VisualVault Case Management
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.
At a glance
- Editor score7.3 / 10
- PricingPricing on request
- Best forOrganizations needing configurable document workflows
- Free planNo
- Case intake formsYes
- Founded2009 · Tempe, Arizona, United States
- Facts checked22 Sep 2026

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.
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VisualVault Case Management pricing
VisualVault Case Management fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Case intake forms | Yes |
| Workflow automation | Yes |
| Custom case fields | Yes |
| Audit trail | Yes |
| Reporting dashboards | Yes |
| Mobile apps | Not verified |
| Deployment | Cloud |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, PCI DSS, SSO/SAML |
| Support | Email, Phone, Docs |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 8 integrations: REST API, Esri ArcGIS, Kofax, ERP systems, CRM systems, SAML 2.0 … |
| Pricing | Pricing on request (source) |
| Website | visualvault.com |
| Facts checked | 22 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
- 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 VisualVault Case Management alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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