Alternatives to CasePRO
Compare CasePRO alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to CasePRO in 2026. Compare features, ratings, user reviews, pricing, and more from CasePRO competitors and alternatives in order to make an informed decision for your business.
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InfoFlo
InfoFlo Solutions Inc
Case Management software made simple so you can focus on your non profit. 360 degree views of your cases all from a single dashboard. Get rid of those excel documents and start accessing your data from any anywhere on any device. With InfoFlo you will get a fully customized system to fit your needs all at an affordable price. -
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Assembly Neos
Assembly Software
Neos, powered by Assembly Software, is an AI-driven, cloud-based case management platform that combines the best of pioneering case management software Needles and TrialWorks. It transforms the way firms work by combining customizable automation, powerful case and document management, and embedded AI with real-time dashboards, automated reporting, native intake, seamless integrations, and unmatched security to maximize productivity. Key Features & Benefits • Embedded Artificial Intelligence – Unlimited AI can generate documents, create summaries, extract and auto-populate data into Neos fields, and seamlessly analyze and compare documents, plus capture immediate answers to case questions, saving your firm up to 75 hours per week. • Collaboration & Communication – In-app calling, texting, emailing, and calendar management with full communication tracking. • Streamlined Intake – Customizable intake forms, 24/7 intake, and AI-powered data extraction directly into case fields for aStarting Price: $99 per user per month -
3
Qase
Qase
Test management system for Dev and QA teams that helps to boost software testing efforts. Test suites can help you to organize all your test cases into logical groups. Сomprehensive features of test cases allow you to define test case severity, priority; describe pre-conditions, post-conditions, and steps to reproduce test case. You can compose test plans and then run tests. A smart wizard will guide you through the test plan and will help to check all cases at once. Time tracker will show detailed information about time spent for each case. Also, you can easily share a test report with detailed information about each test case in a run to your manager or customer in a few clicks. Invite your teammates to join and use all power of test case management tools together, run tests, write test documentation, compose test plans. Role-based access control will help you to set up permissions for different groups of users.Starting Price: $20 per month -
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Case Closed Software
Crime Tech Solutions
Case Closed Software is the leading CJIS-Compliant case management software for specialized and multi-jurisdictional investigative units. With the most adaptable and powerful feature set on the market. CASE CLOSED SOFTWARE™ is the best investigation management system available. Case Closed Software is powerful web-based investigative case management software designed for specialized, multi-jurisdictional investigation units. Case Closed Software is CJIS-Compliant and is available both on our über-secure cloud or on your own servers. The software is the gold standard for international agencies, specialized task forces, state bureaus of investigation, gang and organized crime units, and other more specialized investigative agencies. Manage and track cases from start to finish, including court status, disposition, charges, images, defendants and much more. A couple of clicks and you can email your entire case file. All case documents will automatically attach to the email and ready. -
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CaseGuard
CaseGuard
CaseGuard is an AI-powered redaction platform trusted by law enforcement, healthcare, legal, government, and financial organizations worldwide. It automatically detects and redacts faces, license plates, PII, PHI, and sensitive information across video, audio, documents, images, and emails — all within a single on-premise solution that runs even on air-gapped networks. With up to 98% accuracy, CaseGuard processes thousands of files simultaneously, cutting redaction time by up to 95%. Built-in AI transcription and translation support 100+ languages, while full compliance with HIPAA, FOIA, CJIS, and GDPR keeps every organization audit-ready. Every plan includes unlimited redactions, team collaboration tools, auto-generated audit trails, and a dedicated account manager with live training. Organizations can also outsource redactions directly to CaseGuard's team. From clearing FOIA backlogs to managing multimedia files at scale, CaseGuard turns days of tedious work into hours.Starting Price: 279 per user/month -
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SpiceCRM
SpiceCRM
Being flexible and user-friendly is key to CRM adoption. Not only does SpiceCRM provide a unique user interface but it also adapts the use and the environment and provides a unique user experience. Use it when and in what form you need it. It will adapt to your need and environment. Use it on the Desktop, on the tablet, as a mobile app on iOS or Android. Use it in Outlook or as part of GSuite. Use it with Lotus Notes. And if that is not enough the flexibility will allow you to further adapt it and match your business use cases. Speed matters and is the base to make users love and use a system. All we do focuses on building fast and reliable applications that deliver an outstanding and intuitive user experience. Drive user Adoption and thus data quality and the Value of CRM. Built on open standards this enables you to easily integrate. You will also find resources to support and operate the System since you are not locked into proprietary standards.Starting Price: €39 per user and Month -
