Plans that scale with your service

Start small with a single team, then add structure, automation and advanced reporting as you grow - with clear usage limits and optional add-ons.

Compare tiers, plan details, usage limits, feature coverage, and add-ons in one place.

Usage limits

Simple tiers that support how organisations work

PlanInteractionsStaff usersEnvironments
Essential10,000Up to 101
Standard50,000Up to 251
Professional100,000Up to 501
Enterprise200,000Up to 2002
Enterprise Plus500,000Unlimited2
Additional Interactions Add-on

What counts as an interaction?

A case or report created in CaseCloud, typically initiated when a resident, citizen, or staff member submits a new issue, request, or report through a form.

Counts:
  • New case or report submissions
  • Cases created via API integration
  • Cases imported during data migration
Does not count: Updates, notes, or comments on existing cases; Workflow automations and status changes; File attachments added to cases; Reports, exports, or dashboard views; API queries and data reads.

Your interaction count reflects actual caseload, not internal activity - so staff can document cases thoroughly without affecting usage.

PlanAdditional interactionsBest for
Essential10,000Starter tier needing extra volume headroom
Standard10,000Growing teams adding demand capacity
Professional10,000Scaling services needing more volume
Enterprise10,000Large teams with high throughput
Enterprise Plus10,000Multi-org scale with heavy demand
Additional Data Chatbot Add-on

How do AI credits work?

Your plan includes a set number of AI credits per year for the data chatbot - the tool that lets staff ask questions in plain language over your cases and reports. You use one shared allowance for all chatbot use; how you spread it across quick lookups or deeper questions is up to you.

Counts:
  • Quick questions (Nano): 1 credit per question - ideal for fast lookups and simple queries
  • Richer questions (Mini): 5 credits per question - better for searching across more history
  • Deep questions (Full): 25 credits per question - best for filtered, cross-service or leadership-style questions
  • One allowance for everything - mix quick and deep questions however suits your team
Does not count: AI summaries and risk flags shown on cases; Batch analysis and pattern reports; Trend and anomaly alerts; Scheduled or background AI - these use separate inbuilt allowances.

If you need more chatbot capacity during the year, you can add credit packs without changing plan.

TierAI credits / yearBest for
Small10,000Top up for pilots or light users
Medium25,000Extra capacity for 1-2 power teams
Large50,000Heavier AI usage across several teams
XL100,000Org-wide or multi-org heavy use

Feature matrix

Find the right plan faster with a side-by-side feature comparison. On smaller screens, swipe to compare.

