Case Management Software: ranks 51–100
Page 2 of 4 of the full case management software ranking. Every tool here is researched from its official pricing and product pages. See our top picks →
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Ranks 51–100 of 175 tools, best first
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Best forFinancial-crime investigation teams
A specialized cloud platform for coordinating financial-crime detection and investigations.
- Audit trail
4.1/10★★☆☆☆Visit Lucinity -
Best forLegal teams building collaborative case chronologies
A focused workspace for collaborative legal chronologies and linked case evidence.
- Reporting dashboards
4.0/10★★☆☆☆Visit FactBox -
Best forOrganizations managing grant applications and awards
A grant-focused case management platform with deep workflows and a high entry price.
- Workflow automation
3.9/10★★☆☆☆Visit Optimy -
Best forOrganizations managing ethics incidents at scale
A configurable case-management system for enterprise ethics and compliance programs.
- Custom case fields
- Case intake forms
- Audit trail
3.7/10★★☆☆☆Visit NAVEX -
Best forSocial-service agencies with mobile casework
A document-centered case platform for agencies managing mobile, multi-step social services.
- Mobile apps
- Case intake forms
- Audit trail
3.6/10★★☆☆☆Visit Traverse -
Best forLaw-enforcement investigation teams
A broad investigation system for agencies managing cases from incident to finalization.
- Custom case fields
- Case intake forms
- Audit trail
3.4/10★★☆☆☆Visit Synergy -
Best forLarge public agencies managing child-welfare programs
Deep child-welfare workflows for agencies that need configurable, hybrid case management.
- Reporting dashboards
- Workflow automation
3.3/10★★☆☆☆Contact Merative -
Best forEnterprise HR teams managing employee-relations cases
A focused HR case platform with workflows, audit trails, and enterprise HRIS integrations.
3.2/10★★☆☆☆Visit Sodales -
Best forHR teams managing employee-relations cases
A focused platform for managing employee-relations cases, investigations and oversight.
3.0/10★★☆☆☆Visit AdviserPlus -
Best forHuman-services agencies needing billing workflows
A configurable case platform that connects service delivery, outcomes, referrals, and billing.
- Mobile apps
- Custom case fields
- Case intake forms
3.0/10★★☆☆☆Visit PlanStreet -
Best forPublic-sector teams managing multichannel casework
A configurable casework system for teams handling complex, multichannel caseloads.
- Custom case fields
- Case intake forms
- Audit trail
3.0/10★★☆☆☆Visit Workpro -
Best forGlobal ethics programs needing many integrations
A broad ethics and compliance platform with strong reporting, automation, and integration coverage.
- Custom case fields
- Case intake forms
- Audit trail
3.0/10★★☆☆☆Visit SAI360 -
Best forTeams wanting free, self-hosted incident management
A free case management platform for teams investigating and documenting security incidents.
3.0/10★★☆☆☆Visit DFIR-IRIS -
Best forIntegrated human-services and care programs
A broad, configurable suite for complex human-services and care programs.
- Mobile apps
- Custom case fields
- Case intake forms
3.0/10★★☆☆☆Visit Netsmart -
Best forHealthcare and social-service case programs
A broad web-based case platform for programs managing clients, services, workflows, and reporting.
- Custom case fields
- Case intake forms
- Audit trail
3.0/10★★☆☆☆Visit Optimax -
Best forCompliance teams managing risks and remediation
A broad GRC platform for compliance teams managing evidence, risks, and remediation.
3.0/10★★☆☆☆Visit MetricStream -
Best forInvestigation teams needing mobile workflows
A configurable investigation platform with evidence controls, automation, AI and mobile reporting.
- Mobile apps
- Custom case fields
- Case intake forms
3.0/10★★☆☆☆Visit Resolver -
Best forService organizations needing mobile case operations
A configurable cloud platform for complex service programs, with mobile tools and broad integrations.
- Mobile apps
- Custom case fields
- Case intake forms
3.0/10★★☆☆☆Visit CaseWorthy -
Best forSecure enterprise investigations and records
A security-focused platform for controlled investigations, evidence, records, and workflows.
