Let’s be real: Choosing the right HR case management software can feel overwhelming.
Is it easy to use? Scalable? Does it have features you actually need? And can it leverage AI in a meaningful, secure way?
These are the right questions to ask, and it’s a good thing you’re thinking critically about your options. Rushing the decision – or prioritizing the wrong things – can lead to an expensive headache down the road.
We’re here to help. Let’s break down the best HR case management software options for 2025.
What is HR Case Management Software?
Your team will use HR case management software to document, investigate and track employee relations issues. Your solution will help you tackle everything from accommodations requests to harassment investigations. And the best platforms don’t just manage cases—they surface trends and identify hotspots so you can act early.
With a centralized system accessible from anywhere and built-in best practices, workflows and templates, your process becomes consistent, compliant and ready to scale.
Why Do You Need HR Case Management Software?
We’ve heard it all before:
- “Our spreadsheet is working okay—do we really need HR case management software?”
- “Isn’t it going to be a hassle to implement?”
- “We already have a ticketing system internally from our IT team – why do we need a dedicated tool owned by ER/HR?”
The reasons your team needs HR case management software (and the right tool at that!) are simple: To protect your people and your organization. To build a safe, fair workplace. To be more proactive. And, finally, to bring some standardization to your approach.
Just because you’ve made it work so far doesn’t mean there isn’t a better way. Once you see what’s possible, you’ll wonder how you ever managed before.
Standardization brings clarity, consistency, and transparency to your processes, so you’re in a stronger place to respond when legal issues inevitably arise. Plus, think about how much time you’ll save with software built for efficiency and effectiveness, especially in an age of increasingly complex cases. (Hint: A lot!)
The right platform doesn’t just organize your cases; it guides you through investigations and employee relations issues, so you’re not stuck relying on a guess-and-check method. (Bonus points if it comes with built-in best practices to keep you on track.)
Questions to Ask When Exploring HR Case Management Software
When comparing the best HR case management software, there are some questions you should ask yourself:
Does this HR case management software include built-in AI features?
It’s 2025—if you’re not using AI, you’re getting left behind. That’s why choosing a tool with AI baked in is important.
But here’s the catch: AI that mishandles your team’s private data is worse than no AI at all. Make sure the tool uses AI responsibly and gives you complete transparency into how your data is used and protected. You don’t want to get ramped up with a new solution only to discover months later that your data is being used to train models without your knowledge. Since the data in this tool is highly sensitive—directly tied to your team members and issues management—it’s crucial to prioritize data security and only use AI that does the same.
Can this HR case management system scale with organizational growth?
Where your business is today won’t be where you are even a year from now. Do your future self a big favor by making sure the tool will still work when you’re further along in your employee relations journey than you are now.
Does the platform offer built-in analytics to track ER trends?
The best HR case management tools don’t just tell you what’s happening in your organization—they help you spot trends and mitigate issues before they pop up. That’s why having analytics built into the platform is so important.
What systems does this HR case management tool integrate with?
Worst-case scenario: You buy a tool and realize it doesn’t integrate with anything in your current tech stack. To avoid creating an administrative burden by not working seamlessly with your HRIS, ticketing system, or CRM, make sure the software offers the integrations you need before you sign on the dotted line.
How configurable is the platform without vendor support?
You want a configurable platform—but also one that doesn’t require support from the vendor every time you need to tweak something small. This leads us to our next question…
Is this employee relations software easy for teams to use daily?
If the tool isn’t intuitive, it will become a bottleneck. This isn’t just about the initial learning curve, it’s about ongoing functionality and user interface issues. If your team can’t use the software smoothly day-to-day, adoption will be low—and frustration will be high.
Was this tool designed by employee relations professionals?
Trust us: There’s a major difference between a tool built by an IT team and one built by employee relations professionals. If you want something designed by people who get the work you do (and you should), you’re only looking at one purpose-built option. (We’ll get to that soon!)
What is the best HR Case Management Software in 2025?
With that in mind, let’s run through the best HR case management software this year.
