UiPath Maestro Case Management
uipath.com
What it is
UiPath Maestro Case Management is designed for enterprise cases that involve extensive documents and work that does not fit a fixed workflow. AI agents can read claims, contracts, applications, and notes, draft responses, update systems, and help move cases toward closure; people remain involved when judgment is needed. Its controls include SLAs, escalation policies, role-based access, and immutable audit trails. Case Manager and Stage Manager Agents produce plans that explain their actions. The platform connects with CRM, ERP, ITSM, HR, and custom systems, including through ready connectors for SAP, Oracle, Salesforce, ServiceNow, and Workday. Case records can aggregate live data through UiPath Data Fabric without copying it, and custom systems can connect through APIs. Business users can configure plans, stages, SLAs, and escalation rules in Studio Web. Ready process apps provide intake forms, queues, and dashboards, and templates cover claims, loans, disputes, onboarding, compliance, and investigations. Cloud and self-hosted deployment options are described; most teams can establish a first case type in weeks, not quarters. A free trial and demo path are listed, but public plan prices are not printed.
Spec sheet
- Deployment
- cloudRead 21 Sep 2026 · uipath.com
- Free plan
- YesRead 21 Sep 2026 · uipath.com
- Enterprise systems
- Connects to CRM, ERP, ITSM, HR, custom systems, and apps such as SAP and Salesforce.Read 27 Sep 2026 · uipath.com
- Headquarters
- New York, NY, USARead 28 Sep 2026 · uipath.com
- Founded
- 2005Read 28 Sep 2026 · uipath.com
- AI case work
- AI agents read documents, draft responses, update systems, and help close cases.Read 27 Sep 2026 · uipath.com
- API integrations
- API-first integrations are available for custom systems.Read 27 Sep 2026 · uipath.com
- Audit trail
- Every case action, decision, and escalation lands in an immutable audit trail.Read 27 Sep 2026 · uipath.com
- Audit trail
- YesRead 21 Sep 2026 · uipath.com
- Auditable plans
- Case Manager and Stage Manager Agents produce auditable plans explaining their actions.Read 27 Sep 2026 · uipath.com
- Case intake forms
- YesRead 21 Sep 2026 · uipath.com
- Case templates
- Templates ship for claims, loan origination, dispute resolution, onboarding, compliance, and investigations.Read 27 Sep 2026 · uipath.com
- Company mark
- UiPath word mark, logos, and robots are registered trademarks owned by UiPath, Inc. and affiliates.Read 27 Sep 2026 · uipath.com
- Custom case fields
- YesRead 21 Sep 2026 · uipath.com
- Data Fabric
- The case record aggregates live data through UiPath Data Fabric without copying it.Read 27 Sep 2026 · uipath.com
- Deployment time
- Most teams can stand up a first case type in weeks, not quarters.Read 27 Sep 2026 · uipath.com
- Document handling
- Native intelligent document processing reads claims, contracts, applications, and notes.Read 27 Sep 2026 · uipath.com
- Enterprise cases
- Enterprise case management for agentic, document-heavy work.Read 27 Sep 2026 · uipath.com
- Flexible workflows
- Targets long, document-heavy work that does not fit fixed workflows.Read 27 Sep 2026 · uipath.com
- Governance controls
- SLAs, escalation policies, role-based access, and immutable audit trails are included.Read 27 Sep 2026 · uipath.com
- Human judgment
- People remain involved where judgment is needed.Read 27 Sep 2026 · uipath.com
- Intake dashboards
- Ready process apps provide intake forms, queues, and dashboards out of the box.Read 27 Sep 2026 · uipath.com
- Named connectors
- Ready connectors include SAP, Oracle, Salesforce, ServiceNow, and Workday.Read 27 Sep 2026 · uipath.com
- No-code config
- Business users can configure case plans, stages, SLAs, and escalation rules in Studio Web.Read 27 Sep 2026 · uipath.com
- Reporting dashboards
- YesRead 21 Sep 2026 · uipath.com
- SaaS option
- Automation Cloud provides the full UiPath Platform with fast updates and scalability.Read 27 Sep 2026 · uipath.com
- Self-host option
- The platform can be self-hosted for performance, compliance, and security needs.Read 27 Sep 2026 · uipath.com
- Support resources
- The page links to customer support, customer portal, documentation, forum, community, and service status.Read 27 Sep 2026 · uipath.com
- Workflow automation
- YesRead 21 Sep 2026 · uipath.com
Plans and prices
Free trial Free Start free trial is offered; no price or limits are printed. Read 27 Sep 2026 · uipath.com
Request demo Priced on request Demo/contact path; no public price is printed. Read 27 Sep 2026 · uipath.com
Strong points and limits
Strong points
- AI agents read documents and help close cases.
- Controls include SLAs and immutable audit trails.
- Ready connectors include SAP and Salesforce.
- Studio Web supports business-user configuration.
- Templates cover claims, disputes, and investigations.
Limits
- Public plan prices are not printed.
- Free plan is listed as unavailable.
- Self-hosted platform; cloud deployment is also described.
- A free trial is offered without listed limits.
Who it suits
It suits enterprises managing long, document-heavy cases that need adaptable workflows, human judgment, and governance controls. Teams needing cloud or self-hosted deployment can choose between those stated options.
Verdict
UiPath Maestro Case Management combines document processing, configurable case workflows, and governance features for complex enterprise work. The page lists a free trial and demo route, but no public plan prices.
Where Specifiction places it
- Case Management Software#13 of 1778.5
