Plinth for charitiesServices

AI Case Management

Case work that spots risks early, proves the difference you make and gives your team time back for people.

Trusted by charities and local authorities across the UK

  • Aberdeen Cyrenians
  • Citizens Advice
  • Community First Yorkshire
  • Phoenix 212
  • Shoreditch Trust
  • Westminster

Case notes

Talk through a session, get the write-up back

Record a visit, session or call and turn it into structured case notes, write-ups and action plans in seconds.

Assessments

Assessments that start from the evidence

Draft from the notes, interactions and attachments already on the case, then get an AI quality review before anyone signs it off.

  • Flags what is thin, unevidenced or missing
  • Search the record and get the passages back
  • Requests to GPs, schools and partners, tracked

Insight

Built on your theory of change

Define what good support looks like and every visit, call and session is judged against it. Caseloads update as work happens, and patterns surface before a case reaches crisis.

  • Every worker's progress and caseload, live
  • Case notes audited against your own criteria
Demand for our service consistently exceeds capacity, so reducing time spent on administration is crucial. Advisers using the tool report saving 50% or more on case write-ups, freeing up time to focus on clients. Plinth has enabled us to help more people, more quickly — making a real difference.

Jonathan Billington

Manager, Citizens Advice North & West Kent

If you’re looking for an intuitive, flexible system that truly understands Family Hub needs and can grow and adapt with you, Plinth is the way to go.

Catherine Drake Wilkes

Family Hubs Manager, Westminster City Council

Protected and secure data

  • Application security

    Regular penetration tests by independent third parties.

  • Data protection

    All your data is encrypted, in line with GDPR.

  • Privacy

    None of your information is used to train any AI models.

  • Robustness

    Point-in-time recovery, backups and audit logs.

Start with one service

Pick a prevention service, early help team or family support service that needs a better system. We set up a pilot with a small team or a local area, then help migrate your data, tailored to fit your needs.

Pricing

Free if you just need to understand who you work with. Priced against your contract value if you deliver a commissioned service.

  • Community

    Free forever

    £0

    Recommended for organisations under £500k

    A real case management system, free. Client records, notes, outcomes and reporting — enough to run a small service properly, not a trial that expires.

    • Client and household records
    • Notes and case history
    • Outcomes and files
    • Standard reports
    • Unlimited case workers
  • Tracking

    Contact us

    A bespoke price, tailored to the size of your service

    For teams delivering a commissioned service, where the record has to stand up to a funder, an auditor or an inspection.

    • Everything in Community, plus
    • Multiple pathways and a workflow builder
    • Time in stages, so delays are visible
    • Case worker capacity management
    • Task management
    • Notes and reporting by household
    • Appointment booking and case worker rotas
    • Onboarding and training
  • Actions

    Contact us

    A bespoke price, tailored to the size of your service

    Tracking, plus AI that does something with what you record — writes up your sessions, sorts your referrals, and tells you which cases are heading for trouble.

    • Everything in Tracking, plus
    • Talk through a session, get a written case note back
    • Referrals triaged and routed as they arrive
    • Assisted referrals out to the right partner
    • Early warning signs surfaced before a case escalates
    • Case notes audited for quality and gaps
    • Theory of change analysis on every case

Most organisations below £500,000 stay on the free tier. Tracking and Actions are quoted against service size, with a minimum annual fee and no per-seat charge.

Talk to us about your service.

  1. 01Receive a 30 minute demo
  2. 02See the full case management workflow
  3. 03Get a tailored plan