Chosen and trusted by industry-leading businesses and organizations

We surpass our clients’ high expectations by delivering powerful compliance management software and solutions on Microsoft’s SharePoint and Office 365 platforms.

No more outdated incident management processes

Gone are the days of paper copies shared throughout your entire organization to handle a specific incident. Our Incident Tracking Software comes with a variety of handy tools and keeps the entire process in one online and secure SharePoint platform, where all users can readily view important case details and make updates as necessary. HR and compliance managers need their compliance case management processes to abide by OSHA and regulatory oversight, and our solution not only creates a complete audit trail, but helps reduce fraud and mitigate risks throughout your organization.

Report Incidents

Our incident management software enables organizations to easily capture new cases from across various departments and allow managers to act on them.

Investigate Cases

Our investigative case management software allows supporting documents and attachments to be provided throughout the process.

Resolve Cases

Our compliance case management software empowers decision-makers to develop and implement a recommended action plan to resolve the issue.

Report a Case

Open a case by filling out important information in required, custom fields.

Supporting Documents

Employees upload supporting documentation, which managers review when working on cases.

Incident Tracking Alerts

Receive automated notifications when a case has been filed or when you have an outstanding task.

Review and Decide

Review cases, make notes, start discussions and decide whether to pursue action.

Custom Workflows

Choose which people need to review and make decisions on each case.

Real-Time Dashboards

Track progress and see overviews of case statuses, incident dates and outcomes.

Search and Report

Find full records of cases, organized by employee, type and other categories.

Document Storage

Store complete case history, supporting documents and related notes.

Revisions and Renewals

Easily revise policies and be notified when they need to be renewed or retired.

How does your business benefit with our case management software?

From the reporting of cases through the resolving of the incident, your business benefits every step of the way. Managers are able to create custom fields and rules in the reporting forms based on the kind of incident ( HR, Compliance, Risk, Quality, Safety, etc.) so they can easily track the most pertinent information of the specific incident. Following that, you can immediately decide if an investigation is needed. Paper copies and non-automated platforms fail to notify the appropriate individuals if their input is needed, creating a wealth of potential logistical errors. Our incident management software avoids all of that by sending email notifications to each individual if a case requires their attention.

Once a recommended action plan has been decided upon by managers and investigators, advanced search and reporting capabilities allow for reports to be instantly created in the event of an audit or review session later down the road. Leadership can readily view these reports and analyze trends to limit similar issues from reoccurring or impairing employee safety. Your team does not have to feel alone in the process. ConvergePoint’s incident investigation management software experts provide ongoing support and training whenever you have questions or concerns. Plus, our software gets you up and running in a matter of days or weeks, not months, with seamless migration and deployment.

Industries served



Manage Title IX offenses, student transgressions, harassment allegations, discriminatory behavior, and general grievances.


Manufacturing and Retail Industry

Examine corruption claims, fraud allegations, workplace health and safety incidents, property theft, and QA incidents.



Investigate security breaches, fraud allegations, patient privacy claims, health and safety incidents, and general patient complaints.


Financial Services and Banking

Manage customer complaints, corruption allegations, fraud charges, due diligence, money laundering claims, and regulatory compliance from government organizations.


Insurance and Employee Benefits

Adhere to regulatory oversight, investigate fraud allegations, reduce wasteful practices, and maintain a complete audit trail.


Energy and Utilities

Comply with government oversight, environmental protections, workplace injuries, and health and safety incidents.



Manage cases and lawsuits against third-party providers, accident claims, logistics brokers, and direct shippers.