CaseMate

Plans and prices

Every plan, in full

On the record

AI providers

The site lists OpenAI, Anthropic Claude, Azure OpenAI, and CaseMate's basic AI system as provider options.casemate.uk · read 30 Sep 2026

AI tools

AI features include document summaries and comparisons, meeting question generation, and letter drafting.casemate.uk · read 30 Sep 2026

Backups and retention

The pricing page states that automatic daily backups are retained for 30 days.casemate.uk · read 30 Sep 2026

Campaign tools

Election features include election management, committee room tools, teller data entry, canvassing, knock-up lists, and turnout tracking.casemate.uk · read 30 Sep 2026

Casework

Casework includes status and priority tracking, activity timelines, document attachments, tasks, resident links, and reports.casemate.uk · read 30 Sep 2026

Electoral register

Users can import electoral register CSV files and search by name, address, postcode, or elector suffix.casemate.uk · read 30 Sep 2026

Email

Email features include forwarding, sending and receiving, automatic case linking, and support for Exchange, Gmail, or other email systems.casemate.uk · read 30 Sep 2026

Hosting and compliance

The pricing page says CaseMate is UK-hosted and GDPR compliant.casemate.uk · read 30 Sep 2026

Journal and tasks

The daily journal has a calendar, supports linked case notes, and can create tasks from natural-language shortcuts.casemate.uk · read 30 Sep 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 · read 30 Sep 2026

Purpose

CaseMate is a casework and campaigning platform designed for UK councillors.casemate.uk · read 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.casemate.uk · read 30 Sep 2026

Support

CaseMate says it provides onboarding training and ongoing support, and typically responds to contact enquiries within 24 hours.casemate.uk · read 30 Sep 2026

Trial

All plans include a 14-day trial with full feature access, and no credit card is required to start.casemate.uk · read 30 Sep 2026

Website builder

The public website builder includes a CMS, news, galleries, petitions, custom pages, and contact forms that create cases.casemate.uk · read 30 Sep 2026

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