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Feith

Every kind of case your agency runs, on one engine.

Case Manager is the Feith Platform application for the case files a federal agency handles on its own terms. You set the case type, the fields, the workflow, and who can see it. Every case gets the same documents, audit trail, and secure close-out underneath.

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1 Engine, every case typeAll administered as one application, not a separate tool per case type
0 Vendor work ordersStand up a new case type by configuration, in-house
IL7 (TS/SCI) Authorized up toOn-premises up to TS/SCI · FedRAMP Moderate in the cloud · DoDM 8180.01
47 YearsBuilding federal records and case technology

Case management is the work that has its own rules.

The work that lands in a case file is the work that doesn't fit a standard ticket, record, or form. It carries a subject, a set of stakeholders, a body of documents, a decision history, and an outcome. Inside a federal agency that might be an IG investigation, an EEO complaint, a grant award, a clearance adjudication, a procurement protest, a congressional inquiry, an audit response, or an inspection finding. Your agency owns the rules.

Most of these workflows look nothing like each other on paper. An IG investigation runs for months behind tight access controls and ends in a final report. A grant award runs against a deadline, pulls in experts from outside the office, and ends in a signed funding decision. An HR case touches Privacy Act records, runs through union review, and ends in a personnel action.

What they share is the shape: every one is a case file with documents, notes, participants, tasks, decisions, and a full history. Case Manager is the application for that shape, configured per case type by the agency that runs the work.

Different case types, the same engine underneath.

Built around the case file.

The case file is the unit of work

Documents, participants, tasks, decisions, and the full history all live on one case file, and everything reports up from it.

Your agency configures it to fit the work

The case type, fields, workflow steps, approval gates, and access controls are all set by the office that runs the work, and changed when the work changes.

One engine for every case type you run

The case types differ; the engine underneath does not. One platform to administer, one to learn.

Federal-grade platform, inherited

The security envelope, records vault, AI surface, and integration layer all come from the Feith Platform, not rebuilt per case type.

Case types Feith customers run today.

Agencies configure new case types as their work requires.

IG investigations

Investigator-led files for misconduct, fraud, waste, and abuse. Witness statements, evidence chain of custody, final report.

HR and EEO cases

Personnel files for adverse actions, EEO complaints, grievances, and accommodations, with Privacy Act protections enforced on the case envelope.

Grants and awards

Award packages from solicitation to closeout. Recipient correspondence, scoring artifacts, signed funding decisions.

Audits and findings

Response files for IG, GAO, OIG, and internal findings. Evidence collection, response drafting, corrective-action tracking.

Security incidents

Response files for physical security, OPSEC, and personnel security events. Chronology, mitigation actions, after-action artifacts.

Accreditation reviews

Inspection files for command, facility, and program accreditation cycles. Findings, evidence packages, certification artifacts.

Procurement actions

Contracting files for award protests, contract disputes, and acquisition reviews. Source-selection references, decision memoranda.

Congressional inquiries

Member-driven inquiry files. Constituent correspondence, internal tasking, cleared response drafting, delivery tracking.

Adverse personnel actions

Disciplinary and removal files. Union notifications, hearing artifacts, appeal record.

Workplace investigations

Workplace-conduct files. Witness interviews, finding artifacts, management referral.

Background investigations

Personnel background files. Source materials, adjudication notes, final determination.

Compliance investigations

Regulatory files for agency-administered programs. Subject correspondence, evidence, finding and disposition.

What you see when you open a Feith case file.

Every case file looks the same on the outside; the configuration varies by case type. That shared anatomy lets one engine run every case type.

The anatomy sets the boundary between what the agency configures and what the platform provides. The agency configures the case type, the field panel, the workflow, the deliverables, and the participant roles. The platform provides the documents surface, permissions enforcement, the activity ledger, the storage envelope, records integration, and the AI surface. Adopting Case Manager for a new case type means making configuration decisions inside a stable anatomy.

Four phases the engine runs every case through.

The case type and the fields vary; these four phases carry every case file from open to close.

01

Collect

Cases enter from across the agency. The Collect phase handles intake.

  • Open from a web portal, an email arrival, a line-of-business trigger, a scanned document, or manual entry
  • Pull from document repositories, network drives, M365, and SharePoint through the integration layer
  • Route the new case into the workflow its case type prescribes
  • Trigger acknowledgments, intake notifications, and stakeholder alerts automatically
02

Collaborate

Cases run because people work them. The Collaborate phase handles the people work.

  • Internal teamwork on case documents: redactions, signatures, content notes, highlighting, Bates stamping
  • External participants added to the case with a permission level, and case material exported for sharing under access agreements
  • Approval routing configured per case type
  • User-attributed annotations and a decision history on every case file
03

Report

Cases produce data. The Report phase makes it visible.

