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Wish you could get advice from a workplace investigations expert? Register for
Meric Bloch’s webinar series where he’ll address common questions and concerns
from investigators like you.


 * Platform
   * COLUMN 1
     * The Case IQ PlatformResolve today’s cases and prevent tomorrow’s
       vulnerabilities. Whatever your organization’s needs, we cover all case
       types. With multi-channel intake, configurable workflows, and analytics,
       Case IQ is a vital tool for modern investigation teams.
     * Platform Overview
     * All Platform Features
     * NEW! AI-Powered Copilots
   * COLUMN 2
     * Investigative Stages
     * Intake
     * Case Management
     * Analytics
     * Security & Integrations
     * Security & Privacy
     * Integrations
 * Who We Help
   * COLUMN 1
     * Who We HelpCase IQ is used by workplace investigation teams across
       industries to address cases spanning ethics and compliance, HR, fraud,
       security, complaints and much more.
   * COLUMN 3
     * By Industry
     * Education
     * Energy
     * Financial Services
     * Government & Public Service
     * Healthcare
     * Insurance
     * Manufacturing
     * Pharmaceuticals
     * Technology
   * COLUMN 3
     * By Department
     * Corporate Fraud
     * Corporate Security
     * Customer Complaints
     * Ethics & Compliance
     * Health & Safety
     * Human Resources
     * Title IX
 * Resource Center
   * COLUMN 1
     * Insights from Case IQWe’ve tapped some of the best minds in the corporate
       investigation field to bring you current information and expertise on
       best practices for your case management.
       * Back to the Future: The Importance of Triage and Investigative Protocol
     * See all resources
   * COLUMN 2
     * Articles
     * Webinars
     * Templates
     * eBooks
     * Cheat Sheets & Infographics
     * Case Studies
     * Product Sheets
 * Company
   * COLUMN 1
     * We are Case IQIn the world marred by fraud, harassment and ethics lapses,
       Case IQ stands as a force for good.
     * Company Overview
   * COLUMN 2
     * Partners
     * Careers
     * Media
     * Meet the Team
     * Expert Advisors

 * Request a Demo


 * Who We Help
 * Platform
   * Platform Overview
   * Platform Features
   * Intake / Reporting
   * Case Management Software Solutions
   * Analytics / Insights
   * Controlled Access
   * Configurability
   * Case Management Forms
   * Security & Privacy
   * Scalability
   * Integrations
 * Case Types
   * HR
   * Ethics & Compliance
   * Corporate Fraud
   * Title IX
   * Corporate Security
   * Customer Complaints
   * Government & Public Service
   * Health & Safety
   * Insurance
 * Resource Center
   * All Resources
   * Article
   * Case Study
   * Cheat Sheet
   * eBook
   * Template
   * Webinar
 * Company
   * Company Overview
   * Partners
   * Media
 * Contact Us
 * Request a Demo


STREAMLINED INCIDENT REPORTING AND CASE MANAGEMENT.

Case IQ brings more experience, more innovation, and more results to 1,000+
customers around the world who need a comprehensive solution for incident
reporting, case management, and analytics.

Request a Demo


A better way to manage investigations.

Helping organizations move from Excel, SharePoint, and homegrown tools,
improving the way they manage cases from intake, through investigation, to
resolution and reporting.

Request a Demo
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TRUSTED WORLDWIDE.



STREAMLINED INTAKE AND CASE MANAGEMENT FOR TODAY’S WORKPLACE

Millions of cases resolved. Billions in litigation avoided.

PROMOTE AND PROTECT SPEAKING UP

To create a culture of openness, psychological safety and trust, it’s critical
to provide your team with the widest range of employee-friendly intake channels.
When you do, you’ll get the critical big-picture view you need to effect change.

Learn more about how better intake methods can boost transparency and morale


IMPROVE INCIDENT RESPONSE AND RESOLUTION

Help your people become more efficient and productive, and build trust that your
organization acts on critical issues quickly and respectfully.

See how efficient case management helps incident response and resolution


EVOLVE FROM REACTIVE TO PROACTIVE

Get the data and insights you need to prevent problems and costs rather than the
more expensive process of reacting to them after the fact.

Learn more about how advanced analytics can help with incident prevention


MASTER COMPLIANCE AND TRANSPARENCY

Easily meet regulatory requirements and avoid potential investigations or fines.

Learn more about Case IQ for ethics and compliance teams


THE CASE IQ PLATFORM

Advanced case management tools, at your fingertips.

Our acclaimed software adapts easily to your organization’s workflow, so you
don’t miss a beat. As soon as you’re up and running, you’ll find day-to-day
tasks becoming more intuitive and efficient. You’ll also be able to spot
patterns and trends, helping you mitigate organizational risks.

Learn More
Case Intake
Case Management
Analytics & Insight
Case Intake Case Management Analytics & Insight

LET NO INCIDENT GO UNREPORTED.

It’s important to create an environment where people feel comfortable speaking
up. With the widest available range of incident reporting channels, Case IQ
ensures that every employee has a way to discreetly call attention to issues
that requires timely resolution.

