Case IQ Reviews & Product Details

Capturing workplace incidents, managing cases, maintaining compliance, and mitigating risk requires tools designed for the task. For over 25 years, Case IQ has supported organizations in proactively identifying, investigating, and mitigating risks. With configurable, AI-assisted, secure, and scalable tools, our solutions for whistleblowing, case management, and compliance are designed to meet your unique needs Case IQ helps organizations efficiently investigate, resolve workplace incidents and stay compliant while minimizing risk and associated costs. Tailored for ethics and compliance professionals, human resources teams, and risk management departments across various industries, our solutions enable organizations to manage workplace accidents, compliance violations, employee grievances, and other cases in a systematic and streamlined manner. From our robust whistleblowing system, we ensure that all incidents are captured and tracked from the moment they occur, preventing cases from being overlooked and enabling timely responses. Experience an industry-leading hotline solution that empowers employees to report incidents safely, anonymously, and with confidence. Our investigative case management platform is designed to enhance investigation efficiency, mitigate risk, and safeguard both your organization and its personnel. With its highly flexible and configurable approach, Case IQ can adapt to manage and streamline any case across your organization. A robust yet straightforward case intake process ensures that no incident is overlooked, while case linking highlights related cases, allowing investigations to be treated holistically rather than in isolation. Streamlined case management keeps investigations on track, automates processes, and simplifies report distribution. All case information is centralized in a secure database, enabling you to generate comprehensive reports instantly and respond more quickly than ever. Advanced reporting offers in-depth insights into trends and recurring issues, enabling the prevention of future problems before they arise. Case IQ integrates seamlessly with your existing systems and databases, saving time and reducing errors. Throughout the investigative process, Clairia, our AI assistant, provides relevant insights and actionable suggestions to guide you efficiently toward case resolution. With our powerful compliance solutions, you can proactively mitigate risks before they arise. Our compliance monitoring solution leverages AI and machine learning to detect fraud, unusual activity, and high-risk transactions, helping you stay one step ahead. Our approvals and disclosure solution streamlines cross-risk compliance workflows, covering areas such as gifts and hospitality, donations and sponsorships, and conflicts of interest. Finally, our third-party management solution automates your entire third-party program, managing risks across the full lifecycle of engagements within a single integrated platform.

Product Website

Seller

Case IQ

Discussions

Case IQ Community

Languages Supported

English, French, Spanish

Overview by

Chris Bondhus

Value at a Glance

Averages based on real user reviews.

Time to Implement

5 months

View More Pricing Information

Case IQ Integrations

(5)

Verified by Case IQ

Case IQ Media

Case IQ Demo - Clairia, your AI assistant is with you at every step of your case management process

Built into Case IQ’s case management solution, Clairia, your AI assistant stays deeply connected to the full context of a specific case, delivering relevant, policy-aligned guidance so cases are managed with thoroughness and consistency. It is designed to reduce case management complexity and del...

Case IQ Demo - Report concerns in the way that works for your organization

Stay ahead of potential risks by giving employees secure, accessible ways to report incidents, such as an ethics hotline, email, and a web portal - empowering them to speak up when it counts.

Effortlessly capture the exact information you need with a flexible and easy-to-use form builder, choose from 30+ field types, and customize the look and feel to match your brand.

Case IQ Demo - Gain insights, spot trends, and reduce future risks with actionable insights

Stay on top of incidents and risks with complete visibility into your cases and make data-driven decisions confidently with personalized dashboards, automated incident reporting, advanced analytics and more.

Case IQ Demo - Automated and streamlined workflows

Resolve cases faster and with fewer mistakes through automated workflows that can tailored to your specific scenarios, policies or compliance requirements.

Uncover, resolve, and prevent incidents and misconduct with Case IQ.

Official Downloads

(3)

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Case Study: How Halliburton manages third-party risks with success using Case IQ

Case Study: Eliminating case management complexities for a top Canadian research institution

Interactive Demo

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Verified User in Accounting

Mid-Market (51-1000 emp.)

2/10/2026

Business partner of the seller or seller's competitor, not included in G2 scores.

"Great database for Investigations management and great customer support!"

5/5

What do you like best about Case IQ?

Customer support is fantastic! The implementation was relatively easy for a lot of data. We use the database on a daily basis; the transition has gone much smoother than I anticipated. We also love most of the reporting features. We rolled the database out in stages; the integration could not have gone better thanks to the tremendous help from Mirian, Ankit and others at CaseIQ. It is a very intuitive, easy to use database. Review collected by and hosted on G2.com.

What do you dislike about Case IQ?

The reporting in yellow fin could be more robust. For example, it would be nice to have more options for dynamic date ranges. Case IQ could also potentially expand the range of number of fields that can be used on a form. Review collected by and hosted on G2.com.

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

It's making our data more secure and that allows us to sleep better at night. It helps us grant access to others who need access in a secure fashion. For example, our data is used world-wide, and we are able to grant limited access to each area giving them access to data pertaining to their specific area. In other words, they do not have to call our company's headquarters to retrieve the data anymore. Review collected by and hosted on G2.com.