7
Eltropy
Eltropy
Integrate Digital Communication with your existing workflow. Eltropy mirrors the same workflow that customers’ different departments already have in place. We are passionate about automation and provide a wide range of Text Messaging templates that can be scheduled and personalized depending on the use case and recipient. Collections teams can send automated reminders via Text Messaging when loan payments are due. Set it and forget it and include a secure link so that customers can make immediate payments. Send automatic anniversary and birthday messages via Text Messaging to customers. This personalized touch goes a long way towards building lasting relationships. Send confirmations via Text when documents are received and approved. We are a Secure and Compliant All-In-One solution, pre-integrated with your Core, LOS, Collection, and other systems for Inbound and Outbound Texting. Seamlessly add Secure Chat, Video, Voice, CoBrowse, and Conversational Bots to your member and customer. -
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OmniGenX.Ai
Texve
OmniGenX.Ai is an AI-powered customer engagement platform that seamlessly integrates Salesforce with WhatsApp, social media, websites, and email to automate interactions and streamline business workflows. It enables sales teams to automate follow-ups, run campaigns, schedule appointments, and share documents like invoices and contracts directly via WhatsApp. The platform also captures leads automatically through web chatbots and manages customer queries and cases efficiently. OmniGenX.Ai provides a 360° super admin dashboard for real-time analytics, agent performance tracking, and full visibility into customer interactions. With no-code setup and advanced automation tools, it allows teams to configure workflows effortlessly. The solution is fully Salesforce-native, ensuring secure AI-driven insights and seamless CRM integration.Starting Price: $10 -
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Payemoji
Payemoji
Payemoji is a Conversational Commerce Service, specializing in OMNI Channel messaging customer engagement. The problem we solve is that businesses struggle to effectively engage customers today e.g., SMS = Fraud, Email = Junk, Voice = Calls Screened, Apps = Download/Muted notifications. Our solution is to enable businesses to engage with their customers through personalized, interactive, and secure communication using business messaging apps like WhatsApp. We sell our services to Enterprises on three main use cases where we automate any customer journey with integration to IT systems: • Personalized, Interactive and Secure notifications: Complementing existing SMS and Email notifications i.e., business tick vs. fraud & spam. • Conversational Sales (& lead generation): Open a conversation with a customer with 98% Open rates, 45-60% CTR and 4X conversion of Email. • Conversational support: Support your customers where they chat with their friends and customersStarting Price: $15 per user -
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SmartKarrot
SmartKarrot Inc
SmartKarrot is a cloud solution for Customer Success & Account Management, allowing teams to manage Customer Growth (Expansion, Retention & Renewal) with a platform focus on Intelligence & Automation. 1. Built on a foundation of Augmented Intelligence, SmartKarrot proactively handles complex use cases around Expansion & Retention. Across multiple products, service lines and geographies. 2. Our Intense focus on Automation & Playbooks allows our customers to scale efficiently. 3. Our New Age Design with a PLG mindset allows for a great experience for users. 4. Our unlimited user packages allows our clients to become truly Customer Centric, and enables great alignment within teams. -
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360 SMS APP
360 SMS APP
360 SMS App is a 100% Salesforce- and Zoho-native, AI-powered messaging solution built to elevate digital engagement across 15+ channels—directly from your CRM. Trusted by 60k+ users in 100+ countries for 10+ years, it holds a 4.98/5 Salesforce AppExchange rating backed by 1,200+ reviews. Run two-way messaging from one console across SMS, WhatsApp, WeChat, LINE, Viber, Kakao, Zalo, and more. Sales, marketing, and service teams can send, receive, and track conversations without switching tools or losing context. Every interaction stays tied to CRM records—giving teams a complete view of customer communication and enabling consistent follow-ups across the lifecycle. Automate engagement with no-code tools for quick setup, or scale with CRM workflows and integrations for advanced use cases. AI boosts productivity and quality with suggested replies, message refinement, real-time translation, conversation summaries and insights, and next-best-action recommendations. AI chatbots and AI-Starting Price: $20 or $7 per month -
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Unifonic
Unifonic
Unifonic is an AI-driven platform that enables personalized omnichannel customer engagement. It offers a range of communication channels, including SMS, WhatsApp, Messenger, push notifications, and voice, allowing businesses to connect with customers through their preferred mediums. The platform supports over 100 native integrations with tools like Salesforce, HubSpot, and Shopify, facilitating seamless workflow automation. Unifonic's Flow Studio provides pre-built templates for common use cases such as abandoned cart reminders, OTPs, and chatbot automation, simplifying the implementation of automated workflows. The platform is designed to enhance marketing efforts, streamline IT and operations with low-code development tools, and improve customer support by offering 24/7 AI-powered assistance. Unifonic has a global reach, with 95% coverage, over 25 billion messages sent, and more than 5,000 customers. -
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OPINATOR
Innology Ventures
