Case IQ’s newest version includes pre-set templates, as well as AI-powered copilots for case summarization and translation. Register here to join our live run-down of these new features on June 5th!

Platform Features

Advanced Analytics

Easy-to-use dashboards and automated workplace incident reporting save time while providing keen insights that can help prevent future incidents.

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case management analytics
Personalized dashboards

Automate reporting to keep stakeholders informed

Personalized dashboards provide detailed insights to help managers identify issues, generate team analytics, and detect emerging trends.

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Drag-and-drop reports

Build powerful reports- effortlessly

Use our simple drag-and-drop report building tool to get quick ad-hoc overviews or generate detailed case management analytics for sharing with other team members or external stakeholders.

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Analytics reporting awards
Award-winning BI tools

Includes best-in-class BI tools to visualize your data

Make smart, data-driven decisions using our best-in-breed business intelligence software. It’s been recognized and recommended by Gartner, Forrester and the BARC Group.

“A centralized complaint management system that takes complaints from our numerous intake channels, stores it and makes it accessible, all in one spot.”

- User in Banking

“Since implementing [Case IQ], responding to reports was reduced from an hour to minutes, and detailed reporting provides information on the numbers and types of cases to help with training and prevention.”

- Jonaura Wisdom, Director, EEO & Civil Rights Compliance

“Case management all in one place. My agency is very happy with the product and how it streamlines cases. We are able to solve, track and file all areas of our agency, such as safety issues, ADA, Title VI, fleet, facilities, social media reviews, etc.”

- Administrator in Transportation/Trucking/Railroad

Everyone needs [Case IQ]. Our human resources department uses it to track “situations” that come to their attention. They really like that they can assign cases to staff, automatically maintain the history of the case and also set notifications for important due dates.”

- Agency in Government Administration

“[Case IQ] allows us to manage all our HR investigations to include Title IX with ease. We are able to assign, access and manage the investigative processes quickly and efficiently. We use the data generated for reporting to track trends and identify problem areas within the organization.”

- Administrator in Human Resources

“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”

“A centralized complaint management system that takes complaints from our numerous intake channels, stores it and makes it accessible, all in one spot.”

- User in Banking

“Since implementing [Case IQ], responding to reports was reduced from an hour to minutes, and detailed reporting provides information on the numbers and types of cases to help with training and prevention.”

- Jonaura Wisdom, Director, EEO & Civil Rights Compliance

“Case management all in one place. My agency is very happy with the product and how it streamlines cases. We are able to solve, track and file all areas of our agency, such as safety issues, ADA, Title VI, fleet, facilities, social media reviews, etc.”

- Administrator in Transportation/Trucking/Railroad

Everyone needs [Case IQ]. Our human resources department uses it to track “situations” that come to their attention. They really like that they can assign cases to staff, automatically maintain the history of the case and also set notifications for important due dates.”

- Agency in Government Administration

“[Case IQ] allows us to manage all our HR investigations to include Title IX with ease. We are able to assign, access and manage the investigative processes quickly and efficiently. We use the data generated for reporting to track trends and identify problem areas within the organization.”

- Administrator in Human Resources

“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”

“A centralized complaint management system that takes complaints from our numerous intake channels, stores it and makes it accessible, all in one spot.”

- User in Banking

“Since implementing [Case IQ], responding to reports was reduced from an hour to minutes, and detailed reporting provides information on the numbers and types of cases to help with training and prevention.”

- Jonaura Wisdom, Director, EEO & Civil Rights Compliance

“Case management all in one place. My agency is very happy with the product and how it streamlines cases. We are able to solve, track and file all areas of our agency, such as safety issues, ADA, Title VI, fleet, facilities, social media reviews, etc.”

- Administrator in Transportation/Trucking/Railroad

Everyone needs [Case IQ]. Our human resources department uses it to track “situations” that come to their attention. They really like that they can assign cases to staff, automatically maintain the history of the case and also set notifications for important due dates.”

- Agency in Government Administration

“[Case IQ] allows us to manage all our HR investigations to include Title IX with ease. We are able to assign, access and manage the investigative processes quickly and efficiently. We use the data generated for reporting to track trends and identify problem areas within the organization.”

- Administrator in Human Resources

“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”

“A centralized complaint management system that takes complaints from our numerous intake channels, stores it and makes it accessible, all in one spot.”

- User in Banking

“[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

“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”

“This software has improved our customer relationships. Our customers appreciate our ability to keep them abreast of how our investigations and resolutions are proceeding.”

- Steven M., Quality Coordinator, Valfilm USA

“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

“[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

“A centralized complaint management system that takes complaints from our numerous intake channels, stores it and makes it accessible, all in one spot.”

- User in Banking

“[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

“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”

“This software has improved our customer relationships. Our customers appreciate our ability to keep them abreast of how our investigations and resolutions are proceeding.”

- Steven M., Quality Coordinator, Valfilm USA

“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

“[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

“A centralized complaint management system that takes complaints from our numerous intake channels, stores it and makes it accessible, all in one spot.”

- User in Banking

“[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

“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”

“This software has improved our customer relationships. Our customers appreciate our ability to keep them abreast of how our investigations and resolutions are proceeding.”

- Steven M., Quality Coordinator, Valfilm USA

“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

“[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
Case IQ Analytics

Information made clear 

With Case IQ, all investigation data is stored in a secure central repository. This makes powerful data reporting and analysis faster and easier than ever. Dynamic dashboards allow users to click through to access deeper, more detailed information at any time.

75 chart & graph styles

Make your data come alive and communicate more effectively with pro-quality maps, charts and other engaging graphics.

Real-time updates

All case data is updated continuously. This makes it easier to track KPIs, share knowledge and collaborate far more effectively.

Automated insights

Our advanced BI helps investigative teams do more with less, and provides on-call data and reporting specialists to keep your team efficient.

Performance tracking

Monitor each team member’s caseload and performance statistics, including any exceptions, overdue cases and workload issues.

Solutions for Every Organization

Ready to learn more?

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