# Case IQ Reviews **Vendor:** Case IQ **Category:** [HR Case Management Software](https://www.g2.com/categories/hr-case-management) **Average Rating:** 4.5/5.0 **Total Reviews:** 108 ## About Case IQ As compliance, risk, and regulatory requirements grow more complex, organizations need purpose-built solutions to address and manage them effectively. Case IQ offers a comprehensive suite of AI-powered compliance and risk management solutions designed to support HR, fraud, ethics, and compliance teams. Case IQ's solutions enable organizations to capture and detect incidents, manage investigations, and proactively prevent and remediate risk—all from a single, trusted vendor. Its suite of solutions includes: • AI-powered case management • 24/7 whistleblower hotline • AI-powered compliance monitoring • Approvals and disclosures software • Third-party risk management platform Trusted by global organizations, including Fortune 500 companies, Case IQ is built to be configurable, scalable, and adaptable across a wide range of regulatory environments, unique use cases, and internal policies. As a leader in AI for investigations, Case IQ offers an AI-powered case management solution, designed to support thorough, timely, and fair investigations across the full case lifecycle. Central to this is Clairia, the AI assistant purpose-built for investigations, which delivers contextual insights, recommendations, and guidance to help teams work more efficiently while maintaining oversight and accountability. With built-in Playbooks, organizations can tailor how AI is applied to align with internal processes, policies, and governance standards, supporting responsible and consistent AI adoption. Configurable workflows, automation, reporting dashboards, and collaboration tools further enhance efficiency, visibility, and coordination across stakeholders, while enterprise-grade security ensures sensitive data is protected. Supporting case management is a 24/7/365 live-answer whistleblower hotline that empowers employees to report concerns securely and anonymously in over 100 languages. Every report is captured in real time and routed directly into the case management system, helping organizations respond faster and strengthen oversight. Beyond investigations and whistleblowing, Case IQ helps organizations proactively prevent risk through AI-powered compliance monitoring. Using AI and machine learning, the solution detects and identifies suspicious transactions related to bribery, corruption, and fraud, allowing compliance teams to take action before they escalate. To further strengthen compliance programs, Case IQ offers an approvals and disclosures solution that centralizes and automates conflict-of-interest workflows including gifts, hospitality, donations, etc. With configurable and automated workflows, built-in risk logic, real-time analytics, and full audit trails, organizations gain greater visibility and control, enabling faster, more consistent decision-making. Additionally, Case IQ's third-party management solution allows organizations to manage external risk across the full lifecycle of vendor relationships. By automating onboarding, due diligence, ongoing monitoring, and screening within a single system, teams can reduce manual effort, improve oversight, and maintain consistent risk governance across all third parties. ## Case IQ Pros & Cons **What users like:** - Users value the **ease of use** of Case IQ, appreciating its customizable features and centralized case management. (27 reviews) - Users value the **secure and user-friendly case management** of Case IQ, enhancing confidence in handling employee relations. (14 reviews) - Users appreciate the **easy implementation** of Case IQ, ensuring a seamless setup and efficient communication. (11 reviews) - Users value the **comprehensive and intuitive features** of Case IQ, enhancing productivity and ease of use. (11 reviews) - Users value the **reporting features** of Case IQ, enhancing their experience in managing employee relations effectively. (11 reviews) - Easy Setup (10 reviews) - Implementation Ease (10 reviews) - Users benefit from the **exceptional customer support** of Case IQ, ensuring a smooth experience and effective problem resolution. (9 reviews) - Users value the **customization options** of CaseIQ, allowing for tailored solutions to meet their specific requirements. (9 reviews) - Data Management (9 reviews) **What users dislike:** - Users find the **interface not user-friendly** , making navigation and initial setup quite challenging and overwhelming. (9 reviews) - Users find the **complexity** of Case IQ's interface and setup to be a major hindrance to productivity. (6 reviews) - Users find the **learning curve steep** for new customers, indicating a need for better training and early exposure to Yellowfin. (6 reviews) - Users find **complex navigation** in Case IQ challenging, making the interface difficult and overwhelming to use. (5 reviews) - Users struggle with **data management issues** , finding it hard to organize files and create comprehensive reports. (5 reviews) - Users find the **inadequate reporting** capabilities of Case IQ frustrating, hindering efficiency and usability. (5 reviews) - Limited Features (5 reviews) - Users consistently face **slow performance** in Case IQ, with delays in loading and navigating the system. (5 reviews) - Complex Setup (4 reviews) - Difficult Reporting (4 reviews) ## Case IQ Reviews ### 1. Exceptional Support and Flexible Functionality **Rating:** 5.0/5.0 stars **Reviewed by:** Laura G. | Supervisor Quality and Insights, Small-Business (50 or fewer emp.) **Reviewed Date:** August 22, 2024 **What do you like best about Case IQ?** I appreciate Case IQ for providing a smooth and seamless way to conduct quality investigations. The reporting functions are valuable because they give us visibility into issues and trends, allowing us to continuously improve. I like the functionality and ease of use, and the support team is amazing. They are innovative and respond positively to new ideas. I can adjust workflows, add or remove fields easily, and the support team is always there to help as the business evolves. **What do you dislike about Case IQ?** Some of the reporting filtering is challenging at times but we make it work. It would also be nice if there was a way to make mass changes from a list view of cases. There are times where a lot of cases need to have a correction and it would be nice to not have to go in to each individual case. **What problems is Case IQ solving and how is that benefiting you?** I use Case IQ for quality investigations and reporting, which gives us visibility into issues and trends, ensuring continuous improvement. The flexibility to change setups and supportive team enhances its functionality, making our adaptation to business changes seamless. **Official Response from Peter van Hezewyk:** > We appreciate your positive feedback on our system, especially around its ease of use and reporting capabilities. We apologize for the challenges you faced during the upgrade process; we have implemented critical changes to that process, with an aim to complete the upgrade swiftly and with high customer satisfaction. We appreciate your feedback! ### 2. Case Management Made Easy, with Great UX, Customizable and Helpful Support **Rating:** 5.0/5.0 stars **Reviewed by:** Ava G. | Safeguarding & Compliance Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2026 **What do you like best about Case IQ?** I love that CaseIQ helps us seamlessly manage our cases across 4 different users who are using it everyday. The UX design is really straight-forward for our board members who also have access to a few cases. We do not have any integrations we use with CaseIQ. The support team is also quite helpful. I had a great experience working with Reda when we had to merge a bunch of our data. She made me feel really confident in her team and what they were doing. I also really like the history options on the case files so you can review the history of the case, who was looking at it, who worked on it, who opened files. My team also uses the to-do feature everyday to remind ourselves to check up on a case, or that something was due. We also use the reporting feature quite a bit, it helps us review what cases may be sitting and need action taken on them and we can provide specific data-points to senior leadership when needed. The database is also really great and handling big files and being able to search them for specific words or sentences. I also like that Profiles ahve URLs in them so we can easily access a players profile on our registration platform without having to search them up again. My team uses this product every day 8-hours a day, and we definately get our money worth. I do not know how we could manage cases without it and the customizability of it makes it so we can do what we need for our organization. **What do you dislike about Case IQ?