Freedom251 › Case Management Software
AgileCase
What AgileCase is
AgileCase is cloud case-management software for organisations including foundations, not-for-profits, charities, law firms, and banks. It stores work in cases with tabbed information, custom fields, progress tracking, and audit trails. Users can build reports with real-time criteria, secure those reports, and export them to Excel, CSV, Word, or PDF. Workflow scripts can send emails or trigger integrations when conditions are met. Its RESTful API creates cases, retrieves or updates case and contact information, deactivates records, and supports extensions. AgileConnect gives clients access to permitted case information and lets them upload material. The service runs on Amazon AWS, with encrypted channels, encrypted accounts, restricted support access, tokenized document names, and backups. CSV, Excel, and API imports are supported, including assisted imports. AgileCase offers Android, iOS, macOS, Windows, and web access, plus a 14-day trial.
Who it suits
AgileCase fits organisations managing structured cases, reporting, automation, and client submissions, especially the sectors named by its maker. It also suits teams needing cloud deployment, API access, imports, and configurable workflows.
What it does well
- Custom fields and case audit trails
- Reports export to four listed formats
- Workflow triggers emails and integrations
- Client portal supports uploads
- Runs across major desktop and mobile platforms
What to know first
- No free plan
- Professional plan limits reports and automations
- Integration access costs extra
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Professional | Per User Per Month · Users: 1-15 · Custom Reports: 10 · Email Templates: 10 · Automations: 10 · Storage: 50 GB · Email 2 Case: Yes · Audit Trail: 180 Days | $25 a month |
| Business | Per User Per Month · Users: 15-30 · Annual Invoicing: Yes · Custom Reports: Unlimited · Email Templates: Unlimited · Automations: Unlimited · Storage: Unlimited (subject to fair use) · 2FA: Yes · Audit Trail: Yes · Client Connect: Unlimited · Bulk Emailing: Yes · Email Scheduling: Yes · Report Scheduling: Yes · IP Based Security: Yes · Custom Domain: Yes · Account Manager: Yes · Free Onboarding: Yes | $35 a month |
| Enterprise | Call Us To Discuss Your Needs · Users: 30+ · Dedicated Account Manager: Yes · Private Cloud: Yes (extra costs apply) · Custom Integrations: Yes · Custom Development: Yes · White Branding: Yes | On request |
As agilecase.com lists them, read 28 Sept 2026. The maker's own page has the final word.
Verdict
AgileCase combines case records, reporting, automation, APIs, and a client portal in a cloud service. Pricing starts at $25 per user per month with a 14-day trial, while integrations are a separate paid add-on.
Facts from AgileCase's own pages
- API
- AgileCase offers a fully RESTful API that can create cases, extract case and contact information, update or deactivate information and support custom extensions. · agilecase.com, 28 Sept 2026
- Audit trail
- Yes · agilecase.com, 24 Sept 2026
- Automation
- AgileCase supports scripting, trigger emails and trigger integrations when workflow conditions are met. · agilecase.com, 28 Sept 2026
- Case organization
- AgileCase organizes information into cases, with each case presenting information in tabs. · agilecase.com, 28 Sept 2026
- Client portal
- AgileConnect lets clients view permitted case information and upload information to their case. · agilecase.com, 28 Sept 2026
- Core features
- The platform provides custom fields, progress tracking and a case audit trail. · agilecase.com, 28 Sept 2026
- Custom case fields
- Yes · agilecase.com, 24 Sept 2026
- Data import
- AgileCase supports importing data from CSV, Excel and its REST API, with assisted imports available. · agilecase.com, 28 Sept 2026
- Deployment
- cloud · agilecase.com, 24 Sept 2026
- Free plan
- No · agilecase.com, 24 Sept 2026
- Hosting
- AgileCase is a 100% cloud case management system hosted on Amazon's AWS platform, so customers do not need internal server hardware. · agilecase.com, 28 Sept 2026
- Case intake forms
- Yes · agilecase.com, 24 Sept 2026
- Integration pricing
- Integration access is a paid add-on priced at $75 per month plus $100 per integration trigger. · agilecase.com, 28 Sept 2026
- Privacy
- AgileCase says it is GDPR compliant, and its privacy policy references the UK GDPR, Data Protection Act 2018 and, where applicable, the EU GDPR. · agilecase.com, 28 Sept 2026
- Product
- AgileCase is case management software that grows with a business. · agilecase.com, 28 Sept 2026
- Reporting
- Users can build custom reports, apply criteria in real time, secure reports and export results in Excel, CSV, Word or PDF. · agilecase.com, 28 Sept 2026
- Reporting dashboards
- Yes · agilecase.com, 24 Sept 2026
- Security
- AgileCase states that it uses 256-bit SSL encrypted channels, encrypts user accounts, restricts support-staff access to private data, tokenizes uploaded document names and maintains full backups. · agilecase.com, 28 Sept 2026
- Paid from
- 25 · agilecase.com, 24 Sept 2026
- Support
- AgileCase offers documentation, a support portal, enhanced support and free onboarding; its pricing page states a 12-hour turnaround on support responses. · agilecase.com, 28 Sept 2026
- Target users
- AgileCase says its customers include foundations, not-for-profits, charities, law firms and banks. · agilecase.com, 28 Sept 2026
- Workflow automation
- Yes · agilecase.com, 24 Sept 2026
Where AgileCase stands on Freedom251
- Case Management Software#27 of 177