Case Management Software Market

Case Management Software Market Size

The global case management software market was valued at USD 7.4 billion in 2024 and is projected to grow at a CAGR of 9.6% between 2025 and 2034.

The surging interest in automated case management services in the legal, healthcare, and public safety fields is fueling market growth. Organizations are increasingly turning to digital solutions to address the growing complexities in case handling. As per the findings of Statista in 2023, 83% of law firms that were surveyed claimed that document management features available in software and mobile applications had a moderate to great impact on their work.

The robust embrace of cloud solutions propelled by the need for effective and budget-friendly data management systems is also a significant driver. This trend appears to be pronounced within legal firms, public sector entities and even in some financial companies. For example, in November 2024, Mitratech released CaseCloud which is an advanced software for case management to be used by public legal services. It is designed to operate in combination with other software modules towards enabling greater operational flexibility and coordination on active cases.

Moreover, Innovative joint ventures within the industry appear to greatly influence adoption. As an illustration, Advanced Technologies Incorporated partnered with Clarilis, the experts in automated legal document drafting, in April 2023 to enrich Advanced’s legal drafting automation services. This enables Advanced to best serve his client’s needs by providing a complete solution from the best available provider.

Case Management Software Market Trends

• The shift towards automation and AI technologies has changed the entire paradigm of case management. AI enhances the efficiency of case management functions by automating case tracking, automating repetitive tasks, and automating decision-making. For instance, in October 2024, Oracle introduced an AI case management tool ‘Financial Services Crime and Compliance Management Investigation Hub Cloud Service.’
  
• This tool seeks to improve the effectiveness of investigation processes while minimizing the expenditure of time and resources in manually integrated systems. Businesses can greatly reduce compliance overheads associated with AI and manual resolving of cases and this allows for maximizing resolution effectiveness hence creating value for organizations.
  
• In the case management software market, there is a huge gap in the integration of case management solutions with ERP and financial management systems. Firms want to have centralized platforms that integrate with case management systems and add the resource and human resource management and legal compliance systems to enable process automation. 76% of law firms surveyed by Statista in 2023 indicated the use of financial management applications as the most helpful in their operational legal activities. Such providers will have a competitive edge in the market over the coming years.
  
• In addition to that, the increased use of case management software presents several problems pertaining to data safety as well as compliance requirements. Since management solutions deal with sensitive and confidential legal, medical, and financial information, security measures should be put in place to effectively reduce the chance of risk.
  
• Software providers have to contend with compliance requirements of different regional and international data protection protocols including GDPR and HIPAA. Improving encryption methods, regulating access, and creating compliance policies will be crucial for overcoming these challenges and growing in the market.
  

Case Management Software Market Analysis

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Based on the component, the case management software market is segmented into solution and service. In 2024, the solution segment held a market revenue of over USD 5 billion and is expected to cross USD 10 billion by 2034.

• Case management systems are being adopted by firms across the legal, healthcare, and government industries for the purpose of improving document management and workflow automation. Such systems comprise document management, automated workflows, and collaborative tools, as well as documents that are editable in real time.
  
• Because these enterprises are increasingly concerned about operational efficiency, they are also combining case handling automation with other enterprise software for better operational decision making. A survey by Workato concerning business processes automation showed that 94% of business professionals in overseas Fortune 500 companies preferred using a centralized automated system rather than several different systems in 2023.
  
• Firms are focusing on finding expert guidance for implementation of a case management system which is tailored to their specifications. These consulting services help businesses analyze their case management systems, develop appropriate strategies, and execute them into the company’s current system infrastructure.
  
• Additionally, in order to increase productivity, businesses are considering the implementation of case management applications into their ERP and HRM systems. For instance, in July 2024, CASEpeer released its new generative AI text editor feature, CASEpeer IQ. This feature enables law firms to expand their client base and ensure consistent engagement. In addition, they can spend more time on critical business activities. CASEpeer IQ facilitates effective communication by adjusting phraseology and word choice for firms dealing with personal injury cases.
  
• Along with the new case management solutions, there is an increasing demand for training services to enable employees maximize achievement of their organizational goals. Programs are designed to ensure that employees are able to use the software, which increases productivity, and operational efficiency. These programs, together with other support services such as troubleshooting, updates and maintenance, greatly enhance user experience and system credibility.
  

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Based on the deployment model, the case management software market is divided into cloud-based and on-premises. The cloud-based segment held a major market share of around 60% in 2024 and is expected to grow significantly over the forcast period.

• The statistics demonstrate that cloud adoption is soaring, with multi factor authentication and security encryption enabling the safeguarding of sensitive information. The public cloud service providers apply artificial intelligence to prevent sensitive case information from being compromised through cyber threats. Statista also mentions that in 2023 the public cloud services produced about 631.84 billion undollars and are expecting immense growth with an 18.49% CAGR until 2029.
  
• The government and big enterprises utilize on-premises deployment due to the necessity of maintaining data sovereignty, reducing cybersecurity risk, ensuring compliance, and preventing data breaches. However, with data security and compliance automation starting, on-premise deployment invovles a great deal of initial expenditure which poses issues as it only allows robust security features targeting specific industries.
  
