Register for our webinar with Meric Bloch to learn how to effectively and fairly interview the implicated employee during a workplace investigation.

Uncover, investigate, and prevent workplace issues with confidence.

Protect against HR, compliance, and fraud incidents with Case IQ’s intelligent case management software.

Deliver meaningful organizational impact.

Reduce risk and drive efficiency with smarter intake, investigations, and insights using Case IQ.

Trusted worldwide.

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

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.

Multichannel 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.

Introducing the Case IQ Summarization Copilot

Use Generative AI to transform case management

Compiling evidence and other case information and producing final reports can be time-consuming, tedious, and error-prone. Case IQ’s Summarization Copilot leverages generative AI to instantly summarize the pertinent details of your case, and produces a consistent, complete case report in seconds, freeing investigators to attend to more strategic parts of their role. We’ve worked with Microsoft to create a secure, intelligent and easy-to-use case summarization tool that will ensure every case report meets your organization’s exacting standards, regardless of the person who created it.

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“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

“[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

“[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.

“Before Case IQ we had all of our cases on a spreadsheet with no analytics. Now we can run and create our own reports while being able to see every case that has come through the ER department. “

Alex McKinney HR Generalist, Spring Education Group

“[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

“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

“[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

“[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.

“Before Case IQ we had all of our cases on a spreadsheet with no analytics. Now we can run and create our own reports while being able to see every case that has come through the ER department. “

Alex McKinney HR Generalist, Spring Education Group

“[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

“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

“[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

“[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.

“Before Case IQ we had all of our cases on a spreadsheet with no analytics. Now we can run and create our own reports while being able to see every case that has come through the ER department. “

Alex McKinney HR Generalist, Spring Education Group

“[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 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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