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Platform

Case Management

Streamline case management with automated workflows, precise organization and unquestionable security.

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case management software

Configurable Workflow

In an era of doing more with less, optimizing your case management workflow through automation can be a game-changer. Discover how our solutions can help you achieve efficiency and productivity gains today.

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  • Tailor each field or form

  • Dynamic grid filters

  • Automate any process

  • Optimize every workflow

Tailor each field or form

Easily modify your case management forms to remove unnecessary elements and conform more closely to your organization’s specific processes. In an information-heavy environment, any opportunity to simplify is a good thing.

Dynamic grid filters

One of the biggest challenges when working with lots of data? Honing in on the specific information you need. By allowing you to filter data from cases, notes and forms with one click, Case IQ makes it easier than ever.

Automate any process

Manual investigative steps can be dull and repetitive. When they aren’t executed immediately, these same tasks threaten to slow down case resolution. Eliminate delays by automating notifications, reminders, data autofill rules and more.

Optimize every workflow

It only takes seconds to create intuitive workflows that make sense within your organization. Making adjustments later is just as easy, so you can always be quick to adapt as new scenarios, policies or compliance requirements emerge.

Welcome to the Future of Case Management

Leverage the Power of Generative AI to Improve Your Investigation Report Quality and Efficiency

In an era where data is king, staying ahead in workplace 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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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 you up to attend to more strategic parts of your job.

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Safeguarding Your Organization's Sensitive Data

The security of your organization’s sensitive data and the privacy of your employees is our top priority. Case IQ has worked with Microsoft’s Azure AI team to develop the most secure, and confidential case management system available on the market.

When you use the Summarization Copilot, your prompts, outputs and data:
-Are NOT available to other customers
-Are NOT available to OpenAI
-Are NOT used to improve OpenAI models
-Are NOT used to improve any Microsoft or 3rd party products or services.

Case IQ’s regular data privacy and security standards apply to data used in the Summarization Copilot. Data is encrypted both in transit and at rest, and the configurable Access Controls built into Case IQ are applied to the Summarization Copilot as well.

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Solutions for Every Organization

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