Read our State of Employment Law Research Report to get compliance tips from your HR peers.

Platform Features

Configurable Workflow

In an era of doing more with less, optimizing your case management workflow through automation can be a game-changer. Discover how our solutions can help you achieve efficiency and productivity gains today.

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case management workflow

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case management workflow

Tailor each field or form

Easily modify your case management forms to remove unnecessary elements and conform more closely to your organization’s specific processes. In an information-heavy environment, any opportunity to simplify is a good thing.

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case management forms

Dynamic grid filters

One of the biggest challenges when working with lots of data? Honing in on the specific information you need. By allowing you to filter data from cases, notes and forms with one click, Case IQ makes it easier than ever.

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case management automation

Automate any process

Manual investigative steps can be dull and repetitive. When they aren’t executed immediately, these same tasks threaten to slow down case resolution. Eliminate delays by automating notifications, reminders, data autofill rules and more.

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Optimize every workflow

It only takes seconds to create intuitive workflows that make sense within your organization. Making adjustments later is just as easy, so you can always be quick to adapt as new scenarios, policies or compliance requirements emerge.

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“[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

“Employees are able to spend more time in the field producing billable hours versus time out of the field to complete reports.”

- Lynann DeCusatis, Interim CEO, Home Health Care Management

“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

“[Case IQ] was easy to set up, learn and use. A much better way to collect incident information and trend data. This enables our organization to craft smarter risk management strategies.”

- Lance Norris, HSE Director, REDI Services Inc.

“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 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

“Employees are able to spend more time in the field producing billable hours versus time out of the field to complete reports.”

- Lynann DeCusatis, Interim CEO, Home Health Care Management

“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

“[Case IQ] was easy to set up, learn and use. A much better way to collect incident information and trend data. This enables our organization to craft smarter risk management strategies.”

- Lance Norris, HSE Director, REDI Services Inc.

“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 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

“Employees are able to spend more time in the field producing billable hours versus time out of the field to complete reports.”

- Lynann DeCusatis, Interim CEO, Home Health Care Management

“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

“[Case IQ] was easy to set up, learn and use. A much better way to collect incident information and trend data. This enables our organization to craft smarter risk management strategies.”

- Lance Norris, HSE Director, REDI Services Inc.

“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

Built to be flexible 

You want case management automation software that adapts to fit your organization – not the other way around. Case IQ gives you the power to configure your case management tool to drive efficiency in your process and mitigate risk.

Configurable reporting

Case IQ allows you to also configure the reporting tool- by role, geography, department, and much more- so you get better insights to make better decisions.

Configurable access controls

Easily adjust the access controls that allow types of users to create, read, update, and delete data in your system.

Configurable Case Management Platform

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