CASEPRO
CASEPRO: A focused casework platform for associations managing complaints, arbitration, and hearings. Ranked #147 of 175 in Case Management Software by our editors (3.0/10); pricing: Pricing on request; best for associations managing complaints, hearings, and arbitration.
At a glance
- Editor score3.0 / 10
- PricingPricing on request
- Best forAssociations managing complaints, hearings, and arbitration
- Free planNo
- Case intake formsYes
- Facts checked22 Sep 2026
Where it wins
- Self-service intake for ethics complaints, arbitration, and ombudsman cases
- Central case tracking with panel, hearing, and RSVP workflows
- AMS integration supports member verification and casework connections
Where it doesn't
- Designed specifically for REALTOR® association professional standards work
- Pricing is quote-based, so costs require a sales conversation
- Annual licensing includes 12 hours of support
Our verdict on CASEPRO
CASEPRO is an online case management platform for REALTOR® associations handling ethics complaints, arbitration requests, ombudsman cases, and related professional standards processes. It brings intake, case tracking, hearing coordination, document delivery, and reporting into a web-based system. Associations seeking a purpose-built workflow for volunteer panels and member-related cases are its clearest audience; organizations needing a general-purpose case platform may find its focus too narrow.
Its workflow covers more than complaint intake. Self-service forms support ethics complaints, arbitration requests, and ombudsman cases, while an administrative portal centralizes case information and pipeline tracking. Panel and hearing scheduling includes RSVP and member assignment workflows. A document repository and email delivery tracking with time-validated links support case communications, and summary reports help teams review activity and trends. Association management system API integration and member verification make AMS fit an important consideration for associations evaluating it.
The published pricing structure separates a one-time installation and API integration fee, annual licensing, and annual Microsoft Azure cloud hosting; amounts are quote-based. Installation covers site installation, content customization, and API integration. Annual licensing includes software updates, 12 hours of support, and one Success Manager, with support available by email and phone alongside documentation. This arrangement suits associations prepared to scope implementation and recurring costs with the vendor, but is less convenient for buyers who need public pricing to compare options. CASEPRO is most relevant when professional standards casework, hearing coordination, and AMS connectivity are central requirements; teams seeking broad cross-industry case management should consider a more general system.
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CASEPRO pricing
All 3 CASEPRO plans and prices →
CASEPRO fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Case intake forms | Yes |
| Workflow automation | Yes |
| Custom case fields | Not verified |
| Audit trail | Yes |
| Reporting dashboards | Yes |
| Mobile apps | Not verified |
| Deployment | Cloud |
| Deployment | Cloud |
| Platforms | Web |
| Support | Email, Phone, Docs |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 1 integrations: Association management systems (AMS) |
| Pricing | Pricing on request (source) |
| Website | casepro.agencymckenna.com |
| Facts checked | 22 Sep 2026 |
CASEPRO integrations
CASEPRO lists 1 integrations on its own site.
- Association management systems (AMS)
Alternatives to CASEPRO
- 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
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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