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Case Manager

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Eteego Case Manager

Employee relations cases, handled properly.

Run grievance, disciplinary, capability and investigation cases against your own policies. Halo analyses the evidence, flags the gaps and keeps the record defensible. Built for UK HR professionals, and nothing else to pay for.

£29 a month per account, excluding VAT. One user per account; team plans coming. Cancel any time.

Open cases
Example view
Grievance
Hearing in 4 days
In progress
Disciplinary
Investigation report due
Gaps found
Capability
Review meeting booked
New
Halo flagTwo witnesses named in the complaint have not yet been interviewed. Add them before the hearing.
Halo, the Eteego assistant
13working modes for Halo
5step case analysis, every time
8report types, from briefing to closure
0documents stored in private mode
Why it matters

Most cases go wrong in the paperwork

Tribunals and appeals rarely turn on the outcome. They turn on whether the process was fair and the record shows it.

The chronology is not clear

Emails, notes and statements sit in different places, and nobody can show quickly what happened and when.

The policy was not followed

Steps are missed, timescales slip and the decision cannot be tied back to the wording of the policy.

Facts and opinion get mixed

Allegations are written up as findings, conflicting accounts are quietly resolved, and the record becomes hard to defend.

See it work

Watch Halo work a case

An example case in six short scenes. Names and details are made up.

eteego.com/app
New caseGrievance: allegation of unfair treatment
Policy: Grievance procedureStage: Investigation
Complainant statement
Email thread, March
Grievance policy v3

Read in your browser. Not stored.

Complainant statement
Email thread, March
Grievance policy v3

Halo is reading every document

  1. 3 MarConcern first raised by email
  2. 9 MarLine manager meeting, no notes taken
  3. 14 MarFormal grievance submitted
Halo flagTwo witnesses named in the complaint have not been interviewed. Add them before the hearing.
Policy checkThe policy asks for an outcome letter within 10 working days.
Draft: invite to grievance hearing
Download case bundle (PDF)

How it works

From first document to a clear, evidenced report

Built around how a careful HR professional actually works a case, one step at a time.

1

Review and chronology

Add emails, statements, meeting notes, attendance records and policies. Halo reads them and builds a dated chronology with the key decision and escalation points.

2

Issues, policy and risk

Concerns are matched to the exact part of your policy that is engaged. Risk is assessed across wellbeing, fairness, equality, legal, reputational and operational impact.

3

Gaps and a report you can use

Missing evidence, missing witnesses and contradictions are listed. You get an executive summary, findings and recommendations suitable for a file, a hearing or senior review.

What you get

Everything a case needs, and nothing it does not

One account, built around the case from first concern to closure.

Case file and timeline

Every case has its own record: the parties, the stage, the journal of what happened and the next step, all in one place.

Evidence and documents

Add evidence to the case and bundle it into a clean PDF case pack for a hearing, an appeal or a solicitor.

Policy matching

Upload your own policy and Halo ties each issue to the wording that applies, so decisions rest on your rules, not on guesswork.

Process guides

Step by step guidance for disciplinary, grievance, absence, probation, performance, flexible working, harassment and dismissal decisions.

Letters, forms and templates

Invitations, meeting notes, outcome letters and records, drafted in plain British English and aligned with the ACAS Code.

Eight report types

Full case analysis, investigation analysis, hearing support, manager coaching, executive briefing, governance review, investigation questions and case closure summary.

Thirteen working modes

The right adviser for the moment

Switch Halo between roles as the case moves. Each one has a defined job, and none of them gives legal advice or makes the decision for you.

Senior Employee Relations AdvisorEmployee Relations Case ManagerHR Business Partner AdvisorEmployment Law AnalystInvestigation AdvisorHearing AdvisorHearing ManagerGovernance ReviewerPeople Report WriterProfessional Report WriterManagement CoachCareer CoachStrategic Chief of Staff for Employee Relations

Facts kept apart from claims

Every output separates fact, allegation, opinion, evidence and finding. Nothing is assumed, and conflicting accounts are recorded, not resolved without evidence.

Investigation findings, done carefully

A fact matrix sets allegations against supporting and challenging evidence. Findings use one of four labels only: substantiated, partially substantiated, not substantiated, insufficient evidence.

