AgileCase
AgileCase: Configurable intake, workflows and case tracking, with paid plans starting at $25 per user monthly. Ranked #104 of 175 in Case Management Software by our editors (3.0/10); pricing: 14-day trial; best for small organizations needing configurable case workflows.
At a glance
- Editor score3.0 / 10
- Pricing14-day trial
- Best forSmall organizations needing configurable case workflows
- Free planNo
- Paid from$25/user/mo
- Case intake formsYes
- Facts checked24 Sep 2026
Where it wins
- Custom intake forms, fields and multi-step workflows support varied case processes.
- Case history records changes; reports can use real-time criteria and export options.
- Client updates, document templates and an API support connected case work.
Where it doesn't
- Professional limits custom reports, email templates and automations to 10 each.
- MailChimp and QuickBooks Online are listed as coming soon.
- Enterprise adds custom services, but its price is not stated here.
Our verdict on AgileCase
AgileCase is a cloud case management platform for organizing information into cases and managing work across each case’s lifecycle. It is aimed at organizations handling claims, legal services, charity or foundation work, banking, and other business processes. Configurable intake forms and custom fields provide a way to capture case information, while progress tracking, calendars, tasking and client communications support ongoing work. Small organizations looking to shape workflows around their own processes are a natural fit; teams seeking a free plan should look elsewhere, since AgileCase is paid and offers a 14-day trial.
Workflow and record-keeping depth are central to the product. Workflows can be configured and scripted to automate tasks, notifications and integrations, and case history shows who changed what and when. Reporting includes custom reports with real-time criteria and export options. Document management covers templates for policy documents, email and SMS, while client and partner updates can be sent through letters, email, SMS, reports and a portal. These capabilities suit teams that need more than a simple case register, though organizations should assess how much configuration their processes require before choosing it.
According to the published plans, Professional costs $25 per user per month and includes 10 custom reports, 10 email templates, 10 automations, 50 GB storage, email-to-case and a 180-day audit trail. Business costs $35 per user per month and adds unlimited reports, templates and automations, storage subject to fair use, two-factor authentication and Client Connect. Enterprise lists a dedicated account manager, custom integrations, custom development and white branding; private cloud is available at extra cost. AgileCase supports web and API access, with integrations including Gmail, Office 365, Exchange, Xero, Veriphy, POP3 and SMTP. MailChimp and QuickBooks Online are marked as coming soon. It is a stronger fit for teams valuing configurable case workflows and communication options than for buyers who need those forthcoming connections now.
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AgileCase pricing
All 3 AgileCase plans and prices →
AgileCase fact sheet
| Free plan | No |
|---|---|
| Paid from | $25/user/mo |
| Case intake forms | Yes |
| Workflow automation | Yes |
| Custom case fields | Yes |
| Audit trail | Yes |
| Reporting dashboards | Yes |
| Mobile apps | Not verified |
| Deployment | Cloud |
| Free trial | 14 days |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | GDPR, 2FA |
| Support | Docs, Tickets |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 9 integrations: Veriphy, Gmail, Office 365, Microsoft Exchange, MailChimp (listed as coming soon), Xero … See all → |
| Pricing | 14-day trial (source) |
| Website | agilecase.com |
| Facts checked | 24 Sep 2026 |
AgileCase integrations
AgileCase lists 9 integrations on its own site.
- Veriphy
- Gmail
- Office 365
- Microsoft Exchange
- MailChimp (listed as coming soon)
- Xero
- QuickBooks Online (listed as coming soon)
- POP3
- SMTP
See all AgileCase integrations →
Alternatives to AgileCase
- UiPath Maestro Case ManagementAI-assisted case orchestration for complex, document-heavy enterprise processes.9.4
- ServiceNow HR Service DeliveryA broad HR service suite for enterprises that need cases, workflows, portals, and AI.9.3
- Pega Investigative Case ManagementA broad investigation framework for agencies managing complex cases from intake through resolution.9.2
See all AgileCase alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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