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AgileCase

Place
#15 of 177
Score
7.5
AgileCase's website

The facts below are what the maker publishes about AgileCase, checked and dated. Our editors have not written about it yet.

Plans and prices

From AgileCase's own pricing page, checked 28 Sep 2026.

All about pricing
PlanPriceWhat it gives you
Professional$25 a monthUsers: 1-15 · Custom Reports: 10 · Email Templates: 10 · Automations: 10 · Storage: 50 GB · Email 2 Case: Yes · Audit Trail: 180 Days · Per User Per Month
Business$35 a monthUsers: 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 · Per User Per Month
EnterprisePriced on requestUsers: 30+ · Dedicated Account Manager: Yes · Private Cloud: Yes (extra costs apply) · Custom Integrations: Yes · Custom Development: Yes · White Branding: Yes · Call Us To Discuss Your Needs

The facts

Each one read from AgileCase's own pages, with the date it was checked.

What it does

API
AgileCase offers a fully RESTful API that can create cases, extract case and contact information, update or deactivate information and support custom extensions.checked 28 Sep 2026
Audit trail
Yeschecked 24 Sep 2026
Automation
AgileCase supports scripting, trigger emails and trigger integrations when workflow conditions are met.checked 28 Sep 2026
Case intake forms
Yeschecked 24 Sep 2026
Case organization
AgileCase organizes information into cases, with each case presenting information in tabs.checked 28 Sep 2026
Client portal
AgileConnect lets clients view permitted case information and upload information to their case.checked 28 Sep 2026
Core features
The platform provides custom fields, progress tracking and a case audit trail.checked 28 Sep 2026
Custom case fields
Yeschecked 24 Sep 2026
Data import
AgileCase supports importing data from CSV, Excel and its REST API, with assisted imports available.checked 28 Sep 2026
Deployment
cloudchecked 24 Sep 2026
Hosting
AgileCase is a 100% cloud case management system hosted on Amazon's AWS platform, so customers do not need internal server hardware.checked 28 Sep 2026
Integration pricing
Integration access is a paid add-on priced at $75 per month plus $100 per integration trigger.checked 28 Sep 2026
Paid from
25checked 24 Sep 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.checked 28 Sep 2026
Product
AgileCase is case management software that grows with a business.checked 28 Sep 2026
Reporting
Users can build custom reports, apply criteria in real time, secure reports and export results in Excel, CSV, Word or PDF.checked 28 Sep 2026
Reporting dashboards
Yeschecked 24 Sep 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.checked 28 Sep 2026
Support
AgileCase offers documentation, a support portal, enhanced support and free onboarding; its pricing page states a 12-hour turnaround on support responses.checked 28 Sep 2026
Target users
AgileCase says its customers include foundations, not-for-profits, charities, law firms and banks.checked 28 Sep 2026
Workflow automation
Yeschecked 24 Sep 2026

Money

Free plan
Nochecked 24 Sep 2026

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