Multi-industry • SaaS & App

Powerful. Simple. Reliable.

NextCase — AI Workflow, CRM, Billing & Case Management Software

NextCase offers AI workflow, CRM, billing, & case management software that streamlines complex work for professional teams. Built for the rigorous demands of firms yet adaptable across industries, it unifies workflows and automation into one seamless platform. Explore the NextCase features and read the FAQ.

NextCase Preview
Today

Team Overview

Open items
42
On track
87%
This week
12
Items
Item
Kickoff launch
Owner
AL
Status
Active
Due
Sep 30
Item
Vendor review
Owner
MP
Status
Pending
Due
Oct 2
Item
Quarterly report
Owner
JK
Status
Review
Due
Oct 5

All the Must‑Haves.

A platform designed for your workflows, CRM, billing & case management—fast to adopt, powerful at scale.

Structured Adaptable Lightweight Secure

Workflows

Plan, assign, and track milestones the way your team works using AI.

Automations

Reduce repetitive work with lightweight rules you control.

Dashboards

A clear view of what matters now—no extra noise.

CRM

Track clients and contacts, log activities and referrals, and centralize communications.

Billing

Time & expenses, invoices, approvals, export to accounting.

Case Management

Structured records, workflows, documents, SLAs.

Industries We Serve

Configure workflows for your domain—NextCase adapts to teams across sectors.

Professional Services

Consulting, accounting, architecture, engineering.

Healthcare

Clinics, care teams, intake queues, compliance checklists.

Financial Services

Client pipelines, reviews, recurring cycles, documents.

Government & Public Sector

Programs, grants, procurement, case tracking.

Education & Nonprofit

Programs, events, volunteer shifts, impact reporting.

Field Services & Construction

Work orders, schedules, inspections, punchlists.

Real Estate

Leasing pipelines, maintenance tickets, due cycles.

Manufacturing

Production runs, QA checklists, inventory tasks.

Logistics & Supply Chain

Shipments, SLAs, vendor coordination, audits.

Retail & eCommerce

Catalog ops, promos, fulfillment, returns.

Hospitality & Travel

Property ops, guest workflows, events, compliance.

Media, Marketing & Agencies

Campaigns, briefs, approvals, deliverables.

IT, Dev Teams & MSPs

Tickets, change control, releases, runbooks.

HR & Recruiting

Reqs, pipelines, onboarding, policy tasks.

Research & Labs

Protocols, compliance, data collection, reporting.

Insurance

Claims workflows, underwriting steps, audits.

Energy & Utilities

Work orders, inspections, regulatory tasks.

Agriculture

Seasonal plans, equipment tasks, inventory.

Telecom

Deployments, service checks, field tickets.

Customer Support

Queues, SLAs, escalations, satisfaction loops.

Legal & Compliance

Intakes, matters/cases, calendars, tasks, billing records.

Security & Privacy

Foundational controls from day one. We focus on protecting data while keeping our apps fast and minimal.

Encryption

TLS 1.3+ in transit; AES-256 at rest via managed services.

Access Control

Role-based permissions and least-privilege internal access.

Audit Trails

Core administrative and data actions logged for review.

Monitoring

Infrastructure metrics & anomaly detection.

Backups

Scheduled encrypted backups & tested restore.

Portability

Structured export on request; you control your data.

Working toward independent audits & additional certifications as we scale.

Private Preview

The lighter way to run operations.

We’re onboarding a limited group. Get early access and help shape the roadmap.

  • Fast setup & minimal overhead
  • Clear workflow visibility
  • Flexible structure, no bloat
  • Private, security‑minded build
Try Now View Features

Rolling invites • Human onboarding • Feedback welcome

Questions

Quick answers about the private preview and what’s coming.

1Is the product live?

We’re in a controlled private preview with a small set of teams to refine core workflows before broader access.

2Who is a good fit right now?

Teams that want structured visibility (workflows, status, due cycles) without heavyweight admin or complex setup.

3How do I request access?

Use the Try Now button above. We review brief context and email you if the current build aligns with your use case.

4What’s the pricing model?

Preview phase is no-cost. Contact us for pricing.

5How is data handled?

Data is encrypted in transit & at rest, scoped internal access, and structured export on request.

6Can we migrate data later?

Yes. Structured export & import tooling is being shaped with early users; portability is important to us.

Get in touch

Questions or interested in the preview? Send us a quick note.

Or email directly: [email protected]