Compare plans
Filter plans
5 selected
CategoryFeatureEssentialStandardProfessionalEnterpriseEnterprise Plus
UsageStaff users
Up to 10
Up to 25
Up to 50
Up to 200
Unlimited
Interactions per year
10,000
50,000
100,000
200,000
500,000
Environments
1
Prod
1
Prod
1
Prod
2
UAT + Prod
2
UAT + Prod
Core platformForms / data capture (custom form creator)
Workflows (routing, status, tasks)
Basic
Multi-step linear workflows; manual status changes; simple task checklists.
Enhanced
Design multi-step workflows with field branching; automatic status updates; task assignments.
Advanced
Design multi-step workflows with field branching, automatic status updates, task assignments, SLAs, escalations, and parallel steps.
Advanced
Design multi-step workflows with field branching, automatic status updates, task assignments, SLAs, escalations, and parallel steps. Roll out workflows across departments with shared rules and oversight.
Advanced
Design multi-step workflows with field branching, automatic status updates, task assignments, SLAs, escalations, and parallel steps. Roll out workflows across departments with shared rules and oversight. Standardize workflows across orgs with shared governance and controls.
Case views and search
Saved views / filters
Dashboards
Basic
Starter widgets for status, volume, and trend snapshots.
Per-team
Personal and shared dashboards. Team-level filtering and widgets.
Configurable
Personal and shared dashboards. Team, service and workflow level filtering and widgets.
Cross-dept
Personal and shared dashboards. Department, team, service and workflow level filtering and widgets. Department rollups and comparisons for leadership.
Cross-org
Personal and shared dashboards. Org, Department, team, service and workflow level filtering and widgets. Department rollups and comparisons for leadership. Cross-org rollups and executive comparisons.
Export to CSV / Excel
Multi-team workspaces
Multi-team
Separate workspaces for different teams.
Multi-dept
Separate workspaces for different teams. Department-level workspaces and access boundaries.
Multi-org
Separate workspaces for different teams. Department-level workspaces and access boundaries. Cross-org workspaces and shared visibility.
Case & workload managementTeam member management (teams, roles, assignments)
Single team
Single team, single dept.
Single team
Single team, single dept.
Multi-team
Multiple teams, single dept. Separation of cases with configurable permissions.
Multi-dept
Multiple teams, multiple depts. Distinct department workspaces with configurable permissions.
Multi-org
Multiple teams, multiple depts. Distinct department workspaces with configurable permissions. Shared visibility with configurable permissions across partner orgs.
Holiday / absence scheduling (auto cover for cases)
Auto-assign
Auto-assign cases when someone is away.
Auto-reassign
Auto-assign cases when someone is away. Auto-reassign by team, role, or workload thresholds.
Backup teams
Auto-assign cases when someone is away. Auto-reassign by team, role, or workload thresholds. Set cover pools to catch overflow during leave.
Cross-org
Auto-assign cases when someone is away. Auto-reassign by team, role, or workload thresholds. Set cover pools to catch overflow during leave. Route cover across partner orgs via shared queues.
Caseload management controls (assignment strategies)
Round-robin
Round-robin assignment.
Capacity-based
Round-robin assignment or balance by current workload.
Skills-based
SLA-based
Round-robin assignment or balance by current workload. Route by capability and urgency with time-based rules.
Cross-org
Round-robin assignment or balance by current workload. Route by capability and urgency with time-based rules. Balance workloads across partner orgs.
Intelligent case matching / grouping
Field-based
Group cases by shared fields. (e.g. reporter, address, geo-area, asset ID, category).
Correlation
Semantic
Group by multiple signals including shared fields, linked assets and semantic content.
Clustering
Cross-org
