Best Case Management Software in 2026
Updated
177 case management software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
177ranked
2free plans on this page
$7.99/molowest paid tier
7 Oct 2026last checked
Input list Case Management Software 25 channels on this page · 94 of 200 spec lines stated by the makers
Ch Tool Free planPaid fromCase intake formsWorkflow automationCustom case fieldsAudit trailReporting dashboardsMobile apps Spec sheet Score
51 Herarx Free planYesPaid from$7.99/user/moCase intake formsnot statedWorkflow automationnot statedCustom case fieldsnot statedAudit trailYesReporting dashboardsYesMobile appsnot stated 4/8spec lines stated 7.2
52 Claimable Free planNoPaid fromnot statedCase intake formsnot statedWorkflow automationYesCustom case fieldsYesAudit trailYesReporting dashboardsYesMobile appsnot stated 5/8spec lines stated 7.1
53 Casefleet Free planNoPaid from$30/user/moCase intake formsnot statedWorkflow automationYesCustom case fieldsnot statedAudit trailYesReporting dashboardsYesMobile appsnot stated 5/8spec lines stated 7.1
54 FactBox Free planNoPaid fromnot statedCase intake formsnot statedWorkflow automationnot statedCustom case fieldsnot statedAudit trailnot statedReporting dashboardsYesMobile appsnot stated 2/8spec lines stated 7.1
55 SAI360 Ethics and Compliance Free plannot statedPaid fromnot statedCase intake formsYesWorkflow automationYesCustom case fieldsYesAudit trailYesReporting dashboardsYesMobile appsnot stated 5/8spec lines stated 7.1
56 CORE Search Free planYesPaid fromnot statedCase intake formsNoWorkflow automationYesCustom case fieldsnot statedAudit trailYesReporting dashboardsYesMobile appsYes 6/8spec lines stated 7.1
57 Objective RegWorks Free plannot statedPaid fromnot statedCase intake formsYesWorkflow automationYesCustom case fieldsnot statedAudit trailYesReporting dashboardsYesMobile appsYes 5/8spec lines stated 7.1
58 Casewyze Free planNoPaid fromnot statedCase intake formsYesWorkflow automationYesCustom case fieldsnot statedAudit trailYesReporting dashboardsYesMobile appsnot stated 5/8spec lines stated 7.1
59 Hyland OnBase Free plannot statedPaid fromnot statedCase intake formsnot statedWorkflow automationnot statedCustom case fieldsnot statedAudit trailnot statedReporting dashboardsnot statedMobile appsnot stated 0/8spec lines stated 7.0
60 SecureRelease Free plannot statedPaid fromnot statedCase intake formsnot statedWorkflow automationYesCustom case fieldsnot statedAudit trailnot statedReporting dashboardsYesMobile appsnot stated 2/8spec lines stated 7.0
61 Toby Free planNoPaid fromnot statedCase intake formsnot statedWorkflow automationYesCustom case fieldsnot statedAudit trailnot statedReporting dashboardsnot statedMobile appsnot stated 2/8spec lines stated 7.0
62 Spear Case Management Free plannot statedPaid fromnot statedCase intake formsYesWorkflow automationYesCustom case fieldsnot statedAudit trailYesReporting dashboardsYesMobile appsnot stated 4/8spec lines stated 7.0
63 Traverse Free plannot statedPaid fromnot statedCase intake formsYesWorkflow automationYesCustom case fieldsnot statedAudit trailYesReporting dashboardsYesMobile appsYes 5/8spec lines stated 7.0
64 Synergy Investigation Case Management Free plannot statedPaid fromnot statedCase intake formsYesWorkflow automationYesCustom case fieldsYesAudit trailYesReporting dashboardsYesMobile appsnot stated 5/8spec lines stated 7.0
65 LiveImpact Free planNoPaid fromnot statedCase intake formsnot statedWorkflow automationnot statedCustom case fieldsnot statedAudit trailnot statedReporting dashboardsYesMobile appsnot stated 2/8spec lines stated 7.0
66 JustFOIA Free plannot statedPaid fromnot statedCase intake formsYesWorkflow automationYesCustom case fieldsnot statedAudit trailYesReporting dashboardsYesMobile appsnot stated 4/8spec lines stated 6.9