1. HR Acuity
If you’re seeking purpose-built HR case management software designed by ER experts for ER experts, HR Acuity is your solution.
It’s a comprehensive, end-to-end solution that streamlines every aspect of employee relations and investigations, from anonymous reporting to empowering your people leaders with the tools they need to succeed.
And, because HR Acuity was designed to grow with you, it’s the perfect fit for small businesses and enterprises alike.
Key Capabilities:
- Designed to Help Guide You: Built-in best practices, workflows, templates and protocols to guide you through every investigation. With HR Acuity, standardization is no longer a question—it’s a given.
- Comprehensive Reporting: HR Acuity has a reputation for its robust reporting and analytics, which are customizable for your team. HR Acuity offers drag-and-drop analytics dashboards, so you get a clear picture of your organization’s health at any moment. Plus, our signature event-based analytics empower you to understand the impact on case volume so you can manage and mitigate risk more effectively.
- Responsible AI Built In: Not all AI is equal—especially in employee relations. HR Acuity’s AI is built on 20 years of defensible case data and deep employee relations expertise. Our AI automates tasks, creates smart interview questions, powers an AI-driven speak-up hotline, delivers sharp insights and assists with translations and writing—all while keeping your data safe. Unlike AI that jumps to conclusions, our defensible AI flags real risks, reduces bias and keeps your team in control for fairer, smarter decisions.
- Easy-to-Use Platform: An intuitive, easy-to-use platform with onboarding support every step of the way: That’s what you can expect from HR Acuity. After its signature white-glove implementation, you’ll be up and running with our team ready to support you whenever necessary. Plus, small customizations? Your team can handle those themselves with no bottlenecks.
- Integrations Galore: HR Acuity has you covered on integrations. HRIS, ticketing systems, CRMs, SSO—you name it, the tool has it. Plus, HR Acuity’s partnership with Workday enables your team to build a more efficient HR ecosystem, improving the management of workplace investigations like never before.
- Configurations are Quick and Easy: HR Acuity is highly configurable because every business is unique. Everything from your interview protocols to your tags and beyond are customizable.
With all of that in mind, it’s no wonder HR Acuity was ranked #1 in Enterprise HR Case Management—G2 Spring 2025.
Reviewers Say:
“Using a case management platform like HR Acuity to manage Employee Relations cases is the best solution for your organization and ER professionals. It is user-friendly, easily configured and full of features that will make your ER processes effective and efficient. [It was also] designed and supported by a team of former ER professionals. And the reporting capabilities are superior.” – Stephanie, G2 Reviewer, Enterprise
“The platform was designed for ER tracking rather than modified to fit.” – Buzon, G2 Reviewer, Small Business
“HR Acuity is creating an ER platform that has never existed and has no competition on the current market. They were also one of the first to release a responsible AI solution within their core platform setting the bar for HR as a whole.
From insightful and actionable dashboards, to cutting-edge responsible use of AI, HR Acuity is here to change the landscape of ER.” – Sara, G2 Reviewer, Enterprise
2. CaseIQ
Originally developed for government and law enforcement investigations, CaseIQ has transitioned into an employee relations case management platform. It supports reporting, though accessing advanced dashboards (via Yellowfin) requires switching to a separate tab. The system includes configurable web forms and a built-in whistleblower hotline.
Key Capabilities:
- Whistleblower Hotline: This tool supports anonymous employee reporting and case tracking. Plus, team members can confidentially share concerns.
- Reporting: CaseIQ provides visibility into workplace trends and emerging issues, with analytics capabilities.
- Customization: It offers the ability to tailor workflows and forms to meet organizational needs.
Cons of CaseIQ:
- Performance Slowdowns: In G2 reviews, users mention performance issues, such as slow load times, which can slow down your investigations.
- File upload limitations: The inability to upload multiple files simultaneously can slow case documentation and cause investigations to lag.
- Difficult to Adapt: There can be a learning curve during onboarding, so adapting to the new platform may take longer than you’d like.
- Lack of Integrations: CaseIQ users share that there aren’t as many integrations as they’d hope.
