Many high-end firms are using case management software to streamline their everyday workflow.
Are you looking for one too?
Well I have shortlisted some of the top case management software in 2025.
And further down the list, you will find some tips on how to choose the right software for you and your choice of industry.
So, without further ado let’s get into it!
1. Clio Manage
A Cloud-based Legal case management software.
This tool offers matter management, billing, document automation, and more!
The BEST tool for firms who are looking for scalability and robust compliance features.
| Features | Details |
| Products | Law Practice ManagementClient Intake & CRMDocument AutomationLegal AccountingApps & Integrations |
| Location | Head Office: Vancouver, Canada Suite 3004611 Canada Way,Burnaby, BCV5G 4X3, Canada |
| Price | 7 DAYS FREE TRIALRanges from $49 USD to $169 USD per User per Month |
| Rating | 4.2/5 TrustPilot |
2. PracticePanther
A Legal case management software.
From customizable workflows to seamless integration, this tool has it all.
It’s MOBILE-FRIENDLY!
The best choice for small to mid-sized firms.
| Features | Details |
| Products | Case ManagementDocument ManagementLegal BillingTrust AccountingLegal CRMBest-in-Class SupporteSignatureCalendaringePaymentsSecurityIntegrations2-Way Business TextingLaw fIrm Software |
| Location | Head Office: Miami, Florida 12000 Biscayne Blvd, Suite 300Miami FL, 33181 |
| Price | FREE TRIALRanges from $49-$99 per User per Month |
| Rating | 4.8/5 TrustPilot |
3. Zola Suite (now CARET Legal)
An All-in-one Solution!
A legal case management tool including built-in email, CRM, billing, and accounting.
Great for those looking for advanced automation and reporting tools.
| Features | Details |
| Products | Case Management Billing, Accounting and PaymentsAutomated WorkflowsReporting and AnalyticsDocument ManagementProspect and Contact ManagementClient Communications |
| Location | HQ: Port Washington, 10 Harbor Park Dr Suite 101, United States |
| Price | FREE TRIALFor Pricing Plan details please Get in Touch with them. |
| Rating | 4.5/5 Capterra |
4. Filevine
Quiet the hot topic among the U.S. Legal market.
Filevine is a modern day legal case management software.
It stresses over workflow automation, document management, and client communication.
| Features | Details |
| Products | Legal Case Management SoftwareAI-Enhanced Intake and Lead ManagementeSignature SoftwareLegal Document AssemblyContract Lifecycle ManagementLegal Document Management SoftwareTime Tracking, Billing, and PaymentsBusiness Analytics for LegalPowerful Integrations |
| Location | Head Office: Salt Lake City, Utah 1260 E Stringham Ave #600Salt Lake City, UT 84106 |
| Price | Free Trial & DemoFor more Pricing Plan detail, Get in Touch. |
| Rating | 4.5/5 Capterra |
5. Actionstep
A LEGAL case management solution.
Actionstep promises strong workflow automation and document generation features.
The trending tool among compliance-focused legal teams.
| Features | Details |
| Products | Workflow AutomationMatter ManagementDocument ManagementDocument AutomationCalendaringMicrosoft OfficeEmail ManagementTemplate Management Mobile App |
| Location | HQ: New Zealand |
| Price | Book A DemoFor More Pricing Details, Get in Touch with them. |
| Rating | 4.2/5 Capterra |
6. TeleTracking
A case management software for nonprofits and healthcare providers.
Popularly adopted in UK Hospitals.
Teletracking uses real-time dashboards and AI-driven tools to enhance patient flow and bed management. This significantly reduces wait time and improves efficiency.
| Features | Details |
| Products | Care AccessCare DeliveryCare TransitionsData Analytics |
| Location | Head Office: Pittsburgh, Pennsylvania 336 Fourth Ave #7Pittsburgh, PA 15222 |
| Price | For Details on Pricing Plan, Get in Touch. |
| Rating | 4.4/5 Capterra |
7. Bonterra Case Management
Used widely by Nonprofits and Healthcare providers.
Bonterra Case Management is a healthcare and nonprofit case management software.
This platform offers centralized data management, EHR integration, and tools for tracking treatment plans and compliance.
| Features | Details |
| Products | Case ManagementCorporate Social ResponsibilityFundraising & Engagement |
| Location | Head Office: Austin, Texas 10801-2 N Mopac ExpySuite 300Austin, TX 78759 |
| Price | Available Upon Request |
| Rating | 4.2/5 Capterra |
8. Salesforce Health Cloud
A popular healthcare and nonprofit case management tool.
This tool provides a 360-degree view of patient data, integrating medical records, treatment plans, and social determinants of health for personalized care.
| Features | Details |
| Products | Health CloudLife Sciences Cloud |
| Location | Head Office: San Francisco, California Salesforce, Inc.Salesforce Tower415 Mission Street, 3rd FloorSan Francisco, CA 94105 |
| Price | Ranges from $325 USD – $700 USD per User per Month |
| Rating | 3.8/5 G2 |
9. IBM Case Manager
Enterprise & Government Case Management Software.
A ROBUST SOLUTION for managing complex workflows!
They offer access to information, tasks, and analytics, making it suitable for large enterprises and government agencies.
| Features | Details |
| Products | Case Management SystemGraphical User InterfaceCustomizable WidgetsTemplate-Based SolutionsActive-Content InfrastructureEnterprise Content Management IntegrationTrue Content ManagementProcess Map |
| Location | Head Office1 New Orchard RoadArmonk, New York 10504-1722United States |
| Price | Book a Meeting for more information on Pricing |
| Rating | 4/5 Gartner |
10. Tyler Technologies
The go-to solution for government agencies and municipal courts.
Tyler Technologies offers customizable workflows, document management, and integration with various government tools.
| Features | Details |
| Solutions | Public AdministrationCourts & Public SafetyHealth & Human ServicesK-12 EducationTransformative Technology |
| Location | Head Office: Plano, Texas 5101 Tennyson ParkwayPlano, Texas 75024972-713-3700 |
| Price | Get in Touch |
| Rating | 3.8/5 Glassdoor |
How To Choose The Right Software for Real Estate Brokers
You have the list.
BUT which one to choose?
How about you first identify what you need. Then make sure besides your needs, the software you choose has the following:
- Case Tracking and Management
With a centralized platform, you can manage your cases efficiently.
There will be no missed assignments or deadlines!
- Document Management
You need to be able to upload, store, and retrieve documents securely with your chosen software.
With VERSION CONTROL!
- Workflow Automation
This feature allows you to automate tasks as a result boosting productivity.
- Reporting and Analytics
What is the main objective of this tool?
Analyze data, Track Metrics, Gain Insights
- Collaboration and Communication
A case management tool needs to be able to encourage teamwork and enable information sharing.
- Security and Data Privacy
A software should have Encryption, Access controls and Audit Trails to maintain compliance.
Parting Thoughts
First you decided…
Do you want to adopt a case management tool?
Then you get planning
It’s time you replace your traditional spreadsheet-based systems with a streamlined knowledge-based approach.
Before that, try out some free case management software.
My last words would be…
Choose the software that aligns with your firm’s needs and style!
Rafia Alam Rowshni delivers a unique combination of legal knowledge and content creation talent using SEO Tools and SERP analysis. She has a solid background in public health and legal services and knows the complexities of the legal world. She can translate complex subjects into simple, concise, and entertaining information that audiences can actually use.
