Case IQ
End-to-end compliance and case management with an AI assistant built for ethics, HR and fraud investigations.
By Case IQ · HQ Ottawa, Canada · 4.0/5 Value-Position score (estimate)
Positioning guardrails
Best for
- Ethics, compliance and HR teams running whistleblower hotlines and internal investigations
- Mid-size to global enterprises consolidating intake, case workflow, access control and reporting
- Regulated organizations in financial services, healthcare, education, energy and government that need defensible records
- Teams that want an AI assistant scoped to investigation playbooks instead of a generic chatbot
Ideal size: 50+ (enterprise compliance teams) people · Mid-size to global enterprise with a formal ethics, HR or compliance program
Not for
- Small teams that want transparent, self-serve pricing and instant signup
- Buyers who expect a fully hands-off deployment with no implementation project
- Companies looking for a general-purpose AI writing tool rather than a case record system
- Teams with very low case volumes that can work out of shared inboxes and spreadsheets
Value metrics scorecard
Time-to-Value
~2-3 months incl. implementation
~60 days to first production value
Total Cost of Ownership
On request
Custom quote: one-time implementation component plus annual subscription, scoped to org size, modules, workflows, integrations and user access. No published list price.
Implementation Friction
3/5
Engineering + admin effort required
Value-Position score
out of 5 · model estimate
Full cost breakdown
Mandatory implementation fee
None
Seat tiers
Custom - priced by user count and access model
Add-on costs
- One-time implementation, configuration, training, rollout support and data migration
- Optional modules such as whistleblower hotline, third-party risk and compliance monitoring
Company & support
Who is behind Case IQ, and how your team gets help once it is live.
Company
- Founded
- Not recorded
- Headquarters
- Ottawa, Canada
How you get support
- PhonePlan not stated
- EmailPlan not stated
- Live chatNot listed
- Support portal / ticketsNot listed
- Community forumNot listed
- Help centre / docsNot listed
- Dedicated account managerNot listed
- In person / on-siteNot listed
- Hours
- Business hours
- Response time
- Not stated
Contact page publishes a toll-free phone line and a support email address ([email protected]). Support and general inquiries are handled Monday-Friday, 8am to 5pm EST.
“Not listed” means the vendor’s public pages don’t mention that channel, not that it is unavailable. Ask about it during evaluation.
Market position
Where Case IQ sits against its closest alternatives. Pick any two of cost, speed, friction and buyer score, and up to 9 companies to compare.
Quadrant view
Typical annual cost × Time-to-value
The lines cross at the median of the solutions shown, so about half sit on each side of each line.
Companies on the chart 6 / 10
- Case IQ
- Dashlane
- Position Green
- Bugcrowd
- Vicarius vRx
- Invicti
Add or change companies
Up to 10 companies including Case IQ. Listed closest first.
Stack fit signal
Compatibility with standard B2B ecosystems.
No supported MCP path today, so it cannot be driven from an AI client.
AI & MCP readiness
What Case IQ ships in AI, and what it asks of your ecosystem.
AI features shipped
Clairia is Case IQ's AI assistant built into the case record, with a chat interface, configurable Playbooks, one-click prompts and AI permissions, plus starter playbooks for case summaries and timelines. Case IQ says Clairia is powered by Microsoft Azure and OpenAI and uses strict data isolation protocols.
Your data & models
- Trains on your data
- Never trains on your data
- Runs on
- OpenAI
- AI pricing
- Not recorded
In your ecosystem
- AI connection
- Not supported
- Model key
- Not recorded
- AI usage audit
- Not recorded
Compliance attestations
* IAPP AIGP certifies individuals, not products. It means named staff hold the credential — not that the platform does.
Bottom line
Case IQ is a compliance and investigative case management platform used by ethics, HR, security and fraud teams. It combines anonymous and omni-channel intake, whistleblower hotlines, configurable investigation workflows, forms, granular access control and reporting, plus Clairia, an AI assistant built into the case record. Pricing is a custom quote: a one-time implementation component plus an annual subscription. It integrates with HRIS, SSO, ERP and ticketing systems.
Frequently asked questions
How much does Case IQ cost?
Pricing is a custom quote. Case IQ says an estimate typically includes a one-time implementation component plus annual subscription fees, scoped around organization size and program complexity, the modules and workflows selected, implementation and integration scope, and user access and contract terms. There is no published list price and no self-serve plan.
How long does implementation take?
Case IQ does not publish a fixed timeline. Implementation is scoped with you and can cover configuration, training, rollout support, data migration, reporting services and integrations, so duration depends on module count, integrations and data migration. Treat it as a project rather than a same-day setup.
Does Case IQ use our data to train AI models?
No. Case IQ states that Clairia uses strict data isolation protocols and does not use customer data for model training or third-party product improvement.
What AI does Case IQ include?
Clairia is an AI assistant built directly into the case management platform. It offers a chat interface, configurable Playbooks with custom instructions, context and one-click prompts, and three ready-to-use playbooks for case summaries and case timelines. Case IQ describes Playbooks and AI permissions as the governance layer, and says Clairia is powered by Microsoft Azure and OpenAI.
What integrations does Case IQ support?
SSO (SAML/OIDC), HRIS and employee data (Workday, SAP SuccessFactors, BambooHR), identity providers (Okta, Azure AD), SFTP and a REST API. Case IQ also says it connects with ERP, T&E and ticketing systems and can integrate with hundreds of other systems.
Which teams and industries use Case IQ?
Ethics, compliance, HR, security, fraud and investigations teams at mid-size to global enterprises, with named customers including Exxon, UCLA, UPS, Mercedes-Benz and GSK, and stated industry coverage across financial services, healthcare, education, energy and government.