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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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2026 AI SoloHR. Built for HR teams of one at U.S. employers.

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Use case

ADA Accommodation Tracking & Document Compliance Software

Simplify ADA reasonable accommodation tracking. Document the interactive process, set follow-up reminders, and keep audit-ready compliance records.

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

ADAPro Plan RequiredFor U.S. employers 8 min read time

Real ADA Workspace

AI SoloHR ADA accommodation case showing an interactive-process workflow and modified-schedule request

Premium Workflow Workspace

This documentation details a specialized workflow that requires a Solo HR / HR Ops plan active in your organization settings. Explore our Pricing Plans to upgrade your account and unlock this capability in the software.

Key takeaways

  • Interactive process notes
  • Private files
  • Follow-up tasks
  • Reviewed AI drafts
ADA AccommodationsInteractive Process
Proposed Measures
Ergonomic chair (Under review)Under Review
Modified shift hours (Approved)Approved
Speech-to-text software (Pending evaluation)Discussed
Next Action: 30-Day Accommodation Review
June 15, 2026

Core Software Capabilities

Interactive Dialog Tracking

Record phone calls, face-to-face meetings, and email exchanges systematically in one place.

Feasibility Assessment Matrix

Document options discussed, cost estimates, manager operational impact, and reasons for final decisions.

How AI SoloHR Compares

MetricSpreadsheetGeneric HRISAI SoloHR
Interactive Process LogScattered inboxes, no timelineLacks dedicated accommodation history fieldsChronological process logs linked directly to requests
Medical File SegregationHigh leakage risk in shared directoriesGeneral employee folders (compliance violation)HIPAA-aligned isolated medical document vault
Declined Options LogUsually undocumented (a major lawsuit risk)Hard to trace reasons for declining accommodationsClear feasibility matrix documenting options considered
Metric

Interactive Process Log

Spreadsheet

Scattered inboxes, no timeline

Generic HRIS

Lacks dedicated accommodation history fields

Why accommodation tracking gets messy fast

Accommodation work can become hard to explain when the request, documents, and discussion notes are scattered across email, calendars, and private folders. Even if the team is acting in good faith, the process can look incomplete later if the record is incomplete.

The interactive process creates moving pieces

The work is rarely one decision made on one day. It usually includes a request, follow-up questions, supporting documents, options considered, internal discussion, and final communication.

The risk comes from incomplete history

A small HR team may remember what happened, but memory is not the same as a usable record. When notes are not in one place, it is hard to reconstruct the sequence or show what follow-up occurred.

What should be connected in one accommodation case

A strong accommodation record should help HR understand the request, the current status, and the history of the process without opening multiple systems.

Core case details

At the case level, HR should be able to see the basics immediately.

Try Our Interactive ADA Interactive Process Timeline Calculator

Select the request received date to generate key compliance milestones instantly below.

Loading interactive tool...
“

“ADA compliance requires proving that you actively engaged in the interactive process. AI SoloHR gives us a single, encrypted timeline showing every option we considered and why, keeping us perfectly safe under EEOC standards.”

E
Elena RostovaDirector of HR at CareFirst Healthcare

How to read this use-case page

A use-case page is meant to help you judge workflow fit. If the problem described here sounds like your current HR process, that usually means you need a clearer case record, a more visible task flow, better document handling, and a stronger timeline than spreadsheets or inboxes provide.

  • Use the page to compare your current process against a structured case workflow
  • Look for where deadlines, documents, and communication tend to drift today
  • Use the product and pricing pages if the use case already matches active work inside your team

What this page does not claim

This use-case page explains workflow support and documentation structure. It does not claim that AI SoloHR makes legal decisions, replaces an HRIS, or automates protected-employment judgments for your team.

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

ADA documentation guide

Learn what to document and how to keep the record clear.

Open resource

Accommodation tracker template

Start with a simple tracker before moving into a live workflow.

Open resource

Frequently asked questions

What should HR document for an ADA accommodation request?

HR should document the request itself, the people involved, supporting materials received, discussions that took place, follow-up tasks, options considered, and the final communication or resolution.

