Top 24 Case Management Software

ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick score ITQlick Score is a 1 to 100 score, based on pricing, and functionality Vs. alternative solutions
Pricing score pricing Score is a 1 to 10 score, based on the TCO (cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
License pricing license pricing (if provided by the software vendor)
Functionality score
Software review
Compare
Salesforce
ITQlick rating
4.4/5
Score
98/100
Pricing
3/10
License pricing
$25 per user/month
Functionality
28
Compare
Filevine
ITQlick rating
4.8/5
Score
96/100
Pricing
2.6/10
License pricing
Pricing not available
Functionality
24
MyCase
ITQlick rating
4.7/5
Score
94/100
Pricing
3/10
License pricing
$49 per user/month
Functionality
24
Review
Xero
ITQlick rating
4.3/5
Score
94/100
Pricing
2/10
License pricing
$20 per month
Functionality
46
Review
Logikcull
ITQlick rating
4.6/5
Score
90/100
Pricing
8/10
License pricing
$225 per month
Functionality
24

TOP 24 Case Management Software

We publish unbiased reviews, our opinions are our own and are not influenced by payments from advertisers. Learn more in our advertiser disclosure.

1. Salesforce

  • Best for: Small, medium and large size businesses
  • Price: starts at $25 per user/month
  • Apr 28, 2021
Compare Salesforce Vs. Salesforce

Salesforce is a cloud-hosted customer relationship management (CRM) software suite that offer solutions for small, mid-level and enterprise organizations focusing mainly on sales and support. The software offers various solutions that include sales, marketing, service, commerce, engagement, integrat...


2. Filevine

  • Best for: Small, medium and large size businesses
  • Price:
  • Apr 29, 2021
Compare Filevine Vs. Salesforce

Filevine is a cloud-based Legal Management software that allows its users to keep track of the source of clients leads, set out intake scripting for new lead arrivals, and assess marketing expenditure.


3. MyCase

  • Best for: SMBs
  • Price: starts at $49 per user/month
  • Apr 29, 2021
Compare MyCase Vs. Salesforce

MyCase is a legal management solution built for attorneys and small to medium law firms. Its key features include document, legal practice, and contacts management, time and expense tracking, client portal, payment scheduling, case workflow management, and invoicing and billing.


4. Xero

  • Best for: Small businesses and start ups
  • Price: starts at $20 per month
  • Apr 29, 2021
Compare Xero Vs. Salesforce

Xero is a cloud-based accounting and finance software for small, start-up, and growing enterprises. It has invoice management, purchasing, bank reconciliation, and bookkeeping features which help businesses boost their cash flow.


5. Logikcull

  • Best for: Small, medium and large size businesses
  • Price: starts at $225 per month
  • May 08, 2021
Compare Logikcull Vs. Salesforce

Logikcull is a cloud-based legal management software for small to large law practice related companies. Its key include drag and drop upload, automatic OCR (using ABBYY), privileged detection, and rendering to PDF, custom slip-sheets, bulk tag or even cull in a single click, and more.


6. Zola Suite

  • Best for: Small, medium and large size businesses
  • Price: starts at $59 per user/month
  • May 08, 2021
Compare Zola Suite Vs. Salesforce

Zola Suite is a comprehensive, cloud-based legal practice management application that provides all the tools you need to manage the business of your practice so you can focus on the law. Zola Suite puts the Power of ONE into practice with fully-integrated features managed within one intuitive interf...


7. TheraNest

  • Best for: Small businesses and start ups
  • Price: starts at $39 per month
  • Jul 22, 2020
Compare TheraNest Vs. Salesforce

TheraNest is a HIPAA compliant web-based mental health software that is designed for use by solo practitioners, large mental health practices, and nonprofit organizations.


8. CosmoLex

  • Best for: Small businesses and start ups
  • Price: starts at $79 per user/month
  • Aug 06, 2020
Compare CosmoLex Vs. Salesforce

CosmoLex is a legal practice management and trust accounting solution for small and medium businesses. It offers multi-billing options, accounting, task automation, cash flow management, and other services. The software was designed and launched by CosmoLex headquartered in New Jersey, U...


9. WebMerge

  • Best for: Small businesses and start ups
  • Price: starts at $31.99 per month
  • Aug 13, 2020
Compare WebMerge Vs. Salesforce

WebMerge is a web based document management solution for businesses of all sizes. Its features include document customization, centralized storage, support for multiple formats, and others. The software was designed and launched by WebMerge Software Inc headquartered in California, Unite...


