---
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: '2026-07-17'
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&#39;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&#39;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&#39;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. 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.

  ### 2. 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.

  ### 3. 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.

  ### 4. 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.

  ### 5. 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!

  ### 6. 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.

  ### 7. 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.

  ### 8. 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!

  ### 9. 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.

  ### 10. Best Case management software

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Media Production | Enterprise (> 1000 emp.)

**Reviewed Date:** April 29, 2025

**What do you like best about Case IQ?**

Simple, intuitive,smart automation and easy to use reporting tools.

**What do you dislike about Case IQ?**

Technical support and onboarding new users

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

Helping us manage the cases within the org

**Official Response from Duong Tran:**

> Thank you for the kind words. Happy to hear that the automation and reporting features are making a positive impact for you. We also appreciate your honesty around onboarding and support. At Case IQ, it's important to us that every user feels confident from day one, and your feedback helps us improve in the right areas.

  ### 11. Data powered employee relations and compliance product

**Rating:** 5.0/5.0 stars

**Reviewed by:** Susan K. | Head of People & Culture, Enterprise (> 1000 emp.)

**Reviewed Date:** April 17, 2024

**What do you like best about Case IQ?**

CaseIQ has powerful analytics  capability that allows organizations to identify organizational risks and ensure a first line of support for compliance and global ER issues.  System is completely configurable to current practices or industry best practices and allows flexibility to scale up in other areas as requried for your organization. System seems clean and easy to use and can ensure security roles and sharing of key pieces with outside stakholders e.g. legal as needed.

**What do you dislike about Case IQ?**

Would love plug and play configuration so less time in implementation to go live

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

Ensuring centralized and consistent methodology to report and track ER and compliance issues across the organization globally.  Allow capability for consistent reporting. Act as a repository for issues to centralize and secure employee issues.

**Official Response from Peter van Hezewyk:**

> Thank you for sharing your feedback on Case IQ! We're thrilled to hear that you appreciate our powerful analytics capabilities and the flexibility to configure the system to your organization's needs. We understand your desire for a plug-and-play configuration to streamline implementation, and we've taken this into account as we continue to enhance our process.

It's great to hear that Case IQ is helping you ensure centralized and consistent reporting of ER and compliance issues globally, as well as providing a secure repository for employee concerns. If you have any further suggestions or need assistance with anything else, please don't hesitate to reach out. We're here to support you every step of the way!

  ### 12. Learning a new system to replace old outdated systems.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Government Administration | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 12, 2024

**What do you like best about Case IQ?**

File share and the portal creating more accessibility for our users and reporters. Reporting software making data analysis more accessible.

**What do you dislike about Case IQ?**

Some of the customization can limit how quickly those areas can be updated.

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

Secure file share to parties w/ limited admin work. 
Efficiency when intaking a new file. 
One stop software vs. two softwares we had to use prior.

**Official Response from Duong Tran:**

> Thank you for sharing your positive experience with Case IQ's file share and portal accessibility. We understand your concerns about customization limitations and will take that into consideration for future improvements. It's great to hear that Case IQ is helping to simplify your processes and provide a one-stop solution for your needs.

  ### 13. 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!

  ### 14. Suitable for large investigations teams

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Aviation & Aerospace | Enterprise (> 1000 emp.)

**Reviewed Date:** August 23, 2024

**What do you like best about Case IQ?**

Many useful features.  Ability to interface with other data.

**What do you dislike about Case IQ?**

Some setups are cumbersome.  Sometimes there is a lag within the system.

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

Single repository, easy to find cases

**Official Response from Peter van Hezewyk:**

> We're glad to hear that you find Case IQ easy to use and suitable for large investigations teams. We understand that some setups can be cumbersome, and we have implemented critical changes to our implementation and upgrade process, with a focus on completing projects quickly with high customer satisfaction. Thank you for your feedback!