Why is accommodation tracking different from a simple ticket?

Accommodation work usually involves sensitive documents, multiple conversations, and a process that unfolds over time. A simple ticket often does not provide enough room for defensible notes, task ownership, and document context.

Can AI SoloHR make accommodation decisions automatically?

No. AI SoloHR helps organize workflow and draft communication, but it does not make final decisions, determine legal obligations, or replace human judgment.

Related Interactive Calculators & Tools

ADA Process Timeline

Track key milestones for ADA accommodation interactive dialogue.

Launch Tool

Bradford Factor Score

Measure employee short-term absence disruption objectively.

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.

ADA Good Faith Documentation Risk

Under EEOC guidelines, an untracked email chain or verbal agreement does not prove a 'Good Faith Interactive Process'. If a workplace accommodation is legally challenged, HR must defend the decision with a chronological, objective history of all options explored.

✦Failure to Engage in Interactive Process lawsuits
✦Opinion-heavy meeting notes that create liability in court
✦Lack of objective undue hardship justification logs
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
Start tracking accommodation cases 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.

ADA AccommodationsInteractive Process
Proposed Measures
Ergonomic chair (Under review)Under Review
Modified shift hours (Approved)Approved
Speech-to-text software (Pending evaluation)Discussed
Next Action: 30-Day Accommodation Review
June 15, 2026

On this page

  • Why accommodation tracking gets messy fast
    • The interactive process creates moving pieces
    • The risk comes from incomplete history
Printed from AI SoloHR. Simplify leave case management, track WH-381/382 certification deadlines, and stay 100% compliant at aisolohr.com.
AI SoloHR

Chronological process logs linked directly to requests

Metric

Medical File Segregation

Spreadsheet

High leakage risk in shared directories

Generic HRIS

General employee folders (compliance violation)

AI SoloHR

HIPAA-aligned isolated medical document vault

Metric

Declined Options Log

Spreadsheet

Usually undocumented (a major lawsuit risk)

Generic HRIS

Hard to trace reasons for declining accommodations

AI SoloHR

Clear feasibility matrix documenting options considered

Request date and requested accommodation
People involved in the process
Current status and next action
Owner and timing expectations

Supporting context

The case should also retain the materials that explain how the process unfolded.

Supporting documents received
Interactive process notes
Options discussed and follow-ups
Final communication and resolution

How AI SoloHR helps HR teams track the interactive process

AI SoloHR gives accommodation work a case-based structure so the request, notes, files, and next steps stay together.

Open one case per accommodation workflow

A dedicated case gives HR a single home for the request instead of spreading details across task lists, folders, and inboxes.

Keep timeline notes factual and visible

Important updates can be recorded as timeline events so the case history stays easy to review later.

Assign follow-ups instead of relying on memory

Tasks can capture document requests, follow-up conversations, internal reviews, and next communication deadlines.

Use drafts carefully when communication is needed

AI-generated drafts can help HR prepare clear communication, but the output remains draft-only and should be reviewed before use.

The 5 critical steps of the ADA interactive process

To maintain U.S. federal legal compliance and support your workforce, HR must systematically guide each accommodation request through the five standard phases of the good-faith interactive process:

Step 1: Recognize the request & initiate dialog

The interactive process clock starts the moment an employee discloses a physical or mental limitation that impacts their work. Immediately send a written acknowledgement and schedule an initial consultation meeting to explore potential adjustments.

Step 2: Gather medical certification & document limitations

Request official medical documentation from the employee's healthcare provider. This documentation must clarify the functional limitations and duration of the condition, without exposing irrelevant diagnostic or confidential medical records.

Step 3: Conduct the interactive consultation

Meet collaboratively with the employee (and optionally their manager) to review their specific job description, identify essential job functions, and brainstorm reasonable accommodations that could resolve the performance barriers.

Step 4: Select and implement the accommodation

Evaluate the feasibility of the options discussed. Log cost estimates and operational impact. Formally notify the employee in writing of the approved accommodation, or document the objective undue hardship justification if a request must be denied.

