AgileCase
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.
| Plan | Price | What it gives you |
|---|---|---|
| Professional | $25 a month | Users: 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 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 · Per User Per Month |
| Enterprise | Priced on request | Users: 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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