  ### 15. The software helps to accurately track reports and to respond in a timely manner

**Rating:** 5.0/5.0 stars

**Reviewed by:** Don P. | USA Hockey Safe Sport Program Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 31, 2024

**What do you like best about Case IQ?**

Great customer service by Alexandra.  She really takes the time out to work on me and my affiliate safe sport coordinators.  Most of these volunteers are over 60 years of age and are not tech savy.  she takes the time out to help

**What do you dislike about Case IQ?**

I enjoy the system and product with no issues.

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

We can do all of our investigations and keep crucial data in the CMS and have peace and mind that there isnt going to be any security breach

**Official Response from Peter van Hezewyk:**

> We appreciate your kind words about Alexandra and are pleased to hear that Case IQ is meeting your needs without any issues. Thank you for sharing your experience!

  ### 16. Excellent product and Customer Service by CaseIQ

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kristen S. | Director, Financial Crimes Risk Management, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 04, 2024

**What do you like best about Case IQ?**

Nimble product with automated solution and easy to use.

**What do you dislike about Case IQ?**

The inability to upload multiple documents at once.

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

One holistic repository for case management, case documentation and reporting.

**Official Response from Peter van Hezewyk:**

> Thank you for your feedback! We're pleased to hear that you find CaseIQ to be a nimble and user-friendly solution that effectiveness automates your workflow. We appreciate your input regarding the inability to upload multiple documents at once, and are excited to announce that it is actively on the product roadmap. It's fantastic to hear that CaseIQ is meeting your needs for a centralized place for case management, documentation, and reporting.

  ### 17. Consumer care management all in one place

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tony B. | Enterprise (> 1000 emp.)

**Reviewed Date:** April 17, 2024

**What do you like best about Case IQ?**

Case IQ is super intuative and have revolutionised our management of consumer feedback.  Great intuative BI to boot.

**What do you dislike about Case IQ?**

BI report can be extremely slow to load.

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

Calculations to help calculate cpnsumer complaint rates automatcally

**Official Response from Peter van Hezewyk:**

> We're glad to hear that Case IQ has revolutionized your management of consumer feedback and that you find the built-in BI tool, Yellowfin, intuitive. Thank you for your feedback.

  ### 18. 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.

  ### 19. Very User Friendly & Easy to Navigate

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Restaurants | Enterprise (> 1000 emp.)

**Reviewed Date:** April 19, 2024

**What do you like best about Case IQ?**

It's very user friendly and very easy to navigate.

**What do you dislike about Case IQ?**

It would be helpful if you can upload multuiple files at one time into each case.
The yellowfin reporting is a little complex to use, however it's a great tool as there is so much you can do with it.

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

We use this for all of our HR cases from hotline calls to emails and phone calls.

**Official Response from Peter van Hezewyk:**

> We're glad to hear that you find Case IQ user-friendly and easy to navigate, and that you're using it for all your HR cases. We appreciate your input regarding the inability to upload multiple documents at once, and are excited to announce that it is on the product roadmap! If we can help in any way, please reach out to your account team and they'd be happy to assist. Thanks again for your feedback!

  ### 20. We had a rock star of an implementation with our rep Carcia!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Julius B. | Enterprise (> 1000 emp.)

**Reviewed Date:** May 01, 2024

**What do you like best about Case IQ?**

Our support specialist is the absolute best!

**What do you dislike about Case IQ?**

I can't say that I have seen a downside.

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

Complaint and Grievence managment.

**Official Response from Peter van Hezewyk:**

> We're thrilled to hear that Carcia provided you with a rock star implementation experience! Our Customer Support specialists are dedicated to providing the best service possible. Really appreciate your feedback.

  ### 21. Case IQ has been such a helpful tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Education Management | Enterprise (> 1000 emp.)

**Reviewed Date:** April 17, 2024

**What do you like best about Case IQ?**

Being able to see my employee relations cases while also being to access my co workers cases as well.

**What do you dislike about Case IQ?**

sometimes the wait times to publish new changes take a while

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

Being able to see all cases in one place and being able to create reports.

