Case Management Software

TrustRadius Top Rated for 2023

Top Rated Products

(1-2 of 2)


OnBase by Hyland is an enterprise content management platform with business process and case management capabilities. It is modular by design and allows users to tailor the solution to their specific requirements.

Bonterra Case Management

Case Management by Bonterra is a cloud-based solution for nonprofits of all sizes. It's designed to bring data to the forefront in order to bolster a nonprofit organization’s impact. Bonterra Case Management helps organizations to save time and resources because the tool makes managing…

All Products

(1-25 of 93)

Bonterra Case Management

Case Management by Bonterra is a cloud-based solution for nonprofits of all sizes. It's designed to bring data to the forefront in order to bolster a nonprofit organization’s impact. Bonterra Case Management helps organizations to save time and resources because the tool makes managing…


Appian is a low-code development and business process management platform. It features drag-and-drop design for app building, automated work processes, unified data management, and cloud-based deployment.

Pega Platform

Pega Platform is a combined business process management and robotic process automation (RPA) platform with advanced workforce analytics from Pegasystems.

Explore recently added products

Salesforce Service Cloud

Service Cloud is a customer service platform that helps businesses manage and resolve customer inquiries and issues. It provides tools for case management, knowledge base, omni-channel support, automation, and analytics, enabling companies to deliver exceptional customer service…

Bonterra ETO

Case management software that consolidates data, caseloads, and service delivery programs, helping users to save time and serve more people. Bonterra ETO is purpose-built for organizations looking to improve their program and case management. ETO is built in accordance with industry…


OnBase by Hyland is an enterprise content management platform with business process and case management capabilities. It is modular by design and allows users to tailor the solution to their specific requirements.


The Hyland Nuxeo Platform is a cloud-native, cloud-first, scalable solution which utilizes automation technologies to improve efficiencies, increase accuracy, and provide robust capabilities. With it’s low-code technology, organizations can easily implement Hyland’s Nuxeo Platform…


KiSSFLOW is a cloud-based business process management and workflow management software designed to enable users to create an unlimited number of automated business applications with a through a simple user interface.

TIBCO® BPM Enterprise

TIBCO ActiveMatrix BPM is a business process management platform with capabilities for process automation, process documentation, human capital management, process patterns, and predictive operations analytics.

OpenText Documentum

OpenText acquired Documentum from Dell EMC in 2017, and now supports the enterprise content management (ECM) system. The vendor says users can build content-centric applications and solutions from collaborating on business documents to delivering case-based applications to managing…

IBM Business Automation Workflow

IBM Business Automation Workflow is a solution that helps users automate digital workflows to increase productivity, efficiency and insights — on premises or on cloud.

Proofpoint Intelligent Compliance

Launched in August, 2022 and replacing Proofpoint Archiving and Compliance, Proofpoint's Intelligent Compliance Platform offers enterprises regulatory compliance safeguards while simplifying corporate legal protection practices. The platform offers AI-powered collection, classification,…

PeopleDoc / UKG HR Service Delivery (discontinued)

PeopleDoc, later UKG HR Service Delivery, was an HR Service Delivery platform used to improve HR agility and ease compliance management. The product is to be discontinued, and will no longer be available for sale.

ServiceNow HR Service Delivery

ServiceNow HR Service Delivery contains a full HRSD suite of applications, supporting HR case management, HR document retention, enterprise onboarding and transition support, and also employee self-service with intelligence agent.

Infor Human Resources

Infor Human Resources cloud-based human capital management software solutions replaces complex processes, workflows, and systems with sophisticated, yet intuitive technology, allowing HR professionals to deliver streamlined workforce processes. The suite evolves from Infor's acquisition…

Pega Customer Service

Pega Customer Service is a solution for solving interactions with customers, including collections, claims management, and other case management. It is available in 3 editions: the Digital Customer Engagement Edition, the Enterprise Edition, and the Case Management Edition.

