AI Case Management

Spot risks before crises in real time, assure team standards and prove outcomes confidently.

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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

Set your theory of change to judge standards across your entire case management system. Whether that's staff workload or quality of case-notes, understand how effective your service is in real time.

Outcomes

Pathway Management

AI Case Note Transcription

Theory of Change

Give your team time back.

Conversations become case notes automatically — recorded, transcribed, and structured.

No more choosing between a good conversation and a good note.

That's time back with people, finishing on time, or an extra conversation each day.

Quality control on every conversation.

Every note reviewed against your standards — caseworkers get immediate feedback

Quality doesn't depend on memory or writing ability — the worst note is good enough

When you're accountable for quality, you can actually see it

Track whether your service is impactful.

Track progress against your theory of change — six outcome stages from engagement to life outcomes

Individual heatmap shows who's progressing and who's stuck

Aggregate view shows what's working in your service model.

Theory of change heatmap

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

Simple, transparent pricing.

Pricing is based on your number of open cases.

Excluding VATIncluding VAT

Standard

Case management without AI, for teams that need reliable records, workflows and reporting. Up to 500 cases a year.

£3,500/year

  • Client profiles
  • Notes
  • Outcomes
  • Files
  • Multiple pathways
  • Task management
  • Case worker capacity management
  • Notes & reporting by household
  • Individual appointment booking & case worker rotas
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AI Casework

Case management with practical AI support that reduces admin and improves case quality.

£5,000/year

  • Client profiles
  • Notes
  • Outcomes
  • Files
  • Multiple pathways
  • Task management
  • Case worker capacity management
  • Notes & reporting by household
  • Individual appointment booking & case worker rotas
  • Audio → AI text note
  • AI case note audits
  • AI theory of change analysis per case
Book a call

What counts as an open case?

Cases can be closed and opened again as needed. Only active (open) cases count towards your plan limit. Once a case is closed, it no longer counts against your limit, but you can reopen it at any time if the client returns for support.

Contact us.

1. Receive a 30 minute demo.

2. See the full case management workflow.

3. Get a tailored plan.