Case IQ Reviews & Product Details

Capturing workplace incidents, managing cases, maintaining compliance, and mitigating risk requires tools designed for the task. For over 25 years, Case IQ has supported organizations in proactively identifying, investigating, and mitigating risks. With configurable, AI-assisted, secure, and scalable tools, our solutions for whistleblowing, case management, and compliance are designed to meet your unique needs Case IQ helps organizations efficiently investigate, resolve workplace incidents and stay compliant while minimizing risk and associated costs. Tailored for ethics and compliance professionals, human resources teams, and risk management departments across various industries, our solutions enable organizations to manage workplace accidents, compliance violations, employee grievances, and other cases in a systematic and streamlined manner. From our robust whistleblowing system, we ensure that all incidents are captured and tracked from the moment they occur, preventing cases from being overlooked and enabling timely responses. Experience an industry-leading hotline solution that empowers employees to report incidents safely, anonymously, and with confidence. Our investigative case management platform is designed to enhance investigation efficiency, mitigate risk, and safeguard both your organization and its personnel. With its highly flexible and configurable approach, Case IQ can adapt to manage and streamline any case across your organization. A robust yet straightforward case intake process ensures that no incident is overlooked, while case linking highlights related cases, allowing investigations to be treated holistically rather than in isolation. Streamlined case management keeps investigations on track, automates processes, and simplifies report distribution. All case information is centralized in a secure database, enabling you to generate comprehensive reports instantly and respond more quickly than ever. Advanced reporting offers in-depth insights into trends and recurring issues, enabling the prevention of future problems before they arise. Case IQ integrates seamlessly with your existing systems and databases, saving time and reducing errors. Throughout the investigative process, Clairia, our AI assistant, provides relevant insights and actionable suggestions to guide you efficiently toward case resolution. With our powerful compliance solutions, you can proactively mitigate risks before they arise. Our compliance monitoring solution leverages AI and machine learning to detect fraud, unusual activity, and high-risk transactions, helping you stay one step ahead. Our approvals and disclosure solution streamlines cross-risk compliance workflows, covering areas such as gifts and hospitality, donations and sponsorships, and conflicts of interest. Finally, our third-party management solution automates your entire third-party program, managing risks across the full lifecycle of engagements within a single integrated platform.

Product Website

Seller

Case IQ

Discussions

Case IQ Community

Languages Supported

English, French, Spanish

Overview by

Chris Bondhus

Value at a Glance

Averages based on real user reviews.

Time to Implement

6 months

View More Pricing Information

Case IQ Integrations

(5)

Verified by Case IQ

Case IQ Media

Case IQ Demo - Clairia, your AI assistant is with you at every step of your case management process

Built into Case IQ’s case management solution, Clairia, your AI assistant stays deeply connected to the full context of a specific case, delivering relevant, policy-aligned guidance so cases are managed with thoroughness and consistency. It is designed to reduce case management complexity and del...

Case IQ Demo - Report concerns in the way that works for your organization

Stay ahead of potential risks by giving employees secure, accessible ways to report incidents, such as an ethics hotline, email, and a web portal - empowering them to speak up when it counts.

Effortlessly capture the exact information you need with a flexible and easy-to-use form builder, choose from 30+ field types, and customize the look and feel to match your brand.

Case IQ Demo - Gain insights, spot trends, and reduce future risks with actionable insights

Stay on top of incidents and risks with complete visibility into your cases and make data-driven decisions confidently with personalized dashboards, automated incident reporting, advanced analytics and more.

Case IQ Demo - Automated and streamlined workflows

Resolve cases faster and with fewer mistakes through automated workflows that can tailored to your specific scenarios, policies or compliance requirements.

Uncover, resolve, and prevent incidents and misconduct with Case IQ.

Official Downloads

(3)

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Case Study: How Halliburton manages third-party risks with success using Case IQ

Case Study: Eliminating case management complexities for a top Canadian research institution

Interactive Demo

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Try an interactive demo created by the software seller (right here on G2).

Try demo

Case IQ Reviews (87)

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Sarah H.

1/23/2026

"Effective for Investigations, but AI is Taking Over"

4/5

What do you like best about Case IQ?

I find Case IQ really helpful for keeping us on a timeline and remembering important steps during employee investigations. I also like having canned interview forms in the system as they are helpful. It's good for metrics afterwards as well. I appreciate the suggested links and having all of our employees loaded into the system. Review collected by and hosted on G2.com.

What do you dislike about Case IQ?

Some features that are built into the system to be helpful can end up feeling clunky and act as a deterrent. Having to literally check boxes when sometimes you don't need them can slow you down. There's also the issue that with AI, I can now ask ChatGPT for exact questions rather than relying on a generic form we created. Additionally, while the reps at Case IQ were very knowledgeable and helpful, the initial setup involved a lot of lengthy sessions, which was a lot to handle. Review collected by and hosted on G2.com.

Response from Duong Tran of Case IQ

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Thanks for taking the team to leave us a thoughtful review. Happy to hear that Case IQ is helping you stay on track during employee investigations, especially when it comes to timelines, key steps, interview forms, and post-investigation metrics. It’s great to know those features are supporting your day-to-day work.