Bring the human touch to CX! Boost response rates in VoC, NPS, and CX Management programs with highly engaging and fully customized interactions (e.g. surveys, forms, etc.) that become an extension of your brand. OPINATOR enables you to act on feedback, reduce customer effort, and drive value in each touchpoint. Featuring Predictive, Prescriptive, and Text Analytics, Case Management system, and role-based dashboards. Generate remarkable interactions and turn customers into promoters. OPINATOR is self-manageable but also provides a Customer Success team to overview and guide your projects when you need it. Customers expect innovative and delightful interactions. Combine technology, creativity, and deep customer understanding to deliver those experiences and boost customer engagement. Companies will double down on their CX efforts during the following decade. Rather than old, inefficient surveys, captivate your customers with engaging and personalized UIs. -
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Agile Requirements Designer
Broadcom
Test at the speed of agile with the automation of requirements and test design. Agile Requirements Designer makes the world’s best companies better. Get end-to-end support for requirements engineering, test case optimization, test design automation, in-sprint testing and more. Employ a single point of reference for all test and development efforts. It’s testing at the speed of agile that’s easily scalable and manageable. Unlike other software testing tools, Agile Requirements Designer makes requirements clear and unambiguous, with diagrams that represent requirements as mathematically precise visual flows—and add accuracy to requirements engineering. Use Agile Requirements Designer’s test design automation capabilities to achieve true test-driven development. You’ll realize maximum test coverage with minimum test cases and auto-generate test data as test cases are created. -
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Crewcharge
Crewcharge
Drive customer engagement by personalized workflows on user behavior! The cookie-free solution to track your customer behavior. Privacy-first approach, with extreme flexibility. Worry-free GDPR compliance. Product analytics tools like Google Analytics tell you how many people are using a feature. Customer analytics tells you which customer is able to achieve success. All-in-one dashboard to deploy retention strategies. Your product has a wide use case, but customers signup for one need, and it's your job to ensure their success. We've built 50+ customer retention strategies to help you get great feedback at the right time. Turn your customers into promoters. While it's great to have campaigns to ask for feedback, timing is critical. We offer several email templates to ask for feedback, at the right time. From surveys after free trials to booking meetings for dormant customers, we help you get the most out of your customers.Starting Price: $49 per month -
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VoiCase
Hance Consulting
VoiCase is a secure whistleblowing and case management platform designed to help organizations receive, manage, and investigate reports of misconduct, compliance violations, and workplace concerns. The platform allows employees, partners, and external stakeholders to submit reports anonymously or with their identity while ensuring confidentiality and protection for reporters. Organizations can manage investigations through a centralized case management system, track actions, store evidence, and maintain complete audit trails. VoiCase helps companies strengthen ethics, compliance, and internal governance while supporting modern regulatory and corporate integrity standards. Key features include secure reporting channels, anonymous reporter communication, case workflow management, evidence and document storage, investigation tracking, and role-based access controls. Voicase is designed for enterprises, HR leaders, compliance officers, legal teams, and internal investigation. -
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Legis Synergy
Legis Solutions
We are a leading provider of Online Case Tracking (Portal), Case Management Software, Document Management, and Client Relationship Management / Business Management systems across a spectrum of Business Sectors. Our clients range from large llps through to two-partner practices; government departments; from large commercial companies to SMEs. A powerful overview of all cases in the system. Selection criteria allow you to filter and sort the results. Option to save the results to Excel. A single click takes you into the case. Workflow can be customized to meet your exact requirements. We can work with you to ensure you maximize the efficiencies that can be gained from using Legis Synergy. A powerful Document Management system that can search across all cases in the system, or simply display all incoming and outgoing documents for a single case. A simple drag and drop allows all incoming documents to be stored in the case. -
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CaseUp
CaseUp
Say goodbye to browser refreshes. The viewing portal is always in sync so when you’re ready to present an exhibit, the witness will instantly receive it. CaseUp provides rapid transfer of documents between counsel and witness, with little lag -- even for large files. In the background, CaseUp automatically sets up your case for you, providing a full suite of file collaboration features for the team. CaseUp’s automatic file organization and sharing features allow you to effortlessly transfer files to the court reporter and third parties. Continuous numbers across multiple depos? No problem. CaseUp detects common naming conventions for previously marked exhibits, and provides the appropriate exhibit number for each document. Give witnesses and counsel access to the exhibit viewing portal by simply pasting a link into the chat in Zoom or Teams.Starting Price: $250 per month -
