Run workplace investigations that hold up.
The complete, practical system for HR and Employee Relations professionals who conduct internal investigations — a neutral attorney-built handbook, 40 fillable templates, and an AI prompt library, built to help you gather facts, assess credibility, and issue defensible findings.
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Every investigation tells a story. Yours should tell the right one.
A rushed or sloppy investigation doesn't just fail to fix the problem — it becomes the liability. Get it right the first time.
The record is tested later
Whatever you conclude may be examined afterward — by the parties, an agency, or a court. A neutral, well-documented investigation holds up under that scrutiny; a thin or one-sided one unravels, and fails everyone who relied on it.
Retaliation is the easy claim
Mishandled interviews, leaks, and interim measures create new claims while you're investigating the old one. Process is everything.
Knowing when to keep it in-house
Many matters you can and should handle yourself — and a few you shouldn't. The system teaches you to tell the difference.
Everything you need, in one system
Built from real investigations and written so an in-house professional can run a lawful, neutral, defensible process.
The Investigator's Handbook
A step-by-step, 50-state framework — neutrality, scope, interviews, evidence, credibility, findings, and closing — with California as the model and the case law that matters, footnoted.
40 Fillable Templates
Intake forms, interview question sets for every role, credibility and evidence worksheets, the Summary of Investigation, and the Conclusions & Recommendations letter — all editable in Word.
AI Prompt Library
Purpose-built, confidentiality-aware prompts to organize evidence, build chronologies, and draft neutral question outlines — with human judgment kept firmly in charge.
Built by a neutral, for people who have to get it right.
Most guidance is written by litigators for litigation. This is written by a neutral attorney-investigator and expert witness who has seen exactly where investigations hold up — and where they fall apart.
- Neutral by design. Methods that keep you fair to both sides and credible on the stand.
- Defensibility first. Every step is built to survive scrutiny under federal and state law.
- 50-state aware. A high-level reference for every state and D.C., with California as the demanding model.
- Knows its limits. Clear guidance on when to handle a matter in-house and when to bring in outside help.
Made for the people who do the work
Jody Katz, Esq.
Jody Katz is a California attorney who has practiced employment law for thirty years and now works exclusively as a neutral workplace investigator. She founded Neutral Attorney Investigations, P.C. — a boutique firm that investigates employee complaints for employers and serves as a retained expert on the adequacy of investigations — and, by design, does not litigate cases or represent plaintiffs or defendants.
Her guiding standard is simple: Prompt. Fair. Thorough.
Get the Starter AI Prompt Library
Not ready to buy? Download a starter set of 10 confidentiality-aware AI prompts for workplace investigations — built to organize evidence, prepare interviews, assess credibility, and draft stronger reports. A taste of how the system thinks.
Choose your access
Simple plans for individuals and organizations.
Professional
- Individual license
- Complete 50-state system
- All 40 fillable templates
- AI Prompt Library
- One year of updates
Corporate
- Unlimited use across your HR/ER team (up to 30)
- Complete system & all templates
- New forms released during your term
- AI Prompt Library
- Annual legal & template updates
Enterprise
- Multi-entity / multi-site licensing
- Custom-branded templates — your logo & company name
- Volume & onboarding options
- Optional training with Jody
- Custom terms
Want time with the author? Work with Jody — private consulting hours are available as an add-on for members who want a second set of eyes on a live matter. Ask about availability.
Questions, or licensing for a larger team? Email jody@neutralattorneyinvestigations.com or request a preview.
Frequently asked
No. Workplace Investigations Pro™ is general educational material, not legal advice, and using it does not create an attorney-client relationship. It's built to help you run a sound process; confirm current law with counsel in your jurisdiction before relying on any entry.
Yes. All 40 templates are fully editable Microsoft Word files — replace the bracketed fields, add your company letterhead, and adapt them for your matter. The handbook is delivered as a polished PDF you can read and reference.
The handbook uses California — one of the most demanding jurisdictions — as its working model, and includes a 50-state + D.C. reference so you can orient quickly in any state, then confirm specifics with local counsel.
Absolutely. The system is written so a first-time in-house investigator can follow a clear, step-by-step process — while still giving seasoned professionals the templates and judgment calls they'll reach for on every matter.
Pro and Premium members receive the refreshed edition as the law and best practices evolve — updated citations, templates, and guidance — so your system doesn't go stale.
Investigate with confidence.
Give your team the methodology, the templates, and the judgment calls to run investigations that are fair to everyone involved — and that hold up.
Get the System