• The cloud offers enhanced flexibility which is why many enterprises utilize it for data storage and processing. Companies that use cloud based infrastructure can economize, as resources can be modified depending on the workload.
  
• When using the cloud, upfront infrastructure costs, as well as maintenance of the IT side of the business becomes significantly cheaper. Subscription-based pricing models that ensure continued access to software updates while eliminating capital expenditure make it easier for organizations.
  

Based on application, the case management software market is segmented into incident management, investigation management, legal case management, patient case management, service request management, and others. Incident management segment dominated the market and accounted for over USD 1.7 billion in 2024.

• Organizations are deploying case management tools to effectively manage the incidents and reduce the turnaround time. The tools facilitate automated reporting, real-time tracking, and improved team collaboration which helps in resolving the operational services issues faster.
  
• Such tools are increasingly gaining acceptance among criminal investigation practitioners. In April 2024, Harris acquired Xanalys Limited Xanalys to augment their investigative case management solutions. These solutions are utilized by law enforcement systems for collecting evidence, managing cases, exchanging information, and completing satisfactory resolutions for investigations.
  
• Legal practices are putting more resources towards the automating document and case workflow. New integrated multi-client systems which enable correspondence, legal drafting, and even research, relieve the administrative burden and enhance productivity of the work done in the case.
  
• Medical organizations gratefully apply case management tools for easier patient tracking and for monitoring patient compliance. These tools assist in care plan development, patient file organization, and compliance monitoring by the medical staff in the system.
  
• These tools are enabling businesses to manage customers and customer support requests more effectively. The solutions enhance customer service activities by providing automated help desk ticketing, workflow automation, and reporting on real-time statuses.
  

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North America dominated the global case management software market with a major share of over 40% in 2024 and U.S. leads the market in region.

• The rise in demand from public sector agencies for automated workflow systems has increased the use of case management within the United States. A 2023 report by the American Bar Association states that 80% of lawyers use iPhones and only 19% use Android phones for work purposes.
  
• Improvement in complex record keeping compliance and automating case management are two of the powerful driving forces of AI focused patient tracking technologies. Intelligent automation is being embraced by healthcare providers and health insurers for compliant case management of claims within the federal healthcare regulatory framework.
  
• In addition, the expanding cloud-based case management services adoption by public sector institutions is changing the administrative processes. Federal and state agencies are making efforts to invest in cost-effective, flexible systems that would allow for the automation of record filing, improving service delivery and government accountability. Such activity meets the digital transformation and information security policy of the U.S. government.
  

The case management software market in Germany is expected to experience significant and promising growth from 2025 to 2034.

• The growing emphasis on GDPR compliance is pushing organizations to adopt advanced case management systems with enhanced data security features. Over the years, emphasis on GDPR compliance has forced organizations to switch to secure cloud platforms to optimize the business processes and comply with the stringent European Data Protection Regulations.
  
• Apart from the private sector, the governmental sector is modernizing at a rapid pace, deploying new cloud-based tools to automate case management and document management. For instance, the 2023 e-Justice Initiative in Germany is focused on modernizing tools in the courts and public sector organizations so that cases can be resolved far more efficiently.
  

The case management software market in the Asia Pacific is anticipated to witness lucrative growth between 2025 and 2034.

• A large number of new and highly specialized legal tech companies are entering the market, which generates more competition and further motivates the use of AI automated case management systems. The Chinese legal market is undergoing a significant digital transformation where firms are using cloud services for case filing, monitoring, and even complex automated legal research.
  
• Additionally, both the public and private sectors in Japan and South Korea are rapidly adopting case management platforms. This is due to government policies that aim at the digitalization of legal processes and automation of business procedures. In South Korea, AI-powered case analytic tools are being incorporated into corporate governance systems for better decision making. For instance, South Korea passed the AI Basic Act in 2024 which aims to control the development and application of AI. It also requires for transparency, safety and ethicality in AI systems4. Such active regulation of AI includes provisions of informing, risk mitigation and human control of high-impact AI systems.
  

The case management software market in MEA is expected to experience significant and promising growth from 2025 to 2034.

• With the rise in popularity of legal tech in the UAE and Saudi Arabia, there has been an increase in the need for case management software. AI tools are now being used by government institutions and legal firms to improve the quality of document drafting, increase the efficacy of legal research, and speed up the processes of case resolutions. For Instance, a strategic technology partnership was formed on August 2024 between NICE and Karpel Solutions to have fully automated the prosecution of criminal cases.
  
• The partnership is aimed at automating the digital ingestion, organization and correlation of evidence into cloud-based case files using the NICE Justice digital evidence management system and the PROSECUTORByKarpel (PbK) Content Management System (CMS).
  

Case Management Software Market Share

• Top 7 companies of case management software industry are IBM, Salesforce, Pegasystems, Microsoft, Appian, OpenText, ServiceNow, collectively hold around 28% of the market in 2024.
  
• IBM focuses on automating and predicting the analytic parts of legal and government cases using their Watson AI. It’s case management system integrates machine learning and cognitive computing technology to enhance automation and streamline case management processes in multiple sectors.
  
