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Dovetail HR Case Management

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Dovetail HR Case Management's own site

What Dovetail HR Case Management is

Dovetail HR Case Management helps enterprise HR teams and HR service centers handle employee questions and requests through case tracking, workflow automation, reporting and dashboards. Its HR Home Console organizes cases by employee profile or lifecycle stage and highlights service-level agreements, priorities and urgency. Automatic or manual searches can find existing cases, knowledge articles, attachments and XpertHR content.

An integrated email client attaches messages and files to cases, and phone interactions can also be logged. The audit timeline records each interaction, the person who made a change, when it happened, and the previous and updated values. Teams can escalate cases manually or through automated workflows; workflow-driven SLAs prioritize work using KPIs and service metrics. Privacy controls include employee data purge, redaction, legal hold and retention policies.

Dovetail says the product supports more than 30 languages and includes over 50 prebuilt reports. Integrations described include certified Workday integrations, a Dayforce certified connector, Mineral HR and compliance, and a RESTful API. HR key users and administrators can configure workflows, teams, lists and SLAs without code. Dovetail states its HR SaaS product is SOC 2 Type II certified, encrypts data at rest and in transit, and conducts annual external penetration tests. It hosts in AWS, offers US or European data residency, supports SAML v2 single sign-on and fine-grained permissions.

Who it suits

It is intended for enterprise HR teams and HR service centers managing employee inquiries and requests. It may suit teams that need case workflows, SLA tracking, privacy controls and integrations with HR systems.

What it does well

  • Case dashboards surface SLAs, priorities and urgency.
  • Search can find cases, articles, attachments and XpertHR content.
  • Audit timelines record changes and prior values.
  • Administrators can configure workflows and SLAs without code.
  • Supports over 30 languages and includes more than 50 reports.
  • Offers US or European data residency and SAML v2 sign-on.

What to know first

  • Pricing is available only by contacting Dovetail.
  • The listed platforms are web and API.

Plans

PlanBilled and limitsPrice
Custom pricingContact Dovetail for pricing; no amount is published on the pages reviewed. · Pricing and product limits not statedOn request

As dovetailsoftware.com lists them, read 4 Oct 2026. The maker's own page has the final word.

Getting started

  1. Visit the Dovetail HR Case Management website.
  2. Request a demo from Dovetail.
  3. Discuss custom pricing and product limits with Dovetail.
  4. Configure workflows, teams, lists and SLAs through HR key users or administrators.
  5. Set up the relevant certified integrations or use the RESTful API toolkit.

Verdict

Consider Dovetail if your enterprise HR team needs case management with workflow automation, detailed audit history, privacy controls and HR system integrations. Contact Dovetail for pricing; its published plan information does not state product limits or an amount.

Questions

How is Dovetail priced?

Pricing is on request. The listed custom plan directs buyers to contact Dovetail, and no amount is published.

Which platforms does it support?

The listed platforms are web and API.

What HR system integrations are listed?

The setup information describes certified Workday integrations, a Dayforce certified connector, a Mineral HR and compliance integration, and a RESTful API.

Can administrators configure workflows without code?

Yes. HR key users and administrators can configure workflows, teams, lists and SLAs without code.

What security measures does Dovetail describe?

Dovetail states its HR SaaS product has AICPA SOC 2 Type II certification, encrypts data at rest and in transit, and undergoes annual external penetration tests.

Where can customer data be hosted?

Dovetail says it hosts in AWS and offers US or European data residency.

Facts from Dovetail HR Case Management's own pages

API and configuration
HR key users and administrators can configure workflows, teams, lists, and SLAs without code, and the product offers a published RESTful API toolkit. · dovetailsoftware.com, 4 Oct 2026
Audit trail
The audit timeline records each case interaction, who changed it, when it changed, and the previous and updated values. · dovetailsoftware.com, 4 Oct 2026
Case communications
The integrated email client adds emails and attachments to cases, and phone interactions can be logged against a case. · dovetailsoftware.com, 4 Oct 2026
Case dashboard
The HR Home Console organizes case data by HR profile or case lifecycle stage and shows SLAs, priorities, and urgency. · dovetailsoftware.com, 4 Oct 2026
Founded
1996 · dovetailsoftware.com, 28 Sept 2026
Headquarters
Austin, Texas, United States · dovetailsoftware.com, 28 Sept 2026
Hosting and access
Dovetail says it hosts in AWS, offers US or European data residency, supports SAML v2 single sign-on, and segments access with fine-grained permissions. · dovetailsoftware.com, 4 Oct 2026
Integrations
The system setup page describes certified Workday integrations, a Dayforce certified connector, a Mineral HR and compliance integration, and a RESTful API. · dovetailsoftware.com, 4 Oct 2026
Intended users
Dovetail describes its platform as built for enterprise HR teams and its case management as intended for HR teams and HR service centers. · dovetailsoftware.com, 4 Oct 2026
Knowledge search
Automatic and manual searches can surface existing cases, knowledge articles, attachments, and XpertHR content. · dovetailsoftware.com, 4 Oct 2026
Language and reports
Dovetail states it supports over 30 languages and includes more than 50 prebuilt reports. · dovetailsoftware.com, 4 Oct 2026
Privacy features
The product supports employee data purge, redaction, legal hold, and data retention policies under its GDPR and privacy features. · dovetailsoftware.com, 4 Oct 2026
Purpose
HR Case Management helps HR teams and HR service centers manage employee inquiries and requests through workflow automation, case tracking, reporting, and dashboards. · dovetailsoftware.com, 4 Oct 2026
Security
Dovetail states its HR SaaS product has AICPA SOC 2 Type II certification, encrypts customer data at rest with AES 256 and in transit with TLS 1.2 or 1.3, and conducts annual external penetration tests. · dovetailsoftware.com, 4 Oct 2026
Support
Dovetail lists customer support contact details and invites prospective customers to request a demo; the pages reviewed do not state support hours or service levels. · dovetailsoftware.com, 4 Oct 2026
Workflow and SLAs
Cases can be escalated manually or through automated workflows, and workflow-driven SLAs prioritize cases using KPIs and service metrics. · dovetailsoftware.com, 4 Oct 2026

Where Dovetail HR Case Management stands on Freedom251

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