Built for regulated, high-stakes teams

Run every case to a defensible close.

Avikto manages the full case lifecycle for compliance, legal, investigations, trust & safety, and HR teams — with a structured, tamper-evident record at every step.

Role-based access control
Tamper-evident audit trail
SLA enforcement

Tamper-evident

48 audit entries logged

Trusted by compliance, legal, and investigations teams

Financial Services Co.
Global Insurance Group
RegTech Partners
Compliance Corp.
Healthcare Systems
Federal Agency
SOC 2 Type IIIn progress(placeholder)
ISO 27001In progress(placeholder)
GDPR ReadyCompliant(placeholder)
HIPAA ReadyCompliant(placeholder)

The problem

Spreadsheets and disconnected tools fail audits.

Regulated teams are managing high-stakes cases in tools built for general collaboration. The gaps these tools leave are exactly what auditors and regulators are looking for.

Records have gaps

Email threads, shared drives, and chat messages aren't audit trails. When a regulator asks for a complete record, you're assembling it after the fact — if it can be assembled at all.

Cases stall without visibility

Without a single place to track status, ownership, and deadlines, cases sit in queues nobody can see. SLAs slip. Accountability diffuses across inboxes.

Access is not controlled

Spreadsheets don't enforce need-to-know. The wrong person can see a whistleblower's identity or a sensitive HR matter. That is a compliance failure, not just a policy gap.

The lifecycle

Intake to close. Every step structured.

A defensible, auditable record at every stage of the case lifecycle.

Stage 01

Every case starts complete.

Structured submission forms with required fields ensure no case is opened with missing information. AI-assisted case setup reads the submission and suggests case type, severity, and the applicable checklist — you confirm, the AI never finalizes.

Features

Built for teams that answer for outcomes.

AI-assisted setup

Open a correctly-typed case in seconds.

AI reads the raw submission and suggests case type, severity, category, and the applicable checklist — before you review a single word. You confirm or adjust; the AI never finalizes anything. Humans stay accountable.

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Automatic routing

The right case reaches the right owner, every time.

Routing rules run the moment a case is created. Type, severity, jurisdiction, and workload determine the team and owner. Escalation paths and SLA timers start automatically — no manual dispatch, no cases falling through the queue.

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Required intake fields

No case can be opened incomplete.

Every field marked required must be filled before a case can be submitted. Validation is enforced at the form level, not by convention. You define what a complete case looks like; the platform holds the line.

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Live case status

Everyone sees exactly where a case stands.

A real-time status pipeline — Intake, Assigned, Investigating, Review, Closed — is visible to every person with case access. No more status updates by email. No more cases sitting unnoticed in the wrong queue.

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Secure permissions

Need-to-know access, enforced at the case level.

Role-based permissions define what each person can see and do. Case-level access controls go further: an investigator on one case has no visibility into another unless explicitly granted. Redaction protects the most sensitive fields.

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Access controls — CASE-2847

RoleView caseEdit caseAdd evidenceExport recordsManage accessDelete case
Case Owner
Investigator
Reviewer
Auditor
Guest

Least-privilege enforced. Access does not inherit across cases.

Compliance-ready records

A defensible record, export-ready.

Every action, note, file, and decision is captured in a tamper-evident audit trail. One-click export produces a formatted PDF or CSV — the complete chain-of-custody record that regulators, auditors, and legal teams expect.

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Audit trail

2024-03-15 14:32 UTCsarah.chenStatus changed to Closedchanged
2024-03-15 14:28 UTCsarah.chenFindings memo exported as PDFexported
2024-03-15 11:15 UTCj.wrightEvidence file attachedadded
2024-03-15 09:00 UTCsystemCase auto-assigned to Fraud Teamassigned

48 entries · immutable · formatted for regulatory review

Security and compliance

Built to withstand an audit.

Avikto is designed from the ground up for regulated environments where every access decision, every record change, and every export must be defensible.

Permission matrix

CASE-2847
RoleView caseEdit caseAdd evidenceExport recordsManage accessDelete case
Case Owner
Investigator
Reviewer
Auditor
Guest

Permissions are enforced server-side. The UI reflects what each role can do — but access controls run at the data layer, not the presentation layer.

Role-based access control

Permissions are assigned by role, then narrowed at the case level. An Investigator can edit cases they own — not every case. Least-privilege is the default, not an option.

Tamper-evident audit trail

Every action is logged as an immutable entry. Nothing can be silently edited or deleted. Changes are versioned and attributed to a named user, timestamp, and reason.

Data residency controls

Choose where your case data is stored and processed. Regional isolation is available for jurisdictions with data localization requirements including GDPR and sector-specific mandates.

Retention policies

Define retention rules by case type, jurisdiction, and regulatory requirement. Data is held for the required period and purged on schedule — with an auditable record of the deletion.

SSO and SCIM provisioning

Connect your identity provider via SAML 2.0 or OIDC. SCIM keeps user lists synchronized automatically, so deprovisioning takes effect the moment someone leaves the organization.

Need-to-know enforcement

Case-level access is explicit and audited. Investigators on one case don't see others unless access is granted. Sensitive fields can be redacted from non-owners, even within the same team.

Certifications (in progress — placeholders)

SOC 2 Type II
ISO 27001
GDPR
HIPAA-ready

Solutions

Built for the teams that get audited.

Whatever your regulated function, Avikto fits the way your cases actually work.

Run your compliance program on a defensible record.

Compliance teams use Avikto to manage regulatory inquiries, internal policy investigations, and risk-event case reviews. Every case opens with the required fields, routes to the right reviewer, and closes with a structured record ready for regulator examination.

  • Regulatory inquiry management
  • Policy violation investigations
  • Risk event documentation
  • Audit-ready export on demand

What a structured case lifecycle looks like in practice.

Figures are illustrative. Your results depend on team size, case volume, and prior tooling.

73%

faster average intake

vs. manual intake via email and shared forms

Illustrative figure

100%

complete intake records

Required fields enforced before submission accepted

By design

< 60s

average routing time

From submission to assigned owner, via automated rules

Illustrative figure

1 click

to audit-ready export

Full chain-of-custody record, formatted for regulators

By design

See Avikto on your cases.

We walk through the full lifecycle using case types your team actually handles — intake, routing, investigation, and export.

No sales pitch. No deck. A working demo on your use case.