Group by multiple signals including shared fields, linked assets and semantic content. Across larger datasets and multiple organisations.
Case tags / labels
Manual
Consistent labels within a single team.
Manual
Consistent labels within a single team.
Suggested
Dept-wide
Consistent labels within a single team or department. Suggestions based on case data and history.
Automated
Dept-wide
Consistent labels within a single team or department. Suggestions based on case data and history. Automated labels from policy rules.
Org-wide
Consistent labels within a single team or department. Suggestions based on case data and history. Automated labels from policy rules. Org-wide rules for consistent labeling.
Merge cases
Bulk case actions (reassign, close, update)
Workflow and form templates (including prebuilt library)
Pre-built
A small set of prebuilt templates. (e.g. generic report, request, complaint).
Per-service
Per-service templates that can be cloned/edited.
Versioned
Per-service templates that can be cloned/edited. Manage changes with approvals and rollback.
Per-dept
Per-org
Per-service templates that can be cloned/edited. Manage changes with approvals and rollback. Separate libraries per dept and org.
Cross-org
Per-service templates that can be cloned/edited. Manage changes with approvals and rollback. Separate libraries per dept and org. Share template libraries across partner orgs.
Automation & SLAsWorkflow SLAs (due dates, reminders)
Escalation rules
Multi-queue case routing
Scheduled reports
Access & governanceRole-based access control
Basic
User and admin roles.
Per-team
Roles per team. (e.g. agent, supervisor, admin).
Fine-grained
Roles per team. Fine-grained roles at object-level. (e.g. service, workflow).
Dept-scoped
Roles per team. Fine-grained roles at object-level. Scope permissions by department and export audit trails.
Multi-org
Roles per team. Fine-grained roles at object-level. Scope permissions by department and export audit trails. Apply roles across orgs with shared governance and audit exports.
Audit log (user actions)
Basic
Key events per case: created, updated, closed.
History
Key events per case: created, updated, closed. Supervisor-friendly history for internal review.
Advanced Events
Key events per case: created, updated, closed. Supervisor-friendly history for internal review. Login events and configuration changes.
Audit Export
Key events per case: created, updated, closed. Supervisor-friendly history for internal review. Login events and configuration changes. Exportable audit stream for compliance and investigations.
Export Packs
Key events per case: created, updated, closed. Supervisor-friendly history for internal review. Login events and configuration changes. Exportable audit stream for compliance and investigations. Org-wide export packs.
Configurable data retention policies
Single policy
Single account-wide policy for all services.
Reminders
Single account-wide policy for all services. Scheduled review reminders.
Per-service
Service-level policies for different case types. Scheduled review reminders.
Per-dept
Service-level policies for different case types. Department owners manage policy by area. Scheduled review reminders.
Per-org
Service-level policies for different case types. Department owners manage policy by area. Org-level policies. Scheduled review reminders.
IntegrationsEmail notifications (outbound)
Slack notifications (outbound)
Webhooks (inbound)
Per-case
Trigger webhooks per case action.
Per-workflow
Trigger webhooks per case action or workflow step.
Per-workflow
Trigger webhooks per case action or workflow step. Workflow hooks across orgs with shared endpoints.
Pre-built integrations
1 included
2 included
4 included
Custom integrations
Optional add-on
Optional add-on
Optional add-on
SSO
Not available
Not available
Optional add-on
SSO available as add-on
1 included
SSO
2 included
SSO
API access (REST)
Read
API access
Read/Write
API access
Read/Write
API access
Higher limits
API access
Highest limits
API access
Data & reportingBuilt-in reports
Default reports
Default reports with basic filters.
Scheduled views
