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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Screenshot of Case IQ platform showing a case management interface with case details, activity, calendar, notes, and files.

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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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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“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”

“[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

“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

“[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

“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

“[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.

“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”

“[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

“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

“[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

“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

“[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.

“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”

“[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

“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

“[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

“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

“[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.

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

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