** One of my dislikes of CaseIQ, and biggest dislike, is the search bar at the top. If I go and search a case number, for example 2026-0234, it will pull up every 0234 case from previous years, random files, etc. before I see 10 cases down in the search bar the case # I am looking for. I end up going to a profile, searching the profile and finding the linked case from there. I think the search bar needs better compatibility. It's quite annoying and it wastes a lot of my time especially when I am searching and working on mulitple cases at once. My team also struggles with development and developer timelines. We have requested a seemingly easy change in our customer facing report form, to make static fields movable, and we have been told timelines like Q4 of 2025 that were never met and the change has still not been put on the roadmap. While I have worked in product development before and understand that timelines and products change, it is frustrating to be told something different every time and never get a true timeline and if we do get a timeline it is never met and never followed up on. The last thing I dislike about CaseIQ, which I am sure is a security reason, is that it makes me re-log in if I have CaseIQ open in multiple tabs. Which I usually have 5-10 tabs open at a time with CaseIQ in all of them. I underttand this as a security concern but it's sometimes frustrating. **What problems is Case IQ solving and how is that benefiting you?** Without CaseIQ we would not be able to efficiently manage our case load. We have other areas of where we store case info (Box files, Outlook emails) but CaseIQ is the one stop shop for anything you need to know in a case. It's nice that everyone on our team can look at any case, who worked on it, where the case is at, etc. Before CaseIQ we were managing cases in email folders and a physical filing cabinet. Now we rely on CaseIQ for all our case management needs. I also love that we were able to set up profiles for panel members who review our cases, and that we can have the settings so they only review the cases they need to review. Same goes for our third-party investigator who has his own profile and can work on a case out of CaseIQ and then we don't have to email confidential files over to him because they are all in the case in CaseIQ. I love how we can easily see the timeline of cases, all the files, the actions we took all in one place and it's easy to read and understand. **Official Response from Duong Tran:** > Thank you so much for the thoughtful feedback and kind words about both the platform and our support team — we’ll be sure to share this with Reda as well. We're also glad to hear Case IQ has become such an important part of your team’s daily workflow, and we truly appreciate your candid feedback around search, timelines, and login experience. Insights like this help us continue improving, and we’re grateful for your partnership and support. ### 3. Case IQ Brings Structure, Visibility, and Data-Driven Insights to Employee Relations **Rating:** 5.0/5.0 stars **Reviewed by:** Jose G. | HR Analytics & Insights Leader, Enterprise (> 1000 emp.) **Reviewed Date:** April 29, 2026 **What do you like best about Case IQ?** Case IQ has provided us a centralized platform for managing employee relations cases, which is one of its strongest advantages. Having all cases—grievances, investigations, and corrective actions—in one place improves organization, reduces reliance on manual tracking, and ensures nothing falls through the cracks. This level of visibility allows our team to quickly understand case status, ownership, and history without having to piece together information from multiple sources. Another key benefit is the ability to track cases from intake through resolution in a structured and consistent way. The system supports standardized data entry through configurable fields and categories, which helps ensure that information is captured uniformly across users. This not only improves day-to-day case management but also strengthens auditability by maintaining a clear record of actions, updates, and outcomes over time. Case IQ also adds value through its reporting capabilities. By capturing structured data, the platform enables teams to analyze trends in case volume, types, and outcomes. This creates opportunities to move beyond reactive case handling and toward more proactive workforce insights, helping identify patterns and areas that may require attention at an organizational level. Overall, Case IQ helps bring structure, consistency, and visibility to employee relations work. It supports compliance efforts, improves process standardization, and provides a foundation for more data-driven decision-making within the HR and Employee/Labor Relations function. **What do you dislike about Case IQ?** Case IQ has been a strong solution for our team, though there are opportunities to enhance reporting flexibility. At times, more advanced or customized reporting requires additional effort to fully meet our needs. Overall, the system is easy to use, but a few enhancements to configuration and navigation could make it even more intuitive and efficient for users. **What problems is Case IQ solving and how is that benefiting you?** Case IQ helps us centralize and manage employee relations cases in one place, improving organization and visibility across our team. It allows us to track cases from intake through resolution in a structured and consistent way, which strengthens documentation and auditability. As a result, Case IQ is helping reduce our reliance on manual tracking, improved consistency in how cases are handled, and gained better insight into trends. This supports more informed decision-making and helps ensure we are meeting compliance and reporting needs effectively. **Official Response from Duong Tran:** > Hi Jose, thanks for taking the time to leave us a thoughtful feedback. We’re pleased Case IQ is helping strengthen structure, consistency, and visibility across your employee relations processes while improving reporting and reducing manual effort. We also appreciate your input on reporting flexibility and usability enhancements, which are top of mind for us as we continue to refine the platform. Thank you for your trust and partnership. ### 4. Seamless Data Sync, Time-Saving Document Generation, and Outstanding Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Enterprise (> 1000 emp.) **Reviewed Date:** April 29, 2026 **What do you like best about Case IQ?** Its a easy to navigate/understand system and for those parts that aren't so simple, the support team are so helpful and quick to respond as well as the main contact is really knowledgeable and always willing to take the time/add in extra meetings to work through anything needed. It pulls in and reads data from our other systems seamlessly and frequently to ensure the data is always up to date in the system for users. The knowledge portal and AI support directs you in the path of any specific information you can search via this area. The system itself can be manipulated in a way that works for several different sectors of our organisation and performs in different ways to cater to each teams individual requirements. The document generation abd auto population saves our staff so much time with the requirements of our roles, keeping all this data in one secure place is helpful for audit trails **What do you dislike about Case IQ?** I am quiet a new user to the system from an admin perspective and I am yet to find anything notable that i dislike, if there have been any parts I dislike its been due to my lack of education which very quickly gets cleared up with the support and knowledge the team at CaseIQ provide **What problems is Case IQ solving and how is that benefiting you?** In my short time as admin they have solved many problems for me, from the support of obtaining new users, providing pricing to get this approved on our end and be ready to get new users in the system, from post maste email issues, to email merge issues. Most "problems" have been solved in a way of resolving minor system issues or providing the information I need to support my organisation to use the system in the most efficient way, otherwise anything addition in the solving stage is more an education support piece and no major issues have arisen to be solved, just helping me to navigate the system in the best way and tidy up the minor email backlogs and email errors **Official Response from Duong Tran:** > We really appreciate you taking the time to share such detailed feedback. It’s great to hear that the platform’s flexibility, integrations, automation, and centralized data management are helping support teams across your organization in meaningful ways. We’re especially happy to hear that our support team has been able to make your transition into the admin role smoother through responsive guidance and hands-on support. Thank you again for your trust in Case IQ — we’re proud to be part of your team’s success. ### 5. Streamlined Case Management with Guided Prompts **Rating:** 5.0/5.0 stars **Reviewed by:** Brent D. | Investigator, Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Case IQ?** I really like the step-by-step instructions and how the system prompts you at different stages in the investigation when using Case IQ. I find it great that it stores pictures and files to a case number, which is quite helpful for keeping everything organized. The initial setup was very easy because it prompts you on your next steps by not letting you move forward until that step is completed. **What do you dislike about Case IQ?