The Halcia workspace

Your workflow.
Built once, used across cases.

Build the steps your team follows, run cases through them, and copy the workflow to each new case. Keep the supporting work together as you go.

WorkflowsCasesDocumentsAI add-on

01 / Reusable workflows

Build your process.
Copy it to the next case.

Set the steps your case process follows. Build a workflow once, then reuse it by copying it to new cases so every case follows the same process.

Keep planned, blocked and completed work distinct. Review deadlines against your policies and local requirements; date calculations are not legal advice.

AN ILLUSTRATIVE WORKFLOW

01Capture the concern
02Review the context
03Plan the conversation
04Record the next action

02 / Case management

Track the case through each step.

Run each case on your workflow. Keep notes, documents and tasks with the relevant step, so your team can see what has happened and what comes next.

  • Case activity in one timeline
  • Tasks alongside the work they relate to
  • Case documents and people in context
h.YOUR CASE WORKSPACE
CASE HC–024 · EXAMPLEIn progress

Workplace concern

Workflow: Misconduct investigation

WorkflowDocumentsPeople
  1. COMPLETED

    Capture the concern

    Initial note and supporting document added.

  2. COMPLETED

    Review the context

    Review notes recorded with this step.

  3. IN PROGRESS

    Plan the conversation

    Task: prepare questions for the meeting.

  4. UP NEXT

    Record the next action

Reusable workflow · copied to this case
Illustrative · fictional case

03 / Documents

Keep documents with the case.

Keep notes and supporting documents with the workflow step they relate to. Use document templates for a consistent starting point.

04 / Paid add-on

AI assistance.

Research and draft playbooks and document content when you want help. Review sources, validate the detail and approve everything before use.

AI output needs human review. Halcia does not replace professional judgment or legal advice.

See AI add-on pricing

Halcia is in development. These capabilities describe the current product direction and implementation; availability will be confirmed before launch.

Case management, made simple

Build a workflow.
Use it for every case.

Explore how Halcia could support your team’s case process.

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