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Platform Features

Case Management

Streamline case management with clear communication, precise organization and unquestionable security using Case IQ’s case management tool.

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case management software

Centralized Documentation

Get the most out of your case management system with the powerful platform features from Case IQ’s case management software. Streamline and secure your investigation workflow with centralized documentation, ensuring that every piece of data is stored safely in one place.

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case management system

Clear Case Ownership

Once a case owner is designated, our case management system notifies that employee with an automated alert. This notification includes a direct link to the case, a timetable, workflow and all other relevant case information.

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Detailed Case Histories

Case IQ’s case automation makes clear documentation easier and more intuitive than ever. Our case management software automatically tracks and records all document access, views, edits and updates for every case, large or small.

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case management platform

One-Click Reports

Create accurate, detailed, and organized investigation reports in seconds. This feature alone can save an investigator hours wasted tracking down information or cutting and pasting text between documents.

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“[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 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

“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

“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

“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 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 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

“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

“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

“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 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 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

“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

“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

“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

Built for efficiency

Every investigation poses financial and reputational risks to an organization. The longer a case is open, the greater the risk, so it is crucial to emphasize speed and efficiency at every point in case management processes.

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Intuitive customization

User-configurable workflow, user roles and form fields give you a case management system that works exactly how your organization needs it to.

Collaboration made simple

Clear communication and smooth teamwork are built into every facet of the Case IQ platform. Add or remove team members as needed.

Highlight similar cases

Spotting patterns and trends can help prevent future problems. Our investigation case management software flags similarities that you may not notice otherwise.

Automated notifications

Our case management tool is optimized to help you avoid unnecessary delays. Share approvals, alerts and updates instantly and automatically.

Modern Case Management Platform

Ready to learn more?

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