Step 5: Monitor, review, and follow up

Accommodations are not permanent decisions. Schedule a mandatory 90-day review check-in to confirm that the adjustment remains effective, allows the employee to perform their essential duties, and does not cause operational disruption.

Why this matters for lean HR teams

Large organizations may have dedicated specialists and formal systems for accommodation work. Smaller teams often do not. That makes a clear case workflow even more valuable because the same person may be handling intake, documentation, follow-up, and communication.

Compliance note

AI SoloHR supports documentation and communication workflows, but final decisions should follow your policies and professional guidance.

A Realistic Request Intake Scenario

1

What Happens on Day One

Establishing a good-faith interactive dialogue protects both the organization and the staff member.

Use private documentation to capture adjustments without exposing confidential medical details to the team.
Verify what happens on day one compliance and record updates.
2

What the Team Needs to Track Next

ADA accommodation requests must be logged chronologically to maintain a verifiable record of compliance.

Log each conversation, option considered, and doctor guideline inside the case file to prove a compliant interactive process.
Verify what the team needs to track next compliance and record updates.
3

What Makes the Record Defensible Later

Managing workplace accommodations under the ADA requires careful attention to employee limitations.

Ensure all reasonable adjustments and timeline notes are anchored to the employee.
Verify what makes the record defensible later compliance and record updates.

How the Interactive Process Stays Organized

Meetings and Follow-Up Notes

Establishing a good-faith interactive dialogue protects both the organization and the staff member.

Use private documentation to capture adjustments without exposing confidential medical details to the team.
Verify meetings and follow-up notes compliance and record updates.

Supporting Documents and Evidence

Managing workplace accommodations under the ADA requires careful attention to employee limitations.

Ensure all reasonable adjustments and timeline notes are anchored to the employee.
Verify supporting documents and evidence compliance and record updates.

Decision and Ongoing Review Steps

ADA accommodation requests must be logged chronologically to maintain a verifiable record of compliance.

Log each conversation, option considered, and doctor guideline inside the case file to prove a compliant interactive process.
Verify decision and ongoing review steps compliance and record updates.

What the Product Supports Today

Case Setup and Tracking

Managing workplace accommodations under the ADA requires careful attention to employee limitations.

Ensure all reasonable adjustments and timeline notes are anchored to the employee.
Verify case setup and tracking compliance and record updates.

Documentation and Review Support

Establishing a good-faith interactive dialogue protects both the organization and the staff member.

Use private documentation to capture adjustments without exposing confidential medical details to the team.
Verify documentation and review support compliance and record updates.

Where Human Judgment Still Owns the Decision

Establishing a good-faith interactive dialogue protects both the organization and the staff member.

Use private documentation to capture adjustments without exposing confidential medical details to the team.
Verify where human judgment still owns the decision compliance and record updates.

FMLA Interference Risk

Evaluate your company's risk of FMLA interference or retaliation.

Launch Tool

ADA Interactive Process Document Generator

AI-powered good-faith interactive dialogue agendas and accommodation decisions.

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 should be connected in one accommodation case
  • Core case details
  • Supporting context
  • How AI SoloHR helps HR teams track the interactive process
    • Open one case per accommodation workflow
    • Keep timeline notes factual and visible
    • Assign follow-ups instead of relying on memory
  • The 5 critical steps of the ADA interactive process
    • Step 1: Recognize the request & initiate dialog
    • Step 2: Gather medical certification & document limitations
    • Step 3: Conduct the interactive consultation
  • Why this matters for lean HR teams
  • Compliance note
  • A Realistic Request Intake Scenario
    • What Happens on Day One
    • What the Team Needs to Track Next
    • What Makes the Record Defensible Later
  • How the Interactive Process Stays Organized
    • Meetings and Follow-Up Notes
    • Supporting Documents and Evidence
    • Decision and Ongoing Review Steps
  • What the Product Supports Today
    • Case Setup and Tracking
    • Documentation and Review Support
    • Where Human Judgment Still Owns the Decision
  • Defensible Trial System
    This interactive widget simulates real-time actions logged directly into the secure AI SoloHR compliance lockbox.