Per-team
Enhanced filters and scheduled views out of the box. Reports per team.
Per-service
Per-workflow
Enhanced filters and scheduled views out of the box. Additional reports (per workflow, per service, per team).
Cross-dept
Enhanced filters and scheduled views out of the box. Additional reports (per workflow, per service, per team). Leadership-ready comparisons across services and depts.
Cross-org
Enhanced filters and scheduled views out of the box. Additional reports (per workflow, per service, per team). Leadership-ready comparisons across services depts and orgs.
Custom report builder
Scheduled email reports
AI and automationAI data chatbot queries
Nano
2,500 Annual AI Credits. Quick lookups over recent cases for light usage.
Nano
7,500 Annual AI Credits. More frequent queries for day-to-day teams.
Nano
Mini
12,500 Annual AI Credits. Search across longer history with semantic lookups.
Nano
Mini
Full
25,000 Annual AI Credits. Deep filters across services for leadership questions.
Nano
Mini
Full
50,000 Annual AI Credits. Cross-org querying at high volumes.
AI insights (case/report summaries and risk flags)
Basic
Summaries and risk flags.
Basic
Summaries and risk flags.
Advanced
Richer summaries and risk flags.
Advanced
Richer summaries and risk flags.
Advanced
Richer summaries and risk flags.
AI use case analysis (batch runs)
Basic
Limited (0.5x baseline) for smaller-batch jobs on a subset of data.
Standard
Standard (1x baseline) for wider-batch jobs on a subset of data.
Enhanced
Enhanced (2x baseline) for dept-level use cases across services at higher frequency.
Full
Full scale (4x baseline) for cross-org use case analysis.
Trend and anomaly detection
Basic
Simple trend lines and simple threshold-based alerts.
Multi-signal
Multi-signal anomalies with standard history windows.
Extended history
Cross-org
Multi-signal anomalies with longer history windows and cross-org signals.
AI-generated leadership reports
Optional add-on
Optional add-on
Optional add-on
Security & complianceCyber Essentials alignment
Audit log export
Standard
Export detailed audit log reports.
Pen Report
Export detailed audit log reports. Pen test report and export-ready compliance packs.
Cross-org
Export detailed audit log reports. Pen test report and cross-org compliance packs.
Dedicated instance and data residency options
Shared
UK/EU
Shared
UK/EU
Optional add-on
Specific regions.
Optional add-on
Specific regions.
Optional add-on
Specific regions.
IP restrictions
Optional add-on
Dedicated instances only.
Optional add-on
Dedicated instances only.
Optional add-on
Dedicated instances only.
Support & successSupport coverage
Business hours
9-5, Mon-Fri.
Business hours
9-5, Mon-Fri.
Extended hours
8-6, Mon-Fri.
24x7
Dedicated support.
24x7
Dedicated support.
Incident comms
Standard
Status page + email.
Standard
Status page + email.
Standard
Status page + email.
Enhanced
Status page + email + on-call bridge.
Enhanced
Status page + email + on-call bridge.
Uptime SLO
99.50%
99.50%
99.90%
99.95%
99.95%
Response targets (P1/P2/P3)
4h / 24h / 72h
4h / 24h / 72h
1h / 8h / 48h
1h / 4h / 24h
1h / 4h / 24h
Success manager (CSM)
Shared pool
Shared pool
Named CSM
Named CSM
Named CSM
Success reviews cadence
Dashboard
Self-serve reporting.
Annual
Self-serve reporting + annual review (on request)
Annual
Self-serve reporting + annual review.
Bi-annual
Self-serve reporting + bi-annual review.
Quarterly
Self-serve reporting + quarterly review.
Included live training hours (per year)
Self-serve
Self-serve video library.
2 hours
Video library + live onboarding for admins.
4 hours
Video library + live training for teams and rollout support.
8 hours
Video library + expanded live training for multi-team rollouts.
8 hours
Video library + expanded live training plus partner enablement.
Implementation support
Self-serve
Guides and templates.
Remote assist
Light setup support.
1 workshop
Remote setup assist + 1 workshop.
2 workshops
Remote setup assist + up to 2 workshops.
Multi-org
Remote setup assist + up to 2 workshops + multi-org support
Add-ons