- Custom case fields
- Case intake forms
- Audit trail
3.0/10★★☆☆☆Visit Yakabod -
Best forClaims teams needing financial workflows
A claims-focused platform for managing financial workflows across the claim lifecycle.
- Mobile apps
- Custom case fields
- Case intake forms
3.0/10★★☆☆☆Visit Origami Risk -
Best forCompliance teams managing KYC and AML cases
A deep compliance case workspace with strong workflows, but custom pricing and no mobile access.
- Audit trail
- Reporting dashboards
- Workflow automation
3.0/10★★☆☆☆Visit site -
Best forSmall social-care organizations on a budget
Affordable case management with intake, reporting, portals, and a free starting tier.
- Mobile apps
- Case intake forms
- Audit trail
3.0/10★★☆☆☆Visit Socianote -
Best forHuman-services agencies managing client programs
A configurable web platform for coordinating client programs, referrals, services, and outcomes.
- Custom case fields
- Case intake forms
- Audit trail
3.0/10★★☆☆☆Visit Mareto -
Best forField investigation and tactical coordination teams
A focused case-management workspace for mapping investigations and coordinating field operations.
- Mobile apps
- Audit trail
- Reporting dashboards
3.0/10★★☆☆☆Visit CORE Search -
Best forRegulated investigations and disclosure
A deep case-management platform for regulated investigations and secure disclosure.
- Case intake forms
- Audit trail
- Reporting dashboards
3.0/10★★☆☆☆Visit Clue -
Best forPublic-sector teams needing configurable case processes
A broad, configurable case platform with clear monthly pricing and public-sector integrations.
- Custom case fields
- Case intake forms
- Reporting dashboards
3.0/10★★☆☆☆Visit Datatank -
Best forCare and social-work programs
A broad, configurable case platform for care and social-work programs.
- Mobile apps
- Case intake forms
- Audit trail
3.0/10★★☆☆☆Visit Care4 -
Best forRegulatory and enforcement agencies
A specialized cloud platform for licensing, compliance, inspections and enforcement.
- Mobile apps
- Case intake forms
- Audit trail
3.0/10★★☆☆☆Visit Objective -
Best forPrivate investigators wanting transparent pricing
A broad case management suite with transparent monthly pricing and a seven-day trial.
- Mobile apps
- Custom case fields
- Case intake forms
3.0/10★★☆☆☆Visit CROSStrax -
Best forOpen-source financial investigation workflows
A focused, open-source case workspace for financial investigations, with paid tiers priced on demand.
- Audit trail
- Reporting dashboards
- Workflow automation
3.0/10★★☆☆☆Visit Marble -
Best forSelf-hosted teams needing configurable case records
A self-hosted case system for agencies needing structured records, workflows, and auditability.
- Custom case fields
- Audit trail
- Reporting dashboards
3.0/10★★☆☆☆Visit UNODC -
Best forInvestigative agencies needing relationship analysis
A focused investigative case platform with intake, evidence, search, and relationship analysis.
- Custom case fields
- Case intake forms
- Audit trail
3.0/10★★☆☆☆Visit Column -
Best forOrganizations managing claims across service teams
A configurable claims workspace for teams coordinating intake, investigation and resolution.
- Mobile apps
- Case intake forms
- Audit trail
Pricing on request · 15-day trial Our CloudOffix Claims & Case Management verdict → Visit CloudOffix3.0/10★★☆☆☆Visit CloudOffix -
Best forNonprofits managing programs, clients, and outcomes
A broad nonprofit case-management platform linking service delivery, outcomes, and fundraising.
- Reporting dashboards
3.0/10★★☆☆☆Visit LiveImpact -
Best forSmall human-services organizations managing household needs
A web-based casework system with configurable intake, records, assistance tracking and shelter management.
- Custom case fields
- Case intake forms
- Audit trail
3.0/10★★☆☆☆Visit Need Navigator -
Best forLaw-enforcement investigative case teams
A focused investigative case system with strong evidence organization and justice-system integrations.
