G2

Margaret P.

Chief Compliance Officer

Enterprise (> 1000 emp.)

10/21/2026

"Flexible, AI-Powered Case Management with Helpful Support"

5/5

What do you like best about Case IQ?

I love the AI integration. CaseiQ's reporting tool addresses our needs for internal and external reporting effectively. Case IQ gathers our information in one place, and we’ve streamlined our system to allow employees to ask HR questions into one consolidated location. I like how flexible the system is and how we can adapt it to what we need instead of changing our practices to fit a rigid system. We can make changes to our tool pretty much ourselves, and the reporting has been easy to learn. We’ve also had great, helpful support from our Case IQ contact. The person who helped with setup was accessible and extremely helpful, and getting the system configured worked better than I could have hoped for. I think we made a very good choice, and I’m excited about the future. Review collected by and hosted on G2.com.

What do you dislike about Case IQ?

The generated interview documents have to be downloaded to SharePoint instead of edited in Case IQ. I’m not sure we have them configured correctly, but we’ve found a workaround, so it’s a relatively minor issue and not a terrible roadblock. Setup also took some work, and because the system is so flexible, we weren’t sure what to do or what most people do at first. Review collected by and hosted on G2.com.

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

We use Case IQ to gather information for investigations, report internally and externally, and consolidate HR questions in one place. Its flexibility lets us adapt it our own best practices as our needs change. We are working towards using the ethics line as a one-stop shop for employee questions and problems. Review collected by and hosted on G2.com.