In the past few years, AI has been popping up with uses in every industry, often making processes faster, more consistent, and less prone to errors. When Case IQ polled workplace investigators about where they could use AI the most, 41 percent agreed on case summarization and reporting (more than any other investigative process).
You asked, we answered! The new Case IQ Summarization Copilot (coming soon) will use Microsoft’s Azure OpenAI to help dramatically reduce the inconsistencies and amount of time spent on producing case summaries. Want to learn how and why you should use AI for workplace investigations? Read on.
Table of Contents:
- The Role of AI in Investigation Reporting
- AI Data Privacy: Will My Case Data Be Safe Using AI?
- How to Write Investigation Reports with Case IQ’s Summarization Copilot
- Watch the Summarization Copilot in Action
- How Case IQ Can Help
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Request a DemoThe Role of AI in Workplace Investigation Reporting
Case summarization is the ideal place to start for using AI in your workplace investigations. This stage involves pulling together all your evidence, supporting documentation, and findings, and gathering and formatting that information can be tedious and takes time away from other investigative tasks.
Do you ever worry you’ve forgotten a key piece of case information in your investigation report? Especially if you’re working on a case that could be subject to a legal or regulatory audit? Using AI for workplace investigations ensures you include everything you and other stakeholders need in the case summary.
In short, your team will be able to produce final investigation reports faster and in a consistent format, leaving you more time to spend on non-administrative work.
Learn more about how to use Case IQ’s AI for workplace investigations in the infographic below.
Ensuring AI Data Privacy: Will My Case Data Be Safe Using AI?
With any new practice or technology, it’s natural to have questions and concerns. Keeping case data secure is a top priority, especially when using AI. Here’s how we plan to protect your organization’s sensitive information:
- Data storage and handling done on Microsoft Azure infrastructure.
- Case IQ access controls for each case or piece of information carries over to the CIQ Copilot; if you can’t view or edit something in the case file, you can’t see it in the AI tool, either.
- Data privacy requirements from HIPAA, GDPR, and other regulators are automatically built into the Case IQ platform and all its tools, including the Summarization Copilot.
- Audit trails show who worked on a case, what they did, and when they did it, so you can see if a team member mishandled data.
- Data anonymization in the CIQ Copilot protects individuals’ privacy.
These precautions ensure that data doesn’t fall into the wrong hands and reduce your organization’s risk of a non-compliance penalty with data security regulators.
READ MORE: Case IQ’s AI Data Security Protocols
How to Write Investigation Reports with Case IQ’s Summarization Copilot
When you’ve completed a case and are ready to generate your final investigation report, it’s time to use the Summarization Copilot. Simply click “Summary” in your Case IQ platform, and the Assistant pulls the case information into two pre-set templates, a long- and short-form version. These templates can be configured to meet the case type, your regulatory needs, preferences of your stakeholders, and your organization’s branding.
The summary is generated in a rich text editor, so you can review and edit as needed. “You can think of [Summarization Copilot] as a colleague that’s generated a draft for you,” explains Errol Apostolopoulos, SVP Product at Case IQ. You might need to make a few additions or changes, but the majority of the summarization is done for you.
The automated report isn’t just a case summary. It also includes relevant internal policies that were cited in the case, document attachments, and the date the report was generated, so you can reference your process if you’re audited or questioned legally. If you wish to exclude any attachments, citations, or the case timeline, you can regenerate the summary without those elements. Finally, when you’re satisfied with your report, click “Publish” to make the summary a part of the case file.
Watch the Summarization Copilot (AI-Powered Report Writing) in Action, or view an interactive demo here.
Overcoming Challenges in AI-Driven Workplace Investigations
Every new technology comes with both benefits and challenges. Because AI is so powerful but also still new and “learning”), many people are especially cautious about adopting it into their everyday investigative processes.
One major issue many organizations have with AI is the biases that can occur in the models. Biases can lead to inaccurate and unfair investigation outcomes, which not only hurt employees, but can lead to non-compliance penalties and lawsuits if the employee challenges you. To overcome this, be sure to use an AI tool that is trained on data that’s as objective as possible.