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CaseEnsemble
Xerdict
CaseEnsemble is the main Xerdict product offering. CaseEnsemble is a proprietary, web-based law firm extranet collaboration system designed for legal matter management. The CaseEnsemble legal extranet system allows legal teams from different organizations and remote offices to share a single, secure, online area to track case management information, maintain a master calendar, collaborate on documents and post-work products. With its off-the-shelf, instantly customizable configurations, CaseEnsemble can resolve even the most dissonant complex litigation matters within hours. The CaseEnsemble legal case management and practice management capabilities include software modules that can support any type of litigation practice. CaseEnsemble also offers several customized case management configurations that provide collections of the issue and/or practice-specific data fields. Xerdict's collaboration products offer our clients the opportunity to adapt their solutions. -
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JusticeAlign
Speridian Technologies
Tomorrow-proof your process with powerful legal case management software solutions to maximize business value. With the increasing complexities involved in the never-ending volume of cases, Public Sector institutions at all levels need a fresh approach to manage the vast volume of civil and criminal justice information, specifically one that enables sharing data securely across jurisdictions and analyzing case intelligence and statistics. JusticeAlign, a legal case management software solution powered by Speridian, simplifies public safety case management and saves time by optimizing operations, empowering personnel and transforming services. File your time-sensitive electronic documents to the court or attorney directly from your computer, tablet or mobile device. The Judge’s Workbench is an efficient and intuitive web-based application that can be used on-the-go and on the bench. -
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Pega CRM
Pegasystems
Drive greater engagement and automation across the entire customer journey. Move past traditional CRM to a true journey-enabled customer engagement suite. Whether you’re looking for an alternative to your current system or looking to scale and reinforce your existing one, Pega has you covered. Your agents are integral to your success. Keep your team connected, effective, and productive wherever they are. Your customers want to feel taken care of. Provide them with proactive, personalized, and frictionless experiences across any channel. These days, you need to do it all. Minimize costs and get the most out of your channels with intelligent automation and case management. Connect and automate work across people and systems to resolve customer inquiries faster. Pega’s AI-powered case management adapts to customer service requests. Pre-defined microjourneys built on industry best practices are templates to get started quickly. -
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Raptor Compliance
Raptor Compliance
Evaluate your high-risk data processing. Risks must be controlled and monitored. For this purpose it is necessary to define responsibilities. Data protection impact assessment documentation is an important tool for authorities and other stakeholders to demonstrate the lawfulness of processing operations that present risks. What is the risk in a procedure, what are the risks to the rights and freedoms of natural persons? These must be determined. How high is the risk? What effects and probabilities are associated with a risk? These factors determine to a large extent whether processing can take place. The DPMS creates a web form for you to integrate into your digital channels. In this way, inquiries are immediately recorded in case management. Case Management provides you with an overview of current cases and their processing. Of course, each case processing is logged in order to fulfill the legal obligations to provide evidence. -
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defenderData
Justice Works
We leverage our flexible technology platform to ensure that every client receives a custom-tailored solution. defenderData™ is highly customizable; we want your system to work the way you want it to work. In order to handle security for the application interface itself, groups are created that represent typical individual roles within the office. defenderData™ is a full-featured case management system designed to handle high-volume caseloads as commonly found in public defender offices across the Country. Scheduled hearings/appointments logged under the case file are immediately populated in the respective calendars of the attorneys and staff working on the case, as is appropriate. dD Mobile provides access to critical case information, notes, calendar, and even documents. Make changes to your time-sheet, schedule, and case notes from anywhere. You can even take pictures with your phone and attach them to the case file!Starting Price: $500 per month -
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LexisNexis Trail Tracker
LexisNexis
LexisNexis® Trail Tracker™ enables investigators to plan a course of action for each investigation, identify activities needed, document investigations, create reminders and manage records. The workflow enablers include tracking cases by status, tracking referral tips, assigning claims to specific departments for review, assigning cases to investigators and managing investigator workloads. LexisNexis® Trail Tracker™ allows for tracking cases by status, tracking referral tips, assigning claims to specific departments for review, assigning cases to investigators and managing investigator workloads. Trail Tracker™ also gives Special Investigations Unit (SIU) management an effective tool to measure investigator progress on files, trace recoveries and savings, and create reports on unit activities. Increased efficiency and consistency as the result of using a single system for storing all information relevant to a case. -
