The Whistleblower / Ethics Hotline brings a protected report into an accountable matter. An intake coordinator records the report and its organization, an ethics manager assigns the matter owner, and a reviewer records the conflict finding before the Ethics Manager decides whether the team can proceed.
approval waits for the independent reviewer
| Report code | Received at | Severity rank | Confidentiality scope | Parent | Status | |
|---|---|---|---|---|---|---|
| ETH-2026-0141 | 18 Oct | 890 | Restricted investigation team | Retaliation concern in field team | Submitted | |
| ETH-2026-0142 | 17 Oct | 420 | Counsel and case owner only | Hiring process fairness concern | Submitted | |
| ETH-2026-0143 | 15 Oct | 270 | Anonymous intake protected | Confidential data access review | Submitted | |
| ETH-2026-0144 | 17 Oct | 800 | Witness identity sealed | Expense approval irregularity | Submitted | |
| ETH-2026-0145 | 15 Oct | 150 | Need-to-know access | Expense approval irregularity | Submitted |
The Ethics Manager reviews the conflict finding before engagement.
Every feature works on the same records. Pick one to see the screen your team works in.
Receive confidential concerns and bring submitted reports to independent review.
Close waits for the ethics manager
| Record number | Subject | Owner | Opened at | Revision | Status | |
|---|---|---|---|---|---|---|
| MTT-20480 | Vendor gift disclosure review | Leila Costa | 03 Nov | 150 | Review | |
| MTT-77501 | Retaliation concern in field team | Sofia Chen | 14 Oct | 510 | Review | |
| MTT-96119 | Procurement conflict inquiry | Rafael Okoro | 16 Oct | 460 | Review | |
| MTT-82420 | Expense approval irregularity | Amara Diallo | 04 Nov | 960 | Review | |
| MTT-85943 | Safety reporting interference | Theo Alvarez | 03 Nov | 150 | Review |
Keep ownership, conflict checks, investigation work and closure on one matter.
Matters
| Record number | Subject | Status | Opened at | Owner | Organization | |
|---|---|---|---|---|---|---|
| MTT-85195 | Vendor gift disclosure review | Intake | 25 Oct | Leila Costa | Bluecrest Facilities | |
| MTT-83357 | Retaliation concern in field team | Conflict review | 21 Oct | Nadia Rahman | Harborline Logistics | |
| MTT-14667 | Procurement conflict inquiry | Engaged | 16 Oct | Sofia Chen | Harborline Logistics | |
| MTT-52938 | Expense approval irregularity | Active | 03 Nov | Theo Alvarez | Cedarstone Services | |
| MTT-94078 | Safety reporting interference | Review | 27 Oct | Mira Hassan | Bluecrest Facilities |
Record a separate review decision against the report version considered.
Operation receipts
| Parent | Operation key | Action | Expected revision | Result state | Failure reason | |
|---|---|---|---|---|---|---|
| Supervisor conduct investigation | intake-eth-0141 | Register protected report | 930 | Failed | Reviewer has declared conflict | |
| Retaliation concern in field team | conflict-check-0142 | Run conflict screening | 750 | Needs review | Evidence file failed integrity check | |
| Procurement conflict inquiry | evidence-hold-0143 | Preserve evidence | 60 | Failed | Access purpose not approved | |
| Retaliation concern in field team | witness-notice-0144 | Grant investigator access | 490 | Needs review | Witness consent record missing | |
| Expense approval irregularity | review-decision-0145 | Record review decision | 150 | Failed | Retention hold prevents closure |
Keep investigation attachments and controlled document revisions with a matter.
Record attachments
| Parent | Title | Evidence type | Uploaded at | Uploaded by | Visibility | |
|---|---|---|---|---|---|---|
| Vendor gift disclosure review | Vendor gift disclosure form | Interview note | 23 Oct | Theo Alvarez | Internal | |
| Supervisor conduct investigation | Field team interview summary | Access log | 28 Oct | Mira Hassan | Shared | |
| Confidential data access review | Procurement approval trail | Expense record | 19 Oct | Theo Alvarez | Internal | |
| Procurement conflict inquiry | Expense ledger extract | Policy acknowledgment | 13 Oct | Priya Nair | Shared | |
| Retaliation concern in field team | Safety incident timeline | Email export | 19 Oct | Mira Hassan | Internal |
Record who may see a protected identity and why disclosure occurred.
