UiPath Maestro Case Management

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Score8.9

Rank#1 of 177

Free planNo

Free trialYes

Runs onSelf-hosted

Summary

UiPath Maestro Case Management is an enterprise platform for managing long, document-heavy cases that do not fit fixed workflows. AI agents can read claims, contracts, applications, and notes, draft responses, update systems, and help close cases, with people involved where judgment is needed. Controls include SLAs, escalation policies, role-based access, and immutable audit trails. Case Manager and Stage Manager Agents produce auditable plans explaining their actions. Ready connectors include SAP, Oracle, Salesforce, ServiceNow, and Workday, while API-first integrations cover custom systems. Case records can aggregate live data through UiPath Data Fabric without copying it. Business users can configure plans, stages, SLAs, and escalation rules in Studio Web. Ready process apps include intake forms, queues, and dashboards; templates cover claims, loan origination, dispute resolution, onboarding, compliance, and investigations. Deployment options include Automation Cloud and self-hosting. UiPath says most teams can set up a first case type in weeks, not quarters. A free trial and demo/contact route are listed, but public prices and trial limits are not printed.

Who it is for

It is aimed at enterprises handling document-heavy cases across systems such as CRM, ERP, ITSM, and HR. Teams needing human judgment, configurable escalation rules, and auditable agent actions may find its case-management approach relevant.

What is good

AI agents read documents, draft responses, and update systems.
Includes SLAs, escalation policies, and immutable audit trails.
Connectors include SAP, Oracle, Salesforce, ServiceNow, and Workday.
Offers configurable plans, stages, and escalation rules.
Includes templates for several case types.

What to know first

Public plan prices are not printed.
Free trial limits are not printed.
Targets enterprise case management for document-heavy work.

Verdict

Maestro Case Management combines document processing, AI-assisted case work, human judgment, and governance controls. Review its deployment model and request a demo to clarify pricing and trial details for your use case.

UiPath Maestro Case Management plans and pricing

All plans

Free trial Free uipath.com · 27 Sept 2026

Request demo Not published uipath.com · 27 Sept 2026

Compared on case management software

Free plan: Yesuipath.com
Case intake forms: Yesuipath.com
Workflow automation: Yesuipath.com
Custom case fields: Yesuipath.com
Audit trail: Yesuipath.com
Reporting dashboards: Yesuipath.com
Deployment: clouduipath.com

Facts

Free plan: Yesuipath.com · 21 Sept 2026
Case intake forms: Yesuipath.com · 21 Sept 2026
Workflow automation: Yesuipath.com · 21 Sept 2026
Custom case fields: Yesuipath.com · 21 Sept 2026
Audit trail: Yesuipath.com · 21 Sept 2026
Reporting dashboards: Yesuipath.com · 21 Sept 2026
Deployment: clouduipath.com · 21 Sept 2026
Enterprise cases: Enterprise case management for agentic, document-heavy work.uipath.com · 27 Sept 2026
Flexible workflows: Targets long, document-heavy work that does not fit fixed workflows.uipath.com · 27 Sept 2026
AI case work: AI agents read documents, draft responses, update systems, and help close cases.uipath.com · 27 Sept 2026
Human judgment: People remain involved where judgment is needed.uipath.com · 27 Sept 2026
Document handling: Native intelligent document processing reads claims, contracts, applications, and notes.uipath.com · 27 Sept 2026
Governance controls: SLAs, escalation policies, role-based access, and immutable audit trails are included.uipath.com · 27 Sept 2026
Audit trail: Every case action, decision, and escalation lands in an immutable audit trail.uipath.com · 27 Sept 2026
Auditable plans: Case Manager and Stage Manager Agents produce auditable plans explaining their actions.uipath.com · 27 Sept 2026
Enterprise systems: Connects to CRM, ERP, ITSM, HR, custom systems, and apps such as SAP and Salesforce.uipath.com · 27 Sept 2026
Named connectors: Ready connectors include SAP, Oracle, Salesforce, ServiceNow, and Workday.uipath.com · 27 Sept 2026
Data Fabric: The case record aggregates live data through UiPath Data Fabric without copying it.uipath.com · 27 Sept 2026
API integrations: API-first integrations are available for custom systems.uipath.com · 27 Sept 2026
No-code config: Business users can configure case plans, stages, SLAs, and escalation rules in Studio Web.uipath.com · 27 Sept 2026
Intake dashboards: Ready process apps provide intake forms, queues, and dashboards out of the box.uipath.com · 27 Sept 2026
Case templates: Templates ship for claims, loan origination, dispute resolution, onboarding, compliance, and investigations.uipath.com · 27 Sept 2026
Deployment time: Most teams can stand up a first case type in weeks, not quarters.uipath.com · 27 Sept 2026
SaaS option: Automation Cloud provides the full UiPath Platform with fast updates and scalability.uipath.com · 27 Sept 2026
Self-host option: The platform can be self-hosted for performance, compliance, and security needs.uipath.com · 27 Sept 2026
Support resources: The page links to customer support, customer portal, documentation, forum, community, and service status.uipath.com · 27 Sept 2026
Company mark: UiPath word mark, logos, and robots are registered trademarks owned by UiPath, Inc. and affiliates.uipath.com · 27 Sept 2026