Hearing support without the decision

Strategy, questions, evidence gaps and procedural risk. Outcomes are set out with factors for and against. Halo never chooses a sanction for you.

Who it is for

Made for people who carry the case

HR professionals and consultants

A consistent method and a clean record across every client or case, without building the structure yourself each time.

Small HR teams

One shared place for cases, evidence and reports, so handovers are clear and nothing sits in someone's inbox.

Organisations with no HR team

Guidance a manager can follow, in plain English, with the right questions asked before a hard decision is made.

Teams working with a solicitor

Arrive with an organised chronology, the evidence gaps identified and a clear summary, so legal time is spent where it counts.

Data protection first

Private mode: it reads your documents and keeps nothing

Case files hold some of the most sensitive information an organisation has. In private mode, Eteego reads the documents you add and does not store them.

  • Documents are held in memory only and removed the moment the analysis finishes.
  • You can delete everything yourself, immediately, with one button.
  • The report is yours. It is kept only if you save it, and you can download it as a PDF instead.
  • To be read, text is sent securely to our AI provider under commercial terms that exclude training on your content. Eteego keeps no copy.
  • Each organisation's data is separated from every other, with access controls enforced in the database itself.
Pricing

One plan. Simple, and only for what you need.

Per company, per month, excluding VAT. Cancel any time.

Case Manager

For HR professionals, consultants and small HR teams
£29 / month
  • Unlimited cases, one user per account
  • Case analysis, all thirteen Halo working modes and policy matching
  • Private mode: documents read, never stored
  • Evidence, case file and PDF bundle, forms, records and document templates
Start Case Manager

Need more than cases, or a custom set up for your organisation? Talk to us about the wider Eteego HR Hub.

Worth being honest about

What Case Manager will not do

  • It does not make the decision. You always make the call.
  • It does not give legal advice. It tells you plainly when a matter needs a qualified employment solicitor.
  • It does not state anything as fact unless the evidence supports it.
TO

Built by a practitioner. Case Manager is designed by Tee Obi, who has 15+ years in the people profession and a degree in Employment Relations and HR with Policy from the University of Kent. It follows the way careful employee relations work is actually done, including the ACAS Code of Practice.

About Eteego

One stop HR case management, by Reapool

Eteego is a one stop HR case management solution platform by Reapool, a modern recruitment and workplace solutions brand connecting businesses with exceptional talent and smarter ways of working.

We help organisations access global tech talent, build agile teams and embrace AI-powered workplace transformation with practical, people-focused support.

FAQ

Common questions

Is Case Manager legal advice?

No. It is HR guidance built on good practice and the ACAS Code. Halo says plainly when a matter should go to a qualified employment solicitor, and it never states anything as fact unless the evidence supports it.

Does Eteego store the documents I upload for analysis?

Not in private mode. Documents you add for analysis are read once and held in your browser's memory only. They are removed the moment the analysis finishes, and you can delete them yourself at any point. The report is kept only if you choose to save it.

Where do my documents go when Halo reads them?

To be read, the text is sent securely to our AI provider, which processes it under commercial terms that exclude training on your content. Eteego does not keep a copy. Our privacy notice sets out the detail, and you remain responsible for what you choose to upload.

Does Halo decide the outcome of a case?

No. Halo separates facts from allegations and opinion, matches issues to your policy, and sets out risks and options. It never determines a sanction or an outcome. That decision always rests with you.

Who is Case Manager for?

HR professionals and consultants who run employee relations cases, one-person HR teams, and organisations that handle grievance, disciplinary, capability and investigation matters and want a clear, defensible record.

Can a team of us use it?

Each Case Manager account is for one user, which suits individuals, consultants and one-person HR teams. Team plans with shared access are coming. Tell us if you need one.

Is this the whole Eteego HR Hub?

No. Case Manager is the case management part of Eteego on its own, so you pay only for what you use. The wider Eteego HR Hub, which adds holiday, ClockIt, payroll and more, is available to selected organisations on request.

Can I cancel?

Yes. Case Manager is a monthly subscription with no long contract. You can cancel at any time.

Start handling cases with confidence

Create your Case Manager account in a couple of minutes. No extra features to learn, and no documents stored in private mode.

Start Case Manager