Response from Duong Tran of Case IQ

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Thanks so much for the thoughtful review! We’re glad to hear the implementation went smoothly and that Case IQ is helping your team work more securely and efficiently. We’ll be sure to share your kind words with Mirian, Ankit, and the rest of the team. We also appreciate your feedback on reporting and form flexibility. The input is very helpful as we continue to improve. Thanks again for being a valued partner!

Sarah H.

1/23/2026

"Effective for Investigations, but AI is Taking Over"

4/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Duong Tran of Case IQ

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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.

Ashley N.

1/23/2026

"Streamlined Anonymous Reporting with Fast Setup"

4.5/5

What do you like best about Case IQ?

I love that Case IQ has the ability for us to communicate with anonymous submissions. It allows us to gather more information and provides a resource and portal for us to organize and see analytics on the cases that come through. The initial setup was very easy, and they were quick to communicate with us and provide the information needed. It required little work on our part to set up the site, and they communicated any changes needed promptly. Review collected by and hosted on G2.com.

What do you dislike about Case IQ?

I wish the file by proxy setting had the ability to not have approval and assignment settings. We would like to use that more in a capacity for our investigators to use as an internal case management portal for cases outside ethics concerns, and we have not found a way around the assignment and approval settings. Review collected by and hosted on G2.com.

Response from Duong Tran of Case IQ

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Hi Ashley, thanks for the great feedback. Happy to hear we have made it easier for your team to communicate with anonymous reporters, organize case data, and access meaningful analytics (all with a smooth setup). We'll definitely share your feedback around the file by proxy setting with our product team as we continue improving flexibility and use case support. Thanks again for your partnership!

Angela R.

Lead, Labour & Employee Relations

Mid-Market (51-1000 emp.)

1/22/2026

"Customizable Case Tracking That Fits Our Needs"

4/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Duong Tran of Case IQ

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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.

Verified User in Non-Profit Organization Management

Mid-Market (51-1000 emp.)

8/28/2025

"Case IQ has been a game-changer for our Employee Relations team."

4/5

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. Review collected by and hosted on G2.com.

What do you dislike about Case IQ?

I don't have any dislikes about Case IQ. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Duong Tran of Case IQ

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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.

Lucas H.

Compliance Director

Enterprise (> 1000 emp.)

9/25/2025

"Top Notch Solution for Case Management"

5/5

What do you like best about Case IQ?

The development and implementation process with Case IQ was engaging, informative, and genuinely exciting. The platform, along with the company itself, provides an excellent solution for organizations seeking an effective case management system. I found Case IQ's Knowledge Base to be comprehensive and straightforward to navigate. Their AI tools and features stand out, making it easier for users to troubleshoot issues and discover solutions independently. Additionally, Case IQ's customer support team is approachable and quick to respond, always welcoming enhancement requests from customers to help further refine their product. Review collected by and hosted on G2.com.

What do you dislike about Case IQ?

The Yellowfin reporting feature provides a wide range of impressive analytic tools, yet it can feel quite overwhelming for new customers who are not already familiar with Yellowfin. Review collected by and hosted on G2.com.

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

Case IQ is assisting my organization in consolidating multiple data silos into a single location. This allows us to overlay different data sources, which in turn enables us to provide more reliable analytics, conduct root cause analysis more quickly and efficiently, and carry out trend analysis. Review collected by and hosted on G2.com.

Response from Duong Tran of Case IQ

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Thank you for sharing your feedback! We’re glad Case IQ’s platform, AI tools, and Knowledge Base are helping your team work efficiently and independently, and that our support team has been responsive to your needs. We appreciate your note on Yellowfin and are continuously working to make its powerful analytics more intuitive. It’s also wonderful to hear how Case IQ is helping your organization break down data silos, uncover insights faster, and improve root cause and trend analysis. That’s exactly the kind of impact we strive to deliver. Thank you again for sharing your experience — we look forward to supporting your continued success.

Diana J.

Risk Associate

Enterprise (> 1000 emp.)

9/23/2025

"Strong Self-Service Software for Case Management"

4/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Duong Tran of Case IQ

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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.

Stephanie T.

2/3/2026

"Efficient Case Tracking with Easy Setup"

4/5

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. Review collected by and hosted on G2.com.

What do you dislike about Case IQ?

The fields are limited sometimes depending on the version you pay for. Review collected by and hosted on G2.com.

Response from Duong Tran of Case IQ

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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

Victoria E.

2/11/2026

"Difficult Navigation, Limited Support, But Secure"

1/5

What do you like best about Case IQ?

I find Case IQ secure, and it's designed for use, which adds a level of confidence while managing employee relations cases. Its reportability feature is also something I value. Review collected by and hosted on G2.com.

What do you dislike about Case IQ?

The interface is not user-friendly and very hard to navigate; it's not intuitive at all. Getting help with site design or functionality is very difficult. Service sucks. The initial setup of Case IQ was not very easy. Review collected by and hosted on G2.com.

Verified User in Financial Services

Enterprise (> 1000 emp.)

9/25/2025

"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

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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.