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Constituent case management

Casework, correspondence and constituents in one place.

Caseworker is a case management system built for the offices of elected officials. It keeps constituent records, casework, Outlook correspondence, letters and surgery appointments together — so nothing falls between an inbox and a spreadsheet.

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Access is restricted to office staff — sign-in requires a Microsoft 365 account.

Features

Everything a constituency office actually does

Casework rarely starts in a case management system — it starts in an inbox, a phone call or a surgery appointment. Caseworker is built around those entry points rather than against them.

  • Case management

    Open a case file against any constituent, track it through its status, and keep notes attributed to the staff member who wrote them.

  • Constituent records

    Contact details, geocoded addresses and a complete case history for every constituent. Bulk-import existing records from CSV.

  • Microsoft 365 inbox

    Connects to Outlook through the Microsoft Graph API. Read and send mail without leaving the app, and attach correspondence to the case it belongs to.

  • Letter generation

    Produce Word documents from templates for individual cases or whole groups, stored securely rather than scattered across desktops.

  • Tagging and campaigns

    Tag cases by issue, then email every constituent affected by that issue in a single action — useful when one local decision generates a hundred letters.

  • Mailchimp sync

    Push contact groups to Mailchimp audiences, carrying the permission statement with them so consent travels alongside the data.

  • Surgeries and appointments

    Schedule constituency surgeries with times and locations, then book constituents into appointment slots against a case.

  • Multi-office support

    Run several offices from one installation with each office's constituents and casework isolated from the others.

  • Access control

    Role-based permissions, two-factor authentication and revocable API tokens — because constituent casework is sensitive personal data.

How it works

From an email to a resolved case

  1. 1

    Correspondence arrives

    A constituent emails the office. It appears in the connected Outlook inbox inside Caseworker.

  2. 2

    Open a case

    Create a case file against a new or existing constituent record. The original email stays attached to it.

  3. 3

    Tag and track

    Tag the case by issue and move it through its status as the office works on it, with notes recorded against each step.

  4. 4

    Respond

    Reply by email, or generate a formal letter as a Word document from a template.

  5. 5

    Report

    Use tags to see which issues are generating casework — and to contact everyone affected when there's an outcome.

Integrations

Works with what the office already runs on

Casework tends to be spread across a mailbox, a mailing list and a folder of Word documents. Caseworker connects to those directly rather than asking staff to key the same details in twice.

  • Microsoft 365

    Staff sign in with their existing work account. Read and reply to constituent mail from the connected Outlook mailbox without leaving a case.

    Mail · Calendar · Sign-in

  • Mailchimp

    Push contact groups straight to Mailchimp audiences, carrying each group's permission statement with it so consent travels alongside the data.

    Audience sync

  • Amazon S3

    Case documents and generated letters are stored off the application server, so files survive redeployment and aren't scattered across desktops.

    Document storage

  • Word documents

    Formal correspondence is generated as .docx from office templates — editable in Word before it goes out, rather than locked inside the system.

    Letter templates

  • CSV import

    Bring existing constituent records and contact groups in from a spreadsheet, so moving to Caseworker doesn't start with an empty database.

    Bulk data

Office staff sign in here

Caseworker is not open for public registration. Accounts are created by an office administrator.

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