Complete Case Lifecycle Management

Track every constituent interaction from first contact to resolution. Full case history, document management, and automated workflows that keep you organised.

Case List Overview

See all your cases at a glance. Filter by status, priority, category, or due date. Never lose track of a case again with smart categorisation and visual status indicators.

  • Visual status indicators (New, In Progress, Awaiting Response, Resolved)
  • Priority flags and overdue warnings
  • Smart filtering by category, ward, or contact
  • Bulk actions for efficiency
Casework List View
Case Detail Page

Complete Case Details

Every case has a complete history. See every email, call, meeting, and action in chronological order. Attach documents, assign tasks, and track progress from start to finish.

  • Chronological timeline of all activities and communications
  • Document and image attachments with full versioning
  • Task management with due dates and assignees
  • Linked residents and contacts for context

Linked Residents & Contacts

Build a complete picture of your constituents. Link cases to residents, see their full history, and provide better service with context. Import from Electoral Register for instant lookups.

  • Complete constituent profiles with Electoral Register integration
  • Case history per resident for better context
  • Council officer and external contact management
  • Address-based searching and ward mapping
Resident Management

Complete Case Lifecycle

From first contact to resolution, track every step of the journey

1

Initial Contact

Log the first contact - email, phone, surgery visit, or social media

2

Investigation

Contact relevant departments, gather information, upload documents

3

Updates

Keep residents informed, chase departments, track progress

4

Resolution

Case resolved, feedback collected, outcome recorded

Advanced Casework Features

Smart Categories

Planning, Housing, Highways, Environment - organise by type with custom categories and automatic tagging.

Priority & Alerts

Flag urgent cases, set priorities, get overdue warnings. Never miss a critical deadline again.

Powerful Search

Find any case instantly by name, address, description, or keyword. Advanced filtering built in.

Document Management

Attach photos, PDFs, planning documents, correspondence. All stored securely with version control.

Team Collaboration

Share cases with staff or fellow councillors. Multi-user access with permission controls.

Reporting & Analytics

Track performance, generate reports, see trends. Know where your time goes and what issues are most common.

Ready to Get Organised?

Start managing your casework with the system built by a councillor who knows what you need

Try Live Demo Get Started

Visit demo.casemate.uk - no signup required