Casework Manager
Holds your records for MP/Councillor casework
- Keeps client addresses,case & contact details.
- Makes it easy to write letters or emails
- List overdue replies & chase them up automatically.
- Mass mail or email others interested in an issue.
- Data is legally restricted to the casework team
- Click here to see and review its features!
Casework Manager is a means of organising and tracking the casework (cases) being carried out for various constituents (clients).
It is designed to interface with Microsoft Office2000 or OfficeXP to automatically produce both letters and emails.
There are basically four steps:
- Create a client record.
- Add a case record.
- Make an action such as sending a letter or email.
- Review progress on existing cases and take appropriate action.
A client can either be picked from the electoral roll or entered manually. Once a client record has been set up, a new case can be created and actions taken, such as sending letters or emails and logging replies.
Casework Manager is suitable for elected members at any level and can be used on a single computer or across a local area network. The program is currently in use by MEPs, MPs, an MLA, GLAMs, Councillors and a Town Council. The Welsh Assembly and Scottish parliament have also expressed interest and we are currently negotiating with a number of Councils to provide for entire Liberal Democrat council groups.