Verint Case Management Professional

Verint® Case Management Professional™ is a cloud-based service that enables two distinct use cases for two distinct markets - Citizen Engagement and CCaaS. Citizen EngagementVerint® Case Management Professional™ automates customer/citizen interactions across both assisted and self-…

PowerSchool Unified Classroom Special Programs

PowerSchool Unified Classroom Special Programs (Special Education) covers all areas of education including 504 processes, services capture for Medicaid billing, special education case management, gifted and talented, English language learners, and Response to Intervention (RTI). It…


CyberCPR is an incident response and case management platform from Logically Secure, operating in both a Software as a Service (Pro-SaaS) and on-site (Enterprise) capacity. The CyberCPR platform enables users to securely respond to, manage and resolve incidents collaboratively and…


Comidor provides the following capabilities: Task Management, Contact and Account Management, Embedded Email Client, Document Management, Social Media Unit, Workflows, CRM, Project Management, Finance, and Event, Issues and Topics Management

NewgenONE Digital Transformation Platform

A unified, cloud-based low-code platform for automating end-to-end processes and managing content and communications, backed by AI-based cognitive capabilities and its integration ecosystem. The NewgenONE platform, with content management at its core, helps enterprises break down…


CharityTracker is a CRM solution for organizations that helps users to measure real-world impact, not just data, by generating meaningful data and collaborative partnerships that can solve complex community challenges. As a HIPAA-compliant database, CharityTracker states they serve…


NeoCase, headquartered in France, offers HR case management, employee self-service system, and employee knowledgebase to enterprises.

Intapp Conflicts

AI-assisted clearance, available with Intapp Conflicts, allows conflicts team to allocate their time more effectively by leveraging artificial intelligence to analyze firm data to group conflicts search results into groups that require no action versus those that pose potential conflicts…


LiveImpact is a technology platform that was specifically designed and built to support social impact organizations, nonprofits, foundations, and CSR groups, with all their technology needs. It offers Program Management, Fundraising and Volunteer Management all under a single platform.…

Learn More About Case Management Software

What is Case Management Software?

Case Management Software approaches the task of dealing with work to be done to achieve a customer-centric outcome, which is generally not repeatable.

Case management can be thought of as BPM exception handling. Cases are responses to customer problems, claims, or requests that require intervention by skilled knowledge workers, and cannot be handled by straight-through automated processing.

BPM optimizes processes in abstraction from actual specific cases. Case management, rather, focuses on the unstructured, specific and non-repeatable cases that require human decision-making. Many BPM products include capabilities to support case management as well.

Case management software is most traditionally found in certain verticals, such as medical case management, financial case management, or social work management. However, many case management tools have become industry-agnostic methods of supporting knowledge workers in non-automatable events.

Common uses across industries include customer issue resolution, incident management, or compliance management. Case management software is broadly applicable because it allows users to track client/customer data, centralize process knowledge, and provide historical documentation of case management processes, actions, stakeholders, etc. This improved visibility into individual case management allows organizations to better respond to similar cases in the future.

Case Management Software Comparison

  1. Vertical focus: Buyers should see if there are case management tools tailored to their specific industry. For instance, some case management tools are nonprofit-specific, while others are tailored to a customer support role. If there is not a tailored product, then a more industry-agnostic tool may offer more configurability to the business’s specific needs.
  2. Case management vs. BPM focus: Consider whether the organization needs case management as the exception or the standard activity being conducted. If the business just needs case management capabilities to handle when automated processes aren’t sufficient, then a BPM product that facilitates case management may be more efficient. However, if the main “event” the business handles is unique and not automatable, then a standalone case management tool may offer more in-depth capabilities and a better user experience.
  3. SMB vs. enterprise scale: Some case management tools are focused on facilitating case management for SMBs. They tend to be smaller scale with more streamlined capabilities and a lower price tag. Others are enterprised-focused, with a higher customization ceiling, more robust data management capabilities, and often require more technical skills for deployment and management.

Case Management Software Pricing Information

Case management software pricing often starts at $25-50/user/month for basic or small-scale users. Some have free trials or versions with limited capabilities for single users. BPM systems with case management capabilities tend to be more expensive. Case management tools will scale up in pricing tiers based on the number of workflows and integrations allowed, in addition to other product-specific pricing factors.

Related Categories

Frequently Asked Questions

Who uses case management software?

Case management is used by knowledge workers across industries, such as customer success teams or investigators, as well as industry-specific roles like social workers or healthcare professionals.

What are the benefits of case management software?

Case management software saves knowledge workers time accessing and centralizing data and processes to manage unique or ad hoc events and reduces human error in case management.

What’s the difference between business process management and case management?

Business process management focuses on optimizing routine business processes, rules, and workflows. In contrast, case management facilitates the non-routine event, or “case”, management where standard rules and processes are not applicable or insufficient.

How much does case management software cost?

Case management software starts at $25-50/user/month, but can scale up to hundreds of dollars a month depending on the range of features and volume of data.