MULTICHANNEL REPORTING

When someone needs to report an incident, our system lets them choose email,
phone, web and more.

ANONYMOUS REPORTING

Give people the power to submit reports safely and securely, in compliance with
global privacy laws.

ACCEPT ANY TYPE OF FILE

Employees can submit evidence in whatever format they have – audio, video, PDFs,
documents and more.

CONFIGURABLE INTAKE FORMS

30+ user-definable field types help you get the data you need, organized in a
way that works for you.

YOUR PROCESS, STREAMLINED.

We designed the Case IQ platform to be easily configurable by the people who use
it. Fine-tuning forms, dashboards and reporting lets you adapt your workflow to
best fit the unique needs of your organization. This gives you the power to
efficiently resolve more cases.

THE MOST FLEXIBLE APPROACH

Easily configure fields, templates and rules to best fit your organization’s
unique process and needs.

AUTOMATE WHERE IT MAKES SENSE

Automating workflows can eliminate repetitive manual tasks, letting you focus on
getting more done.

RESTRICT ACCESS TO SENSITIVE DATA

To ensure maximum security, adjust access levels based on case type and
individual team member roles.

KEEP EVERY CASE MOVING FORWARD

Maintaining momentum is key. Setting alerts, reminders and timelines is a great
way to stay on track.

MAKE DATA-INFORMED DECISIONS.

High-quality analytics provide the essential insights you need to spot trends,
identify problem areas and lead more confidently. Case IQ includes full access
to Yellowfin BI, the acclaimed reporting tool that we consider to be the
industry’s best.

DYNAMIC DASHBOARDS

Easily tailor on-screen dashboards to best suit each user’s job role, workflow
and visual preferences.

INTUITIVE REPORTING AT ITS BEST

Award-winning business intelligence tool with “ask me a question” AI
functionality built right in.

REAL-TIME STATUS UPDATES

Nobody has time to prepare reports for stakeholders on a timely basis. Smart
automation is the answer.

DRAG-AND-DROP SIMPLICITY

No need for reporting expertise – create clean, professional-looking reports in
just minutes.

INTRODUCING THE CASE IQ SUMMARIZATION COPILOT

Use Generative AI to transform case management

Compiling evidence and other case information and producing final reports can be
time-consuming, tedious, and error-prone. Case IQ’s Summarization Copilot
leverages generative AI to instantly summarize the pertinent details of your
case, and produces a consistent, complete case report in seconds, freeing
investigators to attend to more strategic parts of their role. We’ve worked with
Microsoft to create a secure, intelligent and easy-to-use case summarization
tool that will ensure every case report meets your organization’s exacting
standards, regardless of the person who created it.

Request a Demo




“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

“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”

“[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

“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


“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

“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”

“[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

“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


“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

“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”

“[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

“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

THE TRUSTED RESOURCE

80K+ users. 5M+ cases resolved. 10M+ lives safeguarded.

As an industry leader and pioneer for over 20 years, Case IQ has always been
100% focused on providing the very best in service and support.

Start a Conversation


CASE IQ RESOURCE CENTER

Insights, guidance, and tools to help your investigations.


HOW MCMASTER UNIVERSITY IMPROVED INCIDENT MANAGEMENT WITH CASE IQ

#WEBINAR




HOW MCMASTER UNIVERSITY IMPROVED INCIDENT MANAGEMENT WITH CASE IQ

#WEBINAR




CASE MANAGEMENT BENCHMARKING STUDY: INSIGHTS ON ETHICS & COMPLIANCE
INVESTIGATIONS

#WEBINAR




WHISTLEBLOWER PROGRAM BEST PRACTICES: WHY CLOSURE IS IMPORTANT

#ARTICLE

Ethics & Compliance



CONDUCTING INVESTIGATIONS IN THE MANUFACTURING INDUSTRY WITH CASE MANAGEMENT
SOFTWARE EBOOK

#EBOOK

Employee Misconduct


SOLUTIONS FOR EVERY ORGANIZATION

Ready to learn more?

Schedule a Demo


 * COLUMN 1
   * Case IQ
     * Platform
     * Security & Privacy
     * Integrations
     * Who We Help
     * Resources
     * Company
     * Careers
     * Contact Us
 * COLUMN 2
   * Popular Links
     * A Practical Guide to Data Privacy Laws by Country
     * 11 Types of Workplace Harassment (and How to Stop Them)
     * 17 Big Warning Signs of Embezzlement You Shouldn’t Ignore
     * How to Conduct an Effective Fraud Investigation: The Complete Guide
     * 11 Amazing Employee Handbook Examples (and Free Template)
     * Investigation Report Example: How to Write an Investigative Report
     * 18 of the Best Code of Conduct Examples

We’re Available, 24/7

Case IQ staff is available 24-7 for customer support and technical assistance.
For other inquiries our regular office hours are from 9am to 5pm EST, Monday to
Friday.

   By Phone
 * Toll Free: 800-465-6089
 * Local Free: 613-244-5111
 * Fax: 613-244-3303

   By Email
 * sales@caseiq.com
 * support@caseiq.com
 * media@caseiq.com

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