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ACISS Case Management
ACISS Systems
ACISS Case Management is a complete investigative toolkit for managing cases. Its power and strength is unmatched for large agencies, yet it is flexible enough to function efficiently for small agencies as well. The Case Management module includes a comprehensive suite of tools for the management of investigative units, including electronic report routing/approval, and hour/expense tracking. ACISS Case Management gives investigators the ability to track the progress of their cases every step of the way. Supervisors and administrators not only have the ability to track the cases of individual investigators, but also for entire units, squads, divisions, etc. Statistical and status reporting can be done by supervisors, themselves, with just a few mouse clicks. -
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Case Chronology
Entangle Media
Case Chronology® is a patented browser-based software platform that is an efficient, effective way to build, analyze, present, and defend a case. Using our Case Chronology software from the beginning makes it efficient and cost-effective through the entire process regardless of how far the case goes. Case Chronology® software allows users to work on a page once while automatically generating Reports, Search Features, Duplicate Detection, Analysis Filters, Interactive Calendars, and Timelines. No matter where you are in the litigation process, you will be prepared along the way from claims to trial. Users can quickly find any document they need. Our patented solution is the only platform with all the features of case development under a secure cloud-based HIPAA-compliant platform. Case Chronology® can handle large amounts of cases, documents, and teams, from single users to large corporations. -
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Infor Case Management
Infor
Submit, track, and respond to HR-related inquiries with Infor® Case Management—modernized, self-service HR service delivery software. Deployed as part of the Infor Global HR system of record, employees, managers, and HR can create and manage cases—and resolve the majority of routine inquiries—without leaving the application. Enjoy a multi-tier approach to HR service delivery and HR case management software. Explore searchable, browsable personalized HR information. Deliver personalized service to individual employees. Collect valuable feedback from your employees after a case is closed to help improve your processes. Ensure cases are getting in the hands of the appropriate resource. -
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Aderant Expert Case
Aderant
Aderant Expert Case is a fully adaptable web-based Case Management solution that centralizes all the different moving pieces for your matters and cases into one place putting this information right at your users' fingertips. In addition to providing a central workspace for your users, Case also automates many of your common daily activities like document creation and other workflows needed to efficiently work through your matters while reducing risk to your firm of missing an important deadline -
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Repstor custodian
Repstor
Custodian manages and protects your case and email information within Microsoft 365 by extending the capabilities of SharePoint to help you easily manage cases. Secure and familiar case management tools are provided within Microsoft 365 and are accessible from Microsoft Outlook. Users can use SharePoint sites and lists to store case content. You can apply structure, metadata, workflow processes and policy to each case type easily and consistently. Builds case templates for different case types to provide the building blocks required for each new case. Flexible templates, easy provisioning of cases and the ability to expose case documents in Outlook within a high performance client means that organizations can use custodian to deliver easy SharePoint case management that users will adopt and embrace. -
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Xenon
Jade Global
Xenon is an on-demand scalable test lifecycle platform on cloud / on-prem with built-in test cases for enterprise applications that comes with an intelligent “Model-based” approach for testing, pre-packaged test cases, and proven execution methodology to help you unlock the potential of your business. Xenon reimagines QA for agile work, test automation, and test case customization for your setup, and can run regression packs for your role changes. -
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CaseMap
LexisNexis
Track case progress and clarify case information with powerful interactive dashboard visualization tools. Reimagine the way you organize and analyze litigation evidence with CaseMap® software. Staying organized can be a challenge-even on a relatively straightforward case. CaseMap software lets you pull all of your facts together in a single place, giving you a holistic view of your entire case to help you build a strong legal strategy. Better still, you're able to work faster by quickly accessing vital documents and other critical case details. CaseMap software also helps you collaborate with others, thanks to intuitive visual aids that track case progress. Gather all case documents, from multiple formats—PDFs, Microsoft Outlook, Microsoft Word, the Lexis service and more—in one place. Easily search and sift every case fact and document. Locate a single nugget of information. Easily search and sift every case fact and document. Locate a single nugget of information. -
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CaseWizard
CaseWizard
