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.

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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.