Case management for Independent Social Workers
Matters, documents, deadlines, and contact logs - organised in one workspace.
A matter-centric workflow built for Independent Social Workers across the UK.
Key details, deadlines, and linked people in one overview.
Secure storage by default, with optional Microsoft 365 SharePoint.
Key dates and activities visible on the dashboard and calendar.
Keep relationships and roles clear against each matter.
Calls, emails, and notes with a clear audit trail.
Open matters, upcoming deadlines, and recent activity at a glance.
From intake to key dates, documents, and contact history - connected in one flow.
Stay organised and on time without chasing folders and spreadsheets.
Matters, documents, contacts, and logs live together - so context never gets lost.
Key dates and reminders help reduce missed filings and keep matters moving.
Role-based access and two-factor authentication keep practice data protected.
A clear workspace so you spend less time on filing and more on the work that matters.
Document storage included. Microsoft 365 SharePoint optional.
For independent practitioners
For teams and growing practices
Tailored for your organisation
Sign in to your workspace, or get in touch if you want help choosing a plan.