Work Smarter at Every Step with AI

Built to support investigators and case managers throughout the entire process, our integrated AI solutions drive efficiency and streamline case management from the moment a concern is raised to its final resolution. When timely outcomes are critical, every minute counts, and AI helps you stay ahead at every step.

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Trusted by Organizations Worldwide: Over 1,000,000 Cases Managed

Meet Our AI Solutions

Intake

AI Translation: Break Down Language Barriers

  • Submit concerns in any native language, ensuring no details are missed and keeping communications clear between reporters and case managers
  • Translate languages while preserving the original text, eliminating the need for external translation tools
  • Safeguard confidentiality, promote inclusivity and accelerate the investigation process

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Triage

AI Suggestions: Make Smarter Decisions

  • Instantly analyze the case file and relevant internal documents, such as company policies, local regulations, best practices, benchmarking, and precedent cases, for suggestions
  • Receive contextual suggestions to guide your next steps, and identify potential risks to help you maintain consistency and all actions are aligned with established processes
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Management

AI Timelines: Piece Together the Full Picture

  • Get a clear and concise bullet-point timeline by automatically analyzing the complete audit trail from uploaded documents, workflow actions and assigned tasks/to-do lists
  • Enable reviewers, auditors, or managers to quickly grasp the full sequence of events, which is helpful for hand-offs, check-ins, or legal reviews
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Resolution & Review

AI Summarization: Quickly Share What Happened

  • Get a concise, accurate case summary at any point right after the initial intake, mid-investigation, upon closure to post-corrective action
  • Help stakeholders get up to speed in seconds, essential for executive oversight, compliance reporting, and post-mortem reviews

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What Our Customers Say About Case IQ

“[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

“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

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

“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

“[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

“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

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

“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

“[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

“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

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

“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

“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

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

“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.

“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

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

“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.

“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

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

“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.
Private, secure, trusted
AI That Meets the Highest Security Standards

Trusted by industry leaders, our AI solutions leverage strict data isolation protocols. That means no customer data sharing, OpenAI access, or use of your inputs/outputs for model training or third-party product improvements. Hosted within a self-contained Azure environment, our system leverages GPT-4 while maintaining full compliance with enterprise security standards.

All data inputs, outputs, and training content:

  • Are not shared with OpenAI
  • Are not visible to other customers
  • Are not used to train or improve OpenAI models
  • Are not used to enhance Microsoft or third-party tools
  • Are not used for automatic model improvements

 

Our Azure OpenAI models are fine-tuned exclusively for Case IQ—providing a secure, dedicated AI environment trusted by highly regulated organizations worldwide.

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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