Best PlanStreet Alternatives in 2026
15 case management software our editors would look at instead of PlanStreet, in our ranking order.
PlanStreet: A configurable case platform that connects service delivery, outcomes, referrals, and billing. Where it falls short: pricing is custom rather than self-serve.
Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. Scores and reviews are set by our editors and never change for payment; paid placements are marked Featured. How we rank.
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Case IQ not yet scored
Best forEnterprise investigations and compliance teams
A configurable case platform for enterprise investigations and compliance teams.
- Custom case fields
- Case intake forms
- Audit trail
—not yet scoredVisit Case IQ -
UiPath Maestro Case Management not yet scored
Best forTeams wanting AI case orchestration
AI-assisted case orchestration for complex, document-heavy enterprise processes.
- Custom case fields
- Case intake forms
- Audit trail
—not yet scoredVisit UiPath -
Best forEnterprises needing HR service-case orchestration
A broad HR service suite for enterprises that need cases, workflows, portals, and AI.
- Workflow automation
3.7/10★★☆☆☆Visit ServiceNow -
Pega Investigative Case Management not yet scored
Best forLarge-scale investigative operations
A broad investigation framework for agencies managing complex cases from intake through resolution.
- Mobile apps
- Audit trail
- Reporting dashboards
—not yet scoredContact Pegasystems -
Hyland OnBase not yet scored
Best forDocument-centric case and records operations
A document-centric case platform for governed enterprise records operations.
—not yet scoredVisit Hyland -
SecureRelease not yet scored
Best forPublic agencies processing FOIA and disclosure requests
A disclosure-focused case platform for agencies managing requests from intake through appeal.
- Reporting dashboards
- Workflow automation
—not yet scoredVisit Deloitte -
OneSumX for Complaint Management not yet scored
Best forBank complaint investigation teams
A focused system for structured complaint investigations, sign-off and compliance oversight.
- Workflow automation
—not yet scoredVisit Wolters Kluwer -
IntegrityLog not yet scored
Best forWhistleblowing advisors and compliance teams
A focused web platform for anonymous reporting, investigations, and controlled case access.
- Custom case fields
- Case intake forms
- Audit trail
—not yet scoredVisit IntegrityLog -
Thomson Reuters Case Tracking not yet scored
Best forFraud investigation workload tracking
A focused system for tracking fraud cases, investigative work, and workload goals.
- Reporting dashboards
- Workflow automation
—not yet scoredVisit site -
Best forLarge organizations needing broad case management
A broad casework suite for enterprises and government organizations with complex workflows.
- Mobile apps
- Custom case fields
- Case intake forms
6.6/10★★★☆☆Visit Appian -
Best forComplex enterprise case processes
A broad case-management platform for enterprises that need configurable workflows and unified case files.
- Mobile apps
- Case intake forms
- Audit trail
6.3/10★★★☆☆Visit Newgen -
Best forInvestigative and field operations
A broad case and operations suite for investigative and field teams.
- Mobile apps
- Custom case fields
- Case intake forms
6.8/10★★★☆☆Visit Kaseware -
NICE Actimize not yet scored
Best forFinancial-crime compliance operations
A specialized AML suite for regulated teams managing detection, investigations and reporting.
- Audit trail
—not yet scoredVisit NICE Actimize -
Unit21 not yet scored
Best forAML teams needing configurable detection models
Configurable AML detection, investigations, screening, and regulatory filing in one platform.
- Audit trail
—not yet scoredVisit Unit21 -
Best forAI-first claims teams
A claims-specific platform for teams that want embedded AI and configurable automation.
- Case intake forms
- Audit trail
- Reporting dashboards
5.5/10★★★☆☆Visit Five Sigma
PlanStreet Alternatives: Common Questions
What is the best alternative to PlanStreet?
ServiceNow HR Service Delivery: #3 in our Case Management Software ranking, with an editor score of 3.7 out of 10. A broad HR service suite for enterprises that need cases, workflows, portals, and AI.
Is there a free alternative to PlanStreet?
Yes. UiPath Maestro Case Management has a free plan or a free tier.
PlanStreet vs Each Alternative
| # | Tool | Free plan | Paid from | Case intake forms | Workflow automation | Custom case fields | Audit trail | Deployment | Score |
|---|---|---|---|---|---|---|---|---|---|
| not scored | PlanStreet | No | — | Yes | Yes | Yes | Yes | Cloud | — |
| not scored | Case IQ | — | — | Yes | Yes | Yes | Yes | Cloud | — |
| not scored | UiPath Maestro Case Management | Yes | — | Yes | Yes | Yes | Yes | Cloud | — |
| 3 | ServiceNow HR Service Delivery | — | — | — | Yes | — | — | — | 3.7 |
| not scored | Pega Investigative Case Management | — | — | — | Yes | — | Yes | Hybrid | — |
| not scored | Hyland OnBase | — | — | — | — | — | — | — | — |
| not scored | SecureRelease | — | — | — | Yes | — | — | Cloud | — |
| not scored | OneSumX for Complaint Management | — | — | — | Yes | — | — | — | — |
| not scored | IntegrityLog | — | — | Yes | Yes | Yes | Yes | Cloud | — |
| not scored | Thomson Reuters Case Tracking | — | — | — | Yes | — | — | — | — |
| 10 | Appian Case Management | No | — | Yes | Yes | Yes | Yes | Hybrid | 6.6 |
| 11 | Newgen Dynamic Case Management | No | — | Yes | Yes | — | Yes | Hybrid | 6.3 |
| 12 | Kaseware | — | — | Yes | Yes | Yes | Yes | — | 6.8 |
| not scored | NICE Actimize | — | — | — | — | — | Yes | — | — |
| not scored | Unit21 | — | — | — | — | — | Yes | — | — |
| 15 | Five Sigma Claims Management Platform | No | — | Yes | Yes | — | Yes | Cloud | 5.5 |
Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026