CaseMate
CaseMate is a web-based casework and campaigning platform designed for UK councillors.
What CaseMate is
CaseMate is a web-based casework and campaigning platform designed for UK councillors. Its casework tools track status and priority, maintain activity timelines, and support attachments, tasks, resident links, and reports. Councillors can import electoral register CSV files and search by name, address, postcode, or elector suffix. Campaign features cover election management, committee room tools, teller data entry, canvassing, knock-up lists, and turnout tracking. A journal combines a calendar and linked case notes, with shortcuts for creating tasks from natural-language entries. AI tools can summarize and compare documents, generate meeting questions, and draft letters, with several listed provider options. Email can be forwarded, sent, and received, and can link automatically to cases. The public website builder includes a CMS, petitions, contact forms, and other page features. Plans include a 14-day trial with full feature access and no credit card required to start.
Good
- Tracks case status, priority, and activity
- Searches imported electoral registers
- Includes canvassing and turnout tracking
- Links email automatically to cases
- 14-day full-feature trial requires no credit card
Watch out
- Quiet, Active, and Campaigner list one user each
- Quiet and Active list 1GB storage each
- Platform is web-based
Who it suits
CaseMate is aimed at UK councillors handling constituent casework, election activity, and communications. Its website builder and task tools may also suit councillors managing public-facing information and daily follow-ups.
Verdict
CaseMate brings constituent casework, campaigning, communications, and public website tools into one platform. Review the per-plan user and storage limits alongside the listed monthly prices.
Plans and prices
From CaseMate's own pricing page, checked 30 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Quiet | £11.25 a month | 1 User · 1 Mailbox · 1GB Storage · £15.00 £11.25 /month; or £165.00 £123.75/year |
| Active | £18.75 a month | 1 User · 1 Mailbox · 1GB Storage · £25.00 £18.75 /month; or £293.75 £220.31/year |
| Campaigner | £22.50 a month | 1 User · 1 Mailbox · 3GB Storage · £30.00 £22.50 /month; or £330.00 £247.50/year |
| Hero | £37.50 a month | 10 Users · 10 Mailboxes · 5GB Storage · £50.00 £37.50 /month; or £550.00 £412.50/year |
The facts
Each one read from CaseMate's own pages, with the date it was checked.
What it does
- AI providers
- The site lists OpenAI, Anthropic Claude, Azure OpenAI, and CaseMate's basic AI system as provider options.checked 30 Sep 2026
- AI tools
- AI features include document summaries and comparisons, meeting question generation, and letter drafting.checked 30 Sep 2026
- Backups and retention
- The pricing page states that automatic daily backups are retained for 30 days.checked 30 Sep 2026
- Campaign tools
- Election features include election management, committee room tools, teller data entry, canvassing, knock-up lists, and turnout tracking.checked 30 Sep 2026
- Casework
- Casework includes status and priority tracking, activity timelines, document attachments, tasks, resident links, and reports.checked 30 Sep 2026
- Electoral register
- Users can import electoral register CSV files and search by name, address, postcode, or elector suffix.checked 30 Sep 2026
- Email features include forwarding, sending and receiving, automatic case linking, and support for Exchange, Gmail, or other email systems.checked 30 Sep 2026
- Hosting and compliance
- The pricing page says CaseMate is UK-hosted and GDPR compliant.checked 30 Sep 2026
- Journal and tasks
- The daily journal has a calendar, supports linked case notes, and can create tasks from natural-language shortcuts.checked 30 Sep 2026
- Purpose
- CaseMate is a casework and campaigning platform designed for UK councillors.checked 30 Sep 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.checked 30 Sep 2026
- Support
- CaseMate says it provides onboarding training and ongoing support, and typically responds to contact enquiries within 24 hours.checked 30 Sep 2026
- Website builder
- The public website builder includes a CMS, news, galleries, petitions, custom pages, and contact forms that create cases.checked 30 Sep 2026
Money
- Plan limits
- The Hero plan lists 10 users, 10 mailboxes, and 5GB storage; Quiet, Active, and Campaigner list one user and one mailbox each.checked 30 Sep 2026
- Trial
- All plans include a 14-day trial with full feature access, and no credit card is required to start.checked 30 Sep 2026
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