We also appreciate your honest feedback around areas that can feel clunky or slow things down. That insight is incredibly valuable as we continue to refine the experience, including making workflows more flexible and ensuring our tools complement how teams work today (especially as AI continues to evolve). Feedback like this helps us make Case IQ better for everyone.

Angela R.

Lead, Labour & Employee Relations

Mid-Market (51-1000 emp.)

1/22/2026

"Customizable Case Tracking That Fits Our Needs"

4/5

What do you like best about Case IQ?

It’s helpful to have a single place to track all our cases, and it’s easy to customize fields to fit our unique needs. Review collected by and hosted on G2.com.

What do you dislike about Case IQ?

There are some system limitations that make certain aspects of the platform difficult to use. For example, the “To-Do” section references cases only by their Case IQ ID, rather than by the case name we assign (which is what we rely on day to day). The reporting system also feels overly complex, and it can be difficult to create cases within it. Review collected by and hosted on G2.com.

Response from Duong Tran of Case IQ

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Hi Angela, thanks for your feedback. We’re glad Case IQ’s centralized and customizable platform supports your team’s work. We appreciate your notes on the “To-Do” section and reporting complexity. Our team is actively exploring ways to improve case references and simplify reporting. Thanks again for helping us make Case IQ even better.

Verified User in Non-Profit Organization Management

Mid-Market (51-1000 emp.)

8/28/2025

"Case IQ has been a game-changer for our Employee Relations team."

4/5

What do you like best about Case IQ?

Case IQ has transformed how our Employee Relations team manages cases—streamlined, secure, and insight-driven. After four years, it remains an essential tool for driving consistency, compliance, and smarter decisions. Review collected by and hosted on G2.com.

What do you dislike about Case IQ?

I don't have any dislikes about Case IQ. Review collected by and hosted on G2.com.

What problems is Case IQ solving and how is that benefiting you?

Case IQ is solving three major challenges for our Employee Relations team: case management, compliance, and documentation.

Case Management: It centralizes all ER cases in one secure, easy-to-navigate system, helping us track progress, assign tasks, and ensure timely resolution.

Compliance: The platform supports consistent processes and audit-ready records, reducing risk and helping us stay aligned with internal policies and legal standards

Documentation: Case IQ makes it simple to log detailed notes, attach relevant files, and maintain a clear history for every case—critical for transparency and accountability.

The result? Faster resolutions, better insights, and peace of mind knowing our ER work is organized, compliant, and well-documented. Review collected by and hosted on G2.com.

Response from Duong Tran of Case IQ

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Thank you for sharing your thoughts. We’re thrilled to hear that Case IQ has been a game-changer for your Employee Relations team! It’s especially meaningful to know that after four years, Case IQ continues to be an essential part of how you manage cases, maintain compliance, and document ER work with confidence. Centralizing cases, supporting audit-ready processes, and enabling clear, thorough documentation are exactly the outcomes we aim to deliver. Thank you for being a long-time partner - we’re excited to keep supporting your team.

Lucas H.

Compliance Director

Enterprise (> 1000 emp.)

9/25/2025

"Top Notch Solution for Case Management"

5/5

What do you like best about Case IQ?

The development and implementation process with Case IQ was engaging, informative, and genuinely exciting. The platform, along with the company itself, provides an excellent solution for organizations seeking an effective case management system. I found Case IQ's Knowledge Base to be comprehensive and straightforward to navigate. Their AI tools and features stand out, making it easier for users to troubleshoot issues and discover solutions independently. Additionally, Case IQ's customer support team is approachable and quick to respond, always welcoming enhancement requests from customers to help further refine their product. Review collected by and hosted on G2.com.

What do you dislike about Case IQ?

The Yellowfin reporting feature provides a wide range of impressive analytic tools, yet it can feel quite overwhelming for new customers who are not already familiar with Yellowfin. Review collected by and hosted on G2.com.

What problems is Case IQ solving and how is that benefiting you?

Case IQ is assisting my organization in consolidating multiple data silos into a single location. This allows us to overlay different data sources, which in turn enables us to provide more reliable analytics, conduct root cause analysis more quickly and efficiently, and carry out trend analysis. Review collected by and hosted on G2.com.

Response from Duong Tran of Case IQ

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Thank you for sharing your feedback! We’re glad Case IQ’s platform, AI tools, and Knowledge Base are helping your team work efficiently and independently, and that our support team has been responsive to your needs. We appreciate your note on Yellowfin and are continuously working to make its powerful analytics more intuitive. It’s also wonderful to hear how Case IQ is helping your organization break down data silos, uncover insights faster, and improve root cause and trend analysis. That’s exactly the kind of impact we strive to deliver. Thank you again for sharing your experience — we look forward to supporting your continued success.

Diana J.

Risk Associate

Enterprise (> 1000 emp.)

9/23/2025

"Strong Self-Service Software for Case Management"

4/5

What do you like best about Case IQ?