10. TherapyNotes

  • Best for: SMBs
  • Price: starts at $49 per user/month
  • Aug 13, 2020
Compare TherapyNotes Vs. Salesforce

TherapyNotes is a cloud-based electronic health record solution also used a medical billing solution. The solution can be used in all non-medical practices in the hospitals as well as the medical practice.


11. Needles Case Management

  • Best for: Start up, Small business, Medium business, Large business
  • Price: starts at $495 per license
  • Nov 02, 2020
Compare Needles Case Management Vs. Salesforce

Needles Case Management is a legal management software designed to help law firms and professionals deliver outcomes with clients cases.


12. BILL4TIME

  • Best for: Small businesses and start ups
  • Price: starts at $27 per user/month
  • Aug 23, 2020
Compare BILL4TIME Vs. Salesforce

Bill4Time software is a cloud-hosted time tracking and billing software solution that targets businesses of multiple sizes from SMBs to large businesses. The Bill4Time solution offers time & expense tracking, billing & invoicing, as well as project management capabilities firms in multiple industrie...


13. ReconArt

  • Best for: SMBs
  • Price: starts at $1,500 Per 5 users/month
  • Nov 11, 2020
Compare ReconArt Vs. Salesforce

ReconArt is a core accounting software that helps businesses to automate data import, reporting, and matching.


14. PLEXIS Payer Platforms

  • Best for: Small, medium and large size businesses
  • Price:
  • Nov 09, 2020
Compare PLEXIS Payer Platforms Vs. Salesforce

PLEXIS Payers is a cloud-based Claims Management software that assists Healthcare workers in processing claims and handling administration as it affects ROI.


15. Lessons Learned Database

  • Best for: Small businesses and start ups
  • Price:
  • Aug 13, 2020
Compare Lessons Learned Database Vs. Salesforce

Lessons Learned Database is a Help Desk software created for small companies. Its key features include data management, collaboration tools, event management, lesson categorizing, forms management, training management, event calendar, and notification management.


16. Aderant

  • Best for: Medium and large size businesses
  • Price:
  • Nov 05, 2020
Compare Aderant Vs. Salesforce

Aderant is a legal management software designed to empower legal establishments profitability and efficiency.


17. ActionStep

  • Best for: SMBs
  • Price: starts at $49 per user/month
  • Aug 14, 2020
Compare ActionStep Vs. Salesforce

ActionStep is a web based practice management solution for small and medium businesses. It offers automation of business processes and management of projects and clients from anywhere. The software was designed and launched by Actionstep Software Company headquartered in Auckland, New Ze...


18. CloudLex

  • Best for: Small, medium and large size businesses
  • Price: starts at $65 per user/month
  • Nov 19, 2020
Compare CloudLex Vs. Salesforce

CloudLex is a cloud-based Legal Management software that enables personal injury practitioners to centrally manage their practice and share information with clients and colleagues through email correspondence and discussion boards.


19. bestPTsystem

  • Best for: SMBs
  • Price:
  • Aug 24, 2020
Compare bestPTsystem Vs. Salesforce

bestPT is a web-based EHR and practice management solution designed for physical therapy clinics and practice of all sizes. It has a number of features including a physical therapy office billing solution that allows users to process and collect payments faster.


20. Law Ruler Legal Practice Management

  • Best for: Small businesses and start ups
  • Price: starts at $99 per user/month
  • Nov 28, 2020
Compare Law Ruler Legal Practice Management Vs. Salesforce

Law Ruler is a legal management software designed to help law firms make business decisions with data backings.


21. LeanLaw Software

  • Best for: SMBs
  • Price: starts at $30 per user/month
  • Nov 25, 2020
Compare LeanLaw Software Vs. Salesforce

LeanLaw is a legal management software with a ton of automated tools to help legal teams present their value and professionalism to clients.


22. Rocket Matter

  • Best for: SMBs
  • Price: starts at $25 per user/month
  • Aug 27, 2020
Compare Rocket Matter Vs. Salesforce

Rocket Matter is a web based law practice management solution for businesses of all sizes. It offers such capabilities as billing and invoicing, expense tracking, trust accounting, and others. The software was designed and launched by Rocket Matter LLC headquartered in Florida, United States.


23. OneOps Software

  • Best for: Small, medium and large size businesses
  • Price: Has a free version
  • Oct 01, 2019
Compare OneOps Software Vs. Salesforce

OneOps Software is a growing cloud-based ALM: Application Life-cycle Management software, it is designed to support small, medium and large size business. OneOps Software received a rating of 4 from ITQlick team. The software cost is considered affordable (1.5/5) when compared to alternative soluti...