**Official Response from Peter van Hezewyk:**

> We're happy to hear that Case IQ has been a helpful tool for you in managing employee relations cases and accessing co-workers' cases. We appreciate your feedback about the wait times for publishing changes and will take this into consideration for future improvements. It's great to know that Case IQ is solving problems for you by providing a centralized view of all cases and enabling report creation.

  ### 22. Case Management all in one place

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Transportation/Trucking/Railroad | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 04, 2022

**What do you like best about Case IQ?**

It is user-friendly, with everything you need all in one place.  My agency is pleased with the product and how it streamlines cases.  It has also opened up more time for other projects and tasks.

**What do you dislike about Case IQ?**

No dislikes at this point; all is working well.  If I had to dislike something, it would be the reporting with Yellowfin.  While the information you can get is phenomenal, it is hard to navigate.

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

Storing all files in one place and electronically saves paper, time and space.  We can report not just complaints but safety items, social media reviews, facility issues, and internal complaints.  I love that we can make cases confidential so only assigned personnel can see them.

**Official Response from Duong Tran:**

> Case IQ brings all case information together in one place, which seems to be helping your agency work more efficiently. The reporting through Yellowfin may take some getting used to, but the insights it provides are valuable. It’s clear that storing files electronically and keeping cases confidential is making a real impact.

  ### 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 a game changer for our team.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Eric O. | Director of Compliance Audits, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 18, 2022

**What do you like best about Case IQ?**

The i-Sight tool is very easy to use.  The i-Sight development team has been fantastic to work with, from the initial launch to some great enhancements and customizations, we have been able to improve our workflow and accountability.

**What do you dislike about Case IQ?**

there are no dislikes for me. Some of our users feel like some of the documentation steps are cumbersome but from a manager's perspective, the steps were needed to create a well-documented case file.

**Recommendations to others considering Case IQ:**

i-Sight is a great tool to keep you organized. the ability to customize the application to meet your needs is a major plus.

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

Complete and organized documentation was the biggest problem we were looking to solve. With the customizable workflows and the reporting tool, we have been able to more quickly identify areas that need to be improved and train our staff.

**Official Response from Duong Tran:**

> It’s great to hear Case IQ is keeping your team’s documentation complete and organized. We’re happy the customizable tools are helping you improve processes and train staff more effectively!

  ### 25. Amazing product and customer service!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Government Administration | Enterprise (> 1000 emp.)

**Reviewed Date:** June 06, 2022

**What do you like best about Case IQ?**

The i-Sight platform is very easy to use and helps us stay organized with case files.  Customer service is also fantastic.  Everyone from Account Managers, the Development team, and the Implementation Manager have been friendly and responsive to questions and needs.

**What do you dislike about Case IQ?**

Not much. If I were to add anything, it would be our team getting familiar with changes made in the updated version. This is nothing against i-Sight but more so our team getting used to and comfortable with the new features.

**Recommendations to others considering Case IQ:**

Highly recommend i-Sight for case management or organizing of documents. The platform is easy to use and time stamps every step of your document, which is excellent for audit purposes. Staff is always available to assist and answer questions, making the product even more worthwhile.

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

Updated workflows have helped us customize the platform to our needs and stay organized.  The calendar feature has also been a plus to help us track upcoming case meetings and tasks.

**Official Response from Duong Tran:**

> Thank you for your feedback! We understand that getting familiar with changes in the updated version can take some time, and we appreciate your patience as your team adjusts. We're committed to making the transition as smooth as possible for our users.

  ### 26. Top Shelf Implementation-Valuable Case Tracker

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.)

