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Grievances & Cases

Every case. Every deadline. One clear record.

Handle grievances, discipline, investigations, accommodations, appeals, and other union matters with the member, agreement language, notes, files, and next steps together.

Start free trial
A union steward listening to a machinist and reviewing the case record in a manufacturing plant break room
One member. One case history.Keep the issue, representation work, and next deadline in one protected record.

01Start with the issue

Use the case types and language your union already knows.

Open a grievance, discipline matter, investigation, accommodation, appeal, or another case type your union defines. Add one member or a group, then bring in the employer, worksite, assignment, incident date, and agreement clauses that matter.

Intake

New case intake

Multi-step flow for any case type and any people type.
1Type2People3Incident4Assignment5Review

Case type

Select the workflow that fits the issue.

Open
GrievanceContract interpretation and workplace disputes
ArbitrationEscalated matters requiring adjudication
DisciplineDisciplinary actions and member representation
WSIBWorkplace injury and benefits claims

Staff begin with a recognizable process instead of forcing every issue into the same generic form.

More you can do

Create your own case types, subcategories, numbering, colors, statuses, and custom fields. Log a new matter step by step, create a partial case when time is tight, or enter a historical case directly as settled, withdrawn, closed, or archived.

02One case · full history

Open one case and understand what happened.

See the member, employer, worksite, assignment, agreement reference, representative, notes, files, status, and history in one protected case record. Staff can move from the issue to the supporting evidence without searching through inboxes and folders.

GR-2026-0148GrievanceOpen

Shift assignment dispute

Alicia Rivera · Metro Transit Authority · Depot North

Assignee: Jordan Chen
TimelineDetailsDeadlinesNotesFilesResearch

People on this case

Current information from People

Primary
Alicia Rivera
Alicia Rivera · M-1048Member · ActiveMetro Transit Authority · Depot North
Classification
Transit Operator
Current assignment
Bus Operator · Route 86

Case details

Incident, assignment, and status

Incident date
September 12, 2026
Assigned representative
Jordan Chen
Employer
Metro Transit Authority
Worksite
Depot North
Collective agreement referenceArticle 12.03 · Shift AssignmentsAssignments must be made according to classification and seniority.
Private case recordVisible to the assigned representative and authorized case team.
Protected

The representative has the information needed to act, while access stays limited to authorized people and teams.

More you can do

Keep individual or group subjects, current and historical details, watchers, custom fields, pinned notes, evidence, generated documents, research citations, and a complete activity history attached to the case.

A union representative and healthcare worker reviewing an agreement and case notes together

Prepared for the next conversation

A member should not have to repeat the whole story every time the case moves forward. The record should help the representative pick up exactly where the work left off.

03Procedures and deadlines

Keep every required step and deadline visible.

Apply a grievance procedure or another timeline template to the case. Each step can calculate the next due date, name the responsible role, and show what is current, complete, upcoming, due today, or overdue.

GR-2026-0148GrievanceOpen

Shift assignment dispute

Alicia Rivera · Metro Transit Authority · Depot North

Assignee: Jordan Chen
TimelineDetailsDeadlinesNotesFilesResearch

Grievance timeline

Local 555 standard grievance procedure

Step 1 of 3
  1. Incident occurredSep 12
  2. Case openedSep 16
  3. File grievanceDue Sep 22
    Current
  4. Employer responseDue Oct 6
  5. Grievance meetingDue Oct 20

Representatives see the next action before a filing date or response deadline becomes a problem.

More you can do

Review one case procedure, compare all active cases on a timeline or board, filter by employer, agreement, status, and subcategory, and receive reminders for filing dates and employer responses.

One protected working record

The next step should never be a guess.

Each action keeps the member, agreement, evidence, deadline, and authorized case team attached.
  1. 01
    IntakeRecord the issue and the people involved
  2. 02
    ProcedureApply the agreement-based steps and dates
  3. 03
    RepresentKeep notes, research, evidence, and decisions
  4. 04
    ResolveClose the matter with the full history intact

04The language behind the case

Put agreement language and case-law research beside the issue.

