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20 tools for “Case Management”

Pega
Enterprise workflow and decisioning platform with agentic AI
PaidAgents & automationMade in United States
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Filevine
Legal case management with built-in AI for document work
FreemiumLegal, finance & HRMade in United States
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Clio
Legal practice management with the Vincent AI legal assistant
Free trialLegal, finance & HRMade in Canada
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SearchUnify
AI agents and cognitive search for enterprise support teams
PaidCustomer supportMade in United States
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Bugasura
Free bug tracker and test management with AI testing agents
FreemiumCodingMade in India
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PromptHubNew
Prompt versioning, testing and deployment for teams
Freemium · $12/moModels & APIs
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Flowable
Agentic case platform that governs AI agents in regulated processes
Free trialAgents & automation
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Credo AI
AI governance platform for registries, risk scoring and compliance
PaidModels & APIsMade in United States
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Salesforce Service Cloud
Salesforce customer service platform with Agentforce AI agents
Free trial · $25/moCustomer supportMade in United States
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Tines
Workflow automation and AI agents for security and IT teams
FreemiumAgents & automationMade in Ireland
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Appian
Low-code process orchestration platform with AI agents
Free trialAgents & automationMade in United States
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PathAI
AI-powered digital pathology for labs and drug developers
PaidLegal, finance & HRMade in United States
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Flagright
AI-native AML compliance and fraud monitoring for fintechs
PaidLegal, finance & HR
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klink.cloudNew
Omnichannel support inbox with Kai, a chat and voice AI agent
Free trial · $99/moCustomer support
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KYC HubNew
AI-based onboarding, screening and monitoring for financial firms
PaidLegal, finance & HR
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MinervaNew
AML screening and investigation platform run by AI agents
PaidLegal, finance & HR
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PIXONew
Vendor-neutral enterprise platform for AI agents and assistants
PaidAgents & automation
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QuantifindNew
AI-driven risk screening for AML and KYC investigations
PaidLegal, finance & HR
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SwantideNew
Agentic platform that builds and maintains Salesforce orgs
PaidCoding
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Thrive FinancialNew
Divorce financial analysis software for tracing hidden assets
Freemium · $29/moLegal, finance & HR
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