  • Live case dashboards by type, office, owner, and status
  • Reports on backlog, decision turnaround, workflow bottlenecks, and deliverable production
  • Visualization through Dashboard iQ and Reports iQ
  • Automated report distribution to stakeholders
04

Deliver

Cases close on a deliverable. The Deliver phase produces and delivers it.

  • Final document assembly with redactions applied
  • PDF and TIFF rendering for archival
  • Approval gates before release
  • Disposition into the records vault for retention under the agency's schedule

A new case type goes live in days.

Feith puts the full build (fields, workflow, security, and forms) in your team's hands. Our own engineers use the same tools when you want us to build it, and everything they configure stays editable by you.

  1. 1

    Start from a template

    Pick the closest pre-configured case-type template (IG, HR, grants, audit, security incident), or start from blank.

  2. 2

    Configure the field panel

    A drag-and-drop field designer. Add fields, set types, mark required, set validation rules. No code.

  3. 3

    Configure the workflow

    Workflow iQ's visual designer. Place the steps, set approvers, set escalation rules, set notifications, with no code.

  4. Go live

    Save the configuration and the case type is open to its user group. Permissions, logging, documents, reports, and the Deliver phase are inherited from the platform, with no extra setup.

An agency IT lead and a process owner can stand up a new case type in days. Custom case types are built with Workflow iQ, the platform's no-code workflow engine, so the configuration skills your team builds on one case type carry straight to the next. Case Manager's built-in case routing runs inside the application itself.

Six platform services Case Manager inherits.

Records vault

Every case closed at disposition lands in the same vault that holds the agency's federal records. Retention under the records schedule applies automatically.

See RMA iQ

Audit ledger

Every action on every case file is recorded in the platform ledger: same ledger, same retention, same query surface as records.

AI surface

Document classification, field extraction, redaction suggestions, and case-file summarization are available on every case file through the platform AI surface.

See AI in Feith

Integration layer

Case Manager pulls documents and triggers from the same layer that serves RMA iQ and the workbench applications: M365, SharePoint, network drives, mainframes, line-of-business systems, mail servers.

See Integrations & Capture

Security envelope

FedRAMP Moderate authorization, DoDM 8180.01 compliance, FISMA High at IL7 (TS/SCI), DISA JITC testing (legacy 5015.02). Case Manager inherits the envelope, with no re-certification per case type.

Identity and access

CAC, PKI, agency IdP integration, ABAC and RBAC, classifications and supplemental markings. Case Manager enforces your existing access model on every case file.

Cases do not live alone.

A case file in the field touches the agency's email, document repository, line-of-business system, identity provider, scanning operation, and records system. Case Manager is built to live in that traffic.

Source system Role in case work Example
Email and messaging Case intake, stakeholder notification, document arrival Microsoft 365, mail servers, SMS carriers
Document repositories Document ingestion, evidence collection SharePoint, Documentum, OpenText, Alfresco, FeithDrive, network drives
Line-of-business systems Case triggers, decision data, deliverable routing Salesforce, ServiceNow, Oracle E-Business, SAP, PeopleSoft
Identity and access Authentication, role and attribute resolution, classification Agency IdPs, CAC and PKI, supplemental markings
Scanning and capture Physical document intake High-speed scanning, OCR capture, manual upload
Records and disposition Closed-case retention and disposition RMA iQ, NARA transfer, retention schedules

Integration depth scales with the case type. An IG investigation needs strong mailbox integration and tight identity binding; a grants case needs line-of-business and repository integration; a security incident needs LOB triggers and after-action document ingestion. Case Manager handles each shape through the same integration layer.

A case engine built for federal work.

Closed cases flow straight into records

A closed case dispositions straight into the agency's federal records vault, retention and history intact.

Classified and CUI workflows are first-class

Classification banners, supplemental markings, and ABAC enforcement are built into the case-file shell, on premises up to Top Secret compartmentalized environments.

The substrate is built for the high side

Hardened in partnership with the Intelligence Community and run by a Facility Security Cleared vendor with most staff cleared Secret or higher.

One application on a platform of applications.

Every Feith application sits on the same substrate; they differ by the work they're built for. Case Manager handles the agency-configured case files. Its siblings handle the regulated workflows, the records core, and the document surface.

RMA iQRecords

The federal records management application. Closed Case Manager files disposition here.

Explore RMA iQ
FOIA WorkbenchRegulated workflow

FOIA and Privacy Act request processing on a statute-defined workflow.

Explore FOIA Workbench
Declassification iQRegulated workflow

ADR, MDR, and SDR declassification workflows under EO 13526.

Explore Declassification iQ
Document ManagementDocuments

FeithDrive and File Cabinets for shared document work.

Explore Document Management

See Case Manager configured to the work your agency does.

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