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.

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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.

Corruption, bribery and misconduct
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ETHICS & COMPLIANCE
Discrimination, harassment and bullying
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HUMAN RESOURCES
Theft, waste, fraud and resource abuse
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CORPORATE FRAUD
Theft, workplace violence, and breaches
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CORPORATE SECURITY
Fraud attempts in procurement, healthcare, etc.
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GOVERNMENT & PUBLIC SERVICES
Workplace accidents, injuries, and other incidents
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HEALTH & SAFETY
Sex or gender-based discrimination, harassment or bullying
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TITLE IX
Fraudulent insurance claims
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INSURANCE
Customer concerns and complaints
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COMPLAINTS
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.

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

Clairia, our AI assistant, understands the context of your cases and leverages your policies and case details to surface clear and relevant insights. It clarifies complex investigations, improving efficiency and simplifying your case management process.

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

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.

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

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.

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

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.

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

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

“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

“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

“[Case IQ] is a very reliable and user-friendly case management system with excellent customizable reporting capabilities. Using [Case IQ] enabled our team to track productivity more efficiently.”

- Administrator in Computer Hardware company

“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

“[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.

"[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

“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

“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

"[A game changer for our team. [Case IQ] is very easy to use. [...] From the initial launch we have been able to improve our workflow and accountability. With the configurable workflows and the reporting tool, we have been able to more quickly identify areas that need to be improved and train our staff."

- Eric O., Director of Compliance Audits

“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

“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

“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

“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

“[Case IQ] is a very reliable and user-friendly case management system with excellent customizable reporting capabilities. Using [Case IQ] enabled our team to track productivity more efficiently.”

- Administrator in Computer Hardware company

“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

“[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.

"[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

“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

“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

"[A game changer for our team. [Case IQ] is very easy to use. [...] From the initial launch we have been able to improve our workflow and accountability. With the configurable workflows and the reporting tool, we have been able to more quickly identify areas that need to be improved and train our staff."

- Eric O., Director of Compliance Audits

“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
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.

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Security
Encryption
Information Privacy
Regulatory Compliance
Third-Party Audits
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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

Ready to learn more?

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