Platform Features

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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case management workflow

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case management 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.

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case management forms

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.

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case management automation

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.

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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.

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“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

“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

“[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

“[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”

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

“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

“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

“[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

“[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”

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

“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

“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

“[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

“[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”

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
Built to be flexible 

You want case management automation software that adapts to fit your organization – not the other way around. Case IQ gives you the power to configure your case management tool to drive efficiency in your process and mitigate risk.

Configurable reporting

Case IQ allows you to also configure the reporting tool- by role, geography, department, and much more- so you get better insights to make better decisions.

Configurable access controls

Easily adjust the access controls that allow types of users to create, read, update, and delete data in your system.

Configurable Case Management Platform

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