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UiPath Maestro Case Management
UiPath Maestro Case Management · New York, New York, United States · founded 2005
What it is
UiPath Maestro Case Management is an enterprise platform for managing long, document-heavy cases that do not fit fixed workflows. AI agents can read claims, contracts, applications, and notes, draft responses, update systems, and help close cases, while people remain involved where judgment is needed. Native document processing handles those document types, and governance controls include SLAs, escalation policies, role-based access, and immutable audit trails. Case Manager and Stage Manager Agents produce auditable plans that explain their actions. Ready connectors include SAP, Oracle, Salesforce, ServiceNow, and Workday; API-first integrations are available for custom systems. Case records can aggregate live data through UiPath Data Fabric without copying it. Business users can configure case plans, stages, SLAs, and escalation rules in Studio Web. Ready process apps provide intake forms, queues, and dashboards, while templates cover claims, loan origination, dispute resolution, onboarding, compliance, and investigations. Deployment options include Automation Cloud and self-hosting. A free trial and demo/contact route are listed, but no public price or trial limits are printed.
For and against
For
- AI agents read documents and update systems.
- People remain involved where judgment is needed.
- Includes SLAs, escalation policies, and immutable audit trails.
- Ready connectors include SAP, Oracle, and Salesforce.
- Templates cover claims, onboarding, and investigations.
Against
- No public price is printed.
- Trial limits are not printed.
- Platform can be self-hosted; the listed platform is self-hosted.
The verdict
UiPath Maestro Case Management combines document processing, configurable case workflows, governance controls, and integrations for enterprise work. Public pricing and trial limits are not printed.
Who it suits
UiPath Maestro Case Management suits organizations handling enterprise cases with long, document-heavy work that does not fit fixed workflows. Its templates cover claims, loan origination, disputes, onboarding, compliance, and investigations.
Plans and prices
Free trial
Read 27 Sep 2026 · uipath.com
Request demo
Read 27 Sep 2026 · uipath.com
On the record
- Auditable plans
- Case Manager and Stage Manager Agents produce auditable plans explaining their actions.uipath.com · read 27 Sep 2026
- AI case work
- AI agents read documents, draft responses, update systems, and help close cases.uipath.com · read 27 Sep 2026
- API integrations
- API-first integrations are available for custom systems.uipath.com · read 27 Sep 2026
- Audit trail
- Every case action, decision, and escalation lands in an immutable audit trail.uipath.com · read 27 Sep 2026
- Audit trail
- Yesuipath.com · read 21 Sep 2026
- Company mark
- UiPath word mark, logos, and robots are registered trademarks owned by UiPath, Inc. and affiliates.uipath.com · read 27 Sep 2026
- No-code config
- Business users can configure case plans, stages, SLAs, and escalation rules in Studio Web.uipath.com · read 27 Sep 2026
- Custom case fields
- Yesuipath.com · read 21 Sep 2026
- Data Fabric
- The case record aggregates live data through UiPath Data Fabric without copying it.uipath.com · read 27 Sep 2026
- Deployment
- clouduipath.com · read 21 Sep 2026
- Deployment time
- Most teams can stand up a first case type in weeks, not quarters.uipath.com · read 27 Sep 2026
- Document handling
- Native intelligent document processing reads claims, contracts, applications, and notes.uipath.com · read 27 Sep 2026
- Governance controls
- SLAs, escalation policies, role-based access, and immutable audit trails are included.uipath.com · read 27 Sep 2026
- Human judgment
- People remain involved where judgment is needed.uipath.com · read 27 Sep 2026
- Intake dashboards
- Ready process apps provide intake forms, queues, and dashboards out of the box.uipath.com · read 27 Sep 2026
- Case intake forms
- Yesuipath.com · read 21 Sep 2026
- Enterprise systems
- Connects to CRM, ERP, ITSM, HR, custom systems, and apps such as SAP and Salesforce.uipath.com · read 27 Sep 2026
- Named connectors
- Ready connectors include SAP, Oracle, Salesforce, ServiceNow, and Workday.uipath.com · read 27 Sep 2026