Access grants
| Subject | User | Purpose | Expires at | Approved by | |
|---|---|---|---|---|---|
| Protected witness, field team matter | Priya Nair | Investigate reported retaliation | 15 Oct | Nadia Rahman | |
| Protected reporter, vendor gift matter | Leila Costa | Preserve witness testimony | 22 Oct | Elias Moreno | |
| Protected subject, procurement inquiry | Leila Costa | Review procurement approvals | 18 Oct | Priya Nair | |
| Protected reporter, expense matter | Mira Hassan | Assess expense controls | 23 Oct | Amara Diallo | |
| Protected reporter, expense matter | Amara Diallo | Verify safety escalation | 18 Oct | Jonah Kim |
Track due work, case milestones and the receipts that show completion.
Matter deadlines
| Matter | Deadline type | Due at | Completed at | Court receipt | Owner | |
|---|---|---|---|---|---|---|
| Expense approval irregularity | Initial triage due | 20 Oct | 23 Oct | COURT-2026-5812 | Sofia Chen | |
| Confidential data access review | Conflict review due | 14 Oct | 18 Oct | COURT-2026-5813 | Elias Moreno | |
| Vendor gift disclosure review | Witness response due | 12 Oct | 13 Oct | COURT-2026-5814 | Mira Hassan | |
| Retaliation concern in field team | Evidence hold review | 19 Oct | 23 Oct | COURT-2026-5815 | Elias Moreno | |
| Procurement conflict inquiry | Investigation update due | 20 Oct | 23 Oct | COURT-2026-5816 | Rafael Okoro |
Protected report to reviewed matter ships ready to use. 2 steps need a named approval before the work moves on: Clear conflict (Ethics Manager) and Review report (Independent Reviewer).
Create the matter with its organization and owner before linking the report.
Link the protected concern to its matter and submit it for review.
Have the Ethics Manager decide whether engagement can proceed.
Keep events, evidence and deadlines with the case.
Have an Independent Reviewer decide on the submitted revision.
Check decisions and due work before closing the case.
Open any protected report to see the roles that work on it, its process stages and its approvals on one page.
Received at, Severity rank, Confidentiality scope and Parent.
Records linked to this protected report.
Intake Coordinator, Investigator and Independent Reviewer, each with their own permissions.
Receive report, with the role that acts.
Clear conflict and Review report, with who decides.
Restricted investigation team · Submitted
Signed in as Ethics Manager
| Decision | Approver | |
|---|---|---|
| Clear conflictHave the Ethics Manager decide whether engagement can proceed. | Ethics Manager | |
| Review reportHave an Independent Reviewer decide on the submitted revision. | Independent Reviewer | |
| Approve protected reports | Independent Reviewer | |
| Approve conflict reviews | Ethics Manager |
Everyone opens Whistleblower / Ethics Hotline to the work that is theirs. Pick a role to see what it starts with.
Receives protected reports and prepares a matter for assignment.
This is the first screen this role sees.
Protected reports · Intake Coordinator
| Report code | Received at | Severity rank | Confidentiality scope | Parent | Status | |
|---|---|---|---|---|---|---|
| ETH-2026-0141 | 18 Oct | 890 | Restricted investigation team | Retaliation concern in field team | Submitted | |
| ETH-2026-0142 | 17 Oct | 420 | Counsel and case owner only | Hiring process fairness concern | Submitted | |
| ETH-2026-0143 | 15 Oct | 270 | Anonymous intake protected | Confidential data access review | Submitted | |
| ETH-2026-0144 | 17 Oct | 800 | Witness identity sealed | Expense approval irregularity | Submitted | |
| ETH-2026-0145 | 15 Oct | 150 | Need-to-know access | Expense approval irregularity | Submitted |
Owns investigation activity and prepares evidence for review.
This is the first screen this role sees.
Protected reports · Investigator
Decides on a submitted report using the recorded source revision.
This is the first screen this role sees.
Protected reports · Independent Reviewer
| Report code | Received at | Severity rank | Confidentiality scope | Parent | Status | |
|---|---|---|---|---|---|---|
| ETH-2026-0141 | 18 Oct | 890 | Restricted investigation team | Retaliation concern in field team | Submitted | |
| ETH-2026-0142 | 17 Oct | 420 | Counsel and case owner only | Hiring process fairness concern | Submitted | |
| ETH-2026-0143 | 15 Oct | 270 | Anonymous intake protected | Confidential data access review | Submitted | |
| ETH-2026-0144 | 17 Oct | 800 | Witness identity sealed | Expense approval irregularity | Submitted | |
| ETH-2026-0145 | 15 Oct | 150 | Need-to-know access | Expense approval irregularity | Submitted |
Assigns matter ownership and resolves conflict and closure decisions.
This is the first screen this role sees.