- Reporting dashboards
- Workflow automation
3.0/10★★☆☆☆Visit SoundThinking -
Best forPublic agencies processing records requests
A public-records workflow for agencies handling intake, deadlines, documents, and redaction.
- Custom case fields
- Case intake forms
- Audit trail
3.0/10★★☆☆☆Visit NextRequest -
Best forOrganizations wanting open-source case management
A configurable, open-source platform for structured protection and social-service casework.
- Custom case fields
- Case intake forms
- Audit trail
3.0/10★★☆☆☆Visit Primero -
Best forIncident-response teams needing self-hosted case workflows
A focused, self-hosted response workflow with a substantial annual licence price.
3.0/10★★☆☆☆Visit DFIRe -
Best forDigital investigations and intelligence analysis
A broad investigation suite for federated search, analysis, evidence capture, and reporting.
- Mobile apps
- Audit trail
- Reporting dashboards
3.0/10★★☆☆☆Visit site -
Best forPublic-safety investigation teams
A structured, cloud-based case system for public-safety investigations and evidence workflows.
- Mobile apps
- Case intake forms
- Audit trail
3.0/10★★☆☆☆Visit Omnigo -
Best forSocial-service organizations needing offline field work
A configurable case platform with strong field-work support, but a costly setup.
3.0/10★★☆☆☆Visit CaseFlow -
Best forSmall investigation practices wanting clear pricing
A broad web-based case workspace with clear flat monthly pricing and storage-based tiers.
- Case intake forms
- Audit trail
- Reporting dashboards
3.0/10★★☆☆☆Visit Casewyze -
Best forInsurance SIU teams investigating suspicious claims
A focused SIU workspace that connects claim evidence, fraud analysis, and case reporting.
- Reporting dashboards
3.0/10★★☆☆☆Contact Carpe -
Best forInsurance claims organizations
A focused claims platform for insurers needing intake, workflows, analytics, and AI.
- Case intake forms
- Reporting dashboards
- Workflow automation
3.0/10★★☆☆☆Visit Guidewire -
Best forHigher-education conduct and resolution offices
A focused platform for institution-wide conduct, grievance, and Title IX case management.
- Case intake forms
- Audit trail
- Reporting dashboards
3.0/10★★☆☆☆Visit Campus Resolve -
Best forPrograms needing caseload and compliance visibility
A compliance-focused case platform for programs managing complex caseloads and funds.
- Case intake forms
- Audit trail
- Reporting dashboards
3.0/10★★☆☆☆Visit Libera -
Best forSocial work teams needing collaborative client records
A broad client-record system for social work teams that need shared workflows and documentation.
- Custom case fields
- Case intake forms
- Audit trail
3.0/10★★☆☆☆Visit site -
Best forWhistleblower incident tracking teams
A focused web platform for anonymous reporting, investigations, and auditable case resolution.
- Custom case fields
- Case intake forms
- Audit trail
3.0/10★★☆☆☆Visit Ethics Suite -
Best forHealthcare teams coordinating complex care
A healthcare-focused case management platform for complex, data-rich care coordination.
- Mobile apps
- Audit trail
- Reporting dashboards
3.0/10★★☆☆☆Visit Persivia
No tools match those filters.
