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

Animated graphic displaying "Drag & Drop, Easy to Use Professional Looking Email" with user interface elements for email design and customization.

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 using AI

AI Powered. Our AI agents automatically categorise issues, prioritise them and then let human users handle them in seconds

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

Bulk case creation. Handle hundreds of emails in seconds

Data entry simplified. Gather names and addresses automatically from email content to save you hours of time

Illustration of an email inbox with red 'Inbox' text, checkboxes, and lines representing unread messages on the left, and a preview pane on the right.

AI insight into what’s going on

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

Review trends and insights surfaced for you by AI, actionable by you.

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

Dropdown menu displaying email templates including "Address Request," "Policy Reply #3," and "Authorisation Form."

Bulk actions

Bulk reply. Create cases and reply in one workflow

Bulk email attachments. Smoothly update constituents with an attached file

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

Illustration titled "Bulk Email Attachments" showing a document icon with text suggesting sending a document to over 1,300 people.

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.”

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