** I don't like the limit of the size of the files or videos. When we receive a video for evidence from a complainant, most of the time the video is too large to be able to attach it to a case on Case IQ. **What problems is Case IQ solving and how is that benefiting you?** I use Case IQ to track complaints, maintain a chronological file for reference and evidence, and store pictures and files by case number. It provides step-by-step instructions and prompts during investigations. **Official Response from Duong Tran:** > Hi Brent, thanks for the detailed feedback! It’s great to see that the structured guidance and prompts are helping keep your investigations organized and on track. Also, happy to hear that storing files and images within each case is adding value to your workflow. We’ve noted your feedback on video evidence file size limits and will share it with our product team. Appreciate you sharing your experience. ### 6. Streamlined Investigation and Compliance Management with AI Insights **Rating:** 4.0/5.0 stars **Reviewed by:** Yasodha E. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 27, 2026 **What do you like best about Case IQ?** I use Case IQ to manage investigations, track cases, and handle compliance reporting all in one place. I really like its AI-powered system, which captures incidents and proactively detects compliance and risk issues. It automatically collects, categorizes, and prioritizes reports, reducing manual effort, speeding up response times, and helping organize to catch risks and compliance issues earlier. **What do you dislike about Case IQ?** Could be tough to learn by new users, setup and customization can be tough. **What problems is Case IQ solving and how is that benefiting you?** I use Case IQ to manage investigations, track cases, and handle compliance reporting. It centralizes tracking, evidence, and reporting, reducing manual effort and improving efficiency. The AI-powered system detects compliance and risk issues proactively, speeding up response times and organizing risks better. **Official Response from Duong Tran:** > Thank you for sharing your experience! We're happy to hear that Case IQ is helping you manage investigations, streamline reporting, and proactively identify risk through AI. As AI continues to evolve, we’re focused on staying at the forefront to deliver more intelligent, reliable, and investigation/compliance-ready AI capabilities that help teams move faster and make better decisions. Also, thanks for the feedback on onboarding and customization—this is something top of mind for us, and we’ll be taking a closer look at how we can make the platform more intuitive and easier for new users to get started. ### 7. Great database for Investigations management and great customer support! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2026 **What do you like best about Case IQ?** Customer support is fantastic! The implementation was relatively easy for a lot of data. We use the database on a daily basis; the transition has gone much smoother than I anticipated. We also love most of the reporting features. We rolled the database out in stages; the integration could not have gone better thanks to the tremendous help from Mirian, Ankit and others at CaseIQ. It is a very intuitive, easy to use database. **What do you dislike about Case IQ?** The reporting in yellow fin could be more robust. For example, it would be nice to have more options for dynamic date ranges. Case IQ could also potentially expand the range of number of fields that can be used on a form. **What problems is Case IQ solving and how is that benefiting you?** It's making our data more secure and that allows us to sleep better at night. It helps us grant access to others who need access in a secure fashion. For example, our data is used world-wide, and we are able to grant limited access to each area giving them access to data pertaining to their specific area. In other words, they do not have to call our company's headquarters to retrieve the data anymore. **Official Response from Duong Tran:** > Thanks so much for the thoughtful review! We’re glad to hear the implementation went smoothly and that Case IQ is helping your team work more securely and efficiently. We’ll be sure to share your kind words with Mirian, Ankit, and the rest of the team. We also appreciate your feedback on reporting and form flexibility. The input is very helpful as we continue to improve. Thanks again for being a valued partner! ### 8. Effective for Investigations, but AI is Taking Over **Rating:** 4.0/5.0 stars **Reviewed by:** Sarah H. **Reviewed Date:** January 23, 2026 **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. **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. **What problems is Case IQ solving and how is that benefiting you?** I use Case IQ for employee investigations. It helps keep us on a timeline, remember important steps, and provides canned interview forms and useful metrics. **Official Response from Duong Tran:** > 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. ### 9. Streamlined Anonymous Reporting with Fast Setup **Rating:** 4.5/5.0 stars **Reviewed by:** Ashley N. **Reviewed Date:** January 23, 2026 **What do you like best about Case IQ?** I love that Case IQ has the ability for us to communicate with anonymous submissions. It allows us to gather more information and provides a resource and portal for us to organize and see analytics on the cases that come through. The initial setup was very easy, and they were quick to communicate with us and provide the information needed. It required little work on our part to set up the site, and they communicated any changes needed promptly. **What do you dislike about Case IQ?** I wish the file by proxy setting had the ability to not have approval and assignment settings. We would like to use that more in a capacity for our investigators to use as an internal case management portal for cases outside ethics concerns, and we have not found a way around the assignment and approval settings. **What problems is Case IQ solving and how is that benefiting you?** Case IQ lets employees submit anonymous concerns company-wide, helping HR investigate. It improves communication with anonymous submissions and provides analytics and organization for cases. **Official Response from Duong Tran:** > Hi Ashley, thanks for the great feedback. Happy to hear we have made it easier for your team to communicate with anonymous reporters, organize case data, and access meaningful analytics (all with a smooth setup). We'll definitely share your feedback around the file by proxy setting with our product team as we continue improving flexibility and use case support. Thanks again for your partnership! ### 10. Efficient Case Management Software, But Setup is Tough **Rating:** 3.5/5.0 stars **Reviewed by:** Issabella A. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Case IQ?** I appreciate how Case IQ makes our process efficient. I find the view tab particularly beneficial as it makes my caseload visible. It allows me to customize and organize my case view for easier visibility of my cases. **What do you dislike about Case IQ?** Updates to the system have effects on the case system. Updates to newer versions affect reports and certain aspects of customized forms. It was not an easy process during set up; it was a rigorous process due to the requirements of our team and certain limitations. System errors occur too often. **What problems is Case IQ solving and how is that benefiting you?** I use Case IQ to manage our case load and processes. The view tab helps customize and organize my case view, making my caseload more visible. **Official Response from Duong Tran:** > Hi Issabella, thank you for taking the time to share such thoughtful feedback and for highlighting the value of the View tab in improving visibility into your caseload. Insights into how teams use customization features are incredibly valuable and help guide our ongoing improvements. We appreciate your openness about the challenges with updates, setup, and system reliability. While the platform’s flexibility can add complexity, it’s also what enables it to be tailored to your needs. Our team would be happy to connect and help address these concerns. ### 11. Customizable Case Tracking That Fits Our Needs **Rating:** 4.0/5.0 stars **Reviewed by:** Angela R. | Lead, Labour & Employee Relations, Mid-Market (51-1000 emp.) **Reviewed Date:** January 22, 2026 **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. **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. **What problems is Case IQ solving and how is that benefiting you?** It helps me pull data for reporting all in one place and gives a clear overview of what’s assigned across the team. **Official Response from Duong Tran:** > 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. ### 12. Case IQ has been a game-changer for our Employee Relations team. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** August 28, 2025 **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. **What do you dislike about Case IQ?