24. Waystar Revenue Cycle Technology

  • Best for: Small, medium and large size businesses
  • Price: starts at $100 per user/month
  • Aug 29, 2020
Compare Waystar Revenue Cycle Technology Vs. Salesforce

Waystar is a cloud-based health software that helps healthcare systems to manage their administrative as well as clinical processes. The software uses its algorithms to predict claim denials as well as revenue leakages; upon the prediction of these claim denials, it automatically sends workable deni...



A Buyer's Guide to Business Software Solutions

How to Evaluate and Buy Business Software
 
If you’re somehow puzzled if this article is only for a specific size of business, no, it’s not. This is for you SMEs, MNEs and start-ups software buyers. Also, we’re not talking about a specific software solution here. Whether the software solution that you’re planning to buy is for Accounting, Business Intelligence, ERP, CRM, Help Desk, Maintenance Management or other types of application, one thing is for sure; with the help of this article, you will be able to know the right process in evaluating and buying a business software solution.
 
We’ve been into the software business for years and we’re seeing a lot of nitty-gritty things that often bring confusions and hesitations to many companies looking for better software solutions. Some companies can’t afford to let go their legacy systems while a few is encountering technological snags once the new system is in place. While this is the underlying truth behind software acquisition and implementation, what’s exciting about buying a business software solution is that there is a clear and obvious proof that thousands of companies and corporations today are happy with the benefits this technology is bringing into their respective businesses.  There is a significant increase in their revenue and the growth is on-going. And it’s easy to say; many from the Fortune 500 companies are making a lot of money because of their smartly-acquired business software.
 
So, let’s get straight to the point. What should you do in order to acquire that business software that could make your organization achieve its goals? The answer to this is pretty straightforward: evaluate and buy that right business software. Yes, that’s what you need to do and here’s the best manual from ITQlick.com that could certainly help you in doing that strategically.
 
Consider the Needs of Your Organization
Let’s assume that at this point, the entire management team agreed that you are ready to invest on a certain software application. The budget has been compromised and the key persons who will be involved in the acquisition process were already identified. Therefore, it’s time to approach things the project management way.
 
Define the Project
Every business software solution is categorized base on application type, features, deployment model, market size and pricing model. Remember that our objective here is to evaluate and buy a business software product that will fit into the size and present needs of your business. So what the project management team should try to deal with first is to define the real requirements of your business exactly base on the categories set by the software industry. Moreover, by doing this activity, you are already narrowing down your search for the right solution. Now, consider bringing this list of FAQs to the project management and aim to come up with clear-cut answers.
 
  1. What type of software is needed? Is it Integrated-Suite, Best-of-Breed or Industry-Specific? Ask your CEO’s main agenda and find the perfect match from these available options.
  2. What are the core and secondary features? Are you looking for basic, advanced or hi-end features? List down the specific features per category and allow the department managers and supervisors to give their insights on this list.
  3. How are you going to deploy the system? Would it be on-premise, cloud-based, hosted, or mobile-based? Weigh these options with the help of your CIO.
  4. Are you going for Tier 1, Tier 2 or Tier 3 vendors? Their offered solutions are base on the size of their target market - SMEs, MNEs or start-ups. Seek your CFO’s advice as it is important to match your financial capacity against the cost of the solution that the providers have for you.
  5. Are you willing to pay for the perpetuity software license or a subscription-based solution is way better? How many users are there and what would be their roles in using the system? Solicit feedbacks from future end users for they know better what challenges and risks might possibly come along their way when they’re using the system.
 
Finalize the BOM or List of Requirements
After providing definite answers on the above questions, we can say that the project has already been defined. Your procurement team is now ready to do their role in the acquisition process of this solution. However, in order for them to execute their job properly, they must have the complete list of requirements - features, specifications, hardware, and the software product. In other words, the Bill-of-Materials (BOM) that is final, complete and well-prepared must be handed over to the procurement director. Needless to say, it is very important that everybody is following the company purchasing and procurement protocols at all times.  
 
Request for Proposal (RFP)
The RFP process will bring everything into formality. Since you’re more likely in a line of business that doesn’t regularly buy software products, it is of critical importance that your RFP is well-structured before you send it to your prospect solution providers.
 
Draft the RFP
An RFP that contains all the relevant information as discussed during the project management meetings will enable the providers to return back to you their proposal that is complete and substantial. Therefore, your RFP should basically contain the following:
 
Brief Introduction
  • Company Name
  • Mission and Goals
  • Purpose of the RFP (or the need for software solution)
Business Background
  • Organizational Structure
  • Current Situation (IT infrastructure, system currently in-use, system issues and desired solutions, etc.)
  • Major Objectives of the Software Purchase
Request for Specific Requirements
  • Solution Functionality
  • System Specifications
  • Vendor Company Information
  • Price Model, Service Plans, Package Options
Other Important Inquiries (if necessary)
 
Send the RFP
Well-structured RFP will bring a lot of advantages especially when the proposals from various providers are received and then subjected for review and analysis. Send your RFP to at least three to five providers (or prospects which you have already shortlisted during the project definition phase). Depending on the complexity of the solution, most vendors will send their proposal in a matter of time, which could be around 4 to 6 weeks for Integrated-Suite solution.
 
