Best Case Management Software 2026

Traverse provides case intake forms, workflow automation and audit trails on Android, iOS and the web.

Sodales documents, investigates and resolves employee complaints, discipline and grievances in one system.

CaseFlow suits human-service organizations that need case tracking, adaptable workflows, and mobile field data collection.

Lucinity is aimed at financial institutions and compliance teams working on financial crime prevention.

PlanStreet offers intake forms, custom fields and workflow automation across Android, iOS, web and API.

Bonterra Case Management suits organizations seeking case intake, participant records, workflow tools, and reporting in a cloud product.

Netsmart Human Services provides intake forms, custom fields and workflow automation across mobile and web.

Resolver Investigations provides intake forms, custom fields, workflow automation and audit trails across mobile and web.

CaseWorthy provides intake forms, custom fields and workflow automation on mobile, web and API platforms.

Origami Risk Claims provides intake forms, custom fields and workflow automation through mobile, browser and API access.

Complyr suits regulated complaint teams, including teams working with FCA DISP and Consumer Duty requirements.