Case management software should relieve professionals, bring information together reliably and enable traceable documentation. Organisations looking for a suitable solution in Switzerland encounter very different products, ranging from a streamlined digital case file to a comprehensive industry platform with planning, billing and HR administration.
This overview helps you understand the market and prepare a sensible shortlist. It does not replace an individual evaluation, but shows which providers may deserve closer consideration in different situations.
Transparency note: This article appears on the Lua blog, and Lua itself develops case management software for social institutions. Lua is therefore included alongside other products. The overview is not exhaustive and is not a ranking. Descriptions are based on publicly available provider information as of September 2026. Functions, terms and availability should be confirmed directly with each provider.
What does case management software mean in social work?
The term is not used identically everywhere. At its core, case management software supports structured work with clients, cases or dossiers. Typical functions include master data, contacts, journal and progress notes, goals, tasks, appointments, documents, reports and evaluations.
Additional requirements depend on the field:
- Social education institutions may need handovers, attendance, support planning or service structures.
- Counselling centres often focus on conversations, case documentation, tasks and reporting.
- Municipal social services need defined specialist and legal processes for financial social assistance, child and adult protection or other statutory duties.
- Residential facilities and larger organisations may want to connect case management with service recording, billing, workforce planning or finance.
- Work integration programmes also need placements, courses, participant administration and contacts with referring agencies.
A direct feature comparison without this context would be misleading. The first question is not “Which software offers the most?” but “Which solution best supports our most important workflows?”
Case management software in Switzerland: ten solutions
The following summaries are not a ranking. They condense the focus areas published by the providers and help identify candidates for closer evaluation.
AbaCare by Abacus
Abacus describes AbaCare as an integrated solution for residential and social institutions. Alongside client management and service recording, the focus includes billing, reporting, workforce planning, time recording and other operational functions. The provider mentions interfaces including MediData and SOMED as well as options for connecting further systems.
Worth considering if: your institution wants to connect client administration, billing, HR and finance as consistently as possible in a broad enterprise solution.
AKTAS by Comitas
Comitas aims AKTAS at small and medium-sized social counselling centres, foundations and associations, typically with 1 to 15 employees according to the provider. The web-based SaaS solution combines case files, documents, tasks, processes, reporting and billing. The manufacturer states that Switzerland or the EU can be selected as the cloud location.
Worth considering if: a smaller outpatient counselling centre wants a lean solution with a short implementation and manageable project scope.
Diartis
The Diartis portfolio contains several solutions for social and statutory services. According to Swiss Post Digital, these include KLIBnet, KiSS, KESBweb and aventis for statutory social assistance, social services and authorities, as well as other case management products for work integration and participation.
Worth considering if: you are evaluating a specialist solution for a municipal or cantonal mandate, financial social assistance, professional guardianship, child and adult protection authorities or work integration.
e-Case by Infogate
Infogate positions e-Case as case management software for social institutions, residential facilities, counselling centres, work integration, employee assistance and other organisations. It connects case data, digital dossiers, documentation, tasks, appointments and reporting. Additional modules and interfaces are intended to cover different fields and existing system landscapes.
Worth considering if: your organisation wants to configure classic case management and document management for several types of social service.
Lua
Lua develops a web-based platform for social and social education institutions. Case management and documentation in Lua connect dossiers, journals, goals, documents and reports. Further areas support care, tasks, appointments, attendance, administration and reporting. Organisational structures, terminology, fields and permissions can be adapted to different services; development and hosting take place in Switzerland.
Worth considering if: your institution wants to unite case management, daily support work and reporting on a modern, configurable platform with personal guidance.
OpenDossier
OpenDossier is aimed at small and medium-sized social institutions as well as counselling centres, associations and foundations. The web-based client and case administration can be configured with an organisation's own terminology, data fields and value lists. The provider highlights rapid setup, Microsoft Office integration and pricing per user account.
Worth considering if: a small or medium-sized organisation wants flexible case documentation with a transparently described licence model and familiar Office integration.
socialweb
GLAUX GROUP describes socialweb as modular industry software for residential and outpatient social work. Published modules include journals, tasks, appointments, processes, files, care, attendance, planning, time recording, services, invoices and dossiers. The provider cites Swiss hosting, role-based permissions and numerous data transfer options for accounting systems and authorities.
Worth considering if: an institution with residential or outpatient services wants to cover planning, services, working time or billing alongside case management.
SocialOffice
SocialOffice is browser-based, modular business software for social institutions. The provider cites a library of more than 100 modules and uses including client, resident, participant and case administration. It offers both the SocialOffice cloud and installation on an organisation's own server.
