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Case IQ

Case IQ: A flexible cloud case platform with broad workflows, records, controls, and integrations. Ranked #16 of 26 in Complaint Management Software by our editors (7.8/10); pricing: Pricing on request; best for cloud case teams needing flexible records.

7.8/10Editor score
Case IQ7.8 Visit Case IQ

At a glance

  • Editor score
    7.8 / 10
  • Pricing
    Pricing on request
  • Best for
    Cloud case teams needing flexible records
  • Facts checked
    19 Sep 2026
Case IQ screenshot
  • Where it wins

    • Intake through forms, portals, and email
    • Configurable workflows, automated actions, and custom fields
    • Audit history, dashboards, permissions, SSO, and REST APIs
  • Where it doesn't

    • Customized pricing requires a sales conversation
    • Complaint-specific capabilities are less explicit than investigation tools
    • Mobile access is through a browser rather than a native app

Our verdict on Case IQ

Case IQ is a web-based investigative case management platform for ethics, compliance, HR, security, fraud, and investigations teams. Its intake options include in-application forms, external web portals, and email, while centralized case files bring together notes, files, emails, parties, and tasks. The platform is positioned for mid-sized and global organizations across industries such as financial services, healthcare, education, energy, and government. Mobile browser access extends availability beyond desktop workflows.

The platform’s main strength is breadth across the case lifecycle. Teams can configure workflows, automate actions, customize intake forms and case fields, assign tasks, and maintain audit, workflow, and automated-action histories. Personalized dashboards, reports, analytics, and trend analysis support oversight. Role-based access controls, case-level permissions, and SSO/SAML address governance needs, while REST APIs support listing, creating, retrieving, updating, and transitioning cases. Integrations include Workday, Okta, SAP, HRIS, CRM/ERP, ticketing systems, and SSO. Clairia AI can assist with reviewing and synthesizing case details.

Pricing is customized and typically combines a one-time implementation component with an annual subscription, so organizations should expect a sales-led buying process rather than a simple self-serve plan comparison. That structure may suit teams that need configuration and implementation support, but it is less convenient for buyers seeking transparent entry pricing. Case IQ fits organizations that want one cloud system for varied investigative records, workflows, reporting, permissions, and business-system connectivity. Teams focused narrowly on complaint handling may prefer a product whose complaint-specific capabilities and packaging are more explicit.

Your product? Our editors can test Case IQ in depth and publish a review, labelled as paid · from $149/mo →

Case IQ pricing

Plans Pricing on request No free plan — trial or paid only. Prices checked 19 Sep 2026.
See plans on caseiq.com

Case IQ fact sheet

Free planNot verified
Paid fromNot verified
Intake channelsNot verified
Workflow automationYes
Escalation rulesNot verified
Investigation toolsNot verified
SLA trackingNot verified
Reporting depthNot verified
DeploymentCloud
PlatformsWeb
Integrations8 integrations: Workday, Okta, SAP, HRIS, SSO, CRM/ERP …
PricingPricing on request (source)
Websitecaseiq.com
Facts checked19 Sep 2026

Case IQ integrations

Case IQ lists 8 integrations on its own site.

  • Workday
  • Okta
  • SAP
  • HRIS
  • SSO
  • CRM/ERP
  • ticketing systems
  • REST API

Alternatives to Case IQ

See all Case IQ alternatives →

Also Ranked In

Case IQ is ranked in 7 of our directories.

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Featured on iTechGuides

Featured on iTechGuides — Case IQ 7.8/10

Case IQ is listed in our Complaint Management Software directory. Add the badge to your site — it links back to this page.

<a href="https://www.itechguides.com/products/case-iq-complaint-management-software/"><img src="https://www.itechguides.com/best/badge/case-iq-complaint-management-software.svg" alt="Featured on iTechGuides" width="230" height="46"></a>

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

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