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Software to streamline workplace investigations, start to finish.

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Risk mitigation for today’s organizations means omni-channel case intake, configurable workflows, smart automations, and meaningful analytics. That’s Case IQ.

Handle Any Case Type

Address workplace incidents with confidence.

Rest easy knowing every case throughout your organization can be handled efficiently and professionally. Case IQ covers more case types than anyone in the industry. Tailoring workflows to fit your specific needs is simple and intuitive.

ETHICS & COMPLIANCE

HUMAN RESOURCES

CORPORATE FRAUD

CORPORATE SECURITY

GOVERNMENT & PUBLIC SERVICES

HEALTH & SAFETY

TITLE IX

INSURANCE

COMPLAINTS

Streamline Case Management

Faster, easier and more fully documented at every stage.

Case Intake
Case Management
Case Reporting

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.

Omnichannel case intake
Anonymous reporting
Multimedia evidence storage
Effective case triage process
Customizable intake forms

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.

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

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.

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

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.

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

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.

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

Trusted by case managers and investigators worldwide.

Request a Demo

“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

“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”

“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

“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

“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] 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.

“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

“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”

“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

“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

“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] 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.

“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

“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”

“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

“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

“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] 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.

“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

“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 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

“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

“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

“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

“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 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

“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

“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

“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

“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 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

“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

“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
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.

secure case management

Our well-earned reputation for stringent security and data protection makes Case IQ the best choice for a secure investigative case management solution. Our hosting servers protect your files from unauthorized deletion, copying, alteration, theft and corruption, as well as the eyes of curious coworkers.

With Case IQ, critical information is password-protected and heavily encrypted. Your data is automatically backed up daily to multiple secure locations. SSL is used to transmit data across the Internet.

Case IQ protects personal information under its custody or control with:

  • Privacy Officer/Data Protection Officer responsible for global compliance with privacy principles
  • Defined access roles to ensure personal information is only available to people within appropriate jurisdictions
  • Data masking to ensure managers can view aggregate case trends, and even case details, without exposing personal information
  • GDPR-compliant processes for deletion, amendment and transfer of personal data

Most jurisdictions around the world have implemented legislation to govern the handling and use of personal information. Since many of our customers operate across multiple jurisdictions, we comply with:

  • Healthcare Insurance Portability and Accountability Act (HIPAA)
  • General Data Protection Regulation (GDPR)
  • Financial Modernization Act of 1999 or Gramm-Leach-Bliley (GLB)
  • Personal Information Protection and Electronic Documents Act of 2000 (PIPEDA)
  • EU Data Protection Directive
  • EU E-Privacy Directive
  • Family Educational Rights and Privacy Act (FERPA)

Case IQ adheres to the industry’s most stringent data security policies. Each year, our company is audited by a trusted third-party security firm to validate compliance and renew SSAE SOC 2 Type II accreditation.

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?

Schedule a Demo