67 StarCompliance Incident Management Free plannot statedPaid fromnot statedCase intake formsYesWorkflow automationYesCustom case fieldsYesAudit trailYesReporting dashboardsYesMobile appsnot stated 5/8spec lines stated 6.9
68 Duck Creek Claims Free plannot statedPaid fromnot statedCase intake formsYesWorkflow automationYesCustom case fieldsnot statedAudit trailYesReporting dashboardsnot statedMobile appsnot stated 3/8spec lines stated 6.9
69 Netsmart Human Services Free plannot statedPaid fromnot statedCase intake formsYesWorkflow automationYesCustom case fieldsYesAudit trailnot statedReporting dashboardsYesMobile appsYes 5/8spec lines stated 6.9
70 Optimax Case Management Free plannot statedPaid fromnot statedCase intake formsYesWorkflow automationYesCustom case fieldsYesAudit trailYesReporting dashboardsYesMobile appsnot stated 5/8spec lines stated 6.9
71 Origami Risk Claims Free plannot statedPaid fromnot statedCase intake formsYesWorkflow automationYesCustom case fieldsYesAudit trailYesReporting dashboardsYesMobile appsYes 6/8spec lines stated 6.9
72 DFIRe Free planYesPaid fromnot statedCase intake formsnot statedWorkflow automationnot statedCustom case fieldsnot statedAudit trailnot statedReporting dashboardsnot statedMobile appsnot stated 1/8spec lines stated 6.9
73 Omnigo Investigation Case Management Free plannot statedPaid fromnot statedCase intake formsYesWorkflow automationYesCustom case fieldsnot statedAudit trailYesReporting dashboardsYesMobile appsYes 5/8spec lines stated 6.9
74 iVoiceUp Free plannot statedPaid fromnot statedCase intake formsnot statedWorkflow automationYesCustom case fieldsnot statedAudit trailnot statedReporting dashboardsnot statedMobile appsnot stated 1/8spec lines stated 6.9
75 Whispli Core Free planNoPaid fromnot statedCase intake formsnot statedWorkflow automationNoCustom case fieldsnot statedAudit trailnot statedReporting dashboardsnot statedMobile appsnot stated 2/8spec lines stated 6.9
Compare all 25 in a table
| # | Tool | Score | Free plan | From | Free plan | Paid from | Case intake forms | Workflow automation |
|---|---|---|---|---|---|---|---|---|
| 51 | Herarx | 7.2 | Free plan | $7.99/mo | Yes | $7.99/user/mo | — | — |
| 52 | Claimable | 7.1 | No | — | No | — | — | Yes |
| 53 | Casefleet | 7.1 | No | $30/mo | No | $30/user/mo | — | Yes |
| 54 | FactBox | 7.1 | No | — | No | — | — | — |
| 55 | SAI360 Ethics and Compliance | 7.1 | No | — | — | — | Yes | Yes |
| 56 | CORE Search | 7.1 | No | — | Yes | — | No | Yes |
| 57 | Objective RegWorks | 7.1 | No | — | — | — | Yes | Yes |
| 58 | Casewyze | 7.1 | No | $39/mo | No | — | Yes | Yes |
| 59 | Hyland OnBase | 7.0 | No | — | — | — | — | — |
| 60 | SecureRelease | 7.0 | No | — | — | — | — | Yes |
| 61 | Toby | 7.0 | No | $123.67/mo | No | — | — | Yes |
| 62 | Spear Case Management | 7.0 | No | — | — | — | Yes | Yes |
| 63 | Traverse | 7.0 | No | — | — | — | Yes | Yes |
| 64 | Synergy Investigation Case Management | 7.0 | No | — | — | — | Yes | Yes |
| 65 | LiveImpact | 7.0 | No | — | No | — | — | — |
| 66 | JustFOIA | 6.9 | No | — | — | — | Yes | Yes |
| 67 | StarCompliance Incident Management | 6.9 | No | — | — | — | Yes | Yes |
| 68 | Duck Creek Claims | 6.9 | No | — | — | — | Yes | Yes |
| 69 | Netsmart Human Services | 6.9 | No | — | — | — | Yes | Yes |
| 70 | Optimax Case Management | 6.9 | No | — | — | — | Yes | Yes |
| 71 | Origami Risk Claims | 6.9 | No | — | — | — | Yes | Yes |
| 72 | DFIRe | 6.9 | Free plan | — | Yes | — | — | — |
| 73 | Omnigo Investigation Case Management | 6.9 | No | — | — | — | Yes | Yes |
| 74 | iVoiceUp | 6.9 | No | — | — | — | — | Yes |
| 75 | Whispli Core | 6.9 | No | — | No | — | — | No |
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