** I don't have any dislikes about Case IQ. **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. **Official Response from Duong Tran:** > 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. ### 13. Top Notch Solution for Case Management **Rating:** 5.0/5.0 stars **Reviewed by:** Lucas H. | Compliance Director, Enterprise (> 1000 emp.) **Reviewed Date:** September 25, 2025 **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. **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. **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. **Official Response from Duong Tran:** > 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. ### 14. Strong Self-Service Software for Case Management **Rating:** 4.0/5.0 stars **Reviewed by:** Diana J. | Risk Associate, Enterprise (> 1000 emp.) **Reviewed Date:** September 23, 2025 **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. **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. **What problems is Case IQ solving and how is that benefiting you?** We use it for our Product Integrity Council cases. Any high priority issues that come in, we track them all in CaseIQ. We also document all meeting notes in the application. We use it to send automated reports to case owners and feed our automated dashboards related to this data. **Official Response from Duong Tran:** > 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. ### 15. Highly Customisable for Operational Needs **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Enterprise (> 1000 emp.) **Reviewed Date:** April 23, 2026 **What do you like best about Case IQ?** Product is customisable for oprational needs. **What do you dislike about Case IQ?** The user experience can be improved by making the interface more intuitive, reducing unnecessary steps, and presenting information in a clearer and more user-friendly manner. A more modern and streamlined interface would not only improve productivity, but also reduce the risk of user error, particularly in matters involving sensitive investigations, complex case histories, and time-critical reporting obligations. **What problems is Case IQ solving and how is that benefiting you?** CaseIQ is able to integrate with localised information such as employee data, thus improving work performance. **Official Response from Duong Tran:** > We appreciate you taking the time to share your feedback. It’s great to hear that Case IQ’s integration with localized employee data is helping improve your team’s performance and workflows. We also agree on the importance of a more intuitive experience and are actively working to streamline usability, reduce unnecessary steps, and present information more clearly. ### 16. Great Customization and Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.) **Reviewed Date:** October 13, 2025 **What do you like best about Case IQ?** Customizable to our needs, excellent tracking and reporting features. Now that we have been using CaseIQ for several months, I am impressed with how easy the system is to use for new investigators. As a System Admin, I have done in house training and most the those trained are able to quickly navigate the system and complete their reporting requirements without any additional help from me. Customer service is some of the best I have experienced over a long career of using these types of programs. **What do you dislike about Case IQ?** Need to be able to organize files in folders. **What problems is Case IQ solving and how is that benefiting you?** Ease of report entry, data tracking **Official Response from Duong Tran:** > Thanks for your feedback! We’re glad Case IQ’s customization and reporting features are working well for you, and we appreciate your suggestion on improving file organization — our team is exploring ways to make that even easier. ### 17. Highly Recommend **Rating:** 5.0/5.0 stars **Reviewed by:** Becky F. | Human Resources Manager, Enterprise (> 1000 emp.) **Reviewed Date:** January 23, 2025 **What do you like best about Case IQ?** The customer service. Ankit is extremely helpful, always professional and very knowledgeable of the system. **What do you dislike about Case IQ?** I don't have any downsides at this time. The system meets our needs. **What problems is Case IQ solving and how is that benefiting you?** AI - helps with summaries of investigation. This is used for unemployment claims. **Official Response from Duong Tran:** > Thank you for your positive feedback! Very glad to hear that Case IQ is meeting your needs and helping you manage and track concerns effectively. ### 18. User-Friendly and Easy to Customize **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Entertainment | Enterprise (> 1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Case IQ?** It's user friendly and easy to customize **What do you dislike about Case IQ?** I wish creating a form didn't require the use of "knowning" what tags to use. **What problems is Case IQ solving and how is that benefiting you?** It’s easy to track all of our investigations in one place, and to run reports that help us stay ahead of emerging patterns within our organization. **Official Response from Duong Tran:** > We’re glad to hear that Case IQ is user-friendly, easy to customize, and helping you keep investigations organized while surfacing important trends. We also appreciate your input on form creation and understand that working with tags can feel less intuitive, and we’re always looking for ways to make this more streamlined. Your feedback is incredibly valuable as we continue to improve—thanks for sharing your thoughts! ### 19. Efficient Case Tracking with Easy Setup **Rating:** 4.0/5.0 stars **Reviewed by:** Stephanie T. **Reviewed Date:** February 03, 2026 **What do you like best about Case IQ?** I like using Case IQ for tracking stats and data as well as storing records. I appreciate the ability to filter by year and sort cases by investigator, which helps me with tracking data, ensuring no case is missed. I also find it helpful that I can filter by subject. Additionally, the initial setup of Case IQ was easy. **What do you dislike about Case IQ?** The fields are limited sometimes depending on the version you pay for. **What problems is Case IQ solving and how is that benefiting you?** I use Case IQ for tracking stats and data, storing records, and ensuring no case is missed with filtering by year and sorting by investigator. **Official Response from Duong Tran:** > Hi Stephanie, thanks for taking the time to share your feedback with us. We're glad to hear that Case IQ makes it easier to track data, sort cases by investigator, and store records efficiently. We appreciate your sentiments around field limitations, and we'll be sure to pass that feedback along to our product team as we continue to improve. Thanks again for your continued support ### 20. Difficult Navigation, Limited Support, But Secure **Rating:** 1.0/5.0 stars **Reviewed by:** Victoria E. **Reviewed Date:** February 11, 2026 **What do you like best about Case IQ?** I find Case IQ secure, and it's designed for use, which adds a level of confidence while managing employee relations cases. Its reportability feature is also something I value. **What do you dislike about Case IQ?** The interface is not user-friendly and very hard to navigate; it's not intuitive at all. Getting help with site design or functionality is very difficult. Service sucks. The initial setup of Case IQ was not very easy. **What problems is Case IQ solving and how is that benefiting you?** I use Case IQ for managing employee relations cases and it provides a centralized repository for tracking and sorting details like parties and concerns. **Official Response from Duong Tran:** > Hi Victoria, thank you for taking the time to leave us a review. We’re glad to hear that you value Case IQ’s security, reporting capabilities, and centralized case management (it's exactly what we aim to deliver for employee relations teams). We're sorry to hear about the interface, navigation and set up experience didn't meet expectations. Ease of use and responsive support are priorities for us, and your comments help highlight where we need to improve. We appreciate you taking the time to share your experience. ### 21. Tailored to Our Needs, with Easy Access and Helpful AI Summaries **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Individual & Family Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2026 **What do you like best about Case IQ?** I love that the platform can be tailored to my companies needs and that everything is easily accessed from one place. The AI feature also makes it very easy to get a summary of employee's work. **What do you dislike about Case IQ?** Tech help took over a week which was hard **What problems is Case IQ solving and how is that benefiting you?** We use case IQ to track customer concerns and complaints. This allows for an easy streamlined way of tracking information. **Official Response from Duong Tran:** > Thank you for your feedback! We’re especially glad to hear you’re finding value in our AI capabilities. Clairia, our AI assistant, is designed to make every step of an investigation more efficient by delivering relevant, context-driven insights. We’re continuously investing in AI innovation to enhance these capabilities while keeping the experience flexible and tailored to your needs. ### 22. Highly Customizable Platform with Plenty of Options **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Public Safety | Mid-Market (51-1000 emp.) **Reviewed Date:** April 04, 2026 **What do you like best about Case IQ?** The amount of customization options available. **What do you dislike about Case IQ?