Introducing the new CaseWorker

The latest version of Caseworker includes more than ever before, with new features that help you deliver more for your constituents with less effort.

With the latest update
to Caseworker you get…

A new look designed for the latest ways of working, enhanced tools for bulk engagement and more control over your workload.

Multiple Review Dates & Daily Notifications

Dealing with multiple stakeholders? Set individual reminders to chase up and even assign them to colleagues as tasks and to-dos

Get Daily notification emails with your overdue cases and review dates

User groups and restricted cases

Restrict access to sensitive cases and constituents with user groups and restricted access

Be GDPR compliant and ensure interns and volunteers only have access to the data they need

Improved Bulk Emails

Attachments on bulk emails: The only bulk email platform to support attachments

Drag and drop email designer: Design, newsletters, updates and more with a simple to user interface and pre-designed layouts

Full open and click through statistics: Measure your constituent’s engagement with your content with full email statistics

An improved case view experience

An entire new way to view and interact with cases.

Write emails and letters with a full view of your case in the same window using our new improved User Interface.

Constituent Segmentation

Segment your constituents and create custom lists based on any attribute or case detail

Engage with segments in bulk via email, letter or even SMS

View segments as lists, map markers or even generate heat maps to see patterns  and issues

Control Your Case types, categories and more

Decide what matters to your constituency most and keep track of it

  • Create new categories

  • Add and mange your case types

  • Add custom fields to constituents and cases to store whatever information you want and even segment and filter cases against it

Automate away the mundane 

In 2014 Caseworker broke the mould with its electoral roll matching and data capture tools. Ten years later we’re bringing even more intelligence to our automations, with better data capture, automatic summarisation, auto tagging and auto case type categorisations. With the latest version of Caseworker you can spend less time entering data and more time delivering for your constituents.