For the complete documentation index, see llms.txt. This page is also available as Markdown.

Case Management

Manage active cases, review incoming inquiries, and move forensic work from request intake through case completion.

The Case Management section contains the primary tools used to organize forensic work in Monolith.

Cases bring together the people, evidence, acquisitions, files, notes, tasks, quality assurance, reporting, and other information associated with a matter or investigation.

Use Inquiries to review incoming requests before they become active casework.

Cases

A Case is the central record used to organize forensic work in Monolith.

Cases can contain and connect information such as:

  • Evidence Items

  • Acquisitions

  • Storage Items

  • Clients and Contacts

  • Tasks

  • Notes

  • Files

  • Quality Assurance

  • Reports

  • Activity history

Cases also maintain their own identifying information, assignments, status, progress, dates, and other metadata used to manage and report on work across your organization.

See Cases to learn how cases are created, managed, and used throughout Monolith.

Case Reports

Monolith can generate Microsoft Word reports using information stored throughout a Case.

Reports can include case information, evidence, acquisitions, chain of custody, analysis, notes, tasks, contacts, and other supported case data.

See Case Reports for information about Monolith's standard report builder and custom report templates.

Inquiries

Inquiries provide a staging and triage area for work that has been requested but has not yet become an active Case.

Inquiries are commonly created from requests submitted through Relay, but they can also support other intake workflows.

Your team can review the submitted information, update the Inquiry status, communicate with the requestor through Relay when applicable, and decide when the work should become a Case.

An Inquiry can be used to:

  • Create a new Case

  • Merge the request into an existing Case

  • Carry supported Evidence, Contacts, files, and custom field information into the Case

  • Preserve the connection between the original request and the resulting casework

See Inquiries for additional guidance.

For Relay-specific workflows, see Managing Relay Requests in Monolith.

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