** The platform sometime loads cases very slowly. Cannot view certain file types in preview, have to download them first. **What problems is Case IQ solving and how is that benefiting you?** Case IQ is helping us manage our complaints and investigations functions. It benefits us by providing an easy-to-use platform that makes case management much more effective than what we had before. **Official Response from Duong Tran:** > Thank you for your thoughtful feedback. We’re pleased to hear that the platform’s customization options and ease of use are helping streamline your complaint and investigation processes. We also recognize the importance of fast load times and seamless file previews. Our team continues to invest in performance improvements and expanded file compatibility to make working within cases as efficient as possible. Your feedback plays an important role in shaping these enhancements, and we appreciate you sharing your experience. ### 23. Sophisticated and intuitive software with excellent reporting capabilities **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** September 25, 2025 **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. **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. **What problems is Case IQ solving and how is that benefiting you?** Case IQ allows us to capture complaint and investigation data in one centralized database. Previously, we had limited capabilities to log and monitor root cause analysis, but with switching to Case IQ, we are now able to monitor any potential issues much more effectively. **Official Response from Duong Tran:** > 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. ### 24. Highly Configurable Platform Backed by Excellent Customer Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** April 10, 2026 **What do you like best about Case IQ?** Case IQ is a highly configurable platform that can meet the needs of multiple departments and functions. Their customer support is excellent. **What do you dislike about Case IQ?** Their reporting function, YellowFin, is not very user friendly. **What problems is Case IQ solving and how is that benefiting you?** We have bi-weekly meetings with a CaseIQ representative who is able to guide our stakeholders through system configurations and enhancements as needed. **Official Response from Duong Tran:** > Thanks so much for the great feedback—we love hearing this! It’s especially great to know the platform is working across teams and that our regular check-ins are helping you fine-tune things along the way. We also appreciate the callout on reporting. It’s an important area for us, and we’re continuing to improve the experience there. Thanks again for being such a great partner ### 25. Streamlined Case Management, Exceptional Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie H. **Reviewed Date:** January 23, 2026 **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. **What do you dislike about Case IQ?** No complaints **What problems is Case IQ solving and how is that benefiting you?** Case IQ makes us more efficient by allowing digital note-taking and report pulling, simplifying our workload with document storage. It centralizes data from spreadsheets, aids in grant writing, and enables quick access to case information. **Official Response from Duong Tran:** > Hi Stephanie, we really appreciate your kind words and thrilled to hear how Case IQ is helping your team move beyond spreadsheets and simplify your day-to-day work. It’s especially meaningful to know that centralized data and quick access to information are supporting not just efficiency, but also your ability to secure funding through grant writing. We appreciate your partnership and love seeing how Case IQ is helping power your mission! ### 26. User-Friendly and Effective Compliance Management **Rating:** 4.5/5.0 stars **Reviewed by:** Begüm . **Reviewed Date:** February 02, 2026 **What do you like best about Case IQ?** I like the user-friendly setup of Case IQ, which makes it easy to get started. I also appreciate the idea of a compliance hub and the questionnaires for each type of conflict of interest. These features help manage disclosures efficiently and assist compliance officers in handling cases properly. **What do you dislike about Case IQ?** I wish we could have some rough idea about pricing in the very first meeting. **What problems is Case IQ solving and how is that benefiting you?** I use Case IQ for employee conflict disclosures and case management, facilitating proper management by compliance officers. **Official Response from Duong Tran:** > We really appreciate you taking the time to leave such helpful feedback. It’s great to hear that Case IQ’s compliance tools and conflict disclosure questionnaires are making a difference for your team. Feedback like yours helps us improve, and your point about pricing transparency is something we’ll take back to the team. Thanks for choosing Case IQ - we’re glad to support your work. ### 27. Easy to Use with a Great External Reporting Site **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Warehousing | Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2026 **What do you like best about Case IQ?** Ease of use. Like the external reporting site **What do you dislike about Case IQ?** Don't get many updates on older version. **What problems is Case IQ solving and how is that benefiting you?** Dont have to use a spreadsheet, also the use of reporting is great **Official Response from Duong Tran:** > Thanks for the feedback—we’re glad the ease of use and external reporting are working well for you and helping you move away from spreadsheets, and we appreciate the note on updates for older versions as we continue to improve. ### 28. Workflows and Organizational Features We Love **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Government Administration | Mid-Market (51-1000 emp.) **Reviewed Date:** March 31, 2026 **What do you like best about Case IQ?** The workflows and organizational features. Ease of use with entering information. **What do you dislike about Case IQ?** Lack of a gallery feature for external photos. **What problems is Case IQ solving and how is that benefiting you?** Time management and information management. It keeps us organized and ensures we are able to action cases in a timely manner. **Official Response from Duong Tran:** > Thank you for taking the time to leave us a review. It’s great to know Case IQ is supporting your time and information management, enabling you to take action on cases promptly. We also appreciate your note on the gallery feature for external photos. This feedback is very valuable, and we’ll be sure to forward it with our product team as we continue to enhance our solutions. Thanks again for taking the time to share your experience! ### 29. Great Customization Options, Still Room to Grow **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** April 02, 2026 **What do you like best about Case IQ?** I like the customization options throughout the workflow and reporting functions. **What do you dislike about Case IQ?** The speed of the program and the interface itself. **What problems is Case IQ solving and how is that benefiting you?** CaseIQ helps us organize complaints and investigations adequately, and offers custom reporting tools for tracking KPIs and progress. **Official Response from Duong Tran:** > Thank you for leaving us a review! It’s encouraging to hear that the customization options across workflows and reporting are supporting your processes. Feedback that Case IQ is helping organize complaints and track KPIs speaks directly to the outcomes we aim to deliver. We also recognize the importance of speed and a smooth interface experience. Partnering with you to better understand these challenges would help us continue improving our solution. ### 30. Excellent Product, Good Value **Rating:** 5.0/5.0 stars **Reviewed by:** Jason B. | Chief Ethics and Compliance Officer, Enterprise (> 1000 emp.) **Reviewed Date:** October 10, 2025 **What do you like best about Case IQ?** It is a very intuitive product. It’s very easy to use and is very customizable. **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. **What problems is Case IQ solving and how is that benefiting you?** We needed a more customer focused ethics and compliance helpline and case management system. Case IQ provides a great product and good service. **Official Response from Duong Tran:** > 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. ### 31. Easy Legal Research with User-Friendly Case IQ **Rating:** 4.0/5.0 stars **Reviewed by:** Ashley C. **Reviewed Date:** January 23, 2026 **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. **What do you dislike about Case IQ?** Too many emails. **What problems is Case IQ solving and how is that benefiting you?** I use Case IQ for legal research, and it's easy to use and user friendly, making quick research a breeze. **Official Response from Duong Tran:** > 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! ### 32. Strong platform offering with responsive customer service. **Rating:** 4.5/5.0 stars **Reviewed by:** Ryan D. | Deputy Global Ombuds Leader, Enterprise (> 1000 emp.) **Reviewed Date:** June 24, 2025 **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. **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. **What problems is Case IQ solving and how is that benefiting you?