**Reviewed Date:** March 17, 2022

**What do you like best about Case IQ?**

The implementation team was fantastic and truly skilled at listening to my company's needs/wants in a case tracking tool. All the various consequences of choices were clearly articulated and every timeline for testing and implementation were on schedule. We also later asked to implement certain changes/improvements about a year and a half following 'go live' and that team was likewise committed to making these updates with great service for us

**What do you dislike about Case IQ?**

There wasn't any opportunity to test or use the Yellowfin reporting tool before implementation. That notwithstanding, the support in this regard following implementation has been super and is now being used to advantage especially in response to Leadership inquiries. Without going into great detail here, there are some little annoyances in functionality--having a two-step process to make updates rather than a single step for instance. I have to add I'm not aware of any application I use that doesn't have such quirks! I believe this is a tool that will sustain the team's work for the long-term.
It would be great if certain tasks could be scripted. My team needs to update a certain Action on a quarterly basis for accurate regulatory reporting purposes--this involves over two hundred cases--as it stands this is a manual operation that commands more labor than is desirable.

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

Support for the previous case tracking solution was limited and nearing the end of life for that application. It was/is essential to have such a tool for potential legal cases in the future. Labor cost-wise the effort expended in this tool is comparable to the previous tool used with the exception noted above.

**Official Response from Duong Tran:**

> We’re pleased to hear that our implementation team met your needs and kept everything on track. Input like yours on reporting and recurring tasks helps us continuously improve Case IQ for long-term use.

  ### 27. Information Systems Manager

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Primary/Secondary Education | Enterprise (> 1000 emp.)

**Reviewed Date:** March 02, 2022

**What do you like best about Case IQ?**

The platform is mature and designed to do what it does well. Systems that attempt to do too much end up not doing anything particularly well; i-Sight handles incidents and cases reliably. Additionally, the customer service is exemplary.

**What do you dislike about Case IQ?**

There is not much I do not like about i-Sight. If I were to mention any aspect that we have had some difficulty with it is the Yellowfin reports.

**Recommendations to others considering Case IQ:**

Consider placing more emphasis on a product that does one area well over other products that promise to be a little of everything.

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

i-Sight has provided us a secure and reliable platform by which all employees, students, and parents can report any incidents to our Labor & Legal Department, and a system that greatly assists the Labor & Legal Deparment in addressing all incidents/cases in a timely manner. Before using i-Sight we had no unified system to do so and there was always a risk that incidents/cases were not being addressed/handled/investigated/resolved.

**Official Response from Duong Tran:**

> It’s encouraging to hear that Case IQ’s focus and reliability support your incident and case management processes. Your input on Yellowfin reporting will guide future improvements.

  ### 28. Long-standing positive partnership with i-Sight

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Security and Investigations | Enterprise (> 1000 emp.)

**Reviewed Date:** March 09, 2022

**What do you like best about Case IQ?**

We had a very good experience with i-Sight since 2010, and we are finally moving to the latest version of the software in March 2022. 
Our account manager, Sameen Sohayel is great to deal with and has been very accommodating throughout the process, providing relevant, complete and clear information that ultimately enabled our procurement service to determine that i-Sight was the best possible solution for our needs.
We rely on i-Sight for our investigations management, and perhaps the best thing about it is the trustworthiness and reliability of the people behind the product, seeing as they are always ready to assist and provide solutions when needed.

**What do you dislike about Case IQ?**

Some of our users have shown little participation in our internal planning phase and seem to have had some resistance to using the system.
This is not specifically a fault of i-Sight, but it is important that you have buy-in at all levels throughout your company/organization, to ensure you get the most out of the software.

**Recommendations to others considering Case IQ:**

i-Sight is extremely configurable, so it should be able to match your company's/organization's internal processes, as well as adapt to your reporting needs.
The system is absolutely future-proof and can be used to generate meaningful, actionable data, as well as provide assurances to any stakeholders that your company or organization is complying with due process and any transparency requirements.
You will be able to count on a responsive support team at all stages of your process: not something you'll see on a day-to-day basis, but hugely important.

