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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 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

“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

“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

“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 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

“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

“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

“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

“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 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

“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

“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

“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

“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 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

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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