Legal case & practice management software for the modern law office. Running a successful firm starts with a better way to manage your growing caseload. Build your business and maintain your existing client base by managing your case load with ease. Never lose track of another detail as you grow your client base and add additional clients to the firm's roster. Take the work out of time and billing by automatically associating billed time to the correct client. You’ve got a mountain of paper you have to manage and limited time to manage it. With CaseWizard, you can handle THREE TIMES the caseload without compromising the quality of service provided. With CaseWizard you can manage documents you have created, received, or scanned. Then quickly sort, filter, and categorize documents based on case specific criteria. You can also create new documents based on templates. CaseWizard support is included in your monthly subscription, there is no additional fee.Starting Price: $40 per user per month -
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S.A.K. Case Management
Software Computer Group
Locate cases using one or multiple identifiers (SS number; name; partial name, internal case number, etc.). Track each case event by date and description plus manage a host of other case details. Track each case event by date and descriptions, plus you can scan, attach and manage any electronic document. -
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CASE 365
365Labs
Case 365 is a comprehensive case management solution designed for district attorneys and prosecutors, offering smart, efficient, and user-friendly tools to streamline every aspect of case management. The platform integrates seamlessly with police and court databases, reducing redundancy and simplifying tasks from referral to disposition. With a single integrated screen, attorneys and staff can access all case information across devices, including desktops, laptops, tablets, or smartphones. Key features include automated case creation, subpoena and formal charge management, rap sheets, and electronic police reports. Case 365 also synchronizes calendars with Outlook and supports paperless workspaces for efficient document generation and management. The platform offers additional tools such as a portal for defense attorneys, allowing them to receive discovery documents in a completely auditable environment, and electronic trial packages. -
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1Director
1Director
1Director is the #1 funeral management platform for funeral directors and families to come together. All your data is streamlined across every touchpoint. Stop paying for a bunch of different tools when 1Director can do it all. 1Director offers a comprehensive suite of case management features that work together to streamline the process of collaborating with families, managing funeral arrangements, and handling invoicing and payments. Electronic signatures on custom documents and auto-generated statements ensure a more efficient and comfortable experience for both funeral directors and families. Case details collected by you or provided by the family work with AI to write a personalized obituary in real-time. Use this obituary as is or make adjustments with the family before publishing it right to the memorial wall on your website. All the photos shared by the family will automatically generate a memorial video.Starting Price: $350 per month -
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W3D3
Formpipe Software
W3D3 takes your business's document and case management to new heights, either as a cloud solution or locally installed. With the market's most cost-effective solution, you get increased traceability and more efficient dissemination of information. It is a document and case management system created for the needs of the Swedish public sector that is currently used by thousands of employees. Join in and start using it too! Get off to a quick start. As all the functionality is in place, all you have to do is start working. Case and document management is to a large extent the hub in the public sector. After all, registration or record keeping is the first step in a general case management process. It is through registration that external information is entered into a system, documents are drawn up and cases are created. With W3D3, the record keeping, or registration, of all information in your organization is as efficient and time-saving as possible. -
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Noble Human
ENoble
Noble Human provides community mental health case management from initial contact to termination of services. Track anything and everything. Noble Human is designed and built by caseworkers for caseworkers. The application suite is built on the Salesforce Government Cloud, ensuring they stand as the most advanced and secure applications available. The only solution that is ready for any human services agency in the world. Easily configurable, user-friendly, desktop & mobile-ready. Search, manage and report on cases and clients. Ability to build and track unique service plans. Ability to generate and send both paper and digital forms. Customizable real-time reporting and live dashboards. Automated processes, workflows, tasks, and communications provide seamless case management for community mental health providers. Auto-generate and assign tasks based on service plans and case activity. Assign access to users based on role and security clearance. -
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Eve
Eve
Eve is a comprehensive AI legal platform designed specifically for plaintiff law firms, supporting every stage of a case from intake through resolution. It begins with case intake and evaluation, helping firms identify high-potential cases and generating overviews based on key documents and facts. In the pre-litigation phase, Eve drafts documents in your preferred tone and style, demand letters, medical chronologies, complaints, and cites relevant case facts. During litigation, it aids in propounding discovery, responding to discovery requests, analyzing depositions, and crafting motions, all within minutes instead of hours. Eve continuously integrates with your existing workflows and adapts to your firm’s processes, rejecting the idea of generic legal automation in favor of a system that “works alongside you.” Its features include an AI reasoning mode for advanced legal reasoning, inline source citation, and a validation framework to verify outputs. -