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

We can gather detailed levels of information on every complaint our office receives, and use i-Sight to build case files that are both essential to plan and carry out our work, and serve as an auditable record once the case is closed.
In addition, through Yellofin, we are able to report on any and all aspects of our cases, provide real-time information on our caseload, identify trends by type of allegation, location or any other criteria we may need.
The reports we have generated from Yellofin have been consistently praised for the value added to our organization (a large UN agency) and high-level stakeholders continue to base their decisions on the data that we are able to provide: this would be basically impossible for us to do without i-Sight.

**Official Response from Duong Tran:**

> It’s fantastic to hear that Case IQ has been a trusted part of your investigations for over a decade. We’re proud that our flexible, configurable platform and reporting capabilities are helping your team track cases and provide valuable data. Your feedback drives us to continue delivering dependable, effective solutions.

  ### 29. Great System!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.)

**Reviewed Date:** August 01, 2022

**What do you like best about Case IQ?**

i-Sight Case Management System is so easy to use! We have been using it for years, and while at first, we weren't sure, it has proved to be extremely beneficial!

**What do you dislike about Case IQ?**

I found creating reports within the system hard and a bit confusing. We do not use this feature. But overall the system is great!

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

i-Sight helped us to keep all of our files electronically!

**Official Response from Duong Tran:**

> Excited to hear that Case IQ has been beneficial for your organization, specifically keeping your files electronically! We understand the challenges of creating reports and will take your feedback into account for future enhancements. 

  ### 30. Great Case Management Tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.)

**Reviewed Date:** November 19, 2021

**What do you like best about Case IQ?**

I-Sight is extremely configurable to meet the needs of our complex organization. It is very easy to use and there was good customer service during implementation and beyong. I appreciate that we can easily submit questions and tickets to make tweaks as we continue to use it and discover additional options we need that we didn't think of at the time of implementation. It is also nice that we have a representative who proactively schedules routine check ins with us to make sure we are satisfied with the system. The Yellow Fin Reporting tool is awesome and we have been able to create some really helpful dashboards to identify trends and audit our work.

**What do you dislike about Case IQ?**

Overall it has been a good experience. As mentioned, it is great that is customizeable. However, it is so customizable that the implementation was a bit overwhelming given we have never had a case management system before.

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

We are not experiencing any problems with I-Sight. We have really enjoyed being able to report on trends and measure volume, types of cases, etc.

  ### 31. iSight Case Management Review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 29, 2021

**What do you like best about Case IQ?**

I like that I can put all of my clients project materials all in one place, know that they are then safe and backed up, and I can assign it over to one of my team members.  I like that they can then log on and have all of the project materials there and ready to access to work on the project

**What do you dislike about Case IQ?**

I wish it was more compatible across devices.  I have difficulty with trying to use it unless I'm on my laptop.  It takes a little while to learn the database and navigate everything also, but that's to be expected.  Once you become familiar with how to work everything, it becomes a lot easier to navigate.

**Recommendations to others considering Case IQ:**

Be sure to double check all of the devices you will be using ISight with, and make sure you have them all ready and set up with your account before disbursing projects or information

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

The problems we've been able to solve is being able to now have consistency with our clients project materials, amd we now have the consistency of knowing that we have everything we need all in one place at all times when needed

  ### 32. Great experience with i-Sight

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Human Resources | Enterprise (> 1000 emp.)

**Reviewed Date:** November 01, 2021

**What do you like best about Case IQ?**

i-Sight allows us to manage all our case types utilizing just one reporting environment.  While working on a recent software upgrade, we have found it reasonably easy to configure. As issues arise, the i-Sight team has been able to find quick solutions to any problem. We love that the team is always open to ideas and always willing to find just the right solution.

**What do you dislike about Case IQ?**

There have been some "wishes" we could not implement without additional costs associated with programming. However, the i-Sight team is incredible and always eager to offer advice and work through any issues. They are responsive to the needs of the customer.

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

i-Sight allows us to manage all our HR investigations to include Title IX with ease. We are able to assign, access, and manage the investigative processes quickly and efficiently. We use the data generated for reporting to track trends and identify problem areas within the organization.