Protected reports · Ethics Manager
| Report code | Received at | Severity rank | Confidentiality scope | Parent | Status | |
|---|---|---|---|---|---|---|
| ETH-2026-0141 | 18 Oct | 890 | Restricted investigation team | Retaliation concern in field team | Submitted | |
| ETH-2026-0142 | 17 Oct | 420 | Counsel and case owner only | Hiring process fairness concern | Submitted | |
| ETH-2026-0143 | 15 Oct | 270 | Anonymous intake protected | Confidential data access review | Submitted | |
| ETH-2026-0144 | 17 Oct | 800 | Witness identity sealed | Expense approval irregularity | Submitted | |
| ETH-2026-0145 | 15 Oct | 150 | Need-to-know access | Expense approval irregularity | Submitted |
Controls restricted identity access, disclosure and document production.
This is the first screen this role sees.
Record attachments · Records Custodian
| Parent | Title | Evidence type | Uploaded at | Uploaded by | Visibility | |
|---|---|---|---|---|---|---|
| Vendor gift disclosure review | Vendor gift disclosure form | Interview note | 23 Oct | Theo Alvarez | Internal | |
| Supervisor conduct investigation | Field team interview summary | Access log | 28 Oct | Mira Hassan | Shared | |
| Confidential data access review | Procurement approval trail | Expense record | 19 Oct | Theo Alvarez | Internal | |
| Procurement conflict inquiry | Expense ledger extract | Policy acknowledgment | 13 Oct | Priya Nair | Shared | |
| Retaliation concern in field team | Safety incident timeline | Email export | 19 Oct | Mira Hassan | Internal |
Configures organizations, users and access before the operating team begins.
Review report decisions, matter progress, due work and guarded action outcomes.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 37 | ||
| Submitted | 17 | 46% | |
| Approved | 8 | 47% | |
| Rejected | 5 | 63% |
Sample totals per stage
Which submitted concerns were approved, rejected or completed, and when?
Which owner has matters in active work or review?
How often is a check clear, conflicted or awaiting more information?
Which due actions have an actual completion date and receipt?
Which case files are internal or shared, and who uploaded them?
Find access grants by subject, user and expiry date.
Inspect decision, reason and source revision by reviewer and matter.
Which actions ended in failure or need review before the team relies on them?
See how Whistleblower / Ethics Hotline fits your kind of team.
Handle employee conduct concerns with distinct intake, investigation and review responsibilities.
Check engagement conflicts and protect report evidence across client matters.
Route confidential reports to the right organization and authorized case team.
Each stage of protected report to reviewed matter names the role that acts and the status it records, so a change is never anonymous.
Each stage, the role that acts and the status it records
Ask Proto to prepare case work while people retain investigation and disclosure decisions.
Set up connections through ERP.AI and Proto workflows, with every change logged.
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 17 tablesStart with one team and one process, then add the rest once the basics are running.
Name the Intake Coordinator, Investigator, Independent Reviewer, Ethics Manager and Records Custodian. Define case and protected-identity access separately.
Import organizations, staff, clients and existing matters with stable identifiers. Align each report with the correct organization and parent matter.
Use one concern with a conflict question, a submitted report revision, an evidence file and a deadline. Set the reviewer and approval route.
Return a report for more information, test an expired identity grant, change a controlled document revision and reconcile a NeedsReview operation receipt.
Compare case history, access denials, decision revision and deadline receipts with the source records. Obtain the operating owners’ acceptance before expanding intake.
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
Click Get started, then use Proto to configure Whistleblower / Ethics Hotline for your business. Pilot one protected report, its matter, a conflict review and a revision-specific decision with the team that will run the process.
Protected Reports can be opened for anonymous or named concerns. Agree how the intake channel supplies a report code and how the team keeps any identity separate from the working case.
The Ethics Manager reviews the recorded conflict decision and evidence before engagement. The Independent Reviewer handles the later report decision.
The review decision records a source revision, reviewer, date and reason. Check the submitted report version against that decision before applying its outcome.
Yes. Restricted Subjects, access grants and disclosure events record purpose, approver, expiry, recipient and authority separately from ordinary matter work.
Record Attachments link evidence files to a matter with uploader and visibility. Legal Documents retain revision, content hash and privilege state for controlled documents.
Matter Deadlines name an owner and due date, with a separate completion date and receipt when the action is fulfilled.
Yes. Map source report identifiers and receipt times, then agree retry, confidentiality and access rules for the connection.
Ordinary manual use follows the platform's published pricing policy. Agent execution, imports and connected machine work are metered; implementation is scoped separately. See pricing.
Start free, then use Proto to change fields, steps and approvals before your team goes live.