CaseIQ is an easy to use tool with multiple self-service features. My favorite thing about this software is the ability to implement many things myself. We struggle with other software due to not having access to add fetures ourselves, and with CaseIQ, this is hardly an issue. There are multiple data types to choose from when creating a form, and you can even make sub forms from it. CaseIQ does everything we need. Review collected by and hosted on G2.com.

What do you dislike about Case IQ?

Something I think CaseIQ can improve on is a less cluttered UI. We have default tabs and our own created tabs which can make the form difficult to navigate at time. I'd like the ability to remove some of the default options. Review collected by and hosted on G2.com.

Response from Duong Tran of Case IQ

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We’re glad to hear you find the platform easy to use and that the self-service features help you implement what you need without relying on extra support. We built Case IQ with configurability in mind, so it’s great to know the form options and sub-forms are meeting your needs. We also appreciate your feedback about the UI and navigation. Our team is actively exploring ways to simplify the experience, including giving customers more control over what they see by default. Your input helps us prioritize improvements, and we’ll be sure to share this with our product team.

Verified User in Financial Services

Enterprise (> 1000 emp.)

9/25/2025

"Sophisticated and intuitive software with excellent reporting capabilities"

5/5

What do you like best about Case IQ?

Case IQ has drastically improved our experience of logging data--especially when it comes to reports and reviewing trends. The amount of detail you can capture in cases is highly flexible and tailored to your specific use of the system, which has allowed us to monitor more precise information that our previous case management system just could not provide at a granular level. The setup and layout is user-friendly, and the interface is sleek and sophisticated. My experience as a user/occasional admin is that of a streamlined and efficient method of logging our case information quickly and efficiently. Review collected by and hosted on G2.com.

What do you dislike about Case IQ?

Given that there is so much data you can log and track, building out reports from Case IQ through YellowFin can be difficult. There is a significant learning curve to creating reports if you don't have a background in Power BI analytics. Review collected by and hosted on G2.com.

Response from Duong Tran of Case IQ

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We appreciate your thoughtful feedback and we're thrilled to hear that Case IQ has helped streamline your data logging and improved your ability to capture detailed, actionable information. Also, thank you for your note on Yellowfin reporting and the learning curve behind it —our team is always here to support users as they get up to speed.

Stephanie H.

1/23/2026

"Streamlined Case Management, Exceptional Efficiency"

5/5

What do you like best about Case IQ?

I like the ability of Case IQ to move everything from spreadsheets into one place. It really helps us track statistics and write grants for funding our programs. It's great that our case managers can quickly access information without digging through physical files. Also, setting it up has been amazing. Review collected by and hosted on G2.com.

What do you dislike about Case IQ?

No complaints Review collected by and hosted on G2.com.

Jason B.

Chief Ethics and Compliance Officer

Enterprise (> 1000 emp.)

10/10/2025

"Excellent Product, Good Value"

5/5

What do you like best about Case IQ?

It is a very intuitive product. It’s very easy to use and is very customizable. Review collected by and hosted on G2.com.

What do you dislike about Case IQ?

There are multiple levels to configure to get it how you want it. That could be streamlined. However, at least initially, their staff do that configuration so it’s easy. Review collected by and hosted on G2.com.

Response from Duong Tran of Case IQ

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Hi Jason, thank you for your feedback! We’re glad to hear you find Case IQ intuitive, easy to use, and customizable. We appreciate your note about configuration — we’ve shared it with our team, who are continuously working to make setup faster and simpler while maintaining flexibility. It’s great to know Case IQ is supporting your ethics and compliance program.

Ashley C.

1/23/2026

"Easy Legal Research with User-Friendly Case IQ"

4/5

What do you like best about Case IQ?

I like that Case IQ is easy to use and user-friendly. It allows for quick research. The initial setup was very easy, which added to the seamless experience. Review collected by and hosted on G2.com.

What do you dislike about Case IQ?

Too many emails. Review collected by and hosted on G2.com.

Response from Duong Tran of Case IQ

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Hi Ashley, thanks for your feedback. Happy to hear that Case IQ’s ease of use and smooth setup made a positive impact on your experience (especially when it comes to quick research). We also appreciate your note on email volume and will share it with our team as we continue refining notification settings. Thanks for being a valued user!

Ryan D.

Deputy Global Ombuds Leader

Enterprise (> 1000 emp.)

6/24/2025

"Strong platform offering with responsive customer service."

4.5/5

What do you like best about Case IQ?

The system is extremely configurable to the point that we didn't really have to change our processes much at all to find the new system.

We greatly value that the reporting tool is embedded in the same case management system.

We submit tickets with questions, feedback, and system issues and generally receive replies within 1 day and the solution in 2-3 days. Review collected by and hosted on G2.com.

What do you dislike about Case IQ?

There needs to be more Yellowfin (reporting) training. YF should also be enabled sooner in the implementation timeline so we can see how configuration decisions will impact reporting. Review collected by and hosted on G2.com.

Response from Duong Tran of Case IQ

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Thank you for the great feedback! We're glad to hear Case IQ's flexibility has allowed you to maintain your existing processes and that the built-in reporting is adding value. We also appreciate your recognition of our support team - quick, helpful responses are a top priority for us!