How heavily to rely on AI tools is another debated topic. They can do a lot of work in a short time, but are not guaranteed to produce perfect results every time. Checking the tool’s “work” is key in every case, but especially when dealing with compliance violations, sensitive issues such as harassment, or in industries where an improper investigation could have hugely negative consequences (e.g., pharmaceuticals, manufacturing).
Human investigators will continue to work alongside AI copilots, either in a “coworker” or “manager” role to ensure that investigative processes and outcomes comply with internal policies, external regulations, and industry best practices.
Comparing AI Investigation Tools: What to Look for in 2025
It seems like every day a new AI tool is released, making investigators’ jobs easier than ever. But how do you know which is right for your team and company?
First, consider the features that you value most. These could include things like:
- Translation capabilities
- Summarization and report generation
- Data analysis
- AI-powered reporting mechanisms
- Action suggestions based on internal policies and historic similar cases
So, are AI tools for investigative teams worth the money? To determine this, you must calculate how many resources (working hours and budget) are spent on the work done by the tool.
For example, say you want an AI tool that summarizes your cases into a tidy report, like Case IQ’s Summarization Copilot.
- How much time does it take one investigator to write a report like this manually?
- How long does it take other team members to edit and approve the report?
- The cost of the manual process is each team member’s hourly wage multiplied by the number of hours it takes to complete the task.
Chances are high that an AI tool, which can generate an error-free report in minutes, costs less.
Why Choose Case IQ for AI-Assisted Workplace Investigations?
Case IQ’s new AI copilot is just one helpful tool we offer to improve your workplace investigations. Our secure, centralized platform keeps all case data in one place, making your processes more efficient and effective. With our all-in-one system, you can manage incident intake, investigations, reporting, and prevention with just one piece of software.
FAQs:
1. How does AI improve workplace investigations?
AI improves workplace investigations by streamlining the analysis of large amounts of data, identifying patterns, and providing quick insights. It assists investigators in conducting thorough and unbiased reviews, helping to uncover critical information more efficiently. This ensures that workplace investigations are accurate, timely, and data-driven, ultimately saving time and resources.
2. What are the benefits of AI in investigation reporting?
AI enhances investigation reporting by automating the summarization of key findings and generating concise reports. This reduces the manual effort involved, allowing investigators to focus on more complex tasks. Additionally, AI-driven reports are consistent, objective, and can quickly identify critical issues, improving the overall quality and speed of the investigation process.
3. Is my case data safe when using AI for workplace investigations?
Yes, when using AI in workplace investigations, data privacy is a priority. Leading AI platforms implement robust encryption and compliance with data protection regulations to ensure that sensitive case data remains secure. It’s essential to choose an AI tool that follows best practices for safeguarding confidential information throughout the investigative process.
4. What role does AI play in enhancing investigation reporting accuracy?
AI improves the accuracy of investigation reporting by analyzing vast datasets quickly and reducing human error. It ensures that all relevant details are captured, eliminating inconsistencies that might arise from manual note-taking. AI also highlights trends, patterns, and key findings, allowing investigators to produce precise and comprehensive reports every time.
5. Can AI replace human investigators in workplace investigations?
AI cannot completely replace human investigators but serves as a powerful tool to assist them. AI can handle time-consuming tasks like data analysis and report generation, allowing human investigators to focus on critical thinking, decision-making, and contextualizing findings. The combination of human expertise and AI efficiency improves overall investigation outcomes.
6. How does Case IQ’s Summarization Copilot help with investigation reports?
Case IQ’s Summarization Copilot helps investigators by automatically generating detailed summaries of complex case data. This AI-driven tool extracts key points and creates comprehensive, easy-to-read reports, enabling investigators to save time and ensure consistency in reporting. It enhances productivity and allows investigators to focus on analysis and conclusions, improving the investigation’s overall effectiveness.