UiPath Maestro Case Management
Ranked in Case Management Software ·Free trial
About
UiPath Maestro Case Management is an enterprise platform for agentic work involving documents and cases that do not fit fixed workflows. AI agents can read claims, contracts, applications and notes, draft responses, update systems and help close cases, while people remain involved where judgment is needed. Governance includes SLAs, escalation policies, role-based access and immutable audit trails. Case Manager and Stage Manager Agents produce auditable plans that explain their actions. Ready connectors include SAP, Oracle, Salesforce, ServiceNow and Workday; API-first integrations are available for custom systems. Case records can aggregate live data through UiPath Data Fabric without copying it. Business users configure case plans, stages, SLAs and escalation rules in Studio Web. Ready process apps provide intake forms, queues and dashboards, and templates cover claims, loan origination, dispute resolution, onboarding, compliance and investigations. Deployment options include Automation Cloud and self-hosting. UiPath says most teams can stand up a first case type in weeks. A free trial and demo/contact route are listed, but public prices and trial limits are not printed.
Who it is for
It suits enterprise teams handling document-heavy cases across business systems, especially where configurable workflows, governance and human judgment are required. The self-host option is available for performance, compliance and security needs.
What is good
- Supports long cases beyond fixed workflows.
- Includes immutable audit trails and role-based access.
- Ready connectors include SAP and Salesforce.
- Custom systems can connect through APIs.
- Case templates cover several enterprise processes.
What to know first
- Public prices are not printed.
- Trial limits are not printed.
- A first case type may take weeks to stand up.
Verdict
Maestro combines document handling, agent actions, governance and enterprise integrations for complex case work. Teams should account for the lack of public pricing and the stated setup timeline.
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
- 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
- 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
Company
- Founded
- 2005uipath.com · 28 Sept 2026
- Headquarters
- New York, New York, United Statesuipath.com · 28 Sept 2026
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Where it ranks on Inferse
- Best Case Management Software in 2026#17 of 177
- Best Task Mining Software in 2026#13 of 30
- Best Process Mining Software in 2026#10 of 29
- Best Data Fabric Software in 2026#15 of 23
Sources
- uipath.com/product/maestro/case-management· checked 27 Sept 2026