Features in Detail

Deliver for your constituents with the world’s leading casework and constituent management platform.

Here are our clients’ favourite features

Advanced email editor

Effortlessly provide your constituents with professionally designed update emails

Engage

Proactively engage on issues you know your constituents care about, review statistics and then push proactive communications to those interested.

Easily manage huge volumes of inbound correspondence with a small team

Collaboration. Assign email and cases to users with a click so you know
who’s in charge 

Bulk case creation. Handle hundreds of campaign emails in seconds

Review dates. Never forget to progress an issue with review date reminders

Gain insight into what’s going on

Configure your case types, so you can track exactly what you want

Review trends, export data from the system or make use of our inbuilt charts and tables

Templating saves you time, enhances your accuracy

Email templates. Quickly send a personalised email response without ever typing the same email twice

Case templates. Accurately log an issue without manual data inputs

Bulk actions

Bulk email attachments. Smoothly update constituents with an attached file

Change details. Update case statuses, review dates and other details en masse

96%

of users would recommend Caseworker to another office

  • “Caseworker is an absolute dream to work with and so intuitive. Just brilliant."

  • “I couldn't imagine doing my job without it.”

  • “I get almost instant help with emails and queries, no complaints at all.”

Not just software, our team is ready to help

Get advice on achieving your goals, telephone and email support with every subscription