to-know permission, stores evidence privately, and records case and audit activity.

Review Truett security
  • 01

    Controlled access

    Mandatory MFA and role-aware, need-to-know case permissions.

  • 02

    Private evidence storage

    Evidence is accessed through controlled, short-lived links.

  • 03

    Recorded activity

    Case actions and append-only audit events remain available for review.

05 / Pricing

$99 per company,
per month.

Every current Truett feature is included for your whole company, with unlimited team members and unlimited investigation cases.

  • Unlimited team members
  • Unlimited cases
  • Every current Truett feature
  • No long-term contract
TRUETT FOR YOUR COMPANYAll included

$99 USD / month

Billed monthly. Cancel anytime.

Use every feature free for 14 days.

Start your 14-day free trial

No credit card. No contract. Cancel anytime.

Product and pricing

Questions about
using Truett.

Who is Truett for?

Truett is designed for lean HR and employee-relations teams that need a consistent way to manage workplace investigations without assembling the process from spreadsheets, shared drives, and disconnected notes.

What is included in the trial?

Your 14-day trial includes every current Truett feature, with unlimited team members and cases. No credit card is required to start.

Do I need a sales call or contract?

No. Truett is self-service. Explore the full product on your own schedule, without a demo, sales call, or long-term contract.

How does billing work?

Truett is $99 USD per company each month, or $990 USD per company when billed annually. The annual plan saves $198—the equivalent of two months free.

What happens when I cancel?

You can cancel anytime. Cancellation stops the next renewal, and access continues through the end of the paid billing term. Payments are not prorated by default.

Does Truett provide legal advice?

No. Truett helps teams organize and document their investigation work. It does not provide legal advice or guarantee compliance or a particular outcome.

Workplace investigation case management

Manage your next investigation
in Truett.

Start your free trial

Full product access for 14 days. No credit card required.