--- title: Case IQ Reviews meta_title: 'Case IQ Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 117 reviews by the users' company size, role or industry to find out how Case IQ works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 117 scale: '5' date_modified: '2026-08-13' parent_category: name: HR url: https://www.g2.com/categories/hr --- # 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:** 117 ## 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, enhancing case tracking and simplifying the investigation process. (27 reviews) - Users value the **security and customization features** of Case IQ, enhancing confidence in managing employee relations cases. (14 reviews) - Users appreciate the **easy implementation** of Case IQ, leading to a seamless setup and user-friendly experience. (11 reviews) - Users value Case IQ for its **engaging features** , offering intuitive automation and a comprehensive knowledge base. (11 reviews) - Users value the **reportability feature** of Case IQ, enhancing their confidence in managing employee relations cases. (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** , struggling with navigation and experiencing difficulties in setup and functionality. (9 reviews) - Users find Case IQ's **complexity** overwhelming, noting its unintuitive interface and challenging setup processes hinder usability. (6 reviews) - Users find the **learning curve steep** with Case IQ, as the analytics tools can be overwhelming for newcomers. (6 reviews) - Users find the **complex navigation** of Case IQ overwhelming and difficult to use, hindering their overall experience. (5 reviews) - Users face **data management issues** with Case IQ, finding it challenging to organize and retrieve important documents effectively. (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. 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. ### 2. 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. ### 3. 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. ### 4. Great Search and Responsive Support, but Needs Case/File Deletion Options **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2026 **What do you like best about Case IQ?** The search function and the addition of workplace specific filters has improved workflow, especially when looking up cases. Whenever there was an issue with the system, creating a ticket for assistance was simple. The support team is responsive and helpful. **What do you dislike about Case IQ?** It is currently impossible to remove or delete cases that were created on accident. A minor issue, certainly, but it does impact the veracity and validity of our weekly and yearly reporting. My suggestion would be to implement a feature which allows the users to delete files or documents that were uploaded to the wrong case file. **What problems is Case IQ solving and how is that benefiting you?** We struggled with data capture and case management, but now we can streamline the process and manage cases far more easily. **Official Response from Duong Tran:** > Hello, thank you for taking the time to leave us a review. We appreciate your feedback, especially regarding the search enhancements, workplace filters, and the responsive support team, which have improved your workflow and streamlined case management. Your thoughtful insights on case and document deletion capabilities—suggestions like these help shape future improvements to the platform! ### 5. 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. ### 6. 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. ### 7. A wide variety of tools to easily retrieve our data **Rating:** 4.0/5.0 stars **Reviewed by:** Marie-Lou V. | Intervenante, Enterprise (> 1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Case IQ?** I love the variety of tools offered, which helps to easily find our data. **What do you dislike about Case IQ?** Data extraction could be easier and more accurate **What problems is Case IQ solving and how is that benefiting you?** Centralize service requests, documents, files, tracking. Find links between files. This helps us to be more efficient. **Official Response from Duong Tran:** > Hi Marie-Lou, we appreciate your feedback and glad to hear that Case IQ is helping your team centralize service requests, documents, and tracking to improve efficiency and uncover connections between data, and we appreciate your input on data extraction as we continue enhancing reporting accuracy and ease of use. ### 8. 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. ### 9. 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. ### 10. 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 ### 11. 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. ### 12. 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. ### 13. 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! ### 14. 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. ### 15. 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! ### 16. 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. ### 17. 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. ### 18. 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! ### 19. 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. ### 20. 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. ### 21. A flexible and comprehensive case management software **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.) **Reviewed Date:** April 17, 2024 **What do you like best about Case IQ?** The collaborative features for our team, workflow customizations, and data analytics features of Case IQ are invaluable for our team. The representatives from Case IQ that worked with us to set up system and customize it for our team were incredibly knowledgeable and helpful. We now use Case IQ every day in our department. **What do you dislike about Case IQ?