CaseNest

CaseNest is a cloud-based employee relations case management platform designed to centralise HR activity, improve visibility, and create a secure collaboration space between HR teams and WorkNest legal advisors.

CaseNest removes reliance on spreadsheets, email chains, and scattered file storage, helping reduce missed deadlines, duplicated effort, inconsistent record keeping, and unnecessary risk.

The platform helps organisations manage cases consistently, reduce risk, improve decision making, strengthen compliance, and maintain a fully auditable trail of events.

The dashboard provides an overview of live cases, new cases, calls, email activity, employment tribunal matters, and high-risk cases.

Yes. Users can filter by site or location and by time range, including monthly or custom date ranges.

‘My Cases’ shows only the cases a user is directly involved in. ‘All Cases’ is an optional permission-based setting that provides visibility across all business cases.

Access to ‘All Cases’ must be requested and approved by the business’s main decision maker.

The dashboard displays site addresses, employee numbers, and the number of sites held for the organisation.

Users can request a callback directly through the platform, select a specific advisor or any advisor, add notes, and mark requests as urgent.

CaseNest provides total time spent across all cases and a breakdown by case type, helping identify trends, patterns, and training needs.

Users can view the case summary, description, employee details, linked cases, high-risk flags, internal contacts, assigned advisors, permissions, and time spent.

The case workflow is a structured process provided by advisors to guide users through the correct steps and ensure consistent case management aligned with employment law and internal policies.

Users can listen to phone calls, review email exchanges, access attachments, and view documentation shared within the case.

Yes. Users can preview documents using the eye icon and download them using the download button.

Yes. Users can add internal case notes with a subject, message, and attachments, although advisors are not automatically notified of these notes.

Users can select ‘Seek Advice’, choose an advisor, add a subject and message, attach files if needed, and mark the request as important.

Marking a request as important instantly alerts the advisor team.

The Cases section includes toggles that allow users to switch between open cases only or both open and closed cases.

The ‘All Cases’ view is particularly useful for HR leaders who need oversight of organisational patterns and reporting.

Users can use the ‘Seek Legal Advice’ section to select a site, add employee details, include a subject and message, attach documents, and submit a request.

The platform maintains a secure and auditable trail of all activity, helping organisations follow compliant and consistent HR processes.

By centralising HR activity and communication into one platform, Case Nest reduces time spent searching for information and improves collaboration efficiency.