AI SoloHR
For U.S. small businesses
ProductU.S. HR Use Cases
Free Calculators▼
FMLA Leave CalculatorFMLA Hours CalculatorIntermittent FMLA TrackerFMLA Eligibility & FTERemote FMLA EligibilityFMLA Reduced Schedule HourFMLA Interference RiskADA Process TimelineADA Documentation GeneratorBradford Factor Score
Resources▼
Resources OverviewGuides & ComplianceHR Templates & ChecklistsHelp Center & SupportSecurity & AI Safety
Case Studies▼
Case Studies OverviewFMLA CasesADA Accommodation CasesBenefits & Retirement CasesEmployee Relations CasesGeneral Compliance Cases
PricingBlog
Sign inStart Free
Toggle menu
ProductUse CasesPricingBlogSecurity
Free Toolsv
FMLA Leave CalculatorFMLA Hours CalculatorIntermittent FMLA TrackerFMLA Eligibility & FTERemote FMLA EligibilityFMLA Reduced ScheduleFMLA Interference RiskADA Process TimelineADA Documentation GeneratorBradford Factor Score
Case Studiesv
OverviewFMLA CasesADA CasesBenefits CasesEmployee Relations CasesCompliance Cases
Resourcesv
Resources OverviewGuides & ComplianceHR Templates & ChecklistsHelp Center & Support
Sign InStart Free
AI SoloHR

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

Featured & Reviewed On
Featured on FoundrListAI SoloHR on Nick LaunchesProduct HuntG2 CrowdCapterraSaaSHubTrustRadiusTrustpilotSourceForgeIndie Hackers

Product

  • Features
  • Pricing
  • Resource Center
  • Guides & Compliance
  • HR Templates & Checklists
  • Help Center
  • U.S. HR Use Cases
  • FMLA Tracking Software
  • HR Case Management Software
  • Blog Updates

Free HR Tools

  • FMLA Leave Calculator
  • FMLA Eligibility & FTE
  • Remote FMLA Eligibility
  • FMLA Reduced Schedule Hour
  • FMLA Interference Risk
  • ADA Process Timeline
  • Bradford Factor Score

Company

  • About Us
  • Contact Support
  • Design Partner Program

Legal & Security

  • Security & Trust
  • Compliance Disclaimer
  • Privacy Policy
  • Data Handling
  • Terms of Service
  • Cookie Policy
  • Refund Policy
  • Data Request

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

Upload documents

Attach HR documents to cases so files stay connected to the work they support.

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

DocumentsFor U.S. employers 5 min read time

Key takeaways

  • Attach to case
  • Private storage
  • Signed access
  • Timeline context
Secure Document Vault2 Files Locked
fmla_medical_certification.pdf
2.4 MB SHA-8f7a9d2...
witness_statement_signed.pdf
1.1 MB SHA-3c2d4f1...

Recommended document workflow

Upload documents from the relevant case or documents area. Keep sensitive files attached to the case they explain.

Basic steps

Attach files where the team will actually need them later.

Choose case
Upload file
Confirm file name
Keep unrelated files separate

Why case-level attachment matters

A document is easier to understand later when it is stored beside the notes, timeline, and next action that explain why it matters.

Good habits for sensitive files

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 documentation use case

See how documents fit into the broader paper trail.

Open resource

Security overview

Understand how access and private files are handled.

Open resource

Frequently asked questions

Where should I upload HR documents?

The best place is the related case or the documents area tied to that case, so the file stays connected to the workflow it supports.

Why not just store documents in a general folder?

General folders often lose the timeline and context. Attaching files to the case makes them easier to interpret later.

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.

Manual Process Risk Warning

Static documents and manual spreadsheets are great for initial tracking. However, as deadlines pile up and files scatter, human errors can trigger costly regulatory compliance audits.

✦Scattered details across email, Slack, and spreadsheets
✦Task deadlines missed due to lack of automated follow-ups
✦Security risks from storing sensitive employee records in loose folders
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
Security overview 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.

Secure Document Vault2 Files Locked
fmla_medical_certification.pdf
2.4 MB SHA-8f7a9d2...
witness_statement_signed.pdf
1.1 MB SHA-3c2d4f1...

On this page

  • Recommended document workflow
    • Basic steps
    • Why case-level attachment matters
  • Good habits for sensitive files
Printed from AI SoloHR. Simplify leave case management, track WH-381/382 certification deadlines, and stay 100% compliant at aisolohr.com.

Use clear file names, keep unrelated documents separate, and attach files only to the cases and roles that need them.

What to Upload First

Documents That Establish the Timeline

Streamlining your system setup allows administrative HR actions to run smoothly and predictably.

Assign task deadlines for each workflow step to keep active cases moving from intake to final resolution.
Verify documents that establish the timeline compliance and record updates.

Documents That Support the Facts

Connecting integrated tools ensures case notes and follow-up reminders stay visible inside one workspace.

Verify credentials, configure role-based access, and sync integrations to keep workspace actions secure.
Verify documents that support the facts compliance and record updates.

Documents That Capture the Outcome

Streamlining your system setup allows administrative HR actions to run smoothly and predictably.

Assign task deadlines for each workflow step to keep active cases moving from intake to final resolution.
Verify documents that capture the outcome compliance and record updates.

How to Label Records Clearly

Use Consistent File Names

Connecting integrated tools ensures case notes and follow-up reminders stay visible inside one workspace.

Label Examples
Source Examples
Verify credentials, configure role-based access, and sync integrations to keep workspace actions secure.
Verify use consistent file names compliance and record updates.

Use Source Labels That Explain Origin

Setting up custom categories and private files creates a clear structure for ongoing documentation.

Follow the step-by-step setup guides to connect calendar resources and establish secure document folders.
Verify use source labels that explain origin compliance and record updates.

Use Notes That Help a Future Reviewer

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 use notes that help a future reviewer compliance and record updates.

What Happens After a Document Is Added

Where It Shows Up in the Case

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 where it shows up in the case compliance and record updates.

How It Supports Later Notes and Exports

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 how it supports later notes and exports compliance and record updates.

Why This Matters for Review and Audit Readiness

Connecting integrated tools ensures case notes and follow-up reminders stay visible inside one workspace.

Verify credentials, configure role-based access, and sync integrations to keep workspace actions secure.
Verify why this matters for review and audit readiness compliance and record updates.

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
  • What to Upload First
    • Documents That Establish the Timeline
    • Documents That Support the Facts
    • Documents That Capture the Outcome
  • How to Label Records Clearly
    • Use Consistent File Names
    • Use Source Labels That Explain Origin
    • Use Notes That Help a Future Reviewer
  • What Happens After a Document Is Added
    • Where It Shows Up in the Case
    • How It Supports Later Notes and Exports
    • Why This Matters for Review and Audit Readiness
    • Defensible Trial System
    This interactive widget simulates real-time actions logged directly into the secure AI SoloHR compliance lockbox.