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    Casebase - AI Portfolio Management Platform

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    Deployed on AWS
    Free Trial
    AWS Free Tier
    Casebase replaces spreadsheets with a governed AI portfolio platform - helping enterprises prioritize, document, and deliver measurable value from every AI initiative.
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    Overview

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    Casebase is an AI portfolio management platform that gives organizations a structured, governed, and fully transparent view of all AI initiatives - from first idea to measurable business value.

    Who Is Casebase For?

    Casebase is built for enterprises managing multiple AI initiatives across teams and business units. Whether you are a regulated financial services firm triaging dozens of AI proposals against EU AI Act requirements, a manufacturing organization scaling predictive maintenance use cases, or a healthcare company balancing innovation with compliance - Casebase provides the structure to move from scattered ideas to governed execution.

    Example scenario: A large enterprise with 50+ AI proposals uses Casebase to intake ideas from business units, score them against strategic fit and feasibility, run the built-in EU AI Act Risk Self-Check, and route approved initiatives through governance stages - all in one workspace visible to leadership, data teams, and compliance officers.

    Single Source of Truth

    Replace scattered spreadsheets and siloed documentation with one central system. Casebase provides a searchable, role-based portfolio for all AI use cases - accessible to every stakeholder, from operational teams to leadership.

    Prioritize What Matters

    Evaluate and rank AI initiatives based on impact, feasibility, strategic fit, and risk using a structured scoring framework - including Kanban-based steering, a prioritization matrix, roadmap planning, and an integrated AI Act Risk Self-Check for EU compliance readiness. Unlike generic project management tools, Casebase scoring models are purpose-built for AI initiative evaluation.

    Document the Full Lifecycle

    Capture everything that matters: business cases, value assumptions, data requirements, stakeholder context, risk considerations, architectural notes, and lessons learned - all through configurable templates that create a reusable AI knowledge base.

    Built for Your Governance

    Configure templates, scoring models, workflow stages, and quality gates to fit your organization. Workspaces let you set enterprise-wide standards centrally while giving teams the flexibility to manage their own processes.

    Secure and Compliant

    Hosted in the EU on AWS with end-to-end encryption, role-based access control, and a Zero Trust security model. GDPR-compliant and ISO 27001 certified.

    Fits Your IT Landscape

    Connect via Single Sign-On (Microsoft Entra ID), Jira and Azure DevOps connectors, and a REST API - seamlessly embedded in your existing toolchain.

    Getting Started

    Casebase is designed for fast onboarding with a typical setup completed in under one day:

    1. Subscribe via AWS Marketplace and provision your account
    2. Connect SSO via Microsoft Entra ID for secure team access
    3. Import existing use cases via CSV upload or REST API
    4. Configure scoring models and workflow stages using best-practice templates
    5. Invite your team and begin governing your AI portfolio

    A free trial is available so you can evaluate the platform with your own data before committing.

    Book a Demo

    Want to see Casebase in action with a guided walkthrough tailored to your organization? Visit https://www.casebase.ai  to schedule a personalized demo with our team.

    Highlights

    • Replace spreadsheets and generic project tools with a purpose-built AI prioritization engine. Casebase provides a structured scoring framework, Kanban-based steering, a prioritization matrix, and roadmap planning - all designed specifically for evaluating AI initiatives by impact, feasibility, strategic fit, and risk. The built-in EU AI Act Risk Self-Check eliminates manual compliance tracking by guiding teams through regulatory classification directly within the workflow.
    • Configure governance to match your organization - not the other way around. Define custom templates, scoring models, workflow stages, and quality gates at the enterprise level while giving individual teams flexibility in their own workspaces. Role-based access ensures the right stakeholders see the right information, from operational teams to executive leadership.
    • Get your AI portfolio live in under one day. Import existing use cases via CSV or REST API, connect Single Sign-On through Microsoft Entra ID, and leverage best-practice templates to start governing immediately. Hosted in the EU on AWS with end-to-end encryption, Zero Trust security, GDPR compliance, and ISO 27001 certification - so security reviews do not slow down your deployment.

    Details

    Delivery method

    Deployed on AWS
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    Introducing multi-product solutions

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    Features and programs

    Financing for AWS Marketplace purchases

    AWS Marketplace now accepts line of credit payments through the PNC Vendor Finance program. This program is available to select AWS customers in the US, excluding NV, NC, ND, TN, & VT.
    Financing for AWS Marketplace purchases

    Pricing

    Free trial

    Try this product free according to the free trial terms set by the vendor.

    Casebase - AI Portfolio Management Platform

     Info
    Pricing is based on the duration and terms of your contract with the vendor. This entitles you to a specified quantity of use for the contract duration. If you choose not to renew or replace your contract before it ends, access to these entitlements will expire.
    Additional AWS infrastructure costs may apply. Use the AWS Pricing Calculator  to estimate your infrastructure costs.

