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Software to Handle Cases Start to Finish

Risk mitigation for today’s organizations means omni-channel case intake, configurable workflows, smart automations, AI-powered guidance, and meaningful analytics. That’s Case IQ.

Handle Any Case Type Across Departments

Address any workplace incidents with confidence and ease.

Rest easy knowing every case throughout your organization can be handled efficiently and professionally. Case IQ’s workplace investigation software covers more case types than anyone in the industry. Tailoring investigative case management workflows to fit your specific needs is simple and intuitive.
Ethics & Compliance
Corruption, bribery & misconduct
HUMAN RESOURCES
Corruption, bribery & misconduct
CORPORATE FRAUD
Corruption, bribery & misconduct
CORPORATE SECURITY
Corruption, bribery & misconduct
GOVERNMENT & PUBLIC SERVICES
Corruption, bribery & misconduct
HEALTH & SAFETY
Corruption, bribery & misconduct
TITLE IX
Corruption, bribery & misconduct
INSURANCE
Corruption, bribery & misconduct
COMPLAINTS
Corruption, bribery & misconduct
Streamline Case Management

Handle investigations faster, with less effort and better documentation.

Case Intake

Make it easy for employees to report issues anonymously through hotlines, webforms and more. Automating report detail collection, task assignment and notifications reduces workplace risks and resolves cases accurately and decisively.

Multichannel case intake
Anonymous reporting
Multimedia evidence storage
Effective case triage process
Customizable intake forms
Clairia AI

Clairia, your AI assistant for investigations, turns case records, context, and policies into actionable insights and suggestions. With built-in Playbooks, tailor AI to your unique investigative needs using custom instructions, context, and one-click prompts.

Easy-to-use chat interface
Built into our case management platform
Keeps case context and chats intact for later use
Strict data isolation protocols
Case Management Workflows

Our workflow management system offers unparalleled configuration to optimize workflows, increase productivity and reduce errors. The intuitive interface and seamless integration mean better outcomes across the board.

Clairia, AI assistant
Automated processes and notifications
Easily configurable fields, roles and workflow
One-click letter/report generation
Flags highlight links between cases
Secure centralized case documentation
Built-in case management best practices
Case Intake Forms

Our easy-to-use form builder lets you quickly create forms that capture the exact data fields your organization requires. Choose from over 30 field types, and add your own branding elements for a more professional look.

Form builder
Brandable forms
Over 30 field types
Custom logic for calculated fields + aggregated data
Case Access

Innovative access control makes it easy to grant individualized levels of permissions, roles and access. This ensures that users, investigators and approvers access only the data and features they need to do their jobs.

Access Control Lists (ACL)
Case-level access flags
SSO/SAML compatible
Internal/external investigation portals
Case Reporting

Powerful reporting and analytics provide keen insights on case activity, KPIs and emerging workplace incident trends. When you can track operational performance at this level, it’s easier to make informed strategic decisions.

Personalized dynamic dashboards
Drag-and-drop report creation
75 types of charts
Award-winning BI tool
Workload monitoring
Real-time reporting

Trusted By Case Managers and Investigators Worldwide.

“Corporate investigators know how much their leadership worries about bad behavior on the part of employees. With Case IQ, everyone can breathe easier. You know you’ve got the tools you need to handle things the right way."

- Meric Bloch, Certified Investigations Coach

“With increasingly stringent federal policies around record-keeping and due diligence, compliance professionals are under real pressure to demonstrate consistency and rigor throughout their case management processes. Case IQ delivers a rock-solid solution.”

- Tom Fox, "The Compliance Evangelist"

“Every good HR professional I know is passionate about creating a ‘speak up’ culture. But where to start? Case IQ is great for this. They give employees a variety of ways to safely report issues. They also help you see trending problems so you can make changes before a situation gets out of hand.”

- Sharlyn Lauby, "The HR Bartender"

“[Case IQ] is extremely configurable to meet the needs of our complex organization. It is very easy to use and there was good customer service during implementation and beyond. We have been able to create some really helpful dashboards to identify trends and audit our work.”

- Administrator in Higher Education

"The personnel at [Case IQ] are always accommodating, informative and a pleasure to deal with. The simplicity and ease of the system allows me to be highly productive. Simply put, I could not do my job without [Case IQ]."

- Peter B., Senior Consumer Service Officer
Privacy & Security

Protection for Sensitive Data.

Safeguarding confidentiality and privacy around workplace incidents is more important today than ever. Our infrastructure was built in compliance with the industry’s strictest data security protocols, standards and regulations.

Security
Encryption
Information Privacy
Regulatory Compliance
Third-Party Audits
Integrations

Connectivity is a good thing.

Case IQ integrates easily with popular third-party systems like Workday, Okta, and SAP, and can be integrated with hundreds of others. This makes it easy to share data and streamline workflows while automating many tasks you may still be doing by hand.

Solutions for Every Organization
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