Skematic Compliance Case Management
The facts below are what the maker publishes about Skematic Compliance Case Management, checked and dated. Our editors have not written about it yet.
Plans and prices
From Skematic Compliance Case Management's own pricing page, checked 12 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Firm Compliance Basic | $6,000 a year | 2 full access users · 0 limited access users · single geography · single entity · third-party integrations: none · Annual fee; $1,000 implementation fee |
| Firm Compliance Standard | $12,000 a year | 5 full access users · 10 limited access users · 2 geographies · 2 entities · basic third-party integrations · Annual fee; $2,000 implementation fee |
| Firm Compliance Premium | $24,000 a year | 10 full access users · 20 limited access users · unlimited geographies and entities · custom third-party integrations · legal document manager includes up to 50 documents · Annual fee; $2,000 implementation fee |
The facts
Each one read from Skematic Compliance Case Management's own pages, with the date it was checked.
What it does
- Audit trail
- Yeschecked 21 Sep 2026
- Case data
- It provides a case timeline with milestone tracking, organized data management, standardized status updates, and an investigation audit trail.checked 12 Oct 2026
- Case intake forms
- Yeschecked 21 Sep 2026
- Documentation
- Case records can include documented decision points, resolution rationale, timestamped activity history, documentation exports, and supervisory review confirmation.checked 12 Oct 2026
- Existing tools
- Skematic says it works alongside existing compliance tools, including e-communications and trade-monitoring point solutions.checked 12 Oct 2026
- Implementation
- The company says implementation takes less than a month and includes workflow configuration, disclosure-template setup, and employee training.checked 12 Oct 2026
- Intended users
- The product page describes use by compliance teams coordinating with legal and other departments on cases such as ethics concerns and regulatory inquiries.checked 12 Oct 2026
- Pricing scope
- Firm Compliance Basic includes Case Manager and Audit Trails, while Standard and Premium add features and user allowances; the pricing page says fees are billed annually.checked 12 Oct 2026
- Program links
- Case actions link back to policies, and the product connects cases with the broader compliance program.checked 12 Oct 2026
- Purpose
- The case management solution centralizes compliance cases, testing, and investigations with audit trails.checked 12 Oct 2026
- Reporting dashboards
- Yeschecked 21 Sep 2026
- Security
- The product page states that Skematic is SOC 2 Type II certified and offers granular permissions plus enhanced security measures for highly confidential cases.checked 12 Oct 2026
- Workflow automation
- Yeschecked 21 Sep 2026
- Workflows
- Its customizable workflows include structured forms, standard operating procedures, cross-department collaboration, and automated status communications.checked 12 Oct 2026
The company
- Company history
- Skematic says it became part of Financial Recovery Technologies (FRT) in 2024.checked 12 Oct 2026
Alternatives to Skematic Compliance Case Management
- 1
Tracker
Free planAndroidiOSWebmacOS8.3From $24 a month - 2
EQS Integrity Line
AndroidiOSWebAPI8.2From £85 a month - 3
DFIR-IRIS
Free planOpen sourceWebAPILinuxmacOS8.2Free plan - 4
Socianote
Free planAndroidiOSWeb8.2From $99 a month - 5
Primero
Free planAndroidiOSWebAPI8.1From $8,250 a year - 6
FAMCare
AndroidiOSWebAPI8.0From $795 a month