** For administrators of the system, some of the settings menus are unintuitive and have a steep learning curve. I hope that more options for integrating other products and external systems are implemeted, such as the ability to sync your Case IQ meetings with your Outlook calendar. **What problems is Case IQ solving and how is that benefiting you?** Case IQ securely manages our database of incident case reports and data. We use Case IQ to manage collaboration in the complex, interdepartmental process of managing a case from open to close and to generate reports on our data. Case IQ has improved the efficiency, security, and standardization of our case management process. **Official Response from Peter van Hezewyk:** > We're thrilled to hear that you find our collaborative features, easy workflow configurations, and data analytics invaluable for your team. We're also glad to hear that our representatives were knowledgeable and helpful in setting up and customizing Case IQ for your department. We understand the importance of integrating with other products and external systems, and we are implementing new capabilities to help with integrations. Thank you for sharing your positive experience! ### 22. product rating **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) **Reviewed Date:** May 02, 2024 **What do you like best about Case IQ?** Create your own customized work flow. Follow the progress on a case Upload all the working papers in one place **What do you dislike about Case IQ?** Working papers must be uploaded one by one. It doesn't in improvement of report writing **What problems is Case IQ solving and how is that benefiting you?** All cases are allocated on the same platform. One does not need to look for documents or reports; they are available in the case form. **Official Response from Peter van Hezewyk:** > It's great to hear that Case IQ is solving the problem of having all cases and documents in one accessible platform for you. We're happy to provide this benefit to our users. We will definitely take your feedback into consideration for future improvements. ### 23. Great product with responsive customer service **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** September 19, 2022 **What do you like best about Case IQ?** We use i-Sight to manage all types of safety incidents that happen at all of our clinic sites. It is flexible, comprehensive, intuitive and easy to manage. I like the ability to add all types of files and keep up with notes as the case is investigated. Our account reps have always been fantastic! Friendly, knowledgeable and attentive. Great company. **What do you dislike about Case IQ?** The version of i-Sight we are using doesn't have the most user-friendly reporting mechanism but we know that is because we haven't upgraded in a while. It works fine for what we need right now. **What problems is Case IQ solving and how is that benefiting you?** It allows easy access for our employees to report safety incidents, clinical or otherwise. The system allows us to stay on top of what is happening on the floor. **Official Response from Peter van Hezewyk:** > Thank you for your positive feedback! We are thrilled to hear that Case IQ has been a valuable tool for managing safety incidents at your clinic sites. We appreciate your kind words about our account reps and are glad they have been helpful to you. If you have any questions or need assistance with upgrading, please feel free to reach out to our account team. We are here to help and ensure that Case IQ continues to meet your needs. Thank you for choosing our product! ### 24. I-Sight has been great for our business! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** February 08, 2022 **What do you like best about Case IQ?** The work of an HR Professional can be vast and varied. Utilizing the I-Sight system helped our team gain consistency in how we handle situations by establishing a consistent work flow and allowed us to track and trend the various investigations, projects or assignments. The creation of the I-sight system was easy to do and highly customizable to meet our business needs! **What do you dislike about Case IQ?** The Yellow Fin reporting tool is not as user-friendly as hoped. The support team has been helpful to assist me when needed, and they have been receptive to the feedback. **What problems is Case IQ solving and how is that benefiting you?** I-Sight has allowed HR to show the value of our work each day. The tracking and trending of this data allows HR to provide strategic advice back to the business on success and opportunities. **Official Response from Duong Tran:** > Case IQ is designed to make managing HR workflows and tracking cases easier, and it’s good to hear it’s hitting the mark for your team. The support team is always ready to help with Yellowfin reporting when needed. It’s rewarding to see the platform help HR showcase their impact and provide actionable advice to the business. ### 25. professional approach to the development of your new application, durable and top quality! **Rating:** 4.0/5.0 stars **Reviewed by:** Yannick D. | coordinator social workers, Enterprise (> 1000 emp.) **Reviewed Date:** December 01, 2021 **What do you like best about Case IQ?** They take the time to study your questions and needs together, plan them in the application as well as possible, and fine-tune them where necessary. Always open to dialogue to satisfy the customer, also good after-sales service. **What do you dislike about Case IQ?** I can't really name anything that was unpleasant, when something didn't work out they always looked for a solution. **Recommendations to others considering Case IQ:** They take the necessary time to deliver a quality product tailored to the customer. Top service **What problems is Case IQ solving and how is that benefiting you?