Using Investigative Case Management for Public Sector Digital Services

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • As an investigator or supervisory agent, you can use the Investigative Case Management application to keep track of case tasks, assets, entities, and all shared information relating to a case. You can work on cases collaboratively with other investigators and managers, and use generative AI skills to summarize cases and case narratives.

    Investigator Landing Page

    The Investigative Case Management experience begins on the ICM landing page for investigators and supervisors. Investigative organizations may customize their landing pages with branding colors or other display changes, but the components may remain the same.

    The following is an example of how the default landing page appears in the CSM Configurable Workspace ICM workspace for an investigator or supervisory agent.

    Here, you can see your workload at a glance, showing active cases, shared cases, upcoming deadlines and events, recent activity, and pending tasks. You can customize this view to your preferences, sorting cases and tasks with custom filters. You can create a case directly from this view, or you can navigate to the Lists menu to create it from there.

    Investigative Case Record

    For investigators, the case record page aims to be a one-stop shop. Once you open a case, you can see every case detail (narrative, evidence, entities, tasks, and case team) organized into a single case record.

    case record view

    Entity Management

    For investigators, the entity management feature provides visibility across all entities related to the case, creating a master index of persons, property, vehicles, organizations, locations, events, and firearms that are all linkable to cases and each other, and helping investigators detect connections between them. Investigators can add as many entities to the case as they need.

    entity record view

    For more information on using the Entity management feature, see Using Entity Management.

    Evidence Management

    For investigators, the Evidence management feature allows investigators to manage physical and digital evidence with structured fields for collection details, classification, and links to related entities, all within the case record. Investigators can create Chain of custody documentation in every evidence record, capturing each transfer from the moment of collection. Evidence, cases, and entities are all connected, so investigators can link and document connections.

    case record view

    For more information on using the Entity management feature, see Using Evidence Management.