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Ranked on the record · 177 apps

Best Case Management Software 2026

Case management software helps teams collect case details, route work, keep records and review outcomes. This list helps buyers compare tools by intake forms, workflow automation, custom fields, audit trails, reporting dashboards, mobile apps and deployment.

The page does not publish a ranking basis or score. Use the listed comparison fields, platform details and maker pricing options as the lineup changes.

01

Kaseware

by Kaseware

Kaseware supports case intake on web and self-hosted systems, with automated workflows and custom fields.

From $102 a month AndroidiPhone & iPadWebAPISelf-hosted
02

FAMCare

FAMCare is aimed at human services organizations, including child welfare, behavioral health, homeless services, and Indigenous community programs.

AndroidiPhone & iPadWeb+4
Record7.4 Visit
03

Hyland OnBase

OnBase may suit organizations that need document capture, workflow automation, and records controls.

AndroidiPhone & iPadWeb+4
Record7.2 Visit
04

Casebook

Casebook manages cases on web, desktop and mobile with intake forms, automated workflows and custom fields.

AndroidiPhone & iPadWeb+3
Record7.1 Visit
05

EQS Integrity Line

EQS Integrity Line provides case intake forms on Android, iOS and web, with a free trial.

AndroidiPhone & iPadWeb+1
Record7.0 Visit
6
ServiceNow HR Service Delivery

ServiceNow HR Service Delivery gives employees answers and issue help through AI, data and workflows on Android, iOS and web.

AndroidiPhone & iPadWeb+1 — Record6.9 Visit
7 WebAPI $216 a year Record6.9 Visit
8
DFIR-IRIS

It suits incident response teams that need shared case records, alert triage, evidence handling and collaboration.

WebWindowsMac+3 Free plan Record6.9 Visit
9
Socianote

Socianote may suit organisations coordinating programmes and casework that need intake, team visibility, and document management.

AndroidiPhone & iPadWeb $99 a month Record6.9 Visit
10
Pega Investigative Case Management

Pega Investigative Case Management handles investigations on Android, iOS and web with automated workflows, audit logs and dashboards.

AndroidiPhone & iPadWeb+1 — Record6.8 Visit
11
IntegrityLog

It suits organisations and compliance teams managing whistleblowing reports, investigations and case records.

AndroidiPhone & iPadWeb — Record6.8 Visit
12
Case Closed Software

Case Closed Software offers intake forms, workflows, custom fields and audit trails across major platforms.

AndroidiPhone & iPadWeb+5 — Record6.7 Visit
13 WebWindowsMac $99 a month Record6.7 Visit
14
Whistleblower Software

It is aimed at companies and law firms that need a reporting channel and case-management workflow.

Web €1,188 a year Record6.7 Visit
15
Tracker

Tracker runs on Android, iOS, macOS and the web with workflow automation, a free plan and free trial.

AndroidiPhone & iPadWeb+1 $24 a month, billed yearly Record6.7 Visit
16
DataCare Platform

DataCare Platform runs case intake, workflow automation and audit trails on Android, iOS and web.

AndroidiPhone & iPadWeb+1 — Record6.6 Visit
17 WebWindowsMac $456 a year Record6.6 Visit
18
UiPath Maestro Case Management

UiPath Maestro Case Management suits organizations handling enterprise cases with long, document-heavy work that does not fit fixed workflows.

Self-hosted — Record6.5 Visit
19
Collaborate

Collaborate is aimed at nonprofits, social services agencies, and government human services teams managing client cases.

AndroidiPhone & iPadWeb+1 — Record6.5 Visit
20 Web $124 a month, billed yearly Record6.5 Visit
21
Primero

Primero is designed for protection professionals, including humanitarian, development, and public-sector social services workers.

AndroidiPhone & iPadWeb+2 $8,250 a year Record6.5 Visit
22
Persimmony Case Management

Persimmony Case Management provides intake forms and workflow automation on Android, iOS and web.

AndroidiPhone & iPadWeb+1 — Record6.4 Visit
23
Civica Complaints Management

Civica Complaints Management runs complaint cases with workflow automation on Android, iOS and web.

AndroidiPhone & iPadWeb+1 — Record6.4 Visit
24
CROSStrax

CROSStrax runs on Android, iOS and the web with case intake forms and workflow automation.

AndroidiPhone & iPadWeb $420 a year Record6.4 Visit
25
SecureRelease

It suits federal, state, and local government organizations, as well as higher education institutions handling disclosure requests.

Web — Record6.3 Visit

Before you choose

Start with intake and case fields

Case intake forms give people a structured way to submit information. Custom case fields let teams capture details that fit their process.

Check whether the intake flow and field structure match the records your team needs to maintain.

Review automation and audit history

Workflow automation can route cases through defined steps. An audit trail records activity tied to a case.

Look for workflow and audit features that support the approvals, handoffs and recordkeeping your process requires.

Check reporting needs

Reporting dashboards turn case information into views for monitoring work and outcomes.

Compare the dashboard and reporting features against the measures your team needs to follow.

Match platforms and deployment

Listed platforms include web, API, iOS, Android, self-hosted and Windows. Mobile apps can matter when case work happens away from a desk.

Review deployment choices alongside the devices and infrastructure your organization supports.

Separate plans from trials

The comparison includes free plan and paid-from details, plus free-trial availability where provided.

A free plan and a free trial are different options. Check the maker's terms before choosing a tool for ongoing work.

Questions

What features are compared?
The list compares free plan, paid-from details, case intake forms, workflow automation, custom case fields, audit trail, reporting dashboards, mobile apps and deployment.
Which platforms are represented?
Platforms represented include web, API, iOS, Android, self-hosted and Windows.
Do tools on the list have free plans?
Free-plan availability varies. The comparison marks tools with a free plan when that option is listed.
Can I find software with a free trial?
Yes. Free-trial availability is included as a comparison point when a maker offers it.
Is open-source case management software included?
Open-source status is included as a comparison detail for listed tools.