- 1Runs onWeb
- 2Costsfree trial · paid from £11.25/mo
- 3Case managementYes
- 4Constituent recordsYes
- 5Stakeholder trackingYes
- 6Outreach channelsemail sms
- 7Deployment optionscloud
- 8Audit trailsYes
Overview
CaseMate is a web-based casework and campaigning platform for UK councillors, with tools for constituent records, elections, communications, and public websites. Casework tracks status and priority, with activity timelines, attachments, tasks, resident links, and reports. Electoral register CSV imports can be searched by name, address, postcode, or elector suffix. Election tools include management, committee room work, teller data entry, canvassing, knock-up lists, and turnout tracking. The daily journal has a calendar, linked case notes, and natural-language shortcuts for creating tasks. AI tools can summarize and compare documents, generate meeting questions, and draft letters; provider options include OpenAI, Anthropic Claude, Azure OpenAI, and CaseMate's basic system. Email supports forwarding, sending and receiving, automatic case linking, and Exchange, Gmail, or other systems. Its public website builder includes a CMS, news, galleries, petitions, custom pages, and forms that create cases. Plans start at £15/user/mo and include a 14-day trial with full feature access and no credit card required. CaseMate says it is UK-hosted and GDPR compliant.
Who it is for
CaseMate is designed for UK councillors handling casework and campaigning. It may suit those who want election tools, email-linked cases, and a public website builder alongside case management.
What is good
- Casework includes timelines, tasks, attachments, and reports.
- Electoral register imports support multiple search fields.
- Email can link automatically to cases.
- Trial lasts 14 days with full feature access.
What to know first
- No free plan is listed.
- Quiet, Active, and Campaigner each list one user.
- Hero lists a 10-user limit.
Verdict
CaseMate brings councillor casework, election activity, and public-facing website tools together. Check plan user, mailbox, and storage limits against your needs before choosing.
CaseMate plans and pricing
All plansCompared on public sector CRM software
- Free plan
- Nocasemate.uk
- Case management
- Yescasemate.uk
- Constituent records
- Yescasemate.uk
- Stakeholder tracking
- Yescasemate.uk
- Outreach channels
- email_smscasemate.uk
- Deployment options
- cloudcasemate.uk
- Audit trails
- Yescasemate.uk
Facts
- Purpose
- CaseMate is a casework and campaigning platform designed for UK councillors.casemate.uk · 30 Sept 2026
- Casework
- Casework includes status and priority tracking, activity timelines, document attachments, tasks, resident links, and reports.casemate.uk · 30 Sept 2026
- Electoral register
- Users can import electoral register CSV files and search by name, address, postcode, or elector suffix.casemate.uk · 30 Sept 2026
- Campaign tools
- Election features include election management, committee room tools, teller data entry, canvassing, knock-up lists, and turnout tracking.casemate.uk · 30 Sept 2026
- Journal and tasks
- The daily journal has a calendar, supports linked case notes, and can create tasks from natural-language shortcuts.casemate.uk · 30 Sept 2026
- AI tools
- AI features include document summaries and comparisons, meeting question generation, and letter drafting.casemate.uk · 30 Sept 2026
- AI providers
- The site lists OpenAI, Anthropic Claude, Azure OpenAI, and CaseMate's basic AI system as provider options.casemate.uk · 30 Sept 2026
- Email features include forwarding, sending and receiving, automatic case linking, and support for Exchange, Gmail, or other email systems.casemate.uk · 30 Sept 2026
- Website builder
- The public website builder includes a CMS, news, galleries, petitions, custom pages, and contact forms that create cases.casemate.uk · 30 Sept 2026
- Security
- The privacy policy states that data is encrypted at rest and in transit using TLS 1.3, with per-tenant database isolation, access controls, and regular security audits and penetration testing.casemate.uk · 30 Sept 2026
- Hosting and compliance
- The pricing page says CaseMate is UK-hosted and GDPR compliant.casemate.uk · 30 Sept 2026
- Backups and retention
- The pricing page states that automatic daily backups are retained for 30 days.casemate.uk · 30 Sept 2026
- Support
- CaseMate says it provides onboarding training and ongoing support, and typically responds to contact enquiries within 24 hours.casemate.uk · 30 Sept 2026
- Trial
- All plans include a 14-day trial with full feature access, and no credit card is required to start.casemate.uk · 30 Sept 2026
- Plan limits
- The Hero plan lists 10 users, 10 mailboxes, and 5GB storage; Quiet, Active, and Campaigner list one user and one mailbox each.casemate.uk · 30 Sept 2026
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Sources
- casemate.uk· checked 30 Sept 2026
- casemate.uk/features/casework· checked 30 Sept 2026
- casemate.uk/features/electoral· checked 30 Sept 2026
- casemate.uk/features/journal· checked 30 Sept 2026
- casemate.uk/features/ai· checked 30 Sept 2026
- casemate.uk/pricing· checked 30 Sept 2026
- casemate.uk/features/email· checked 30 Sept 2026
- casemate.uk/features/website· checked 30 Sept 2026
- casemate.uk/privacy-policy· checked 30 Sept 2026