** Our wish was to have a simplified administration, saving time to invest in other necessary things. The extensive possibilities in terms of reporting also enable us to gain insight into the existence of certain situations more quickly. ### 26. Easy to Use Platform **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2021 **What do you like best about Case IQ?** iSight Case Management is easy to use and navigate for any level employee or supervisor. The system allows for organization-specific information, which can be tailored to specific needs and tracking information. Support and guidance on how to set up and use the system has been provided throughout the process, and it is easy to get all your questions answered in a timely manner. **What do you dislike about Case IQ?** Our organization has had multiple support/account managers during our implementation process, which has delayed our implementation process and iSight's response times. However, our recent account manager, Yasin Rahman, has been very supportive and responsive to our organizations' needs and has followed up in a timely manner with all of our requests. Our organizations' experience has been very positive since Yasin was assigned to our organization. **What problems is Case IQ solving and how is that benefiting you?** Incident reporting submission, tracking, and reporting. ### 27. The application is good , but need some improvements **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consumer Electronics | Mid-Market (51-1000 emp.) **Reviewed Date:** November 24, 2021 **What do you like best about Case IQ?** that you could create multiple charts, and analysis **What do you dislike about Case IQ?** that you could not work with different parameters is the same file, need to create different files to have all the information **Recommendations to others considering Case IQ:** Is a very good tool to do charts, reporting and trends **What problems is Case IQ solving and how is that benefiting you?** trends, and information by-products and families ### 28. i-Sight review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Entertainment | Enterprise (> 1000 emp.) **Reviewed Date:** November 30, 2021 **What do you like best about Case IQ?** The tool itself is easy to use and highly customizable. The i-Sight team has been accommodating and responsive. **What do you dislike about Case IQ?** The training we received from i-Sight for the Yellowfin reporting tool was inadequate, considering its complexity. Our team spent a considerable amount of time researching/studying the tool on our own after going live with iSight. **What problems is Case IQ solving and how is that benefiting you?** We have utilized the To-Do functionality to solve several internal audit and task assignment issues we had before i-Sight. ### 29. Well Organized and Suitable for my purposes **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Security and Investigations | Small-Business (50 or fewer emp.) **Reviewed Date:** October 01, 2019 **What do you like best about Case IQ?** I appreciate the ease of locating the cases we need by either date, case assignment, current, non current, substantiated or non substantiated. **What do you dislike about Case IQ?** I don't like that when I organize the setting to view certain cases I can't go back to it. I would have to record the query again to access the information I originally needed. **Recommendations to others considering Case IQ:** I think i-Sight can conform to whatever services you need. I can access numerous cases, determine ratios, and search pretty much any query needed to assure my work is being done. My dislikes are I cannot keep a query open, If I try to search for example, current cases, unaasigned as of today's date, I can absoluetly do that. How ever when I click on a specific case under the under the query: current cases, unaasigned as of today's date and I decide to edit that case under that query and save, I can not press the back button or there isnt a return to query button to get me back to current cases, unaasigned as of today's date or any other specified date, because it goes back to the default search scree. So I would have re enter the query to see the current cases. **What problems is Case IQ solving and how is that benefiting you?** For my current job, I am using I-sight to track sexual and non sexual allegations with in a specific organization. I have realized that I can archive old cases and I can track the cases by any query. ### 30. I-Sight provides a great platform and are always responsive **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Enterprise (> 1000 emp.) **Reviewed Date:** February 20, 2020 **What do you like best about Case IQ?** I like the people I work with at i-Sight **What do you dislike about Case IQ?** I would prefer more one on one communication vs, strictly via their ticketing system. **Recommendations to others considering Case IQ:** Better Reporting interface. I would like to use Tableau instead of YellowFin. **What problems is Case IQ solving and how is that benefiting you?** i-Sight provides the solutions platform for our internal Ombuds concern reporting system. Going with a SaaS provider like i-Sight has reduce infrastructure and support complexity ### 31. Safety Incident Tracking **Rating:** 4.0/5.0 stars **Reviewed by:** Lance N. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 27, 2020 **What do you like best about Case IQ?** The system was easy to set up, learn, and use. **What do you dislike about Case IQ?** Reporting could be more robust and with simple pre-canned reports. **What problems is Case IQ solving and how is that benefiting you?** Much better way to collect incident information and trend data. This enables our organization to craft smarter risk management strategies. ### 32. Getting i-Sight off the Ground **Rating:** 3.5/5.0 stars **Reviewed by:** Kyle W. | Equal Opportunity Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** February 04, 2019 **What do you like best about Case IQ?