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VisualVault Case Management

#23 of 175 in Case Management Software

VisualVault Case Management: A cloud case system for agencies that need structured intake, routing, documents, and auditability. Ranked #23 of 175 in Case Management Software by our editors (7.3/10); pricing: Pricing on request; best for organizations needing configurable document workflows.

7.3/10Editor score
VisualVault Case Management7.3 Visit VisualVault

At a glance

  • Editor score
    7.3 / 10
  • Pricing
    Pricing on request
  • Best for
    Organizations needing configurable document workflows
  • Free plan
    No
  • Case intake forms
    Yes
  • Founded
    2009 · Tempe, Arizona, United States
  • Facts checked
    22 Sep 2026
VisualVault Case Management screenshot
  • Where it wins

    • Configurable intake, routing, case lifecycles, and approval workflows
    • Centralized documents, audit trails, dashboards, alerts, and tracking
    • REST API integrations with enterprise authentication and public-sector systems
  • Where it doesn't

    • Program-based licensing requires a sales-led buying process
    • No free plan or trial for evaluating the product independently
    • Best suited to structured agency workflows rather than simple case tracking

Our verdict on VisualVault Case Management

VisualVault Case Management is a cloud-based system for state and local agencies managing regulatory, administrative, service, and operational cases. It brings online forms, uploads, external-source intake, case data, documents, communications, and workflows into one environment. Configurable case lifecycles, rule-based routing, approvals, role-based access, audit trails, reporting, alerts, and real-time progress tracking support programs such as social services, child welfare, senior services, refugee resettlement, licensing, and compliance operations. It is best suited to organizations that need configurable document workflows and controlled case processing across teams.

The product’s main strength is workflow depth. Teams can define routing for cases, tasks, and approvals, while maintaining centralized case documents and time-stamped activity records. Reporting, analytics, dashboards, automated notifications, and alerts extend the system beyond intake and storage. These capabilities make VisualVault a fit for programs where cases follow defined stages and accountability matters. Buyers looking for basic task lists or lightweight case notes may find this broader workflow model more than they need.

Integration and governance are central to the platform’s fit. REST APIs connect VisualVault with ERP and CRM systems, while listed integrations include Esri ArcGIS and Kofax. SAML 2.0 and OAuth 2.0 support enterprise authentication, and SMS messaging is available among the integrations. According to the vendor’s pricing information, licensing is program-based with a flat annual fee, and the buying process is contact-sales rather than self-serve. Organizations should choose VisualVault when configurable workflows, document control, auditability, and system connectivity are priorities; buyers seeking transparent self-service pricing or a simple standalone tracker should consider a narrower tool.

Your product? Our editors can test VisualVault Case Management in depth and publish a review, labelled as paid · from $149/mo →

VisualVault Case Management pricing

Plans Pricing on request No free plan — trial or paid only. Prices checked 22 Sep 2026.
See plans on visualvault.com

VisualVault Case Management fact sheet

Free planNo
Paid fromNot verified
Case intake formsYes
Workflow automationYes
Custom case fieldsYes
Audit trailYes
Reporting dashboardsYes
Mobile appsNot verified
DeploymentCloud
DeploymentCloud
PlatformsWeb
Compliance & securitySOC 2, PCI DSS, SSO/SAML
SupportEmail, Phone, Docs
Built forMid-market, Enterprise (editorial estimate)
Integrations8 integrations: REST API, Esri ArcGIS, Kofax, ERP systems, CRM systems, SAML 2.0 …
PricingPricing on request (source)
Websitevisualvault.com
Facts checked22 Sep 2026

VisualVault Case Management integrations

VisualVault Case Management lists 8 integrations on its own site.

  • REST API
  • Esri ArcGIS
  • Kofax
  • ERP systems
  • CRM systems
  • SAML 2.0
  • OAuth 2.0
  • SMS messaging

Alternatives to VisualVault Case Management

See all VisualVault Case Management alternatives →

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Featured on iTechGuides

Featured on iTechGuides — VisualVault Case Management 7.3/10

VisualVault Case Management is listed in our Case Management Software directory. Add the badge to your site — it links back to this page.

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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

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