Verified User in Public Safety
UP
Verified User in Public Safety
Mid-Market (51-1000 emp.)
"Highly Customizable Platform with Plenty of Options"
4/5
What do you like best about Case IQ?

The amount of customization options available. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Duong Tran of Case IQ

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.

Verified User in Financial Services
UF
Verified User in Financial Services
Enterprise (> 1000 emp.)
"Sophisticated and intuitive software with excellent reporting capabilities"
5/5
What do you like best about Case IQ?

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

What do you dislike about Case IQ?

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

Response from Duong Tran of Case IQ

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

Verified User in Manufacturing
AM
Verified User in Manufacturing
Enterprise (> 1000 emp.)
"Highly Configurable Platform Backed by Excellent Customer Support"
5/5
What do you like best about Case IQ?

Case IQ is a highly configurable platform that can meet the needs of multiple departments and functions. Their customer support is excellent. Review collected by and hosted on G2.com.

What do you dislike about Case IQ?

Their reporting function, YellowFin, is not very user friendly. Review collected by and hosted on G2.com.

Response from Duong Tran of Case IQ

Thanks so much for the great feedback—we love hearing this! It’s especially great to know the platform is working across teams and that our regular check-ins are helping you fine-tune things along the way. We also appreciate the callout on reporting. It’s an important area for us, and we’re continuing to improve the experience there. Thanks again for being such a great partner

Stephanie H.
SH
Stephanie H.
"Streamlined Case Management, Exceptional Efficiency"
5/5
What do you like best about Case IQ?

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

What do you dislike about Case IQ?

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

Response from Duong Tran of Case IQ

Hi Stephanie, we really appreciate your kind words and thrilled to hear how Case IQ is helping your team move beyond spreadsheets and simplify your day-to-day work. It’s especially meaningful to know that centralized data and quick access to information are supporting not just efficiency, but also your ability to secure funding through grant writing. We appreciate your partnership and love seeing how Case IQ is helping power your mission!

B
Begüm .
"User-Friendly and Effective Compliance Management"
4.5/5
What do you like best about Case IQ?

I like the user-friendly setup of Case IQ, which makes it easy to get started. I also appreciate the idea of a compliance hub and the questionnaires for each type of conflict of interest. These features help manage disclosures efficiently and assist compliance officers in handling cases properly. Review collected by and hosted on G2.com.

What do you dislike about Case IQ?

I wish we could have some rough idea about pricing in the very first meeting. Review collected by and hosted on G2.com.

Response from Duong Tran of Case IQ

We really appreciate you taking the time to leave such helpful feedback. It’s great to hear that Case IQ’s compliance tools and conflict disclosure questionnaires are making a difference for your team. Feedback like yours helps us improve, and your point about pricing transparency is something we’ll take back to the team. Thanks for choosing Case IQ - we’re glad to support your work.

Verified User in Warehousing
AW
Verified User in Warehousing
Small-Business (50 or fewer emp.)
"Easy to Use with a Great External Reporting Site"
5/5
What do you like best about Case IQ?

Ease of use. Like the external reporting site Review collected by and hosted on G2.com.

What do you dislike about Case IQ?

Don't get many updates on older version. Review collected by and hosted on G2.com.

Response from Duong Tran of Case IQ

Thanks for the feedback—we’re glad the ease of use and external reporting are working well for you and helping you move away from spreadsheets, and we appreciate the note on updates for older versions as we continue to improve.

Verified User in Government Administration
UG
Verified User in Government Administration
Mid-Market (51-1000 emp.)
"Workflows and Organizational Features We Love"
4/5
What do you like best about Case IQ?

The workflows and organizational features. Ease of use with entering information. Review collected by and hosted on G2.com.

What do you dislike about Case IQ?

Lack of a gallery feature for external photos. Review collected by and hosted on G2.com.

Response from Duong Tran of Case IQ

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!

Verified User in Non-Profit Organization Management
UN
Verified User in Non-Profit Organization Management
Mid-Market (51-1000 emp.)
"Great Customization Options, Still Room to Grow"
3.5/5
What do you like best about Case IQ?

I like the customization options throughout the workflow and reporting functions. Review collected by and hosted on G2.com.

What do you dislike about Case IQ?

The speed of the program and the interface itself. Review collected by and hosted on G2.com.

Response from Duong Tran of Case IQ

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.

Jason B.
JB
Jason B.
Chief Ethics and Compliance Officer
Enterprise (> 1000 emp.)
"Excellent Product, Good Value"
5/5
What do you like best about Case IQ?

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

What do you dislike about Case IQ?

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

Response from Duong Tran of Case IQ

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

AC
Ashley C.
"Easy Legal Research with User-Friendly Case IQ"
4/5
What do you like best about Case IQ?

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

What do you dislike about Case IQ?

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

Response from Duong Tran of Case IQ

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!