Compare at a glance
| # | Tool | Paid from | Case intake forms | Workflow automation | Audit trail | Deployment | Score |
|---|---|---|---|---|---|---|---|
| 51 | Lucinity Platform | Yes | Cloud | 4.1 | |||
| 52 | FactBox | Cloud | 4.0 | ||||
| 53 | Optimy | €1,000/yr | Yes | 3.9 | |||
| 54 | NAVEX EthicsPoint Incident Management | Yes | Yes | Yes | Cloud | 3.7 | |
| 55 | Traverse | Yes | Yes | Yes | Cloud | 3.6 | |
| 56 | Synergy Investigation Case Management | Yes | Yes | Yes | Hybrid | 3.4 | |
| 57 | Cúram | Yes | Hybrid | 3.3 | |||
| 58 | Sodales Employee Relations | 3.2 | |||||
| 59 | empower | 3.0 | |||||
| 60 | PlanStreet | Yes | Yes | Yes | Cloud | 3.0 | |
| 61 | Workpro Casework | Yes | Yes | Yes | Hybrid | 3.0 | |
| 62 | SAI360 Ethics and Compliance | Yes | Yes | Yes | Cloud | 3.0 | |
| 63 | DFIR-IRIS | Free | 3.0 | ||||
| 64 | Netsmart Human Services | Yes | Yes | Cloud | 3.0 | ||
| 65 | Optimax Case Management | Yes | Yes | Yes | Cloud | 3.0 | |
| 66 | MetricStream | 3.0 | |||||
| 67 | Resolver Investigations | Yes | Yes | Yes | Cloud | 3.0 | |
| 68 | CaseWorthy | Yes | Yes | Yes | Cloud | 3.0 | |
| 69 | Yakabod Case Management | Yes | Yes | Yes | Hybrid | 3.0 | |
| 70 | Origami Risk Claims | Yes | Yes | Yes | Cloud | 3.0 | |
| 71 | ComplianceSuite Case Management | Yes | Yes | Hybrid | 3.0 | ||
| 72 | Socianote | $99/mo | Yes | Yes | Yes | Cloud | 3.0 |
| 73 | Mareto | $40/user/mo | Yes | Yes | Yes | Cloud | 3.0 |
| 74 | CORE Search | No | Yes | Yes | Cloud | 3.0 | |
| 75 | Clue Investigation Management | Yes | Yes | Yes | Cloud | 3.0 | |
| 76 | DTx Case Management | Yes | Yes | Cloud | 3.0 | ||
| 77 | Care4 | Yes | Yes | Yes | Cloud | 3.0 | |
| 78 | Objective RegWorks | Yes | Yes | Yes | Cloud | 3.0 | |
| 79 | CROSStrax | $35/mo | Yes | Yes | Yes | Cloud | 3.0 |
| 80 | Marble Case Manager | Yes | Yes | Hybrid | 3.0 | ||
| 81 | goCASE | Yes | Yes | Self_hosted | 3.0 | ||
| 82 | Column Case Management | Yes | Yes | Yes | Cloud | 3.0 | |
| 83 | CloudOffix Claims & Case Management | Yes | Yes | Yes | Cloud | 3.0 | |
| 84 | LiveImpact | $150/mo | 3.0 | ||||
| 85 | Need Navigator | Yes | Yes | Yes | Cloud | 3.0 | |
| 86 | CaseBuilder | Yes | Cloud | 3.0 | |||
| 87 | NextRequest | Yes | Yes | Yes | Cloud | 3.0 | |
| 88 | Primero | $8,250/yr | Yes | Yes | Hybrid | 3.0 | |
| 89 | DFIRe | €9,900/yr | 3.0 | ||||
| 90 | Chorus Intelligence Suite | Yes | Yes | Cloud | 3.0 | ||
| 91 | Omnigo Investigation Case Management | Yes | Yes | Yes | Cloud | 3.0 | |
| 92 | CaseFlow | $150/mo | 3.0 | ||||
| 93 | Casewyze | $39/mo | Yes | Yes | Yes | Cloud | 3.0 |
| 94 | Carpe Case Management | 3.0 | |||||
| 95 | Guidewire ClaimCenter | Yes | Yes | Cloud | 3.0 | ||
| 96 | Campus Resolve | $2,500/yr | Yes | Yes | Yes | Cloud | 3.0 |
| 97 | inFormed | Yes | Yes | Yes | Cloud | 3.0 | |
| 98 | Social Work Portal | Yes | Yes | Yes | Cloud | 3.0 | |
| 99 | Ethics Suite | Yes | Yes | Yes | Cloud | 3.0 | |
| 100 | Persivia CareSpace | Yes | Yes | Cloud | 3.0 |
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Last updated · How we research and update