Platform Features

Case Management Forms

Easily tailor any case management form to fit your organization’s case processes and brand. This creates a more intuitive, more professional user experience.

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case management form

Drag-and-drop simplicity

The Case IQ case management form builder tool is designed to easily create clear, professional-looking forms in minutes. Drag, drop and rearrange as you go – it really is that simple to create any custom forms for case management.

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custom case form management

Reflect your brand

Configure your case management forms with your organization’s logo, brand colors, and more. This creates a more reassuring experience, letting employees know their leadership takes investigations seriously.

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“Before Case IQ we had all of our cases on a spreadsheet with no analytics. Now we can run and create our own reports while being able to see every case that has come through the ER department. “

Alex McKinney HR Generalist, Spring Education Group

“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] 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.

“[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

“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

“Data lives in one place, versus living on spreadsheets that could end up anywhere. That eliminates a huge risk.”

- Ben Farber, Correctional Health Services’ Senior Associate Director for Planning and Analysis, NYCHH

“Before Case IQ we had all of our cases on a spreadsheet with no analytics. Now we can run and create our own reports while being able to see every case that has come through the ER department. “

Alex McKinney HR Generalist, Spring Education Group

“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] 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.

“[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

“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

“Data lives in one place, versus living on spreadsheets that could end up anywhere. That eliminates a huge risk.”

- Ben Farber, Correctional Health Services’ Senior Associate Director for Planning and Analysis, NYCHH

“Before Case IQ we had all of our cases on a spreadsheet with no analytics. Now we can run and create our own reports while being able to see every case that has come through the ER department. “

Alex McKinney HR Generalist, Spring Education Group

“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] 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.

“[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

“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

“Data lives in one place, versus living on spreadsheets that could end up anywhere. That eliminates a huge risk.”

- Ben Farber, Correctional Health Services’ Senior Associate Director for Planning and Analysis, NYCHH
Better forms, better data 

Full control over your forms is vital to the efficiency and effectiveness of any investigation. The freedom to customize forms on the fly can help make your entire operation more flexible and responsive, while ensuring you get exactly the data you need.

Helpful form guidance

Adding text and subtext to form fields creates a clear, easy-to-follow process for users. It’s a great way to anticipate questions and remove ambiguity.

Dynamic reporting

Case IQ’s reporting tools adapt instantly to any changes you make on forms, so reports always keep pace with your current business needs.

30+ form field types

Case IQ’s form tools support a wide range of field types, making it easier to receive and manage virtually any type of data your team requires.

Flexible Case Management Platform

Ready to see how you can modify your case management formsfor your company?

Schedule a Demo
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