Case IQ
Case IQ: A configurable case platform for enterprise investigations and compliance teams. Ranked #5 of 175 in Case Management Software by our editors (9.0/10); pricing: Pricing on request; best for enterprise investigations and compliance teams.
At a glance
- Editor score9.0 / 10
- PricingPricing on request
- Best forEnterprise investigations and compliance teams
- Case intake formsYes
- Facts checked19 Sep 2026
Where it wins
- Intake through forms, portals, and email supports varied reporting channels.
- Configurable workflows, fields, and automated actions adapt to case processes.
- Audit history, dashboards, APIs, and Clairia AI support oversight and analysis.
Where it doesn't
- Pricing is customized rather than published by plan.
- Implementation typically adds a one-time component to the annual subscription.
- Mobile access is provided through a browser rather than a native app.
Our verdict on Case IQ
Case IQ is a cloud-based investigative case management platform for ethics, compliance, HR, security, fraud, and investigations teams. It brings intake, case documentation, assignments, tasks, reporting, permissions, and audit history into a centralized system. Intake can come through in-application forms, external web portals, or email, making it suited to organizations managing varied reporting channels and formal investigation workflows. Its positioning fits mid-sized and global organizations across financial services, healthcare, education, energy, and government.
Pricing is contact-sales and customized. The published pricing information describes a typical structure with a one-time implementation component and an annual subscription, rather than public plan-by-plan prices. That model may suit organizations that need configured workflows, custom fields, permissions, integrations, and rollout support, but it gives buyers less immediate price visibility during initial comparison. Teams evaluating Case IQ should request a quote that accounts for implementation and the required configuration.
Its strongest functional depth is in structured case operations: centralized files can hold notes, files, emails, parties, and tasks, while workflow, audit, and automated-action histories support review and accountability. Personalized dashboards, reports, analytics, and trend analysis extend the platform beyond basic case tracking. Integrations include Workday, Okta, SAP, HRIS, SSO, CRM/ERP, ticketing systems, and REST API access. Role-based controls, case-level permissions, and SSO/SAML support enterprise administration, while Clairia provides an AI assistant for reviewing and synthesizing case details. Choose Case IQ for configurable, governed investigations at organizational scale; consider another option if transparent plan pricing or a native mobile app is a priority.
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Case IQ pricing
Case IQ fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Case intake forms | Yes |
| Workflow automation | Yes |
| Custom case fields | Yes |
| Audit trail | Yes |
| Reporting dashboards | Yes |
| Mobile apps | Not verified |
| Deployment | Cloud |
| Pricing | Pricing on request |
| Website | caseiq.com |
| Facts checked | 19 Sep 2026 |
Alternatives to Case IQ
- UiPath Maestro Case ManagementAI-assisted case orchestration for complex, document-heavy enterprise processes.9.4
- ServiceNow HR Service DeliveryA broad HR service suite for enterprises that need cases, workflows, portals, and AI.9.3
- Pega Investigative Case ManagementA broad investigation framework for agencies managing complex cases from intake through resolution.9.2
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Case IQ vs the competition
- Case IQ vs UiPath Maestro Case Management
- Case IQ vs ServiceNow HR Service Delivery
- Case IQ vs Pega Investigative Case Management
- Case IQ vs Hyland OnBase
- Case IQ vs SecureRelease
- Case IQ vs OneSumX for Complaint Management
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Also Ranked In
Case IQ is ranked in 2 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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