We’ll be at Compliance Week National 2024 in Washington, D.C., April 2-4. Learn more or schedule a time to meet with us at the show here.

Unrivaled case management merges with expert, confidential hotlines. The new gold standard for transparency and safer, empowered workplaces.

Conduct investigations efficiently and effectively.

Case management software helps organizations handle virtually any workplace incident.

A Better Way to Manage Investigations.

Helping organizations move from excel, sharepoint, and homegrown tools, improving the way they manage cases from intake, through investigation, to resolution and reporting.

Trusted worldwide.

Case Management for Today's Workplace

Millions of cases resolved. Billions in litigation avoided.

Nobody can afford a mismanaged investigation

In today’s legal and economic climate, a sloppy investigation can do as much damage as the misconduct incident itself. Our tools make consistent, fully-documented case management a reality.

Explore our platform

Maintaining a culture of compliance is crucial

Preventing ethics and compliance violations begins with establishing a culture of compliance. Case IQ helps employees, compliance officers and leadership work together more effectively than ever.

Human resources
Ethics & compliance
View all case types

Help end the workplace harassment epidemic

Workplace harassment can often be traced to similar incidents that were unseen, ignored or mishandled. Discreet, anonymous reporting is just one of the ways Case IQ can help create a speak-up culture.

Learn about workplace harassment
Enhance workplace investigations
See how the experts do it
Modern Software for Investigations

Resolve today’s cases. Prevent tomorrow’s vulnerabilities.

Whether you’re an investigator, part of a case management team or an executive leader, Case IQ is here to help you.

Learn About Who We Help

Close Cases Efficiently

Investigations can be complex and challenging. Our purpose-built case management software is the modern, professional tool kit for getting the job done.

Make Your Team More Effective

No two investigation teams are the same. Case IQ is built to adapt to your organization’s unique policies, procedures and requirements, so you can be more efficient and thorough with each case.

Make Informed Decisions

Comprehensive analytics give you the big-picture perspective every leader needs. We help you develop a sound strategy for driving preventative actions, adjusting policies, introducing training, and more.

“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

“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 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

“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

“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

“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 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

“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

“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

“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 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

“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
The Case IQ Platform

Advanced case management tools, at your fingertips.

Our acclaimed software adapts easily to your organization’s workflow, so you don’t miss a beat. As soon as you’re up and running, you’ll find day-to-day tasks becoming more intuitive and efficient. You’ll also be able to spot patterns and trends, helping you mitigate organizational risks.

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LET NO INCIDENT GO UNREPORTED.

It’s important to create an environment where people feel comfortable speaking up. With the widest available range of incident reporting channels, Case IQ ensures that every employee has a way to discreetly call attention to issues that requires timely resolution.

Omnichannel reporting

When someone needs to report an incident, our system lets them choose email, phone, web and more.

Anonymous reporting

Give people the power to submit reports safely and securely, in compliance with global privacy laws.

Accept any type of file

Employees can submit evidence in whatever format they have – audio, video, PDFs, documents and more.

Configurable intake forms

30+ user-definable field types help you get the data you need, organized in a way that works for you.

YOUR PROCESS, STREAMLINED.

We designed the Case IQ platform to be easily configurable by the people who use it. Fine-tuning forms, dashboards and reporting lets you adapt your workflow to best fit the unique needs of your organization. This gives you the power to efficiently resolve more cases.

The most flexible approach

Easily configure fields, templates and rules to best fit your organization’s unique process and needs.

Automate where it makes sense

Automating workflows can eliminate repetitive manual tasks, letting you focus on getting more done.

Restrict access to sensitive data

To ensure maximum security, adjust access levels based on case type and individual team member roles.

Keep every case moving forward

Maintaining momentum is key. Setting alerts, reminders and timelines is a great way to stay on track.

MAKE DATA-INFORMED DECISIONS.

High-quality analytics provide the essential insights you need to spot trends, identify problem areas and lead more confidently. Case IQ includes full access to Yellowfin BI, the acclaimed reporting tool that we consider to be the industry’s best.

Dynamic dashboards

Easily tailor on-screen dashboards to best suit each user’s job role, workflow and visual preferences.

Intuitive reporting at its best

Award-winning business intelligence tool with “ask me a question” AI functionality built right in.

Real-time status updates

Nobody has time to prepare reports for stakeholders on a timely basis. Smart automation is the answer.

Drag-and-drop simplicity

No need for reporting expertise – create clean, professional-looking reports in just minutes.

The Trusted Resource

80K+ users. 5M+ cases resolved. 10M+ lives safeguarded.

As an industry leader and pioneer for over 20 years, Case IQ has always been 100% focused on providing the very best in service and support.

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