    12-month contract (5)

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    Dimension
    Description
    Cost/12 months
    STARTER PACKAGE
    The Casebase Starter Package is designed for small and mid-sized organizations beginning to structure their AI initiatives. The annual SaaS license includes 3 editor seats for active use case management and unlimited read-only users to ensure full stakeholder transparency. Customers can create unlimited use cases and workspaces within their instance. The package includes the full core feature set, including structured evaluation and prioritization, AI Act Risk Self-Check, configurable templates and workflows, and comprehensive AI lifecycle documentation. Hosting is provided in Germany with isolated data environments. Standard customer support is included. SSO integration and advanced support services are not included in this package.
    $1,605.00
    CORE PACKAGE
    The Casebase Core Package is designed for core AI and digital teams in small and midsize businesses that require structured AI portfolio management and cross-functional collaboration. The annual SaaS license includes 10 editor seats for active use case and portfolio management and unlimited read-only users to ensure full stakeholder transparency. Customers can create unlimited use cases and workspaces within their dedicated instance. The package includes the full core feature set, including structured evaluation and prioritization, AI Act Risk Self-Check, configurable templates and workflows, and comprehensive AI lifecycle documentation. Hosting is provided in Germany with isolated data environments. Standard customer support is included.
    $4,320.00
    GROWTH PACKAGE
    The Casebase Growth Package is designed for small and midsize businesses and growing organizations operating with hub-and-spoke models across departments or business units. The annual SaaS license includes 25 editor seats for active portfolio and use case management and unlimited read-only users to ensure full organizational transparency. Customers can create unlimited use cases and workspaces within their dedicated instance. The package includes the full core feature set, including structured evaluation and prioritization, AI Act Risk Self-Check, configurable templates and workflows, comprehensive AI lifecycle documentation, and Single Sign-On integration. Hosting is provided in Germany with isolated data environments. Standard customer support is included.
    $9,575.00
    ADVANCED PACKAGE
    The Casebase Advanced Package is designed for large organizations and enterprise environments requiring scalable AI governance and cross-organizational portfolio management. The annual SaaS license includes 50 editor seats for active use case and portfolio management and unlimited read-only users to ensure full stakeholder transparency. Customers can create unlimited use cases and workspaces within their dedicated instance. The package includes the full feature set, including structured evaluation and prioritization, AI Act Risk Self-Check, configurable templates and workflows, comprehensive AI lifecycle documentation, and Single Sign-On integration. Hosting is provided in Germany with isolated data environments and white labeling options. Priority customer support with faster response times is included.
    $17,298.00
    SCALE PACKAGE
    The Casebase Scale Package is designed for growing organizations managing AI portfolios across multiple teams. The annual SaaS license includes 100 editor seats for active use case and portfolio management and unlimited read-only users. Customers can create unlimited use cases and workspaces within their dedicated instance. The package includes the full feature set, including structured evaluation and prioritization, AI Act Risk Self-Check, configurable templates and workflows, comprehensive AI lifecycle documentation, and Single Sign-On integration. Hosting is provided in Germany with isolated data environments and white labeling options. Priority customer support with faster response times is included.
    $30,887.00

    Vendor refund policy

    No refunds

    Custom pricing options

    Request a private offer to receive a custom quote.

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    Usage information

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    Delivery details

    Software as a Service (SaaS)

    SaaS delivers cloud-based software applications directly to customers over the internet. You can access these applications through a subscription model. You will pay recurring monthly usage fees through your AWS bill, while AWS handles deployment and infrastructure management, ensuring scalability, reliability, and seamless integration with other AWS services.

    Resources

    Vendor resources

    Support

    Vendor support

    Support Channels

    Casebase provides customer support through the following channels:

    Self-Service Support Desk: https://alexanderthamm-9397283.hs-sites-eu1.com/de/casebase 

    Customer Support Contact: https://casebase.ai/en/support-desk/customer-support/ 

    AWS Marketplace Inquiries: aws.customer.support@casebase.ai 

    Standard Technical Support

    • Support for technical issues and bug reports
    • Response time within 8 business hours
    • Available Monday to Friday during standard business hours (excluding public holidays)

    Onboarding Guidance

    After subscribing through AWS Marketplace, your typical onboarding path includes:

    1. Account provisioning and workspace creation
    2. SSO configuration via Microsoft Entra ID
    3. Data import of existing AI use cases (CSV upload or REST API)
    4. Scoring model and workflow stage configuration using best-practice templates
    5. Team invitation and role-based access setup

    Most organizations complete initial setup in under one day. For questions about onboarding, configuration, troubleshooting, or refund requests, please reach out through any of the support channels listed above.

    AWS infrastructure support

    AWS Support is a one-on-one, fast-response support channel that is staffed 24x7x365 with experienced and technical support engineers. The service helps customers of all sizes and technical abilities to successfully utilize the products and features provided by Amazon Web Services.

    Customer reviews

    Ratings and reviews

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    1 external reviews
    External reviews are from PeerSpot .
    reviewer2879823

    Use case funnel and AI portfolio matrix have streamlined our long‑term use case management

    Reviewed on Jul 27, 2026
    Review provided by PeerSpot

    What is our primary use case?

    We use this product for Use Case Management.

    How has it helped my organization?

    It has improved our AI Use Case Management.

    What is most valuable?

    The valuable features include the Use Case Funnel, Portfolio Matrix, Use Case Meta Information, and EU AI ACT.

    What needs improvement?

    There is nothing so far that needs improvement.

    For how long have I used the solution?

    I have been using the solution for three years.

    Which solution did I use previously and why did I switch?

    We did not use any previous solutions.

    What's my experience with pricing, setup cost, and licensing?

    The setup cost is fair compared to other SaaS tools.

    Which other solutions did I evaluate?

    We considered alternate solutions such as Excel and Jira .

    What other advice do I have?

    I like the product a lot, and the development team and support are always super helpful.

    View all reviews