3. AllVoices
AllVoices provides tools for anonymous reporting, whistleblower functionality and workplace investigations. It’s known for its ease of use and clean interface, making it appealing to teams just getting started with employee relations.
Key Capabilities:
- User Interface: Designed with simplicity and ease of navigation top of mind, AllVoices has gained a reputation for its user interface.
- AI Functionality: The tool does incorporate AI, although users report limited visibility into how it functions.
- Reporting Tools: AllVoices offers core reporting features with export options for deeper analysis in third-party tools.
Cons of AllVoices:
- Lack of Transparency in AI: Customers have noted that its AI operates with minimal transparency into underlying models or data sources, making it challenging to fully trust or validate its outputs. This lack of clarity can prove difficult to overcome for teams that value transparency (or need to validate how decisions are made).
- Customization Requires Support: Customization often requires support from the AllVoices team, which may affect turnaround times.
- Limited Reporting: In-platform reporting is somewhat constrained, often requiring exports to external tools like Excel or Tableau to get the level of insight many teams need. This is one of the most persistent complaints from users in G2 reviews.
- Simple, Not Scalable: The platform’s simplicity becomes a constraint, especially when trying to manage more complex investigations that require collaboration with multiple teams or scale processes to meet the demands of a growing organization.
4. Navex
Navex is often seen as a solution centered around ethics and compliance reporting. Its flagship tool, EthicsPoint, offers multiple intake options and basic reporting but is considered more limited in functionality for full-scale employee relations case management.
Key Capabilities:
- Whistleblower Hotline: Navex’s offerings include a whistleblower hotline. This is its most notable feature because it offers intake in four different ways—call center, chatbot, web and phone.
- Reporting Capabilities: The tool provides organizational insights, though advanced reporting typically requires an enterprise-tier plan.
Cons of Navex:
- Better For Beginners: The platform lacks depth in relation to other investigation and case management tools, making it less suitable for more involved HR processes.
- Configurations Tedious: You’ll need to rely on the Navex team to complete configurations, so be prepared to ask for help often. Reviews indicate that customers are frustrated with the support provided.
- Limited Integrations: To get Navex up and running, you may have to rework parts of your organization’s existing tech stack as there aren’t many integrations available.
- Customization is Constrained: You can only add two custom fields per template and branding options are minimal.
5. ServiceNow
A broader IT-focused company developed ServiceNow’s “HR Service Delivery” tool. It’s part of a larger suite of ServiceNow platforms, so it wasn’t created by folks that have a robust understanding of employee relations. However, it does have some helpful features that may be worth considering, as it offers dashboards and analytics.
Key Capabilities:
- Integration with Other ServiceNow Tools: This tool may be a good fit for organizations already using other parts of the ServiceNow ecosystem.
- Personalized Dashboards: Users can view tasks, messages and other case-related items in one place.
- AI Capabilities: ServiceNow offers generative AI tools to automate repetitive tasks, like creating an investigation summary. Additionally, the ServiceNow ecosystem is AI agent-centric.
- Analytics & Reporting: It offers data analysis tools to help identify trends or improvement opportunities.
Cons of ServiceNow:
- Lack of Specialization: This is a tech company that created a tool, not a purpose-built solution created by fellow employee relations leaders. If you have questions or need help, the support team can only help with technical challenges.
- Difficult to Get Started: Users report a steep learning curve, so getting started may prove frustrating.
- Customization Struggles: Customization is available, but reviews indicate that it’s often more trouble than it’s worth.
HR Acuity Outpaces the Competition with Purpose-Built HR Case Management Software
If you need purpose-built HR case management software—and we firmly believe every HR and ER team does!—you’re looking for HR Acuity.
The platform checks every box: Responsible AI, seamless integrations, comprehensive, customizable reporting, built-in best practices and easy customization, to name a few.
Ready to explore how we can help you mitigate risk, create a more transparent workplace and introduce consistency to your investigations and case management processes? Sign up for a curiosity tour today and see the platform in action yourself.