Why still send RFP?
Is there really a need for RFP if your preferred solution (like cloud-based) and the service plans or packages are already displayed on the vendor’s website? Well, yes, you still need to undergo the RFP process. For most sales people, they certainly know that those figures appearing in the vendor’s website are usually the “list price” and not the “actual price”. More importantly, the vendor’s proposal (response to RFP) will serve as your main basis for the negotiation. Therefore, sending an RFP is a strict requirement.
 
Follow up questions relevant to RFP
More often than not, questions and concerns will be raised by the vendors to whom you send the RFP. You have to entertain them with utmost professionalism. Solution providers who are seeking further clarifications relevant to the RFP are consisting of professional software experts who wants to help your organization as much as they can. Entertain them but at the same time, always be cautious when providing additional information which you know is confidential or proprietary.
 
Evaluate the Proposals
Always refer to your finalized BOM when tabulating the contents of each proposal. Part of this process is to check the features that are available from this certain vendor and to cross out those that are not. While using spreadsheet aids the tabulation process, laying down the document proposals on the table and allowing your project management team to review them one by one should always be conducted. Evaluating the proposals in full force can help strengthen your decision-making process. Have another round of brain-storming session and come with the name of your preferred solution provider.
 
When selecting the final vendor, always promote the best interest of your organization. Consider answering these questions with full sincerity.
 
  1. Which vendor can provide the long-term benefits to your organization?
  2. Which vendor can provide the best and honest service from acquisition to full implementation?
  3. Which vendor is willing to devote most of its time in better serving its client?
 
Contact this solution provider and in your own strategic approach, try to get the answers to those three important questions above. In most cases, vendor who really wants to prove its craft will offer product demos on a higher level. Others will even invite you to check their already deployed and working systems. Feel free to connect with this type of vendor. Conduct simulation and testing, be it a cloud-based or on-premise solution. Examine all aspects and angles especially those that your project management team want to really know in-depth. For as long as it could help you arrive at a better decision, consider doing all the options available – for the interest of the organization.
 
Enter the Negotiation Process
Most solutions providers can be flexible in terms of pricing. Although the final say is oftentimes on the mouth of the sales person from the vendor’s side, a good negotiation process can always deliver a win-win situation to both parties involve. While negotiation sometimes cannot be settled in one sitting session, always be honest with your intentions whenever negotiating with your provider. If it’s about your budget, justify it with clarity. If it’s about their service plans, tell them what’s lacking or missing on their solution. At the end of the day, the most important event that should happen is that both of you are shaking hands because of a well done negotiation process.
 
Seal the Contract
So what are you going to do on a contract that involves a significant amount of investment? There are three project management approaches for this.
 
  1. Pass the ball to you legal team. They know what to do and more or less they will tell you if there is something wrong with the contract. Give them enough time to review before they affix their signature and then finally seal the contract.
  2. Hire a consultant base on the technical aspect that you want to clarify in the contract. If it’s the Scope of Work (SOW), a software implementation expert is the right person. If it is related to complex legal terms and conditions, a lawyer can help. If it has something to do with money, invite an accountant to conduct a thorough review and computation if necessary.
  3. Always consider consulting your project management team. Remember that the CIO, CFO and CEO are all team members. They will be the signatories and they know what’s best for the interest of the company when signing a contract agreement.
 
From evaluation to buying stage, it is important that the project manager must take full responsibility of monitoring all the works identified and distributed among team members. This is why delegating the right project manager is also an important consideration when buying a business software solution. And again, ITQlick.com wants to emphasize that whatever the size of your company is, using the project management approach will always lead you into a better outcome – that is getting what you paid for the right business software solution. 

Finding the right business software for your business
Proper business software selections are the precursor to successful deployment and business growth. Finding the right solutions doesnít have to be complicated, and it doesnít have to take days or weeks of your time.

After researching over 5,000 systems, we can identify the best solution for companies of all shapes and sizes. ITQlick.com is 100% free for software buyers.



Author

Shlomi Lavi

Website Linkedin Facebook Twitter

Shlomi holds a Bachelor of Science (B.Sc.) in Information System Engineering from Ben Gurion University in Israel. Shlomi brings 15 years of global IT and IS management experience as a consultant, and implementation expert for small, medium and large size (global) companies.