Resolve, don't just track
Case agents drive each case toward closure: triaging intake, picking the next stage, escalating where judgment matters. No more cases stalled in a queue.
Enterprise case management for the agentic era
Resolve the long, document-heavy work that won't fit a fixed workflow. AI agents work cases alongside your team—with the stages, SLAs, and audit trails enterprise operations require. Powered by UiPath Maestro™.
Case management software for the work that won't fit a fixed workflow
Cases close instead of just getting tracked. AI agents read documents, draft responses, and update systems—while people stay in the loop where judgment matters.
Built for document-heavy work
Native intelligent document processing reads claims, contracts, applications, and case notes. Cases stay grounded in the documents that drive them.
Governed by default
SLAs, escalation policies, role-based access, and immutable audit trails are baked into the case lifecycle. Pass compliance review without retrofitting controls.
From days of email and handoffs to one orchestrated case
Watch how UiPath agentic case management triages, routes, and resolves a real customer dispute end to end.
Outcomes you can measure
Faster cycle times, fewer backlogs, and the audit posture enterprise compliance teams expect. Agentic case management closes cases instead of moving them around.
50–70%
reduction in average case resolution timeUiPath customer benchmark, 202640%+
reduction in alert and case review backlogsUiPath customer benchmark, 20253x
throughput on complex cases without adding headcountUiPath customer benchmark, 2026Built on UiPath Maestro for end-to-end case orchestration
Dynamic case lifecycles, agents that work cases natively, and cross-system orchestration—all on the Maestro durable runtime.
Cases that adapt to how knowledge work happens
Model stages, milestones, and SLAs up front. Let events, AI decisions, and human judgment determine the order. Configure ad-hoc tasks without redeploying.
Stage-based case lifecycles with SLAs and escalations
Ad-hoc stages and tasks at runtime
Immutable audit trail for every case action
AI agents that work cases as case workers, not bolt-on assistants
Case Manager and Stage Manager Agents drive each case forward. They triage intake, classify documents, draft responses, query systems, and escalate to humans where judgment matters.
Case Manager Agent governs the case lifecycle
Stage Manager Agents drive each phase
Agent Builder for case-specific intelligence
One case record across Salesforce, ServiceNow, SAP, Oracle, and Workday
UiPath connects to the systems your cases already touch: CRM, ERP, ITSM, HR, and custom apps. The case record aggregates truth across them through UiPath Data Fabric.
Ready-to-deploy connectors for SAP, Oracle, Salesforce, ServiceNow, Workday
Zero-copy data access via UiPath Data Fabric
API-first integrations for custom systems
Cases that adapt to how knowledge work happens
Model stages, milestones, and SLAs up front. Let events, AI decisions, and human judgment determine the order. Configure ad-hoc tasks without redeploying.
Stage-based case lifecycles with SLAs and escalations
Ad-hoc stages and tasks at runtime
Immutable audit trail for every case action
AI agents that work cases as case workers, not bolt-on assistants
Case Manager and Stage Manager Agents drive each case forward. They triage intake, classify documents, draft responses, query systems, and escalate to humans where judgment matters.
Case Manager Agent governs the case lifecycle
Stage Manager Agents drive each phase
Agent Builder for case-specific intelligence
One case record across Salesforce, ServiceNow, SAP, Oracle, and Workday
UiPath connects to the systems your cases already touch: CRM, ERP, ITSM, HR, and custom apps. The case record aggregates truth across them through UiPath Data Fabric.
Ready-to-deploy connectors for SAP, Oracle, Salesforce, ServiceNow, Workday
Zero-copy data access via UiPath Data Fabric
API-first integrations for custom systems
Built for the cases enterprise teams resolve every day
Long-running, document-heavy work lives in every regulated function. UiPath agentic case management runs it end to end.
FINANCIAL SERVICES
AML, KYC, and customer onboarding cases at banking scale
Run anti-money laundering (AML), know-your-customer (KYC), and customer onboarding as long-running cases. Agents triage alerts, screen identities, and verify documents. Compliance teams handle escalations.
INSURANCE
Claims processing without the bottlenecks
Run insurance claims as cases with stages for intake, verification, assessment, and settlement. Agents read documents and evaluate policies. Adjusters keep the final calls.
CUSTOMER EXPERIENCE
Dispute resolution and service case escalations
Customer disputes, billing investigations, and complex service tickets that span CRM, billing, and case management. Agents draft resolutions. Service teams approve and close.
INTEGRATIONS
Connect cases to the systems they already touch
UiPath case records pull live data from CRM, ERP, ITSM, HR, and custom systems. No data duplication. Zero-copy access through UiPath Data Fabric.
Built for the enterprise stack
Connectors and API-first integrations cover the systems holding case data today: core banking, claims platforms, and homegrown apps.
BLOG
Why agentic case management is the next frontier of work
Why traditional case management cannot keep pace with agentic work, and how the operating model shifts when AI agents become case workers.
Build, configure, and extend agentic case management
Maestro Case docs
Set up case definitions, stages, and Case Manager Agents step by step.
Marketplace templates
Ready-to-deploy case management templates and components for claims, onboarding, and dispute resolution.
Agent Builder
Build case-specific intelligence for triage, classification, document reading, and response drafting.
Continue exploring the UiPath Platform
More to build with, alongside agentic case management.
UiPath Maestro
Run end-to-end business processes that coordinate AI agents, robots, and people on one platform.
BPMN
Run processes exactly the way they're designed, with one model the business and IT both work from.
Process intelligence
Process Intelligence combines process mining and task mining to show how work actually flows, surfacing the bottlenecks and rework that day-to-day dashboards miss.
Get it all SaaS
With Automation Cloud™, you get the full UiPath Platform™, the fastest updates—and the scalability and flexibility to automate any process, anywhere you do business.
Start here
Need to self-host?
Run the platform yourself, with the world-class automation capabilities you expect and the performance, compliance, and security you require.
Start hereAgentic case management FAQs
Common questions about case management software, how it works with the systems your enterprise already runs, and how AI agents change case operations.
Traditional case management routes work to humans and uses rules to escalate. Agentic case management adds AI agents as native case workers: they read documents, draft responses, query systems, and recommend actions. Humans stay in control where judgment matters.
Yes. UiPath connects to CRM, ERP, ITSM, HR, and custom systems through ready-to-deploy connectors and API-first integrations. The case record aggregates live data from those systems through UiPath Data Fabric without copying it.
Every case action, decision, and escalation lands in an immutable audit trail. Case Manager and Stage Manager Agents produce auditable plans explaining what they did and why. Compliance teams can replay any case end to end.
Yes. Case plans, stages, SLAs, and escalation rules are configurable in Studio Web. Ready-to-deploy process apps give business users intake forms, queues, and dashboards out of the box. Coded Apps remain available for custom interfaces.
Templates ship for claims processing, loan origination, dispute resolution, customer onboarding, financial crime compliance, and investigations. Templates are configurable: adjust stages, rules, SLAs, and escalation paths to fit your process.
Most teams stand up a first case type in weeks, not quarters. Ready-to-deploy templates and the Maestro orchestration runtime mean you configure case plans instead of building case infrastructure. Time to first value tracks with the complexity of the case type, not the platform.