** Tracking compliance and employee relations investigations in one, centralized system that allows us to configure the fields, workflow, automations, user roles, etc. to fit our changing needs. **Official Response from Duong Tran:** > 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! ### 33. Case IQ for excellent case management **Rating:** 4.0/5.0 stars **Reviewed by:** Pam S. | Manager, Strategic Initiatives, Enterprise (> 1000 emp.) **Reviewed Date:** September 23, 2025 **What do you like best about Case IQ?** The customization capability and the streamline processes it provides for case management of academic integrity and other aspects in higher education administration. I was engaged in the customization and implementation of the platform in my role as Student Affairs Manager in one of the largest Faculties at York University. **What do you dislike about Case IQ?** Considering the complexity of academic policies and procedures, more flexibility in the platform for making it user-friendly in terms of how many steps or clicks we do to get one step done, would help. **What problems is Case IQ solving and how is that benefiting you?** Using the platform for academic integrity cases, helping to keep the process transparent, student-friendly, compliant and efficient. **Official Response from Duong Tran:** > Hi Pam, we’re so pleased to hear Case IQ is helping you keep academic integrity processes transparent, student-friendly, and efficient. Your feedback on streamlining steps is incredibly valuable, and our team is focused on making the platform even smoother for higher-ed workflows. ### 34. Love using CASE IQ - all documentation in one place! **Rating:** 4.5/5.0 stars **Reviewed by:** ZACHARY B. | Principal, Mid-Market (51-1000 emp.) **Reviewed Date:** September 23, 2025 **What do you like best about Case IQ?** I love that we are eliminating paper copies, but allowing staff to submit documentation all in one workflow, one system, and creating a standard approach for what we need! **What do you dislike about Case IQ?** Nothing yet! This is a great 21st century tool for our company! **What problems is Case IQ solving and how is that benefiting you?** Getting documents all in one place for our expulsion process. **Official Response from Duong Tran:** > Hi Zachary, it’s wonderful to see Case IQ replacing paper and bringing everything into one clear workflow. Thanks for sharing your enthusiasm - we’re excited to keep making the platform even easier for your team. ### 35. Integrity Counts: User-Friendly and Works Well **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** February 09, 2026 **What do you like best about Case IQ?** Integrity Counts works well. User friendly. **What do you dislike about Case IQ?** Timeliness of informing me of upcoming fee increases. **What problems is Case IQ solving and how is that benefiting you?** Whistleblower Program support. **Official Response from Duong Tran:** > Thanks for the feedback! Great to hear our solution is working well for your team and that you’ve found it user-friendly. We also appreciate your sentiment on fee communications - that’s something we’ll take back internally as we continue improving the customer experience. Thanks again for trusting Case IQ to support your whistleblower program. ### 36. Great Accessibility, But Too Many Clicks **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.) **Reviewed Date:** February 09, 2026 **What do you like best about Case IQ?** accessibility, easy to manage once you know what your doing **What do you dislike about Case IQ?** so many clicks, so much info in different areas **What problems is Case IQ solving and how is that benefiting you?** our case management system, easier to use easy to navigate, a variety of reporting habits and tricks **Official Response from Duong Tran:** > We appreciate the honest feedback and glad to hear that Case IQ feels accessible and easy to manage once you’re familiar with it. Also, thank you for sharing your note about the number of clicks and scattered information. This type of feedback is helpful as we continue to refine the user experience. Thanks again for taking the time to leave a review ### 37. Very optimistic start after thorough and transparent sales process **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Automotive | Enterprise (> 1000 emp.) **Reviewed Date:** June 24, 2025 **What do you like best about Case IQ?** Since we are only at the beginning of our journey with Case IQ, this is focused on the process leading up to implementation rather than the process itself. Case IQ showed thoroughness and transparency in coming to a balanced and workable agreement and seems honestly eager to preempt any subsequent irritations or disappointment. Very approachable, attentive, and friendly team. **What do you dislike about Case IQ?** At this point, we have not identified any specific downsides. Whereas it is only natural that not all initial expectations or standard processes can be accomodated, Case IQ showed honest interest in reaching equitable compromises. **What problems is Case IQ solving and how is that benefiting you?** We expect Case IQ to ensure efficiency in a complex international, multi-brand group setup. **Official Response from Duong Tran:** > Thank you for sharing your early experience with Case IQ! We're so glad our team’s transparency, attention to detail, and collaborative approach stood out. It’s important to us that every partnership starts on a strong, thoughtful foundation, and we’re excited to continue supporting you as you move into implementation. ### 38. Captures all your investigative info in one spot **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Enterprise (> 1000 emp.) **Reviewed Date:** August 04, 2025 **What do you like best about Case IQ?** Being able to access all the investigative documents in one spot, regardless of who the primary investigator is. No more chasing down a team member, or losing important evidence after someone leaves the company. **What do you dislike about Case IQ?** Downside is retrieving documents if needed later on for escalated cases. I still haven't figured out an easy way to download several documents, emails, file notes at one time. **What problems is Case IQ solving and how is that benefiting you?** Case IQ provides structure in the management of employee relations issues and complaints. **Official Response from Duong Tran:** > It’s great to hear Case IQ is helping you keep all investigative documents organized and accessible, no matter who’s handling the case. Thank you for taking the time to share your feedback on retrieving multiple files. This insight will help us look for ways to enhance our solution so it's even smoother for busy teams like yours. ### 39. Best Value in the Industry **Rating:** 5.0/5.0 stars **Reviewed by:** Patrick R. | Associate General Counsel and Compliance Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2025 **What do you like best about Case IQ?** It is an entry level system that provides outstanding value for the service it provides. It is easy to install and easy to use. Their customer support is unmatched. **What do you dislike about Case IQ?** This is an entry level system, which means that it doesn't have all the bells and whistles of some of the larger players in the market, which is fine, as most of these are not necessary or needed. But it could use minor customizations which are not available. **What problems is Case IQ solving and how is that benefiting you?** It is our company hotline (anonymous disclosure mechanism) and compliance and HR complaint repository. **Official Response from Duong Tran:** > Hi Patrick, Thanks so much for taking the time to leave us a thoughtful review! We're really happy to hear that you find Case IQ easy to use and that our customer support has made a great impression. While Case IQ is designed to be simple and easy to get started with, it's also built to grow with your needs. We offer more advanced and highly-configurable solutions as well, which are trusted by large organizations around the world to handle complex and high-volume case work. If you ever want to learn more about what’s possible with Case IQ, feel free to reach out—we’re always here to help! ### 40. Loving my experience with CaseIQ **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle S. | Regional HR Rep, Enterprise (> 1000 emp.) **Reviewed Date:** January 24, 2025 **What do you like best about Case IQ?** I was able to eliminate all my other manual tracking and I now have everything in one central location. The system is very easy to navigate as a user. **What do you dislike about Case IQ?** Until we are communicating with our payroll system, everything is very manual still and slowing. The system can be a little overwhelming trying to navigate to where you need to be, lots of options. **What problems is Case IQ solving and how is that benefiting you?