Platform Features

Case Management Forms

Easily tailor any case management form to fit your organization’s case processes and brand. This creates a more intuitive, more professional user experience.

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case management form

Drag-and-drop simplicity

The Case IQ case management form builder tool is designed to easily create clear, professional-looking forms in minutes. Drag, drop and rearrange as you go – it really is that simple to create any custom forms for case management.

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custom case form management

Reflect your brand

Configure your case management forms with your organization’s logo, brand colors, and more. This creates a more reassuring experience, letting employees know their leadership takes investigations seriously.

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“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”

“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

“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

“[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

“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

“[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

“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”

“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

“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

“[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

“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

“[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

“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”

“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

“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

“[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

“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

“[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
Better forms, better data 

Full control over your forms is vital to the efficiency and effectiveness of any investigation. The freedom to customize forms on the fly can help make your entire operation more flexible and responsive, while ensuring you get exactly the data you need.

Helpful form guidance

Adding text and subtext to form fields creates a clear, easy-to-follow process for users. It’s a great way to anticipate questions and remove ambiguity.

Dynamic reporting

Case IQ’s reporting tools adapt instantly to any changes you make on forms, so reports always keep pace with your current business needs.

30+ form field types

Case IQ’s form tools support a wide range of field types, making it easier to receive and manage virtually any type of data your team requires.

Flexible Case Management Platform
Ready to see how you can modify your case management formsfor your company?
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