  ### 33. 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.

  ### 34. Great experience!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Enterprise (> 1000 emp.)

**Reviewed Date:** July 25, 2022

**What do you like best about Case IQ?**

We enjoy the reporting features and analytics tools of the system.

**What do you dislike about Case IQ?**

We have enjoyed the system so far and are working on a few minor glitches.

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

It has increased our ability to create timely reporting.

**Official Response from Peter van Hezewyk:**

> Thank you for sharing your positive experience with Case IQ! We're thrilled to hear that you are enjoying the reporting features and analytics tools, and that Case IQ has increased your ability to create timely reporting. If you have any further feedback or need assistance with anything else, please don't hesitate to reach out. We're here to help and ensure your continued satisfaction with our system.

  ### 35. 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.

  ### 36. The iSight Case Management platform works for what we need it for. Very simple to use.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 21, 2022

**What do you like best about Case IQ?**

it's a respository for all complaints, comments, etc. in a central location.

**What do you dislike about Case IQ?**

I can't say that i dislike anything about the platform.

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

Having iSight has helped have a central repository for our complaint management.

**Official Response from Duong Tran:**

> We're glad to hear that our Case Management platform is working well for your needs and that you find it simple to use. Having a central repository for complaints and comments is definitely a valuable feature. Thank you for sharing your positive experience with us!

  ### 37. I-sight: An excellent experience

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 10, 2021

**What do you like best about Case IQ?**

We loved working with i-SIght because they were adaptable and resourceful. They had innovative solutions for our many industry  (healthcare) and org nuances.

**What do you dislike about Case IQ?**

The length of time it took to implement. This was solely attributed to the onset of the global pandemic.

**Recommendations to others considering Case IQ:**

One approach that helped immensely was identifying the reports we wanted to produce, then working backward to create the necessary inputs.

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

Data quality and integrity have increased since i-Sight was implemented due to mandatory field requirements. YF has also increased our reporting capabilities.

  ### 38. Positive Account Management Experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 29, 2021

**What do you like best about Case IQ?**

Sameen was always very responsive to our needs while being our account manager. He is definitely in a class of his own when it comes to account management. He has been invaluable as we present details on pricing and the benefits of Isight7 to the business. We look forward to continuing our partnership as we transition to Isight7.

**What do you dislike about Case IQ?**

I do not have any concerns or opportunities for growth for Sameen. We are pleased.

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

We are solving complaints case pipeline management and improving customer experience.

  ### 39. Great system

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Transportation/Trucking/Railroad | Enterprise (> 1000 emp.)

**Reviewed Date:** November 29, 2021

**What do you like best about Case IQ?**

i-Sight is super user-friendly and easy to use.  I love that we can customize as needed.

**What do you dislike about Case IQ?**

We have had some challenges with the reporting features, but have been able to work through most of them.  We would like to see additional search capabilities.

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

i-Sight helps us keep track of everything we do.  It's as simple as searching a name to find any history of a situation or employee.  If used properly, the software allows us to easily create timelines and reports.

  ### 40. 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.

  ### 41. 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

  ### 42. Complaint Tracker

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.)

**Reviewed Date:** March 29, 2022

**What do you like best about Case IQ?**

Robust tool, highly configurable, quick response times from account rep

**What do you dislike about Case IQ?**

Occasional latency issues, however their team has been quick to get a hold of/ address the issues.

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

Tracking customer complaints

**Official Response from Duong Tran:**

> Thank you for sharing how Case IQ’s configurability and reliable account support make your work easier. We’re glad we can quickly address any hiccups, and your input helps us keep improving the platform.

  ### 43. i-Sight Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.)

**Reviewed Date:** December 20, 2021

**What do you like best about Case IQ?**

A centralized complaint management system that takes complaints from our numerous intake channels, and stores it, and makes it accessible, all in one spot.

