AI Case Management

Case work should be preventative not reactive. Our system allows you to spot risks early, prove the difference you make and gives back time to your team, so they can focus on people not paperwork.

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Trusted by charities and local authorities across the UK.

Aberdeen CyreniansCitizens AdviceCommunity First YorkshirePhoenix 212Shoreditch TrustWestminsterAberdeen CyreniansCitizens AdviceCommunity First YorkshirePhoenix 212Shoreditch TrustWestminster

How it works

Caseworker Pippin

It all builds on your theory of change. Every visit, call and session becomes a complete case record, giving you real-time insight into how your service performs. So instead of reacting to crises, our AI spots patterns early and helps you act before they hit.

Tap each block to learn more.

Preventative Care

With every case feeding one picture, our AI surfaces patterns early — so you can predict need and act before things hit crisis.

Real-Time Insight

See how your whole service is performing against that standard as it happens: where workload sits, where quality holds, proof your system works.

A Complete Case Record

Every visit, call and session becomes structured data — the full picture of your work, not fragments lost in notebooks and memory.

Your Impact Framework

Define what good support looks like for your service. Everything above is judged against it.

What you get

Everything your team needs to deliver great services.

Know in real time how effective your services are — and prevent crises before they happen.

Voice to case notes & write-ups

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

Assessment writing

Complete and review assessments with AI, with editable templates for every strand of your work.

Real-time caseloads

Track every worker's progress and caseload as it happens, so nothing slips and support stays consistent.

Theory of change heatmap

Preventative care

Use the data you already collect to spot patterns, predict need, and move from reactive care to preventative, person-centred support.

Made with case-managers and case-workers in mind.

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 can grow and adapt with resident needs, Plinth is the way to go.

Catherine Drakes Wilkes

Westminster Family Hubs Manager

Getting started.

We'll tailor this arrangement to fit your needs.

1

Pick a service

Choose from your prevention services, early help teams or family support that needs a better suited system.

2

Run a trial

We'll work with you to set-up a pilot with a small team or a local area.

3

Implementation

We'll help with data migration to get you started.

Protected and secure data.

Application Security

Regular penetration tests conducted by independent third parties

Data Protection

All your data is encrypted, in line with strict European data standards (GDPR)

Privacy

None of your information is used to train any AI models

Robustness

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

Pricing.

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

Free forever

Community

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

Recommended for organisations under £500k

£0

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

Tracking

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

Contact us

A bespoke price, tailored to the size of your service

  • Client and household records
  • Notes and case history
  • Outcomes and files
  • Standard reports
  • Unlimited case workers
  • 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
Book a call

Actions

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.

Contact us

A bespoke price, tailored to the size of your service

  • Client and household records
  • Notes and case history
  • Outcomes and files
  • Standard reports
  • Unlimited case workers
  • 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
  • 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
Book a call

Case management pricing

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.

Contact us.

1. Receive a 30 minute demo.

2. See the full case management workflow.

3. Get a tailored plan.