# CaseTrac Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is CaseTrac the right Compliance solution for you? Explore 7 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/179781/CaseTrac/reviews --- CaseTrac 4.7 (7) [View alternatives](https://www.capterra.com/p/179781/CaseTrac/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of CaseTrac Ease of use 4.6 Customer Service 5.0 ## Showing most helpful reviews Showing 1-7 of 7 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Principal Venture Capital & Private Equity Used the software for: Less than 6 months ### "Moved from Convercent and Haven't Looked Back!" March 10, 2019 5.0 Switching to CaseTrac has been an incredible move for us as an organization. Pros CaseTrac is an intuitive, full-function case management system that has made my life much easier. The analysis and reporting that the platform provides for me are incredible. The peer group benchmarking is very valuable to executives. Cons There are a lot of features, so deciding exactly which ones to use took a little time; but, once that initial process was over, it has been great. The team helped a lot through this process. Review Source RS Rick S. Corporate Compliance Officer Hospital & Health Care Used the software for: 2+ years ### "Exceptional Experience " May 6, 2020 5.0 Ethix360 provides our Ethics Line services, offering multiple (web, email, phone) mechanisms for employees to report potential issues, anonymously if they choose. We use the CaseTrac tool to work cases end-to-end - from intake through investigation to closure & have had an outstanding experience with the company & the solution. The tool meets all of our needs & is being consistently reviewed & improved. The people at Ethix360 are extremely responsive, solve problems & answer questions quickly, solicit input to improve the software, & go out of their way to ensure you have an exceptional experience with them. Highly recommend. Pros The solution has a very straightforward interface for individuals submitting information as well as for those working within the tool daily. From setup to implementation to daily use to back-end reporting, the software is structured logically, includes a variety of valuable features, & is easy to navigate throughout. Cons While the back-end reporting features are well thought out & allow for reporting within the tool, it does not allow for extraction of data based on specific search criteria. You can extract a full report of all data within the system, but cannot extract specific, targeted data. To be clear, you can input specific search criteria & view the reports within the tool, you just cannot extract it that way. You can only extract all data within the system at once. It would be a nice feature to be able to extract targeted reports instead of just viewing them within the system. Review Source Response from Ethix360 May 11, 2020 Thanks for taking the time to review us, Rick! Point well taken on the data extract, we are working on some enhancements to reporting overall that should make it easier to extract targeted data in the future. Kindest regards, JC Jeanette C. VP HR Operations Education Management Used the software for: 2+ years ### "A good choice for our needs" March 22, 2021 4.0 Our transition from the prior provider, who was bought out by the owners of CaseTrac, was a bit clunky but support was usually readily available to work through issues. Our needs are fairly basic and we don't have a lot of volume, therefore this system works adequately for us. Pros I most appreciate the tool notifies me when something has been added to the site. It's relatively easy to navigate through the site and the role configurations work well for us. Most users, even those who are in Case Trac infrequently, can navigate without much difficulty or support. Cons The tool could be more intuitive than it is although it's fairly easy to figure things out. I find the reporting capabilities and tools to be lacking in ease and robust-ness but we don't get asked for many reports so it's not an issue for us. Reason for choosing CaseTrac n/a Review Source Response from Ethix360 March 24, 2021 Thanks so much for sharing your feedback and concerns, Jeanette. We're sorry to hear that your transition to CaseTrac was not as smooth as it could have been. I assure you that ETHIX360 has continually improved our onboarding process over the past few years, thanks to the feedback of companies like yours. Your support is greatly appreciated and your trust in us as our partnership started is not overlooked. I'm also excited to let you know that one of our next development initiatives is to improve the analytics and reporting capabilities of CaseTrac. We would love to have you and your team participate in a focus group to share your in-depth concerns with us and allow us to continue to improve our product. A member of our team will reach out to you to further understand how we can better serve you and your team. Kindest regards, Katie CU Curtis U. Director of Compliance/Privacy Medical Practice Used the software for: 1-2 years ### "CaseTrac Reporting and Hotline services" July 9, 2021 5.0 Very positive. Robust system allows me to assign and share investigations across departments (Clinical, HR, Billing, etc.) Pros Set-up and implementation when very smoothly, and staff training was make easier with CT's training modules. Staff find the system easy to operate and direct reporting by staff is at 95%. Very impressed, plus the system is 3x cheaper than my last Hotline. Cons No formal OSHA accident Reporting (OSHA 300) - require staff to document free text reporting details. Reason for choosing CaseTrac More functional solution and lower cost. Review Source Response from Ethix360 July 14, 2021 Thanks so much for your feedback, Curtis! We're glad to hear that you're enjoying CaseTrac. As always, feel free to reach out with any questions or concerns! Kindest regards, Katie NS Natalia S. Ethics Analyst Defense & Space Used the software for: 6-12 months ### "Switched from Navex and users appreciate it" April 13, 2020 5.0 Pros Our organization uses the case management system daily and our cross-functional users wanted a platform that provides an intuitive workflow without jeopardizing the investigation and monitoring needs; CaseTrac allows that! The workflow style helps monitor the case state and organizes the information in a simple way. The self-exportable case reports are a plus and key to our day to day needs. Customer Support is always extremely helpful and available. Cons We are pleased with the software; if any changes I would recommend enhancing the current capabilities of the automatic email notifications when action has been taken in a case file. Review Source SS Sarine S. VP Regulatory Compliance Banking Used the software for: 6-12 months ### "CaseTrac Tool" March 28, 2021 4.0 Provides the needed management of cases and provides a repository of all cases logged for the bank. Pros I like how user friendly and simple the tool is. Not complex and works as intended. Cons The software is easy to use, no particular difficulty or enhancement noted at this point. Review Source Response from Ethix360 March 30, 2021 Thanks so much for your feedback, Sarine! We're glad to hear that you're enjoying CaseTrac. As always, feel free to reach out with any questions or concerns! Kindest regards, Katie TB Tom B. VP - Risk Management Construction Used the software for: Less than 6 months ### "Hotline" March 25, 2021 5.0 Hotline is exactly what we needed and all we got, did not have to buy any other add-ons. Pros Demo was done very well. Implementation was smooth and site navigation is easier than other product we used. Cons Since still in the honeymoon period, can't say anything really wrong. Review Source Response from Ethix360 March 30, 2021 Thanks so much for your feedback, Tom! We're glad to hear that you're enjoying CaseTrac. As always, feel free to reach out with any questions or concerns! Kindest regards, Katie Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.