Optional extras for training, setup, scale, integrations, support and AI.

CategoryExtraDescriptionAvailable for
Setup & trainingTraining via video conferenceRemote training sessions for admins, super users or new teams. Tailored agendas with Q&A and hands-on walkthroughs.All tiers
Setup & trainingBespoke training programmeDesigned training paths for different roles (contact centre, back office, managers), with materials and recordings.All tiers
Setup & trainingOn-site training and coachingIn-person or extended remote workshops to launch new services, train whole teams, or support organisation-wide rollouts.Standard, Professional, Enterprise, Enterprise Plus
Setup & designService design packageMap current journeys, redesign end-to-end services and define 'to-be' workflows and forms using the platform.Professional, Enterprise, Enterprise Plus
Setup & designDesign and service sprint1-2 week focused sprint to rapidly design or reimagine a priority journey, prototype in-platform and test with users.Professional, Enterprise, Enterprise Plus
ConfigurationAdditional workflowsBuild and configure extra workflows beyond what's included in implementation (where we configure them for you).All tiers
ConfigurationAdditional formsBuild and configure extra forms beyond what's included in implementation (where we configure them for you).All tiers
ConfigurationData migration packageFixed-scope migration from legacy tools/spreadsheets, including mapping, test imports and final cutover.Professional, Enterprise, Enterprise Plus
Capacity & scaleAdditional interaction bundlesExtra annual interaction allowance beyond your plan cap (e.g. +50k, +100k) without changing tier, with usage alerts.All tiers
Capacity & scaleAdditional staff user packsBlocks of extra named staff users above the included limit, to support growth without moving tier.Essential, Standard, Professional
Capacity & scaleExtra environmentsAdditional non-production environments (e.g. training, UAT, sandbox) beyond the standard allocation.Professional, Enterprise, Enterprise Plus
Integrations & SSOSSO (standard)Standard SAML/OIDC single sign-on setup with a mainstream identity provider (e.g. Azure AD, Google Workspace).Professional, Enterprise, Enterprise Plus
Integrations & SSOSSO (custom)Bespoke SSO setup for non-standard providers, complex claims, or multi-IdP environments.Professional, Enterprise, Enterprise Plus
Integrations & SSOIntegration (standard)Pre-defined or common use case integrations (e.g. email gateways, common CRMs, notification tools).Professional, Enterprise, Enterprise Plus
Integrations & SSOIntegration (custom) / bespoke connectorsCustom-built connectors to local systems (housing, CRM, finance, line-of-business apps) beyond included standard integrations.Professional, Enterprise, Enterprise Plus
Integrations & SSOExtra pre-built integration or standard SSOAdditional pre-built integrations beyond the number included in your plan (e.g. +2, +4).Professional, Enterprise, Enterprise Plus
Support & successPremium support upgradeUpgrade to full 24x7, plus faster P1/P2/P3 targets and access to an on-call bridge.Professional
Support & successDedicated CSM packageA set number of Customer Success Manager days per quarter for roadmap planning, change management and stakeholder sessions.Professional, Enterprise, Enterprise Plus
Support & successAdditional live training hoursExtra remote training hours beyond the included annual allocation, for new teams or services.Standard, Professional, Enterprise, Enterprise Plus
Support & successImplementation top-upExtra implementation days beyond the core package, for additional services, departments or organisations.Professional, Enterprise, Enterprise Plus
Data & analyticsAdvanced analytics / BI packCustom KPI definitions, dashboard design and data feeds into tools like Power BI or Tableau.Professional, Enterprise, Enterprise Plus
Data & analyticsEnhanced audit and reporting packAdditional audit exports, compliance reporting and tailored views for internal audit/assurance teams.Professional
Data & governanceExtended retention and archiveLonger retention windows plus cold storage/archiving of historic interactions with retrieval on request.Enterprise, Enterprise Plus
Data & governanceDedicated instance and/or data residency optionsDedicated or specific-region hosting beyond the standard shared UK/EU options (where available).Enterprise, Enterprise Plus
Data & governanceIP restriction packAdd IP allow-listing controls for lower tiers (where not already included) or more complex IP strategies.Professional, Enterprise, Enterprise Plus
AI & automationAdditional AI data chatbot capacityExtra allowance for chatbot queries beyond the standard tier allocation.All tiers
AI & automationAI-generated leadership reportsAutomated leadership-style narrative reports summarising trends, hotspots and performance for boards and SLT.Professional, Enterprise, Enterprise Plus
AI & automationExtended anomaly detectionLonger history windows and richer signal sets for trend and anomaly detection (where not already included at full scale).Professional