** Until now all HR tracking has been very manual and old school. Things would have to be pieced together from multiple locations in order to tell the whole story. Now everything is in one central location eliminating the need for all the manual tracking. In addition, there is more detail on each case so anyone reading a case detail would have the full picture. **Official Response from Duong Tran:** > Thank you for your feedback. We're happy to hear that CaseIQ has centralized your HR tracking and provided more detailed case information. We are actively working on enhancing the system's integration with payroll to streamline processes further. ### 41. Very responsive software! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.) **Reviewed Date:** September 23, 2025 **What do you like best about Case IQ?** Easy to navigate and learn. The learning curve is high but not difficult to learn once hands-on. **What do you dislike about Case IQ?** The Knowledge Base could be more updated with a few more articles. **What problems is Case IQ solving and how is that benefiting you?** It is helping us keep track of investigations and maintain good data on each. **Official Response from Duong Tran:** > We’re happy Case IQ is helping you track investigations efficiently. Your feedback on the Knowledge Base is noted, and we are committed to making it even more useful for our users. ### 42. Great Product **Rating:** 5.0/5.0 stars **Reviewed by:** Becky F. | Human Resources Manager, Enterprise (> 1000 emp.) **Reviewed Date:** June 24, 2025 **What do you like best about Case IQ?** Ease of use & ability to upload documents. **What do you dislike about Case IQ?** Cannot use the back button - takes you all the way back to cases and you have search the name again. **What problems is Case IQ solving and how is that benefiting you?** Everything in one location, easily searched. **Official Response from Duong Tran:** > Hi Becky, thanks so much for taking the time to share your thoughts. We're glad to hear that Case IQ’s ease of use and centralized document management are making your workflow more efficient. Having everything in one place and easily searchable is exactly what we aim for. Your note on the back button is noted and appreciated - it’s input like this that drives meaningful improvements. ### 43. Personalized Service **Rating:** 4.5/5.0 stars **Reviewed by:** Francesca L. | Director HR, Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2025 **What do you like best about Case IQ?** Case IQ was upfront and helpful from day one of our buildout and continuously throughout implementation. **What do you dislike about Case IQ?** The report builder, yellowfin is cumbersome but useful. CSU is helpful in co-building reports to give users and admins a chance to self learn. **What problems is Case IQ solving and how is that benefiting you?** Case management, integrated services **Official Response from Duong Tran:** > Hi Francesca, thank you for your feedback. We’re glad to hear our team was helpful throughout your buildout and implementation. Supporting customers with best practices is a top priority, and your input on the Yellowfin report builder is appreciated - it helps us improve and make the experience more intuitive. Many customers find the reporting features valuable for gaining insights and making informed decisions, and we’re glad you’re benefiting from that too. ### 44. Case IQ has increased our case organization exponentially. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Sports | Small-Business (50 or fewer emp.) **Reviewed Date:** December 27, 2024 **What do you like best about Case IQ?** Case IQ has allowed our department to shift from a traditional sharedBox folder with PDF files for each case, to an entire system with extended capabilties. We are able to track each case's phase, set reminders, allow access to investigative teams, and so much more. Rather than having to dig through a folder and piece together the details of a case, we are able to see so many facts and data points for each case at once. It is extremely helpful from a productivity view, and I am sure there are capabilities to the product that we aren't utilizing yet. Overall, the organization of our current caseload is phenomenal compared to the historical cases that our organization has yet to integrate into the Case IQ system. Additionally, we were assigned with a Customer Success Manager, Javiera, this year and that has been an extremely useful resource for our staff. We have felt an even more personal connection to Case IQ and have been able to expand our knowledge of the platform with Javi's help. She and the rest of the Case IQ team are super responsive to our requests and that has been a huge positive to our working relationship with Case IQ in this past year. She has helped us troublehsoot some small inefficiencies to increase productivity within the system as well. I cannot imagine how our department would operate without Case IQ at this point. **What do you dislike about Case IQ?** One downside to CaseIQ is that it can take a bit of trial and error to figure out all of the possibilities with editing the form. That is not as much my strongsuit, but I can get a little overwhelmed when I look in the settings of our form to make any adjustments. It is wonderful that there are so many options, but it can be overwhelming which is why our team appreciates the help from Javi. She is really great at listening to our concerns and walking us through the settings on our form so that we can complete the adjustments on our end in the future as well. We do find the Yellowfin reporting to be a bit hard to understand and manage. Our staff has had some sessions with Phuong Landry who has been extremely helpful in walking us through some of the capabilities within Yellowfin. That is one area that we have struggled to take full advantage of and is not as intuitive as the rest of the system, so we will be looking for more guidance on that in 2025. Lastly, we have had issues with the search bar at the top of the page not returning the correct cases, or even relevant cases at some points. We usually search by the last 4 digits of a case file number, for example for case 2024-0989, we would search "0989", but occasionally that will populate results that have nothing to do with that case, and sometimes don't even have any of the same digits in common. **What problems is Case IQ solving and how is that benefiting you?** Case IQ has allowed us to be much more efficient in tracking cases. We have also seen that we have done much more diligence on reported concerns because it allows us to keep all of the details of each matter organized and displayed. We are able to see more facts of each case without digging through the details, so we can see what options we have exhausted and are more alerted to potential inconsistencies in our process. We can also easily connect cases that have related allegations, organizations, respondents, etc. to keep track of repeat offenders or trends within certain areas. Case IQ solves our issues inherent in case management with a high case load. This year alone, we have had over 1000 cases created within our department which would be relatively impossible to manage without Case IQ. It allows us to stay much more organized on cases and do the required due diligence by enabling us to see all of the available options and previous actions within the case. As mentioned, without Case IQ, we would likely be using the box folders method. There would be no ability to easily track cases, see how many are open at once, give reminders or add informal notes, etc. I genuinely do not know how our department woud be capable of managing our caseload without Case IQ. I am sure there are plenty of additional features that we aren't yet taking advantage of, but at present it gives us exponentially more capabilities. We stay more organized and do more diligence, which allows us to avoid any mistakes that give risk of legal action, and allows us to properly carry out cases from intake to closure and fulfill our duties. **Official Response from Duong Tran:** > We are delighted to hear about the positive impact Case IQ has had on your department's case organization and productivity. Your feedback about the capabilities of the platform and the support from our Customer Success Manager, Javiera, is greatly appreciated. We understand your concerns about the complexity of editing forms and using Yellowfin reporting, and we will work on providing additional resources and assistance to improve the user experience. We apologize for the issues with the search bar and will investigate this to ensure a more reliable functionality. Thank you for sharing how Case IQ has benefited your team in efficiently tracking and managing cases. We are dedicated to continuously enhancing our platform to meet your needs and provide a seamless experience. ### 45. Safeguarding Manager Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Sports | Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2024 **What do you like best about Case IQ?** I love CaseIQ, my favorite part of CaseIQ is how many features there are to play around with. You can truly customize the platform for your specific needs and their support team is extremely helpful in helping you achieve what you need to get out of the system. **What do you dislike about Case IQ?** I don't have a lot of downsides to be honest. I would say my only downside is sometimes the search functinality is not perfect. I will search a case number, like 0588, and it will bring up a random case or a phone number with 588 in it first instead of the case #. **What problems is Case IQ solving and how is that benefiting you?