• Salesforce does provide case and customer relations management (CRM) automation that includes service processes and activity management with process regulation. Process Automation also improves business eficiency through sophisticated AI analytics.
  
• As a case study, Pegasystems stated in October of 2024, it will integrate Google, OpenAI, and Amazon Bedrock LLM’s into the Pega Infinity platform which brings together automation, marketing, sales, and customer experience management. Their insights argue an improvement in operational efficiency by Pega’s intelligent automation and real time case tracking monitoring changes.
  
• They claim their insights improve operational efficiency through Pega’s intelligent automation and real-time case tracking enhancements.
  
• Pegasystems uses an AI driven, low code case management solutions for legal and healthcare workflows, and also pledges to launch a digital agent builder coach user in marketing, sales, and customer service functions.
  
• Microsoft started to roll out in November 2024 a set of intelligent tools that autonomously send emails, manage records, and other tasks to business professionals, thus intensifying competition with other companies. Integration of ERP software with Microsoft Dynamics 365 makes a more sophisticated module of case management available powered with AI. The platform helps businesses with assignment case tracking, approval workflow automation, and compliance through analytics.
  
• Appian helps improve efficiency in case workflow automation for companies that require low-code platforms to help automate the regulatory and compliance management. Their AI-enhanced solutions help enterprises automate document and case processing, reducing their reliance on humans and expediting the speed at which cases are processed.
  
• Industries with regulatory controls often require secure case document management, which is the primary focus of OpenText. Their enterprise open systems for case management enable these industries, legal, health care, and finance, to effortlessly secure data storage, automate compliance, track the audit trail, and enable sophisticated data storage facilities.
  
• ServiceNow solutions are widely used for tracking cases related to IT service management and customer support . Their case management module increases service desk efficiency by enabling automated incident resolution and improving overall enterprise workflow management.
  

Case Management Software Market Companies

Major players operating in the case management software industry include:

• Appian
• Clio
• Filevine
• IBM
• Microsoft
• NetDocuments
• OpenText
• Pegasystems
• Salesforce
• ServiceNow
  

Major market participants are focusing on product improvements and AI automation as the use of digital case management solutions grows across industries. Organizations are streamlining case handling and implementing evolving regulations through the use of machine learning and predictive analytics.

Additonally, due to the rising need for customized industry services, providers are developing tailored case management systems for the legal, healthcare, and government sectors. As these businesses become more concerned with security and automation, advanced AI and cloud analytic solutions are being adopted by industry stakeholders to a greater extent. This move is expected to boost market growth in the next decade.

Case Management Software Industry News

• In November 2024, Everfox announced the acquisition of Yakabod Inc., a provider of case management software for security-driven organizations. Yakabod develops case management systems for specialized software developing agencies. The acquisition enhances case information and sensitive company data security and privacy by combining Yakabod’s scalable enterprise information sharing systems with the EverShield Insider Risk Platform, which streamlines investigatory procedures and insider risk assistance.
  
• In May 2024, Access Legal completed the acquisition of inCase, a mobile app designed to offer seamless communication between legal professionals and clients. inCase is a mobile application that enables convenient interactions between clients and lawyers. With this acquisition, Access Legal firmly positions itself as a provider of advanced legal technology services, which further extends their comprehensive portfolio.
  
• In October 2023, Clarra launched its product, a cloud-based legal case management SaaS application tailored for docket-driven litigation. Through the development of this platform, Clarra is able to offer legal practices cost-effective, user-friendly software that is efficient and easy to use. The platform is a comprehensive solution for managing the lifecycle of litigation at law firms.
  
• In July 2023, Escriba AG enhanced its strategic partnership with Software AG, a providers of integration, IoT, and enterprise transformation software. As an innovation partner, Escriba has integrated Software AG’s AgileApps platform into the development of powerful business applications, which are further enhanced with additional bolt-on modules. To enable more rapid feature development of data and case management, as well as document generation, ESCRIBA has purchased an AgileApps license from Software AG during their collaboration.
  

The case management software market research report includes in-depth coverage of the industry with estimates & forecasts in terms of revenue ($Mn/Bn) from 2021 to 2034, for the following segments:

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Market, By Component

• Solution
• Services
  • Consulting services
  • Implementation & integration services
  • Training & support services

Market, By Deployment Model

• On-premises
• Cloud-based

Market, By Organization Size

• Large enterprises
• SME

Market, By Application

• Incident management
• Investigation management
• Legal case management
• Patient case management
• Service request management
• Others

Market, By End Use

• Healthcare
• Government
• BFSI
• IT & telecommunications
• Retail & e-commerce
• Manufacturing
• Legal
• Others

The above information is provided for the following regions and countries:

• North America
  • U.S.
  • Canada
• Europe
  • UK
  • Germany
  • France
  • Italy
  • Spain
  • Russia
  • Nordics
• Asia Pacific
  • China
  • India
  • Japan
  • South Korea
  • ANZ
  • Southeast Asia
• Latin America
  • Brazil
  • Mexico
  • Argentina
• MEA
  • UAE
  • Saudi Arabia
  • South Africa