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AI SoloHR

HR case management built for U.S. small businesses handling FMLA, ADA accommodations, employee relations, benefits renewals, and other audit-sensitive workflows.

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  • FMLA Leave Calculator
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2026 AI SoloHR. Built for HR teams of one at U.S. employers.

Sensitive U.S. HR data protected with private storage and TLS 1.3
Help center

Create a case

How to open a structured HR case and capture the first useful details.

Built for U.S. employers and small-business HR teams.

CasesFor U.S. employers 5 min read time

Key takeaways

  • Choose type
  • Add person
  • Set risk
  • Save next action
Compliance HealthSecure
Active Cases
14
Alert Tasks
3
Timeline Stamps100% Hash Lock
Human Review LoopAlways Active

Create the case with the minimum useful details

Create a new case from the dashboard and fill in enough context for your future self.

Core setup steps

Start with the information that makes the case actionable.

Open Dashboard > Cases
Choose New case
Select case type
Add summary and due date
Save

Do not wait for perfect information

What to do before and after this step

Most product help actions are easier when the right context is already in place. Before taking the step on this page, make sure the related case, facts, and people are clear. After finishing it, the next move is usually another workflow step such as checking documents, assigning follow-up, or reviewing a draft.

  • Use the help article while working inside a real case or workflow
  • Keep the surrounding facts, dates, and documents organized first
  • If the result affects sensitive communication, review it before sending or sharing it

Support boundary

This help content explains publicly available product workflows. It does not promise hidden features, custom integrations, legal review, or automated compliance outcomes beyond what the product already does today.

AI SoloHR is designed to support case records, tasks, documents, timelines, and reviewed AI drafts inside one workflow. It is not a substitute for legal, medical, benefits, or policy review where those are needed.

Keep Exploring

HR case intake form

Use a repeatable structure for your initial case setup.

Open resource

Getting started guide

See how case creation fits into your first workspace setup.

Open resource

Frequently asked questions

What information do I need to create a case?

You need the case type, a short summary, the primary person if relevant, a due date if known, and a clear next action.

Should I wait until I have all the details before creating a case?

No. It is usually better to create the case early and update it as more information arrives.

Related Interactive Calculators & Tools

FMLA Leave Calculator

Convert FMLA workweeks to precise hours and calculate leave limits.

Launch Tool

ADA Process Timeline

Track key milestones for ADA accommodation interactive dialogue.

Launch Tool

Related Compliance Articles & Guides

ADA Medical Inquiry Form: What Employers Can Legally Ask a Doctor (2026)
ADA

ADA Medical Inquiry Form: What Employers Can Legally Ask a Doctor (2026)

Need to verify an employee's ADA accommodation request without overstepping legal boundaries? Learn what your 2026 medical inquiry form can legally ask a doctor to protect your small business.

Read Post
ADA Accommodation Denial Letter: Legally Defensible Rejection Templates (2026)
ADA

ADA Accommodation Denial Letter: Legally Defensible Rejection Templates (2026)

Learn when you can legally deny an ADA accommodation request and how to write a compliant rejection letter that protects your small business from costly discrimination claims in 2026.

Wrongful Termination & Retaliation Risk

Separating an employee with a recent FMLA/ADA request or protective complaint carries massive retaliation exposure. Inconsistent warning notes, opinion-heavy investigation files, and undocumented comparator benchmarks are the leading causes of lost wrongful termination claims.

✦Close proximity retaliation claims (last 90 days)
✦Subjective opinion notes rather than factual observation logs
✦Lack of consistent progressive discipline enforcement records
Compliance Workspace

Put this guidance into action

AI SoloHR helps U.S. small-business HR teams turn manual compliance steps into tracked tasks, defensible timelines, secure document records, and reviewed AI drafts.

  • 14-day full platform access
  • Up to 3 active cases
  • Up to 30 employee records
  • All 7 U.S. case types unlocked
Read case management guide No credit card required

This resource is intended for U.S. HR operations and educational purposes only, and does not constitute legal advice. Consult a qualified professional or employment attorney regarding your specific federal and state compliance obligations.

