One Platform. Total Visibility.
CaseShield streamlines case management with real-time tracking, built-in collaboration tools, and centralized documentation all in one secure system.
Focus on What Matters Most
Stay organized and compliant with built-in financial tracking aligned to NHCAA standards and regulatory requirements.
Fully integrated with the entire HCFSPlatform suite, CaseShield empowers you to manage and resolve cases with speed and confidence.
Built for the way investigators actually work.

Custom Workflows
Tailor workflows, roles, and templates to fit your SIU and PI needs.

Case File Management
Store/track all case details, documents and medical records in one place.

Smart Reporting
Meet compliance with built-in financial and regulatory reports.

Document Tools
Build templates and link cases to external systems with ease.

Team Collaboration
Assign tasks, log updates, and track progress across your team.

Platform Integration
Works with PreShield, PostShield, RxShield, AIShield and FWA360Leads.
Download the Complete CaseShield® Product Overview
Turn Detailed Case Logs Into Clear Summaries
CaseShield AI Summary is an optional add-on that uses Generative AI to summarize Case Log Activity in seconds.
Instead of reviewing lengthy notes, referrals, updates, and activity histories one entry at a time, your team gets a clear narrative of the case. AI Summary highlights key developments, investigative milestones, red flags, financial exposure, and case progression based on documented activity.
Accelerate Case Review
Spend less time reading activity logs and more time evaluating what matters.
Improve Leadership Visibility
Create concise, professional summaries for case updates, reporting, and leadership review.
Maintain Investigative Continuity
Help auditors and investigators quickly understand active or reassigned cases.
Support Consistent Documentation
Standardize how case activity is summarized across your organization.
Work Directly Within CaseShield
Once subscribed, AI Summary is available within your existing CaseShield workflow.
Download the Complete CaseShield AI Summary Product Overview
Your team deserves tools as strong as their investigations.
Decide with confidence.