**What do you dislike about Case IQ?**

YellowFin reporting tool has been a challenge to master in the beginning, however there are a number of free yellowfin user resources that help get acquainted with the tool. It is quite powerful once its learned how to be used.

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

reporting and measurement of customer complaints analytics has been extremely useful

**Official Response from Duong Tran:**

> Having a single system to manage complaints from multiple channels makes workflows much simpler, and it’s good to hear Case IQ is providing that. Yellowfin reporting may take some time to master, but the resources available make it manageable and its capabilities are strong. We're glad to hear that the analytics and reporting are helping your team track complaints and gain actionable insight

  ### 44. i-Sight Case Management System

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Hardware | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 23, 2021

**What do you like best about Case IQ?**

i-Sight is a very reliable and user-friendly case management system with excellent customizable reporting capabilities. Using i-Sight enabled our team to track productivity more efficiently.

**What do you dislike about Case IQ?**

Our team has not been facing any challenges. Once we had configured the user interface according to our needs, i-Sight was working without any performance issues. The only thing we have to get used to is that we cannot download reports in IE.

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

i-Sight enabled us to track our productivity more effectively.

  ### 45. 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.

  ### 46. Review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Hospitality | Enterprise (> 1000 emp.)

**Reviewed Date:** January 24, 2022

**What do you like best about Case IQ?**

the ease and efficiency for use and case management

**What do you dislike about Case IQ?**

the reset path. often i think ive had this figured out and when i go to reset - the reset email does not arrive

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

HR employee relation issues

**Official Response from Duong Tran:**

> Case IQ is designed to make case management simple and efficient, so it’s good to hear it’s working well for your team. The reset email issue can be frustrating, and our support team is available to help with any login or reset questions. Knowing the platform helps manage HR employee relation issues effectively shows the real value it provides.

  ### 47. Responsive to customer feedback.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Security and Investigations | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 16, 2021

**What do you like best about Case IQ?**

Ease of communicating with the iSight team, responsiveness to feedback and inquiries.

**What do you dislike about Case IQ?**

Would appreaciate more insight during development as they are the experts.

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

Reporting requirements.

  ### 48. User Friendly Platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.)

**Reviewed Date:** November 15, 2021

**What do you like best about Case IQ?**

Very responsive support/ management team, that always come together to meet our needs.

**What do you dislike about Case IQ?**

After the application goes live, future changes need to be handled by i-Sight's support team; however this is being remedied within the new version of their application.

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

We use i-Sight for Employee Relations cases

  ### 49. Everyone Needs i-Sight

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Government Administration | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 03, 2021

**What do you like best about Case IQ?**

As an IT professional, the easiest thing was the setup and startup. This was what I expected from i-Sight after reviewing several other companies. They have a development process that works simply and deploys quickly.

**What do you dislike about Case IQ?**

The company is located in the East Coast timezone. For those of us on the West Coast, we have to plan ahead when trying to reach someone. This hasn't caused any delays, just something to plan for.

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

Our Human Relations department uses it to track "situations" that come to their attention. They really like that they can assign cases to staff, automatically maintain the history of the case, and also set notifications for important due dates.

  ### 50. 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.


## Case IQ Discussions
  - [How do you capture &quot;complaint reasons&quot; 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?page=2&qs=pros-and-cons&section=pricing&secure%5Bexpires_at%5D=2026-07-21+16%3A42%3A32+-0500&secure%5Bsession_id%5D=d9cde42b-49a0-4b27-9ca0-6b361101e55b&secure%5Btoken%5D=49ebc56b40dd68c7bfcea36d2defa341bb90c87abc72448685b3945ee3d776dd&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
**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 (186 reviews)
  - [ServiceNow HR Service Delivery](https://www.g2.com/products/servicenow-hr-service-delivery/reviews) - 4.3/5.0 (358 reviews)
  - [Relativity](https://www.g2.com/products/relativity/reviews) - 4.5/5.0 (642 reviews)

