Case Management Software

TrustRadius Top Rated for 2023

Top Rated Products

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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…

2
OnBase

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.

All Products

(26-50 of 95)

26
OpenText AppWorks

The OpenText AppWorks Platform supports business process management, case management, master data management, and business rules management capabilities with the ability to quickly build and rapidly deploy business applications to the cloud with a low-code development approach.

27
CyberCPR

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…

28
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…

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29
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…

30
fcase by Fraud.com

Fraud.com offers fcase fraud detection and prevention platform, enabling a centralised response to threats via a fraud orchestration mission control. fcase provides a method of connecting fraud tools and related systems, closing the gaps between anti-fraud, cyber, and customer service.…

31
ImBox Case Management (ImBox Ärendehantering)

ImBox headquartered in Gothenburg offers a case management for customer service designed to increases the user's productivity and help prioritize the right case, at the right time, seeing only what tasks require action. With automatic prioritization and a clear case history, the…

32
ConSol CM/Case Management

ConSol CM - Simply digitize processes The web-based process management platform ConSol CM enables companies to digitize, optimize and automate their internal and external processes. With a central workflow engine and process designer - all processes, including the required data…

33
CiviCore, A Public Benefit Corporation

Over $300 million raised for nonprofits nationwide with CiviCore’s Giving Platform!CiviCore is proud to run the most successful and reliable platform for hosting giving events. The CiviCore Giving Platform is built with redundancy and fail-over protections to ensure your event is…

34
CGI Advantage Case Management

CGI Advantage Case Management supplies contract management, grievances & incident management, and discipline management to governments, in accordance with business rules.

35
MetricStream Case and Incident Management

MetricStream Case and Incident Management built on the MetricStream Platform, enables users to establish and follow consistent procedures for case and incident planning and administration, recording, triaging, routing, investigating, tracking, and closure. Cases can be reported from…

36
Ivanti Neurons for HR

Ivanti Neurons for HR (replacing the former Cherwell HR Service Management) supporting HR service delivery, employee self-service, and HR case management capabilities. It is used to streamline and automate HR service delivery with case management, for onboarding, self-service, and…

37
FAF Software
0 reviews

FAF Software is a case management and family assessment tool. It measures, supports and tracks family well-being using 8 family functioning factors, and linked, guided service planning. Its robust reporting of outcomes can help support program evaluation and funder needs

38
Exela Plexus
0 reviews

Exela Technologies (formerly SourceHOV) offers Plexus, a BPM, case and exception management platform.

39
FAMCare
0 reviews

FAMCare is a case management software solution, from Global Vision Technologies (GVT, Inc) headquartered in St.Louis, Missouri.

40
Whispli
0 reviews

Whispli is a platform to engage anonymously with employees whether it be for compliance, HR or culture purposes, from the company of the same name in North Sydney. Whispli offers 2 solutions to engage with your employees: Whispli Core, a whistleblowing platform; Whispli Pulse, a…

41
SpeakUp by People Intouch
0 reviews

High barriers to reporting misconduct scare reporters away. SpeakUp, from People Intouch headquartered in Holland, is a whistleblowing solution, designed to facilitate a trusted and anonymous dialogue for your employees to speak up. With SpeakUp, people can share their concerns without…

42
Whistleblower Software

Whistleblower Software, headquartered in Aarhus, offers a whistleblowing system, that guides employees through every step of the way, and aims to ensure that their case is handled transparently. On an organizational level, Whistleblower Software is ISAE 3000 audited. They use ISO…

43
Rezolve.ai
0 reviews

Rezolve.ai is an AI-enabled employee service desk software from the company of the same name in Dublin, California, designed to bring employee support within Microsoft Teams and Slack. The solution can also support HR service operations (e.g. case management with automated AI support)…

44
Scalaxi Low Code Application Platform (DevOps-as-a-Service)

Scalaxi low-code application platform, a SaaS product and DevOps solution. DevOps as a methodology aims intensive development thus eliminates cost of development and integration, reduces time lags and quality gaps between data, ensures consistence and quality of data.​ Supporting…

45
CNSI Audit Studio

CNSI headquartered in Rockville supports case management via Audit Studio, supporting fraud detection, a surveilliance and utilization review system (SURS), and automated case initiation.

46
ComplianceLine Compliance Hotline

The vendor describes the features of the ComplianceLine Compliance Hotline service: All calls answered LIVE (no call queues used) 24/7/365Custom call greeting and directives ensure calls are handled in the user's preferred wayOnline case management for reporting and analysis (MyCM)…

47
NeoLedge Elise
0 reviews

NeoLedge offers an enterprise content management solution Elise, allowing companies to process, store and manage multiple documents, digital assets, and communications from different sources. Elise is designed to provide business process management with automated workflows, as well…

48
cFive Supervisor

cFive in Laguna Hills (formerly Capita Case Management) offers cFive Supervisor, a case tracking application for case managers tracking probation and rehabilitation cases, focusing on workload automation and increased efficiency.

49
PMG Digital Business Platform

PMG empowers its customers to automate processes and share data across other systems and applications. The PMG low-code software platform orchestrates people, systems, and data to streamline operations and enhance user experience. The vendor claims any business process can be improved…

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.

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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.