Complaint Case Management

Complaint case management without the risky spreadsheets

Complyr gives FCA-regulated complaint teams one structured case file for notes, documents, evidence, actions and decision rationale. See what’s happening, respond more clearly and keep control of every complaint investigation.

Capture, create and collaborate in one complaint case file

From logging the complaint to creating customer documents and sharing internal updates, Complyr keeps the work connected to the case file instead of spread across separate tools and folders.

Case capture

Users can add cases directly, or use public case forms so other teams and customers can log complaints securely

Complyr public complaint form for capturing complaint details into a case file

Documents and templates

Create customer documents from case data using custom templates, then share them through the case portal

Complyr document template screen showing customer documents created from complaint case data

Team collaboration

Share notes, updates and handovers inside the case file, so team members can stay aligned

Complyr complaint case file showing notes and internal updates for team collaboration

Make every complaint easier to review and move forward

See how Complyr helps you bring structure to manual processes and reduce the chaos of scattered information. Stay on top of each case, review what happened more easily and give your team more headspace to resolve complaints properly.

One place for every complaint

Keep the full case record in one place, so your team spends less time chasing information and more time resolving complaints

Complyr case record showing complaint details

89% fewer FOS referrals

Teams using Complyr have a clearer view of each complaint, so they can respond faster, explain decisions more clearly and reduce customer frustration

Complyr case actions showing structured workflow and next steps

Clear audit trails for complaints

Keep the complaint history visible, so cases are easier to review, hand over and explain if a decision is questioned or referred to FOS at a later date

Complyr audit trail showing case history and notes

Questions + Answers

Complaint case management FAQs