About Case IQ

Case IQ is the leading investigative case management software solution for ethics and compliance, human resources, fraud, and corporate security functions within mid-sized and large organizations.

Over 80,000 investigators and case managers use Case IQ to address workplace incidents, resolve millions of cases, and prevent billions of dollars in potential litigation.

Case IQ provides unrivaled case intake capabilities, workflow configuration, automation, and advanced analytics that are essential for increasing the capacity, accuracy, and efficiency of workplace investigation teams.

Pricing starting from:

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Case IQ

Simple, robust intake means no incident will slip through the cracks again. Case linking flags related cases to ensure you’re not treating cases as isolated events.

Streamlined case management keeps investigations on track, and automates processes and reports so you take consistent action on every case.

With all your case information centralized, create comprehensive case reports instantly and respond faster than ever.

Powerful reporting gives deeper insight into your data to spot trends early and prevent future issues from occurring.

Our secure platform integrates easily with existing systems and databases to save time and eliminate mistakes.

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Countries available

Australia, Austria, Belgium, Canada, Finland and 11 others

Supported Languages

English

Pricing starting from:

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Images

Case IQ Software - Trusted by investigators and case managers worldwide.  Case IQ’s investigative case management software helps you resolve today’s cases while protecting against tomorrow’s vulnerabilities. This is today’s gold standard for organizations and departments.
Case IQ Software - Personalized dashboards provide detailed insights to help managers identify issues, generate team analytics, and detect emerging trends.
Case IQ Software - Innovative access control makes it easy to grant individualized levels of permissions, roles and access. This ensures that users, investigators and approvers access only the data and features they need to do their jobs.
Case IQ Software - Make smart, data-driven decisions using our best-in-breed business intelligence software. It’s been recognized and recommended by Gartner, Forrester and the BARC Group.
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Case IQ video
Case IQ Software - Trusted by investigators and case managers worldwide.  Case IQ’s investigative case management software helps you resolve today’s cases while protecting against tomorrow’s vulnerabilities. This is today’s gold standard for organizations and departments.
Case IQ Software - Personalized dashboards provide detailed insights to help managers identify issues, generate team analytics, and detect emerging trends.
Case IQ Software - Innovative access control makes it easy to grant individualized levels of permissions, roles and access. This ensures that users, investigators and approvers access only the data and features they need to do their jobs.
Case IQ Software - Make smart, data-driven decisions using our best-in-breed business intelligence software. It’s been recognized and recommended by Gartner, Forrester and the BARC Group.

Features

Total features of Case IQ: 117

  • Access Controls/Permissions
  • Accident Investigation
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Anonymous Feedback
  • Approval Process Control
  • Archiving & Retention
  • Assignment Management
  • Attendance Tracking
  • Audit Management
  • Audit Trail
  • Automated Routing
  • Built-In Database
  • Case Management
  • Case Notes
  • Collaboration Tools
  • Communication Management
  • Communications Management
  • Compliance Management
  • Configurable Workflow
  • Contact Management
  • Corrective and Preventive Actions (CAPA)
  • Customer Complaint Tracking
  • Customer Service Analytics
  • Customisable Branding
  • Customisable Forms
  • Customisable Questions
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Dashboard
  • Dashboard Creation
  • Data Management
  • Data Storage Management
  • Data Visualisation
  • Document Management
  • Document Storage
  • Email Alerts
  • Email Management
  • Email Templates
  • Employee Management
  • Event Logs
  • Event Management
  • Evidence Management
  • FDA Compliance
  • Feedback Management
  • Forms Management
  • HIPAA Compliant
  • Historical Reporting
  • ISO Compliance
  • IT Incident Management
  • IT Risk Management
  • Incident Management
  • Incident Reporting
  • Industrial Safety Management
  • Inspection Management
  • Intake Management
  • Interaction Tracking
  • Investigation Management
  • Issue Management
  • Issue Tracking
  • Mobile Access
  • Monitoring
  • Multi-Channel Communication
  • Multi-Language
  • Multi-Location
  • Multimedia Support
  • OSHA Compliance
  • OSHA Recordkeeping
  • Occupational Health Management
  • Operational Risk Management
  • Performance Metrics
  • Policy Management
  • Predictive Analytics
  • Prioritisation
  • Process/Workflow Automation
  • Progress Tracking
  • Quality Assurance
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Monitoring
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Records Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Alerts
  • Risk Analysis
  • Risk Assessment
  • Risk Management
  • Role-Based Permissions
  • Routing
  • SSL Security
  • Safety Incident Management
  • Safety Management
  • Sarbanes-Oxley Compliance
  • Search/Filter
  • Secure Data Storage
  • Security Management
  • Self Service Portal
  • Single Sign On
  • Status Tracking
  • Subject Profiles
  • Support Ticket Management
  • Support Ticket Tracking
  • Tagging
  • Task Management
  • Task Scheduling
  • Third-Party Integrations
  • User Management
  • User Profiles
  • Web Forms
  • Workflow Management