Search across collective agreements, open the original document, and add the relevant article to the case. Research decisions and legislation by region, read the source, and save useful citations to the active matter.

Agreements

Collective agreement library

Search, read, and cite agreement language directly into a case.
Search across all agreements
Metro Transit Collective AgreementEffective January 1, 2025 to December 31, 2027
shift assignment seniority3 matches
Article 12.03Added to case

Shift Assignments

Assignments will be made according to classification and seniority. A reassignment must follow the posting and review process set out in this article.

Article 12.05

Temporary Reassignments

Temporary operational reassignments must be recorded and reviewed with the affected employee.

Representatives can support the case with the exact language and research they relied on.

More you can do

Upload and extract searchable agreement text, filter articles, copy clauses, cite them into a case, search available case-law and legislation sources, and keep saved citations in the case research tab.

05Ready for the next step

Turn the case record into a document or report.

Choose a matched template and generate a grievance letter or other case document with the member, employer, incident, agreement, and representative details already filled in. Leadership can also review current case workload, deadlines, outcomes, and resolution time.

GR-2026-0148 · Shift assignment dispute

Generate document

All merge fields complete
LOCAL 555United Transit Workers

September 16, 2026

Metro Transit Authority
Labour Relations Department
Toronto, Ontario

Re: Grievance: Shift Assignment Dispute

Local 555 files this grievance on behalf of Alicia Rivera, member M-1048, regarding her reassignment from Route 86 at Depot North.

The Union maintains that the Employer violated Article 12.03: Shift Assignmentsby making the reassignment without the required classification and seniority review.

Remedy sought

Restore the member to her assignment, make her whole for all losses, and cease and desist from further violations of the collective agreement.

Jordan Chen
Union RepresentativeLocal 555
Grievance letter generated as PDF

Staff reuse the case information they already checked instead of copying it into another document or spreadsheet.

More you can do

Build reusable document templates and export a print-ready PDF. Create tables, summaries, charts, pivots, and key measures with filters for case type, status, employer, agreement, assignee, dates, and custom fields.

Built around the union

The questions teams ask before moving case work.

Configure Cases around the way your union represents members, protects sensitive information, meets deadlines, and reports on the work.

Can we use our own case types and terminology?

Yes. Configure the categories and fields your union uses.

Case types, subcategories, labels in English, French, or Spanish, number formats, colors, statuses, custom fields, and active or inactive options.

Can one case involve several members?

Yes. Handle individual, group, or policy matters.

One primary member or several subjects, People types, employer and worksite information, historical cases, imports, and case-specific assignments.

Who can see a sensitive case?

Cases are private by default.

The assigned representative, assigned team, and users with elevated permission can view the case. Authorized staff can grant read or edit access to specific users or teams.

Can procedures and deadlines match our agreements?

Yes. Apply reusable timelines and calculate each step.

Timeline templates, anchor dates, responsible roles, agreement-based or manual deadlines, reminders, completion history, and overdue views.

Can we keep notes, files, and documents together?

Yes. Keep the supporting record with the case.

Pinned notes, file uploads, agreement excerpts, research citations, generated documents, watchers, event history, and print-ready PDF export.

Can leadership report across cases?

Yes. Build reports from current case records.

Tables, summaries, charts, pivots, and key measures filtered by type, status, employer, agreement, assignee, dates, deadlines, outcomes, and custom fields.

The case record stays grounded in union work.

Bring the member, agreement, evidence, and next step together.

Cases can use authorized member and work information from People, cite agreement language, keep evidence in Files, collect intake through Forms, send approved updates, and report on workload and outcomes. Staff do not have to rebuild the same case context in separate systems.

Grievances & CasesThe protected case record
PeopleCurrent member and work information
AgreementsRelevant articles and clauses
FilesEvidence and case documents
CommunicationsAuthorized case updates
Forms & SurveysIntake and member information
Advanced ReportsCase trends and workload

Start with one active matter

Open the case. Set the next step. Keep the history intact.

Try Cases with a grievance, discipline matter, investigation, accommodation, or another workflow your union already handles. Begin with your own terminology, member information, procedure, and access rules.