Case IQ’s newest version includes pre-set templates, as well as AI-powered copilots for case summarization and translation. Click here to watch our run-down of these exciting new features.

Welcome to the Future of Case Management

Leveraging AI for Investigations with Case IQ

In an era where data is king, staying ahead in investigations means leveraging the most advanced tools available. Our latest generative AI Copilots transform how you manage and resolve workplace incidents. Experience unprecedented efficiency, accuracy, and insight with our AI-enhanced case management software.

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Over 1,000,000 cases managed worldwide.

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Translation Copilot

Enable reporters and investigators to use the language of their choice

Creating a transparent, speak-up culture depends on how comfortable employees are to speak up. Case IQ’s Translation Copilot automatically detects and translates text submitted by reporters and the responses from investigators—increasing the chances of you hearing about incidents, and ensuring that investigations are moving forward.


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AI investigation
Summarization Copilot

Generate detailed case summaries instantly with Generative AI

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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“[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

“[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

“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”

“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

“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

“[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

“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”

“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

“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

“[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

“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”

“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

“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

“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 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

“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

“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

“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

“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 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

“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

“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

“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

“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 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

“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

“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

“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
Data Privacy & Security

Private, secure, trusted.

Built with Microsoft’s Azure OpenAI service, its cloud-based access to GPT-4 maintains data, privacy, and security in a self-contained Azure environment. All inputs, outputs and training data:

  • are NOT available to OpenAI,
  • are NOT available to other customers,
  • are NOT used to improve OpenAI models,
  • are NOT used to improve Microsoft or 3rd party products,
  • are NOT used to automatically improve modelsThe fine-tuned Azure OpenAI models are available exclusively for Case IQ’s use.

The access controls built into Case IQ also operate on our AI-powered features. So you can rest assured that only the right people have access to sensitive information.

The Microsoft Azure OpenAI service has a specific Content Safety procedure that scans content and flags any that indicate potential abuse, preventing them from being incorporated into the service or presented to users.

Case IQ’s regular data privacy and security standards apply to data used in our Copilots. Data is encrypted both in transit and at rest.

Solutions for Every Organization

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