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Cority

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Reviews

Overall rating

4.6 /5
(11)
Value for Money
4.6/5
Features
4.3/5
Ease of Use
4.5/5
Customer Support
4.7/5

Already have Case IQ?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 11
Dennis
Dennis
Overall rating
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

The best customer management software that i've used

Reviewed on 24/05/2018

Nowadays every customer query or complaint is attended to promptly

Nowadays every customer query or complaint is attended to promptly

Pros

There is live support 24/7 available to the users
It is easily integrated with most software platforms such as Android, Windows
Cost-effective

Cons

When the systems are down, this software also goes down and this makes the follow -up of the set complaints hard to effect

Steven
Overall rating
  • Industry: Plastics
  • Company size: 51–200 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Valfilm USA i-sight Review

Reviewed on 23/09/2020

We are able to more effectively communicate the progress of case resolution to the customer. This...

We are able to more effectively communicate the progress of case resolution to the customer. This software has improved our customer relationships. Our customer appreciate our ability to keep them abreast of how our investigations and resolutions are proceeding.

Pros

We find the amount of information we can add to each case through the initial case opening module as well as the Files, Product and Root Cause/Corrective Action modules to be extremely helpful is resolving cases. This software easily replaced our former method of capturing information used to close complaints.

Cons

We have not found reporting to be helpful yet.

Alternatives Considered

QuickBooks Enterprise and Zendesk Suite

Reasons for Switching to Case IQ

Ease of use, financial information, integration and training for users.
Luiz
Overall rating
  • Industry: Insurance
  • Company size: 1,001–5,000 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Latest Version (June 2023)

Reviewed on 27/06/2023

Pros

The features and functionality of the yellowfin was exciting to see the demo. The set up and the way the customer can now edit/create their own landing for a faster approach of what is constantly used. I really like the demo showing how the Roles for users can be adjusted (Super Admin, Accounting, etc.) on what can/ can't be done.

Cons

Configurable SSO can be done on the front end with no charge now. Would someone on the Case IQ need to work with internal IT on our end?

Verified Reviewer
Overall rating
  • Industry: Higher Education
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Great software

Reviewed on 19/08/2019

Great experience. Software helps us with our daily maintenance of our records. We can custom run...

Great experience. Software helps us with our daily maintenance of our records. We can custom run reports and get the data required to get our reporting requirements satisfied.

Pros

i-Sight has been customized to perfectly meet our needs to track files.
Once the software was setup based on our needs, it took our staff sometime to figure out what fields to add to make the software work for us.
Now that software is working to satisfy our needs, it's great. Very easy to use and understand.

Cons

Screens (in our customized software) do not have a link to go to a previous/next record. So the web browser back button needs to be used. It's a nice to have if this was a standard feature.

Verified Reviewer
Overall rating
  • Industry: Retail
  • Company size: 10,000+ Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Does What it's Supposed to

Reviewed on 30/08/2018

Pros

i-Sight focuses mainly on incident report management. As a supply chain specialist, I also deal with customer feedback and responses. During times of incident regarding our products, it is a great deal to be able to keep data of this incident and to be able to keep log of this for future uses. It is very helpful and useful in incident management. A software every company needs.

Cons

Features are very specific and minimal. Hoping for future updates for additional useful features.

Showing 5 reviews of 11 Read all reviews

Case IQ FAQs

Below are some frequently asked questions for Case IQ.

Case IQ offers the following pricing plans:

  • Pricing model: Subscription
  • Free Trial: Not Available

Each Case IQ system is tailored as per customer’s unique needs, hence pricing varies based on two main factors: Configuration and Services Costs -Complexity of your solution (custom forms & fields) Annual Recurring Fees -Total number of licensed users -Hosting location (the cloud vs on-premise in your infrastructure) Please contact Case IQ for detailed pricing information.

Case IQ has the following typical customers:

51–200, 201–500, 501–1,000, 1,001–5,000

Case IQ supports the following languages:

English

Case IQ supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Case IQ integrates with the following applications:

Gmail, JD Edwards EnterpriseOne, Microsoft Outlook, Oracle CRM On Demand, SAP Business One, Salesforce Sales Cloud

Case IQ offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

See all software categories found for Case IQ.