** Ability to assign, manage, link cases and track data from initiation to termination. Also, beginning to understand reporting and how i-Sight can export data **What do you dislike about Case IQ?** UI/GUI, reliability -- too many difficulties with users abilities to access the program; limited assistance that I can provide as an administrator. **What problems is Case IQ solving and how is that benefiting you?** i-Sight is a great management and tracking tool, and has helped us manage case assignments while serving as a backup to our paper files. I was brought in after its initial rollout in our department, and have been trying to make the most use of it in my time here. There have been hiccups regarding user logins and permissions, but the technical team has been responsive and helpful. I look forward to learning more about how to best use i-Sight here, and what services and abilities there may be for us to grow. ### 33. Great product and great support **Rating:** 4.0/5.0 stars **Reviewed by:** David P. | Sr. Compliance Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 01, 2019 **What do you like best about Case IQ?** I like that it is very functional for tracking investigations and it is web-based so all of my employees are able to communicate using this forum. **What do you dislike about Case IQ?** I wish that it was more customizable and the dashboards were more user friendly. I wish that I could customize the dashboard using our company's or industry's specific jargon. **Recommendations to others considering Case IQ:** I would say that make sure that you understand the system and the functionality well prior to implementation as there are many little nuances that come up during the design process and if you do not understand completely then the system may not function as you were expecting. **What problems is Case IQ solving and how is that benefiting you?** Due to lack of resources, I have not been able to get into and using in all of our markets, however, this was implemented to make sure that we had a consistent way to track and record our investigations. We have not seen many benefits as of yet. ### 34. Ideal for small enterprise new to metrics **Rating:** 3.5/5.0 stars **Reviewed by:** Sandra H. | Human Resources Director (Employee Relations), Human Resources, Enterprise (> 1000 emp.) **Reviewed Date:** January 28, 2019 **What do you like best about Case IQ?** Simple tool for organizations expanding their reach in analytics. The team (while small) is attentive to changes and modifications needed along the way. **What do you dislike about Case IQ?** The implementation could be a little smoother- I have implemented many large scale products and if I did not have the experience to ask the questions I have.. I'm not sure of the outcomes. **What problems is Case IQ solving and how is that benefiting you?** Better tracking of employee relations and leave benefits. No longer need to remember a universal investigation format- we now have system based- continuity with nuances that are important to our cases. ### 35. First year in use **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.) **Reviewed Date:** January 25, 2019 **What do you like best about Case IQ?** It is fairly easy to customize. Easy to add fields or tags to the system. Also the system is easy to use in most aspects, The ease of adding cases allows for reduced work time and the ability to store letter templates in the system helps greatly. The reporting feature is very robust (although see below). **What do you dislike about Case IQ?** Yellowfin is an amazing reporting tool that is difficult to use. More training videos on Yellowfin would be helpful. I wish emails coming from i-sight could be masked to look like the email address of the user sending it so it comes from the institution email and not an i-sight email. The search function could be expanded. **What problems is Case IQ solving and how is that benefiting you?** Harassment and discrimination investigations. ### 36. Purchase and Implementation of i-Sight. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** January 28, 2019 **What do you like best about Case IQ?** Solution is very user friendly. Customer control over minor customization if very useful. **What do you dislike about Case IQ?** Can't edit uploaded files in the solution itself. You need to download them, then edit and re-upload. **What problems is Case IQ solving and how is that benefiting you?** Fraud case management is required for our business. Increased user efficiency and better document management. ### 37. It is a very useful software but can be made more user friendly **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in International Affairs | Small-Business (50 or fewer emp.) **Reviewed Date:** November 30, 2017 **What do you like best about Case IQ?** It is a very detailed software with multiple features and very secure **What do you dislike about Case IQ?** Not so user friendly. Some things require extra effort **What problems is Case IQ solving and how is that benefiting you?** I am using i-sight to maintain case file. It provides good storage space and is secure. ## 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?