MATTER AND GRIEVANCE TRACKING

Keep every grievance moving forward.

Track grievances, investigations, and representation matters from intake through resolution—with the people, deadlines, documents, notes, and activity surrounding each case kept together.

Representation work should not disappear into inboxes, spreadsheets, and shared drives.

RepliaOS gives union representatives one organized place to manage grievances and member matters, understand what has happened, and see what needs to happen next.

COMPLETE MATTER RECORDS

Every matter. Every detail. One clear history.

Bring the full record of a grievance or representation matter together in one place.

Track the issue, status, assigned representatives, important dates, related members, notes, documents, communications, and case activity without piecing together information from multiple systems.

  • Maintain a complete matter history
  • Record notes, updates, and outcomes
  • Organize supporting files and documentation
  • See who is responsible for the work
  • Preserve information for future representatives

DEADLINES AND NEXT STEPS

Know what is due before it becomes overdue.

Representation work moves quickly, and missed follow-ups can have real consequences.

RepliaOS helps representatives document deadlines, schedule next steps, and keep important work visible throughout the life of a matter.

Whether the next action is an investigation, member follow-up, grievance filing, meeting, hearing, or response, your team can see what comes next and who is handling it.

  • Track important dates and deadlines
  • Document next steps
  • Assign responsibility
  • Monitor open and unresolved work
  • Keep matters moving toward resolution

CONNECTED REPRESENTATION

Connect the case to the people behind it.

A matter is never just a case number.

RepliaOS connects grievances and representation matters directly to the members, representatives, workplaces, meetings, documents, and activity surrounding them.

Representatives can move from a member profile to their related matters and quickly understand the broader history of representation.

  • Connect matters to one or more members
  • Identify assigned representatives
  • Maintain workplace and organizational context
  • View related meetings and activity
  • Build a more complete representation history

FLEXIBLE WORKFLOWS

Built for more than one kind of matter.

Not every representation issue follows the same path.

Customize statuses, categories, tags, and workflows around the terminology and processes your organization already uses.

Use Matters to organize the different types of work your union handles, including:

  • Contract grievances
  • Discipline and discharge cases
  • Investigations
  • Attendance and leave matters
  • Pay and scheduling disputes
  • Workplace complaints
  • Accommodation matters
  • Member inquiries
  • Internal referrals
  • Other representation casework

CENTRALIZED CASEWORK

Replace scattered case files with a shared system of record.

Spreadsheets may show that a grievance exists. They rarely show the complete story.

RepliaOS replaces disconnected trackers, personal notes, email chains, and shared folders with a structured union case management system that authorized representatives can rely on.

Everyone works from the same current record, while the organization retains the knowledge created throughout the process.

INSTITUTIONAL KNOWLEDGE

Preserve the work after the representative changes.

Union knowledge should belong to the organization—not remain trapped in someone’s inbox, laptop, or memory.

RepliaOS creates a durable record of the facts, communications, strategy, actions, and outcomes connected to each matter.

Future representatives can understand what happened, identify recurring issues, find relevant history, and build on the work that came before them.

VISIBILITY AND REPORTING

See more than a list of open cases.

Structured matter records give union leaders a clearer view of representation activity across the organization.

Understand what kinds of issues are being reported, where matters are occurring, how work is progressing, and which trends may require broader attention.

Turn day-to-day casework into usable organizational knowledge.

Frequently Asked Questions