Choose the right tier

Each tier includes the core platform. Higher tiers add more scale, automation, governance and richer AI capabilities.

Essential

Small teams, pilots, departments

Staff
Up to 10
Interactions / year
10,000
Environments
1
Features and scale

A simple way to get started with digital case management. Up to 10 staff and 10,000 interactions a year in a single environment. Create forms, capture data and run straightforward linear workflows. Ideal for one small team wanting better visibility: clear case views and search, easy exports, standard reports and basic admin controls. Includes 9-5 weekday support so you're never stuck getting off the ground.

AI features

Nano AI data chatbot with 2,500 annual credits for quick lookups over recent cases. Handy for simple 'what's happening' questions, without overwhelming smaller teams. No advanced AI add-ons by default, keeping things simple and low-risk.

Standard

Growing teams or single services that need more structure

Staff
Up to 25
Interactions / year
50,000
Environments
1
Features and scale

Designed for services that have outgrown spreadsheets and shared inboxes. Up to 25 staff and 50,000 interactions a year in one environment. Adds smarter workflows with branching, saved views and filters, built-in and scheduled reports, and basic automation like round-robin assignment and absence cover. Keep everything in one place for a single dept or service, with roles per team and read/write API access (rate limited). Includes 9-5 support, 2 hours of live training and light remote setup support so you can get to value quickly.

AI features

Nano AI data chatbot with 7,500 annual credits for more frequent queries. Optional AI insights for case/report summaries and risk flags, plus limited batch use case analysis (smaller jobs on a subset of data). Ideal for introducing AI gently into day-to-day work.

Professional

District councils, housing groups, universities

Staff
Up to 50
Interactions / year
100,000
Environments
1
Features and scale

A full digital operations hub for one organisation or directorate. Up to 50 staff and 100,000 interactions a year. Advanced workflow builder with SLAs, escalations and parallel tasks; multi-team working in one department; bulk updates, intelligent grouping of related cases and versioned templates. Ideal if you need serious reporting and controls: custom report builder, richer dashboards, fine-grained permissions and stronger audit trails. Includes 8-6 weekday support, a named contact for check-ins, 4 hours of live training and guided implementation.

AI features

Nano + Mini AI data chatbot with 12,500 annual credits for richer questions over a wider history. AI insights included for summaries and risk flags. Standard-scale AI use case analysis (1x baseline) and basic trend and anomaly detection to highlight issues early. Optional AI-generated leadership reports for narrative summaries.

Enterprise

Large councils or authorities

Staff
Up to 200
Interactions / year
200,000
Environments
2
Features and scale

Built for complex organisations running multiple services and departments. Up to 200 staff and 200,000 interactions a year, with two environments (for example production and UAT). Give each department its own space while keeping a single view across teams, with advanced routing based on skills and SLAs, backup teams, powerful grouping and templates per service and department. Leadership teams get cross-dept dashboards and comparisons, higher-limit APIs and integrations, IP restrictions, audit exports and flexible data residency. Includes 24x7 dedicated support, on-call incident bridge, 99.95% uptime targets, a named CSM, quarterly reviews and 8 hours of live training plus multi-workshop implementation.

AI features

Nano + Mini + Full AI data chatbot with 25,000 annual credits for deep, filtered questions (by service, location, reporter type, tags and more). AI insights included, with enhanced (2x baseline) use case analysis across larger datasets and multiple services/departments, plus richer trend and anomaly detection. Optional AI-generated leadership reports distil use cases into plain-language summaries.

Enterprise Plus

Large councils or authorities with shared-service or partnership models

Staff
Unlimited
Interactions / year
500,000
Environments
2
Features and scale

For organisations running services across multiple partners, agencies or councils. Unlimited staff and 500,000 interactions a year, with two environments and full multi-organisation support. Separate and share work across organisations with multi-org workspaces, cross-org case routing and large-scale intelligent clustering of issues. Designed for senior leadership and partnership governance: cross-org dashboards, deep insights, full audit export including pen test reports, flexible or dedicated data residency, maximum API limits and the richest integration options. Includes 24x7 dedicated support, on-call bridge, enterprise SLAs, a named CSM, quarterly success reviews, 8 hours of live training and implementation tailored for multi-org roll-outs.

AI features

Nano + Mini + Full AI data chatbot with 50,000 annual credits for high-volume, cross-org querying. AI insights included, with full-scale (4x baseline) use case analysis across multiple organisations, plus enhanced anomaly detection over longer history windows. Optional AI-generated leadership reports provide powerful narrative overviews for boards, partnerships and senior leaders.

Want help picking the right plan?

Tell us your service size, workflows and reporting needs - we'll recommend a tier and any add-ons to hit your goals quickly.