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CaseAware
KMC Information Systems
CaseAware Mobile enables you to securely access critical case information anytime, anywhere with real-time visibility into file status. The mobile app allows for more than just viewing a case history. Gone are the days of attempting to transcribe scribbled notes days later or last-minute phone calls to the home office. With CaseAware mobile you can also add notes or snap a picture of a document and save it directly into the file from the convenience of your Apple or Android device. CaseAware is a unique case management system designed specifically for an industry that is hungry for security, efficiency, and automation at accessible price points. We work with over 160 law firms nationwide, so we understand that one size does not fit all when it comes to your case management needs. That’s why our suite of CaseAware products and services offer configurable features, customizable options, and flexible support models designed for every budget, case load, and firm size. -
40
CaseGlide
CaseGlide
CaseGlide is driving the revolution in claims litigation management. Gone are the days of disconnected and siloed claims systems, manual and inefficient workflows, and hundreds of emails passing between defense counsel and claims teams containing unstructured case data. With CaseGlide you can focus on strategy, data, and driving efficiency to improve your litigation management program. Our clients better predict and manage their case outcomes, assign the right attorneys to the right cases, work cases more strategically, and significantly reduce their litigation costs. As your defense attorney partners work your cases in the platform, integrations allow you to push important case data to your claims system, data warehouse, document management, or accounts payable system. It’s simple: the longer a case is open, the higher your costs. -
41
IBM® Business Automation Workflow is a key capability of IBM Cloud Pak® for Business Automation. It unites information, processes and users to help you automate digital workflows on-premises or on the cloud. Create workflows that increase productivity, improve collaboration between teams, and gain new insight to resolve cases and drive better business outcomes. Consolidate and standardize task work for easier prioritization. Combine process-centric and case-centric work in repeatable business workflows to meet wider enterprise needs. Expedite client engagement by providing workflow participants and case workers with access to systems, information and analytics. Speed transactional workflows and case resolutions. Use built-in visibility and powerful analytics to identify the best actions to resolve cases quickly and improve collaboration between IT and business teams. Take advantage of a self-service portal for access to the development, testing and runtime environments.
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42
Case Notebook
Thomson Reuters
Your key to efficient case management. Organize, analyze, and share key case documents with greater efficiency. Case Notebook is a centrally accessible and searchable litigation case management software that helps you organize, analyze, and share essential case information. The intuitive Case Notebook structure simplifies organizing legal case information, allowing you to easily locate key information in court transcripts, exhibits, research, and other legal documents. Robust search also lets you locate what you need with ease. Track and visualize the issues, characters, and key facts in your case – and evaluate facts and events in a graphical timeline with Case Timeline. Generate a report to quickly view and analyze every reference to that data within your case files. Case Notebook ensures that your litigation case management is handled consistently across your team with centralized issue codes and tracking of annotation authors. -
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Case Center
Thomson Reuters
Streamline the way you prepare, manage, and present digital case files and evidence with a secure, centralized, cloud-based solution. Upload your case documents and media into Case Center to produce a searchable, automatically indexed, paginated case file you can review online. Share a link for other participants to upload additional files directly into the case. View case documents, PDFs, images, and multimedia in a single browser. Discover an easier way to build your case and provide permission-based access to case materials. Easily locate key case materials, timestamp media, add notes, redact documents, and mark exhibits for easy review in a hearing. Access presentation-ready case files from the first upload and present them with confidence whether you are physically in court or participating virtually. Direct others to the right page with purpose-built presentation tools that allow you to present documents and multimedia within the browser. -
44
EDT
EDT
EDT integrates the case management functions that regulators and prosecutors need, alongside traditional e-discovery and disclosure workflows such as data processing, analysis, review, production, and presentation in court. It delivers all the features clients need to run every case, end-to-end, from a single repository, without any data movements, delivering increased efficiency and reducing complexity and risk. Export documents in any industry standard load file format (Relativity, Concordance, Ringtail, Summation, Excel, CSV, DOJ, SEC, CSV etc.) Full audit trail makes it easy to see produced versions and history for each document. Flexible Bates numbering including the ability to assign new production numbers. Create TIFF or PDF images in advance or on the fly. Customize placeholders and slip-sheets for any file type. Apply permanent redactions and remove underlying text at production time. Concurrent, distributed processing for large productions and tight deadlines. -