Compliance HealthSecure
Active Cases
14
Alert Tasks
3
Timeline Stamps100% Hash Lock
Human Review LoopAlways Active

On this page

  • Create the case with the minimum useful details
    • Core setup steps
    • Do not wait for perfect information
  • What to add right after case creation
  • How to Name a Case Clearly
Printed from AI SoloHR. Simplify leave case management, track WH-381/382 certification deadlines, and stay 100% compliant at aisolohr.com.

If all details are not available yet, create the case anyway and record the next action so the follow-up stays visible.

What to add right after case creation

After the case is created, add any known files, notes, and the first task so the record is ready for real follow-up.

How to Name a Case Clearly

Use a Person Plus Scenario Format

Maintaining a chronological timeline of check-ins and resolution steps is crucial for employee relations.

Good Title Pattern
Weak Title Pattern
Isolate sensitive notes using role-based permissions, keeping access limited to the workspace administrators.
Verify use a person plus scenario format compliance and record updates.

Avoid Titles That Are Too Vague

Maintaining a chronological timeline of check-ins and resolution steps is crucial for employee relations.

Isolate sensitive notes using role-based permissions, keeping access limited to the workspace administrators.
Verify avoid titles that are too vague compliance and record updates.

Keep Similar Cases Consistent Across the Team

Sensitive workplace concerns require objective, factual documentation rather than subjective notes.

Generate a neutral, factual timeline of conversations to keep leadership and counsel aligned during escalations.
Verify keep similar cases consistent across the team compliance and record updates.

What the System Creates After Save

Initial Tasks and Checklist Items

Maintaining a chronological timeline of check-ins and resolution steps is crucial for employee relations.

Isolate sensitive notes using role-based permissions, keeping access limited to the workspace administrators.
Verify initial tasks and checklist items compliance and record updates.

Timeline and Documentation Shell

Maintaining a chronological timeline of check-ins and resolution steps is crucial for employee relations.

Isolate sensitive notes using role-based permissions, keeping access limited to the workspace administrators.
Verify timeline and documentation shell compliance and record updates.

What Still Needs to Be Added by HR

Record factual check-in notes, upload signed witness statements, and document the final corrective action.

Verify What Still Needs to Be Added by HR documentation compliance
Record What Still Needs to Be Added by HR timelines in secure logs

Examples of Strong Next Actions

Time-Bound Follow-Up Actions

Maintaining a chronological timeline of check-ins and resolution steps is crucial for employee relations.

Isolate sensitive notes using role-based permissions, keeping access limited to the workspace administrators.
Verify time-bound follow-up actions compliance and record updates.

Fact-Finding Actions

Record factual check-in notes, upload signed witness statements, and document the final corrective action.

Verify Fact-Finding Actions documentation compliance
Record Fact-Finding Actions timelines in secure logs

Examples by Workflow Type

Record factual check-in notes, upload signed witness statements, and document the final corrective action.

Verify Examples by Workflow Type documentation compliance
Record Examples by Workflow Type timelines in secure logs

Bradford Factor Score

Measure employee short-term absence disruption objectively.

Launch Tool
Read Post
ADA Interactive Process Meeting Invite: Email Templates for SMB HR (2026)
ADA

ADA Interactive Process Meeting Invite: Email Templates for SMB HR (2026)

Scheduling an ADA interactive process meeting is a legal must for small business HR. This post provides ready-to-use email templates for 2026, ensuring compliance while coordinating shift schedules and medical certifications smoothly.

Read Post
Use a Person Plus Scenario Format
  • Avoid Titles That Are Too Vague
  • Keep Similar Cases Consistent Across the Team
  • What the System Creates After Save
    • Initial Tasks and Checklist Items
    • Timeline and Documentation Shell
    • What Still Needs to Be Added by HR
  • Examples of Strong Next Actions
    • Time-Bound Follow-Up Actions
    • Fact-Finding Actions
    • Examples by Workflow Type
    • Defensible Trial System
    This interactive widget simulates real-time actions logged directly into the secure AI SoloHR compliance lockbox.