** It helps keep everything in our case in one place, we have every type of case we get in there with different measures set for each one. I can easily see where the case is at a glance and I like that you can keep all your files, notes, etc. in one place. I also like that I can share/manage my team so they can only see specific cases. **Official Response from Duong Tran:** > Thank you for your feedback! We're glad to hear that CaseIQ is helping you keep everything in one place and manage your team effectively. We'll take note of your comment about the search functionality and work on improving it. ### 46. Overall postive experience **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Human Resources | Enterprise (> 1000 emp.) **Reviewed Date:** September 19, 2024 **What do you like best about Case IQ?** Has be flexible in customizing to our needs **What do you dislike about Case IQ?** Has had errors or issues with each upgrade. Slow response times. **What problems is Case IQ solving and how is that benefiting you?** Case IQ has served as our case management system for reasonable accommodation cases. It has greatly increased our ability to track and maintain date. **Official Response from Peter van Hezewyk:** > Thank you for sharing your positive experience with Case IQ, including the flexibility we provide to our customers to tailor the system to suit their unique needs. We are committed to addressing any errors or issues with upgrades and response times, and have implemented critical changes to our implementation and upgrade process, focusing on completing projects quickly with high customer satisfaction. Thanks again for your feedback! ### 47. Good Case Management System for Employee Relations **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Enterprise (> 1000 emp.) **Reviewed Date:** June 24, 2025 **What do you like best about Case IQ?** There is a spot for everything, and everything has a spot. **What do you dislike about Case IQ?** The layout is too compartmentalized. It doesn't flow easily. **What problems is Case IQ solving and how is that benefiting you?** Case IQ manages all of our employee relations and HR cases, along with our anonymous hotline concerns report for our organization. **Official Response from Duong Tran:** > Thanks for your feedback. We're happy to hear you find Case IQ organized and structured and it’s great to know everything has its place. That said, we understand that the layout can feel a little segmented at times. We're always striving to strike the right balance between organization and flow, and your input helps us get closer to that goal. ### 48. Improved User Interface **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Airlines/Aviation | Enterprise (> 1000 emp.) **Reviewed Date:** July 28, 2025 **What do you like best about Case IQ?** The improvements with the user interface are a big help. **What do you dislike about Case IQ?** We have logged our requests for improvement functionality with the support team. **What problems is Case IQ solving and how is that benefiting you?** It is logging and organizing sensitive matters in a way that helps us to complete investigations and track key information in one common location. The ability to generate reports based on the data is essential as well. **Official Response from Duong Tran:** > We’re happy the updated interface is making your experience better! Your feedback is invaluable as we continue to improve Case IQ, making it easier to manage investigations, track key information, and generate important reports. ### 49. Great software **Rating:** 5.0/5.0 stars **Reviewed by:** A K. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2024 **What do you like best about Case IQ?** Case IQ is easy to use and understand by all of our staff. The migration from the old i-Sight to the new Case IQ was great, and we all love the funcationality of the new software. The customer support team are all amazing from the migration team to all the other reps. We use Case IQ to keep track of Cases that go through Police Agencies in Alberta. The software lets us enter detailed cases, then run reports to populate different statistics and other pertinent information. the software daily with no issues at all. Highly recommend anyone looking for a great software to consider Case IQ. **What do you dislike about Case IQ?** There are no downsides to Case IQ....... **What problems is Case IQ solving and how is that benefiting you?** It's keeping track of all the cases that we have, keeping track of all the costs, assets, parties, etc. Before Case IQ we used Access to keep track of cases which did not work for us. Using Case IQ is much more efficient and gets us the correct data. **Official Response from Peter van Hezewyk:** > We're thrilled to hear that Case IQ has been easy to use and understand for your staff, and that the migration process went smoothly. We're also glad to hear that you find the functionality of the software helpful for tracking cases and generating reports. Thank you for recommending Case IQ! ### 50. Case IQ is a powerful, robust tool **Rating:** 4.5/5.0 stars **Reviewed by:** Jeff R. | Manager - Business Analysts, Ethics, Enterprise (> 1000 emp.) **Reviewed Date:** April 18, 2024 **What do you like best about Case IQ?** Case IQ is a robust software solution. The tool allows us to quickly get insight into our compliance activities and ensure that our case resolutions are equitable and fair. Our ability to configure the tool and build powerful, automated reports is incredibly helpful to both decision-makers and daily users. **What do you dislike about Case IQ?** The one difficulty we face is user adoption and learning curve. But in our case, this is a function of our own customization requests. The tool allows such powerful customizations that it enabled us to race ahead, on our configuration timetable, well past our training and user implementation timetable. We are now working to identify what customizations are value-adding and what customizations should be rolled back, at least temporarily. **What problems is Case IQ solving and how is that benefiting you?** Case IQ helps us document and manage the high volume of risks we encounter from the behavior of our direct sales associates. We use the tool to manage workflow and ensure consistency between enforcement decisions. **Official Response from Duong Tran:** > Hi Jeff, we're thrilled to hear that Case IQ is providing you with powerful insights and helping to ensure equitable case resolutions. We're also glad to hear you're taking full advantage of Case IQ's configurability- it can grow with you and your organization as your needs change over time. ## Case IQ Discussions - [How do you capture "complaint reasons" for specific complaint cases?](https://www.g2.com/discussions/how-do-you-capture-complaint-reasons-for-specific-complaint-cases) - 3 comments, 1 upvote - [What is I Sight application?](https://www.g2.com/discussions/what-is-i-sight-application) - 1 comment - [View Case IQ pricing details and edition comparison](https://www.g2.com/products/case-iq/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+03%3A56%3A36+-0500&secure%5Bsession_id%5D=efbc9166-1173-4c99-94bf-7e2f9dd8beb6&secure%5Btoken%5D=2a0541bb84ec61e3d2dbe274fbe00444d0c1bc9d18e7660e8aeb46de431bb1b1&format=llm_user) ## Case IQ Integrations - [Aurion](https://www.g2.com/products/aurion-aurion/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Oracle Database](https://www.g2.com/products/oracle-database/reviews) - [PelicanCorp](https://www.g2.com/products/pelicancorp/reviews) - [Skyward Student Management Suite](https://www.g2.com/products/skyward-student-management-suite/reviews) - [UKG Pro](https://www.g2.com/products/ukg-pro/reviews) - [Workday HCM](https://www.g2.com/products/workday-hcm/reviews) ## Case IQ Features **Platform Basics** - Interoperability - Performance **Case Management** - Intake - Assignment - Escalation **Usability** - All-Employee Access - Supporting Documents - Two-Way Communication **Platform Basics** - Reporting - Secure - Performance **Investigation** - Separate Workflows - Anonymity - Documentation - Confidentiality **Platform Data** - Visualization - Platform Search - Alerts and Notifications **Analytics** - Monitoring - Metrics - Compliance **Reporting** - Priority Case Alerts - Trend Analysis - Performance Monitoring **Platform Additional Functionality** - Mobility - Telephone - Internal promotion **Access** - Integration - Assignment - Collaborative **Platform Content** - Automation - File Sharing - Content Library **Platform Data** - Dashboard - Alerts and Notifications - Case Management **Employee Experience** - Policy - Multi-channel - Cross-platform **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Investigation Management** - Cross-system Integration - Proactive Assistance **Generative AI** - AI Text Summarization **Generative AI** - AI Text Summarization **Generative AI** - AI Text Summarization ## Top Case IQ Alternatives - [HR Acuity](https://www.g2.com/products/hr-acuity/reviews) - 4.6/5.0 (172 reviews) - [ServiceNow HR Service Delivery](https://www.g2.com/products/servicenow-hr-service-delivery/reviews) - 4.3/5.0 (304 reviews) - [Relativity](https://www.g2.com/products/relativity/reviews) - 4.6/5.0 (624 reviews)