Structured. Collaborative. Audit-proof.
Case management for all kinds of cases.
Whether compliance, HR, or audit — manage all processes efficiently, securely, and transparently. Web-based, scalable, and ready for your individual workflow.
Structured case handling
Stay on top of things at all times – from recording to closing each case.
Data protection compliant documentation
All steps are documented in an audit-proof manner & in accordance with GDPR.
Automated workflows & reminders
Defined processes and automatic reminders ensure smooth operations.
All cases. All functions. One system.
Every step clear, every process under control.
Our case management system provides a structured overview of the entire case processing workflow. From recording and categorizing cases to assigning participants, documenting, managing measures, and evaluating results, every function is designed to make your compliance and business processes efficient, secure, and audit-proof. The integrated workflow guides you through all important phases: pre-check, investigation, remediation, finalization, closure, and reporting – for maximum transparency and control.
Case recording & categorization
Cases can be easily recorded from various sources, such as whistleblowing, audits, or inquiries. Custom categories ensure that each case is immediately assigned correctly.
Definition of persons/groups involved
Assign case managers and external experts according to specific criteria. Role and rights concepts ensure that only relevant individuals have access to sensitive data.
Systematic case processing & documentation
Each processing step is clearly defined and documented in an audit-proof manner. This allows you to maintain control over processes and compliance guidelines.
Document & correspondence management
Upload documents and assign them according to role and rights. Efficient functions simplify the processing of recurring tasks.
Case closure, remediation, and recommendations
Define measures and manage their implementation directly via the platform.
From capture to closure: we support you every step along the way with our case management.
Further advantages at a glance
Discover the advantages of our case management software solution—for greater security, efficiency, and control.
Initial assessment & fast closure
Simple inquiries or issues can be efficiently reviewed and, if necessary, resolved immediately.
AI testing for personal data
Leave the search for accidentally entered personal data to AI.
Role- and rights-based document upload
Documents are specifically assigned—with control over personal content and access rights.
Assignment & management of measures
Thanks to the modular platform, you can keep track of the implementation and control of all measures.
Case closure & reopening
Cases are closed in an audit-proof manner and can be reopened without any problems if necessary.
Insights at the touch of a button
Generate dashboards, reports, and data protection-compliant exports for analyses and management reports.
Experience efficient case management – request a demo now!
Do you have questions? We have the answers.
Frequently asked questions (FAQ) about case management
Our case management solution covers numerous processes related to compliance, HR, and auditing. Here you will find answers to our customers’ most frequently asked questions – from features and workflows to security and data protection.
Why is case management important?
Case management ensures structure, transparency, and efficiency in the processing of corporate cases. Standardized workflows save time, reduce errors, and enable audit-proof documentation. At the same time, risks are minimized and improvement processes within the organization are sustainably supported.
For which types of cases is PROXORA Case Management suitable?
We support all business cases – from compliance incidents and HR inquiries to audit or investigation cases. The solution is flexibly configurable and adapts to your processes.
Is a whistleblowing solution included?
Case management supports the seamless processing of reports from whistleblowing channels. Thanks to partnerships with SpeakUp or LOUPE, reports can be received securely, anonymously, and in compliance with legal requirements, and processed in the workflow from investigation to closure. Role and rights concepts ensure that only authorized persons have access to sensitive information. The systems mentioned must be licensed separately.
How is data security ensured?
All data is stored in encrypted form in certified data centers in Germany. Role and rights concepts as well as regular security checks (ISO 27001, TISAX) ensure maximum protection.
For which companies is the solution suitable?
PROXORA is used by both medium-sized companies and DAX-listed corporations worldwide and scales according to company-specific requirements. It can therefore be used universally by companies of all sizes.
How quickly can you get started with PROXORA Case Management?
Thanks to web-based SaaS architecture and preconfigured workflows, you can get started almost immediately. Customer-specific customization ensures that the solution is optimally tailored to your requirements.
Download the case management fact sheet & get all the details at a glance
In the best hands
Why PROXORA?
PROXORA is your pioneer for compliance IT solutions – practical, efficient, and tailored precisely to the requirements of companies that want to manage their risks in a targeted manner. Benefit from our many years of experience and innovative technologies.
Johannes Graulig
Head of Case Management
Peter Thomas
Senior Manager Advisory & Sales
Our smart solution for intelligent third-party management
Effective risk management for your company
Get started now: Request the first step toward your case management directly
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