45
CaseManagerPro
Lucid IQ
CaseManagerPro legal case management software brings every element of your cases and matters into a centralized, well-organized system that is adapted to match your specific practice needs. Every person and company, document and note, deadline and issue can be captured, managed, reported, linked and shared to provide ready access to whatever you need, when you need it. CaseManagerPro allows the entire team involved in a case or matter — including inside counsel, law firms and trusted third parties — to be better organized and connected to all elements of a case, wherever they are. When you use CaseManagerPro to manage cases you can expect many benefits, including unmatched client responsiveness, improved productivity and reduced costs. We’ve created unique features that allow you to fine-tune the system to your specific needs.Starting Price: $69 per user per month -
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Specimen Gate PatientCare
PerkinElmer
Each template is made up of individual tasks which, when executed properly, will lead to a diagnosis or case resolution. Workflows follow a linear path. PatientCare™ software allows users to define follow up procedure templates for each disorder in the test panel. Each template is made up of individual tasks which, when executed properly, will lead to a diagnosis or case resolution. Workflows follow a linear path. Patient cases are found through search folders and then worked with the following functions: Management of open/closed action items, viewing of specimen related test and result information, note tracking and assignment to individual cases, auditing of case related actions. -
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Case Crafter
Case Crafter
Convince the jury and secure your victory with Case Crafter! Now you can seamlessly review case files, create visual timelines, and present compelling arguments—all within our single, user-friendly legal presentation software. Strengthen your case by identifying crucial details as you analyze documents. Gain a comprehensive perspective through our interactive timeline software for lawyers that consolidates all key facts for a clear, complete view of the case. Experience fast, full-text search capabilities, with every document indexed upon import for immediate access to relevant information. With your entire case stored locally on your device, there's no need to rely on unstable courthouse Wi-Fi. Compatible with Windows, Mac, and iPad, you can prepare on your desktop and smoothly transition to presenting evidence in the courtroom directly from your iPad.Starting Price: $450 per user per year -
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CaseIQ
Casemine
Harness the power of artificial intelligence for your case research. With CaseIQ, one can directly upload a legal document or relevant legal text and within no time our intelligence engine will retrieve all applicable statutes and case laws. CaseIQ can be used on any legal document including briefs (yours and opposition), written submissions, judgments, orders, applications, motions, and relevant extracts from such legal documents, which may or may not cite any other legal authority (other case laws or statutes). Iteratively improve upon your research by running it through CaseIQ from time to time and incorporating suggestions. CaseIQ can be accessed from the home page, research center (on bookmarked judgments and documents), and through intelligent judgment search (by ticking the results you want to run in CaseIQ). CaseMine has a separate tool for keywords, the intelligent judgment search.Starting Price: $49 per month -
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Mideo CaseWorks
Mideo Systems
CaseWorks for the Lab is a DEMS application configured for the management and visual documentation of case evidence within the forensic lab. Agencies often have more sophisticated image management requirements than a LIMS provides, especially for comparative science applications (latent prints, firearms/tool marks, questioned documents). This includes detailed auditing for all image-related records, including enhancement, access, and output. Caseworks for the Lab unifies all departments under one imaging platform while still having the ability to share information with LIMS The configuration of our solution is designed to evolve the documentation and comparison of case evidence from a highly paper-based process to nearly paperless. Starting with the documentation of incoming evidence to the final case notes for submission to LIMS. -
50
EDEXLite
EdexCloud
Collecting the right information of a patient is quite difficult when you need to file a claim to payer and want to get success in first go. We enable our client to request and receive, via secure electronic transmissions, summary data of Workers' Compensation Appeals Board (WCAB) cases. We operate as a secure user interface synchronizing data between WCAB and end users in a relational database format. In addition to its use by insurers, employers, defense attorneys, applicants' attorneys, medical providers, interpreters and other ancillary service providers, EDEX services are relied upon by non-Workers' Compensation insurers. Now you can access the required information whether it's a patient demographic, injury information, case parties. Our customized portal enable the users to make an inquiry with division of workers compensation appeal board and get the required information. User can make inquiry on the basis of Social Security Number and WCAB Case Number.
