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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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“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

“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

“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

“[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”

“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

“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

“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

“[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”

“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

“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

“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

“[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”

“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

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