Worth considering if: your organisation wants to map highly individual processes through a broad modular system or choose between cloud and self-hosted operation.
Tocco
The Tocco industry solution combines client administration and case management with placements, placement providers, courses, participants, appointments, resources and applicant placement. The provider particularly emphasises work integration, education programmes and collaboration with referring organisations, and also cites Swiss data storage and connections to third-party systems.
Worth considering if: case management is closely linked to work integration, course administration, placements or participant management.
Tutoris by Infogate
Infogate aims Tutoris at municipalities, cities, social services and organisations with a public mandate. According to the manufacturer, the solution covers partner and dossier administration, digital documents, tasks, accounting, administration and reporting. Tutoris.Web is positioned as the web-based further development of the product.
Worth considering if: a public social service is looking for an established Swiss solution for case management and its associated administrative processes.
Which providers fit which starting point?
A first orientation can be derived from mandate and organisational form. The following overview is deliberately simplified:
- Small outpatient counselling centre: AKTAS and OpenDossier explicitly promote a streamlined start for smaller organisations.
- Social or social education institution with several services: Lua, e-Case, socialweb and SocialOffice describe modular or configurable coverage of different professional structures.
- Municipality, city or statutory social service: Diartis and Tutoris show a clear focus on public and statutory tasks.
- Residential organisation with integrated operations: AbaCare closely connects client processes with billing, HR and finance; socialweb and SocialOffice also offer broad additional modules.
- Work integration and education: Tocco highlights placements, courses and participant administration; e-Case, socialweb and Diartis products also cite work integration.
This classification merely indicates where closer review may be worthwhile. The actual fit depends on your workflows, interfaces, protection requirements and resources.
Eight criteria for a fair comparison
1. Professional fit
Can the solution represent your most important cases, services, goals, reports and responsibilities clearly? Test frequent workflows and critical exceptions.
2. Ease of use
How quickly do professionals find the information they need? Can common entries be created in a few steps, on the devices actually used?
3. Configuration and development
Which terminology, fields, roles, templates and processes can the institution adjust itself? Where is paid development required, and do configurations survive updates?
4. Reports and evaluations
Can professionals prepare progress reports from existing information? Does management receive the required figures without maintaining shadow spreadsheets?
5. Interfaces and migration
Which data must be exchanged with finance, HR, government portals, scheduling or specialist systems? Ask to see concrete data flows and clarify migration early.
6. Data protection and security
Where is data stored and processed? How are roles, permissions, logging, backups, deletion and security incidents handled? Ask for clear answers and appropriate contracts rather than general promises.
7. Implementation and support
Who supports process clarification, configuration, migration and training? How accessible is support after launch? Request references from institutions with a similar mandate and size.
8. Total costs and terms
Compare more than licences. Include implementation, migration, interfaces, configuration, training, support, updates and internal project time. Also clarify contract duration, price changes and export of your data if you later switch.
Turning the market overview into a good shortlist
- Clarify goals: define three to five concrete improvements the new software should deliver.
- Limit must-haves: reserve exclusion criteria for genuinely indispensable professional, organisational or legal needs.
- Select three or four providers: include different approaches so the organisation sees real alternatives.
- Use the same scenarios in every demo: ask each provider to show typical workflows from your practice in full.
- Evaluate together: combine weighted scoring with feedback from future users and realistic cost calculations.
Our guide to choosing software for social institutions provides detailed step-by-step preparation.
Questions for the provider demo
- How is a new case opened, managed and closed?
- How does a professional document progress and create a report from it?
- How are substitutes, team changes and particularly sensitive entries handled?
- Which adjustments can our institution make itself?
- What does a typical data migration involve and who cleans the data?
- Which required interfaces already exist and what does setup cost?
- Where is our data stored and which subcontractors are involved?
- Which one-off and ongoing costs arise over the next few years?
- How do we receive our data in full if we later change solution?
A good provider does more than demonstrate functions. They understand your mandate, speak openly about limitations and make implementation, costs and responsibilities transparent.
The right provider is determined by your everyday work
The Swiss market offers solutions for very different areas of social work. This is a strength, but it makes comparison demanding. A municipal social service, a small counselling centre and a social education organisation do not need the same software, even if all three use the term case management.
Use provider overviews as a starting point, not a finished ranking. A good decision considers professional workflows, data protection, existing systems and the people who use them. Our article on structuring the software landscape can also help.
Would you like to compare Lua with your requirements? We would be happy to demonstrate the platform using a real workflow from your institution – openly, personally and without a standard sales presentation.
