About Allen Morris
Investigations

Independent workplace investigations and professional fact-finding services built on integrity, discretion, and clarity

Allen Morris Investigations helps organizations navigate sensitive workplace matters with professionalism, neutrality, and experience. We provide independent investigations designed to support fair decision-making, reduce risk, and strengthen workplace accountability.

CALL (949) 573-4624 SCHEDULE A CONSULTATION

MEET KATHIE ALLEN

Allegations are where an investigation begins. Evidence is where it ends.

Kathie Allen is an experienced workplace investigator dedicated to helping businesses, organizations, schools, and legal professionals address sensitive employee and workplace concerns with professionalism and discretion. 
Her investigative approach emphasizes:

  • ✔
    Neutral fact-finding
  • ✔
    Clear Communication
  • ✔
    Confidentiality
  • ✔
    Thorough documentation
  • ✔
    Professional Integrity

Kathie works with employers and organizations throughout Arizona and Southern Califo​rnia to conduct independent investigations involving workplace complaints, employee misconduct allegations, policy violations, and other sensitive matters.

California PI License No. 27033. Arizona PI Agency License No. 1829951. Certified Title IX Investigator. 20+ years of investigation experience.

Our Mission

Supporting Fair Workplaces & Informed Decisions

Our mission is to provide organizations with objective, professional workplace investigations that support fair, well documented outcomes, and help foster safe and respectful work environments. We understand that workplace concerns can impact employees, leadership teams, organizational culture, and business operations. Our role is to help clients navigate these situations with clarity, professionalism, and confidence.

why organizations choose us

Independent. Professional. Results Focused.

Independent & Neutral

Objective investigations without internal bias or conflicts of interest.

Confidential Process

Sensitive matters handled with professionalism and discretion.

Experienced Approach

Structured interviews, documentation review, and detailed reporting.

Workplace Expertise

Investigations centered on employment and workplace-related concerns.

Professional Communication

Clear updates and transparent investigative processes.

Timely Reporting

Organized findings designed to help leadership make informed decisions.

Allen Morris Investigations holds verified certifications that qualify us for diverse-supplier procurement programs across California boards, public agencies, and corporate clients.

WBE

Women Business Enterpr​ise

WOBS

Women-Owned Small Business

SB

Small Busine​ss State of California

SBE

Small Business Enterprise
City of Long Beach

OCLSB

Orange County
Local Small Business

Certifications verified and renewed annually. Documentation available on request for procurement compliance.

Professional Licensure

Kathie Allen is a licensed private investigator in California and Arizona, authorized to conduct workplace and school investigations in both states.

Verify California License No. 27033 at search.dca.ca.gov by selecting the Bureau of Security and Investigative Services and searching by license number.

Arizona Private Investigator Agency License No. 1829951. Verify at the Arizona Department of Public Safety license status page by searching for Allen Morris Investigations or the license number.

California Private Investigator

License #27033 - State of California, licensed and active

Arizona Private Investigator

License #1829951 - State of Arizona, licensed and active


Affiliations and Certifications

Member: Orange County Women Lawyers Association (OCWLA) • Los Angeles County Bar Association (LACBA) • Association of Workplace Investigators (AWI) • Orange County Bar Association (OCBA) • International Association of Interviewers (IAI) • San Bernardino County Bar Association (SBCBA) • Hispanic Bar Association of Orange County (HBAOC) • Newport Harbor Bar Association (NHBA) • Greater Irvine Chamber of Commerce • Inland Northwest Private Investigators Association (INPIA) • P.I. Consortium

Biography

Kathie Allen is an independent workplace investigator and principal of Allen Morris Investigations LLC. She conducts workplace and human resources investigations for employers, HR teams, schools, and counsel in California and Arizona. 

Her work includes investigating employee complaints involving harassment, discrimination, retaliation, whistleblower concerns, and other workplace misconduct. 

As a neutral fact-finder, she conducts investigative interviews, assesses documentary and witness evidence, and prepares written findings. She is a licensed private investigator in California and Arizona and a Certified Title IX Investigator.

Professional Background

Ms. Allen founded the firm after more than twenty years in compliance and investigations. She served as Whistleblower Compliance Officer at the University of California, Irvine from 2005 to 2025, where she oversaw the intake, triage, and investigation of whistleblower and misconduct complaints. 

She also works as a Workplace Investigator with Norman A. Traub & Associates from 2017 to current and as a private investigator with McCaffry PI LLC from 2022 to 2026. 

She volunteers as a pro bono investigator with the Public Law Center in Santa Ana, California.

Ms. Allen has more than 15 years of experience in the legal field, including work as a legal assistant performing paralegal level work in medical malpractice defense.

Education and Certifications

Ms. Allen studied at the University of California, Irvine and Coastline College. Her credentials include Certified Title IX Investigator and SHRM-SCP. Allen Morris Investigations LLC is certified as a Women Owned Small Business (WOSB), a Women’s Business Enterprise (WBENC), and a California Small Business (Micro), ID 2047509.


Media & Presentations

Kathie Allen writes, is quoted, and speaks on workplace investigations, Title IX compliance, and professional liability topics.

Authored Articles

PI Magazine
“Title IX and Employee Conduct in K-12 Settings”
March/April 2026 issue, authored article

Features and Quoted Commentary
Orange County Women Lawyers Association
Featured Member
August 2026

Woman’s Week
“California Investigation Firm Bridges Gap Between Legal Risk and Workplace Culture”
Feature story

Lawyer Magazine
“5 Approaches to Maintain Objectivity When Investigating Workplace Complaints”
September 12, 2025, quoted expert

Insurance News
“8 Essential Industry-Specific Professional Liability Endorsements”
October 2025, quoted expert

Speaking Engagements

Cypress Chamber of Commerce
“Responding to Harassment and Discrimination Complaints”
April 14, 2026

Service Corps of Retired Executives (SCORE)
“How to Conduct a Workplace Investigation”
November 18, 2025, webinar

Conference Presentations
Ms. Allen has presented at academic and professional conferences, including at UCLA and UC Irvine, on topics such as credibility assessments, investigative report writing, misconduct investigation protocols, and fraud detection and documentation.

Outstanding Member Profile Page Award
Greater Irvine Chamber of Commerce, California

How We Work

Step 01

Consultation

Understand concerns, goals, and scope of investigation.

Step 02

Information Gathering

Conduct interviews and review relevant documentation.

Step 03

Objective Analysis

Evaluate facts, statements, and supporting evidence.

Step 04

Findings & Reporting

Provide organized investigative findings and professional reporting.

News & Updates

Subscribe to Our News & Updates

Guidance on California workplace investigations, FEHA compliance, retaliation claims, and Title IX obligations, written for HR leaders and employment counsel.

Occasional updates only. Unsubscribe at any time. Your address is never shared.