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+14%3A14%3A41+-0500&secure%5Bsession_id%5D=16ef287d-3cdd-42d3-a3a0-61a85dac042d&secure%5Btoken%5D=d254f24aca5d59fcc2ceb73afb09de1ca3fec99166a2c5cd2964e1ba2becae8f&format=llm_user) ## Case IQ Integrations - [Aurion](https://www.g2.com/products/aurion-aurion/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Oracle Database](https://www.g2.com/products/oracle-database/reviews) - [PelicanCorp](https://www.g2.com/products/pelicancorp/reviews) - [Skyward Student Information System](https://www.g2.com/products/skyward-student-information-system/reviews) - [Workday HCM](https://www.g2.com/products/workday-hcm/reviews) ## Case IQ Features **Additional Functionality** - Incident Management - Real-Time Monitoring - Evidence Management - Risk Alerts - Reporting & Statistics - Third-Party Integrations - Workflow Management - Risk Analysis - Sarbanes-Oxley Compliance - Single Sign On - Compliance Management - Policy Management - Real-Time Reporting - Audit Trail - Assessment Management - HIPAA Compliant - Operational Risk Management - Document Storage - Enterprise Risk Management - Data Visualization - Configurable Workflow - Vendor Management - IT Risk Management - User Management - Issue Management - Internal Controls Management - AI Copilot - Environmental Compliance - Customizable Reports - Data Import/Export - Risk Management - API - Document Management - Risk Assessment - Activity Dashboard - Task Management - Audit Management - Generative AI - Governance - Corrective and Preventive Actions (CAPA) - Alerts/Notifications - FDA Compliance - Secure Data Storage - Approval Process Control - Version Control **API** - API **Reporting & Statistics** - Reporting & Statistics **AI Copilot** - AI Copilot **Customizable Forms** - Customizable Forms **Third-Party Integrations** - Third-Party Integrations **Contact Management** - Contact Management **Workflow Management** - Workflow Management **Customizable Reports** - Customizable Reports **Activity Dashboard** - Activity Dashboard **Alerts/Notifications** - Alerts/Notifications **Data Import/Export** - Data Import/Export **Compliance Management** - Compliance Management **Document Management** - Document Management **Reminders** - Reminders **Mobile Access** - Mobile Access **Generative AI** - Generative AI **Case Management** - Case Management **Access Controls/Permissions** - Access Controls/Permissions **Data Visualization** - Data Visualization **Task Management** - Task Management **Configurable Workflow** - Configurable Workflow **Secure Data Storage** - Secure Data Storage **Audit Management** - Audit Management **Audit Trail** - Audit Trail **Search/Filter** - Search/Filter **Status Tracking** - Status Tracking **Evidence Management** - Evidence Management **Case Notes** - Case Notes **Multi-Location** - Multi-Location **Incident Management** - Incident Management **Inspection Management** - Inspection Management **Intake Management** - Intake Management **Corrective and Preventive Actions (CAPA)** - Corrective and Preventive Actions (CAPA) **Single Sign On** - Single Sign On **Risk Assessment** - Risk Assessment **Records Management** - Records Management **Subject Profiles** - Subject Profiles **Built-In Database** - Built-In Database **Data Management** - Data Management **eDiscovery** - eDiscovery **Platform Basics** - Interoperability - Performance **Case Management** - Intake - Assignment - Escalation **Usability** - All-Employee Access - Supporting Documents - Two-Way Communication - Multi-Channel Communication **Platform Basics** - Reporting - Secure - Performance - Incident Reporting **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 - Social Media 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 - Compliance Management - Communication Management - Feedback Management - Forms Management - Incident Management - Policy Management - Workflow Management - Training Management - Data Storage Management - Audit Management - Real-Time Notifications **Employee Experience** - Policy - Multi-channel - Cross-platform **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Agentic AI - Investigation Management** - Cross-system Integration - Proactive Assistance **Additional Functionality** - Social Media Integration - Survey/Poll Management - Live Chat - Real-Time Reporting - Support Ticket Tracking - Knowledge Base Management - Customer Complaint Tracking - Real-Time Notifications - Case Management - API - Collaboration Tools - Customizable Templates - AI Copilot - Data Import/Export - Interaction Tracking - Service Level Agreement (SLA) Management - Audit Trail - Issue Management - Real-Time Updates - Corrective and Preventive Actions (CAPA) - Access Controls/Permissions - Self Service Portal - Multi-Channel Management - Third-Party Integrations - Canned Responses - Email Management - Customizable Forms - Surveys & Feedback - Activity Dashboard - Prioritization - Routing - Support Ticket Management - Widgets - Chat/Messaging - Alerts/Escalation - Activity Tracking - SSL Security - Workflow Management - Quality Assurance - Feedback Management - Issue Tracking - Customizable Branding - Tagging - Customer Service Analytics - Assignment Management - Email Templates - Customizable Reports - Reporting/Analytics - Reporting & Statistics - Forms Management **Generative AI** - AI Text Summarization - Generative AI **Generative AI** - AI Text Summarization **Generative AI** - AI Text Summarization **Additional Functionality** - Pulse Surveys - Multi-Language - Data Import/Export - Data Capture and Transfer - Categorization/Grouping - Risk Analysis - Chat/Messaging - AI Copilot - Web Forms - Multimedia Support - Single Sign On - Customizable Forms - Monitoring - Alerts/Escalation - Anonymous Feedback - API - Real-Time Chat - Mobile Access - Reporting & Statistics - Audit Trail - Risk Assessment - Reporting/Analytics - FDA Compliance - Customizable Branding - Surveys & Feedback - Third-Party Integrations - Automated Routing - Configurable Workflow - Customizable Questions - Sarbanes-Oxley Compliance - Archiving & Retention - Real-Time Monitoring - Access Controls/Permissions - Two-Factor Authentication - Customizable Reports - Workflow Automation ## Top Case IQ Alternatives - [HR Acuity](https://www.g2.com/products/hr-acuity/reviews) - 4.6/5.0 (186 reviews) - [ServiceNow HR Service Delivery](https://www.g2.com/products/servicenow-hr-service-delivery/reviews) - 4.3/5.0 (367 reviews) - [Relativity](https://www.g2.com/products/relativity/reviews) - 4.5/5.0 (642 reviews)