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
| Plan | Interactions | Staff users | Environments |
|---|---|---|---|
| Essential | 10,000 | Up to 10 | 1 |
| Standard | 50,000 | Up to 25 | 1 |
| Professional | 100,000 | Up to 50 | 1 |
| Enterprise | 200,000 | Up to 200 | 2 |
| Enterprise Plus | 500,000 | Unlimited | 2 |
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.
- New case or report submissions
- Cases created via API integration
- Cases imported during data migration
Your interaction count reflects actual caseload, not internal activity - so staff can document cases thoroughly without affecting usage.
| Plan | Additional interactions | Best for |
|---|---|---|
| Essential | 10,000 | Starter tier needing extra volume headroom |
| Standard | 10,000 | Growing teams adding demand capacity |
| Professional | 10,000 | Scaling services needing more volume |
| Enterprise | 10,000 | Large teams with high throughput |
| Enterprise Plus | 10,000 | Multi-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.
- 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
If you need more chatbot capacity during the year, you can add credit packs without changing plan.
| Tier | AI credits / year | Best for |
|---|---|---|
| Small | 10,000 | Top up for pilots or light users |
| Medium | 25,000 | Extra capacity for 1-2 power teams |
| Large | 50,000 | Heavier AI usage across several teams |
| XL | 100,000 | Org-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
| Category | Feature | Essential | Standard | Professional | Enterprise | Enterprise Plus |
|---|---|---|---|---|---|---|
| Usage | Staff 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 platform | Forms / 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 management | Team 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 & SLAs | Workflow SLAs (due dates, reminders) | |||||
| Escalation rules | ||||||
| Multi-queue case routing | ||||||
| Scheduled reports | ||||||
| Access & governance | Role-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. | |
| Integrations | Email 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 & reporting | Built-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 automation | AI 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 & compliance | Cyber 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 & success | Support 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.
| Category | Extra | Description | Available for |
|---|---|---|---|
| Setup & training | Training via video conference | Remote training sessions for admins, super users or new teams. Tailored agendas with Q&A and hands-on walkthroughs. | All tiers |
| Setup & training | Bespoke training programme | Designed training paths for different roles (contact centre, back office, managers), with materials and recordings. | All tiers |
| Setup & training | On-site training and coaching | In-person or extended remote workshops to launch new services, train whole teams, or support organisation-wide rollouts. | Standard, Professional, Enterprise, Enterprise Plus |
| Setup & design | Service design package | Map current journeys, redesign end-to-end services and define 'to-be' workflows and forms using the platform. | Professional, Enterprise, Enterprise Plus |
| Setup & design | Design and service sprint | 1-2 week focused sprint to rapidly design or reimagine a priority journey, prototype in-platform and test with users. | Professional, Enterprise, Enterprise Plus |
| Configuration | Additional workflows | Build and configure extra workflows beyond what's included in implementation (where we configure them for you). | All tiers |
| Configuration | Additional forms | Build and configure extra forms beyond what's included in implementation (where we configure them for you). | All tiers |
| Configuration | Data migration package | Fixed-scope migration from legacy tools/spreadsheets, including mapping, test imports and final cutover. | Professional, Enterprise, Enterprise Plus |
| Capacity & scale | Additional interaction bundles | Extra annual interaction allowance beyond your plan cap (e.g. +50k, +100k) without changing tier, with usage alerts. | All tiers |
| Capacity & scale | Additional staff user packs | Blocks of extra named staff users above the included limit, to support growth without moving tier. | Essential, Standard, Professional |
| Capacity & scale | Extra environments | Additional non-production environments (e.g. training, UAT, sandbox) beyond the standard allocation. | Professional, Enterprise, Enterprise Plus |
| Integrations & SSO | SSO (standard) | Standard SAML/OIDC single sign-on setup with a mainstream identity provider (e.g. Azure AD, Google Workspace). | Professional, Enterprise, Enterprise Plus |
| Integrations & SSO | SSO (custom) | Bespoke SSO setup for non-standard providers, complex claims, or multi-IdP environments. | Professional, Enterprise, Enterprise Plus |
| Integrations & SSO | Integration (standard) | Pre-defined or common use case integrations (e.g. email gateways, common CRMs, notification tools). | Professional, Enterprise, Enterprise Plus |
| Integrations & SSO | Integration (custom) / bespoke connectors | Custom-built connectors to local systems (housing, CRM, finance, line-of-business apps) beyond included standard integrations. | Professional, Enterprise, Enterprise Plus |
| Integrations & SSO | Extra pre-built integration or standard SSO | Additional pre-built integrations beyond the number included in your plan (e.g. +2, +4). | Professional, Enterprise, Enterprise Plus |
| Support & success | Premium support upgrade | Upgrade to full 24x7, plus faster P1/P2/P3 targets and access to an on-call bridge. | Professional |
| Support & success | Dedicated CSM package | A set number of Customer Success Manager days per quarter for roadmap planning, change management and stakeholder sessions. | Professional, Enterprise, Enterprise Plus |
| Support & success | Additional live training hours | Extra remote training hours beyond the included annual allocation, for new teams or services. | Standard, Professional, Enterprise, Enterprise Plus |
| Support & success | Implementation top-up | Extra implementation days beyond the core package, for additional services, departments or organisations. | Professional, Enterprise, Enterprise Plus |
| Data & analytics | Advanced analytics / BI pack | Custom KPI definitions, dashboard design and data feeds into tools like Power BI or Tableau. | Professional, Enterprise, Enterprise Plus |
| Data & analytics | Enhanced audit and reporting pack | Additional audit exports, compliance reporting and tailored views for internal audit/assurance teams. | Professional |
| Data & governance | Extended retention and archive | Longer retention windows plus cold storage/archiving of historic interactions with retrieval on request. | Enterprise, Enterprise Plus |
| Data & governance | Dedicated instance and/or data residency options | Dedicated or specific-region hosting beyond the standard shared UK/EU options (where available). | Enterprise, Enterprise Plus |
| Data & governance | IP restriction pack | Add IP allow-listing controls for lower tiers (where not already included) or more complex IP strategies. | Professional, Enterprise, Enterprise Plus |
| AI & automation | Additional AI data chatbot capacity | Extra allowance for chatbot queries beyond the standard tier allocation. | All tiers |
| AI & automation | AI-generated leadership reports | Automated leadership-style narrative reports summarising trends, hotspots and performance for boards and SLT. | Professional, Enterprise, Enterprise Plus |
| AI & automation | Extended anomaly detection | Longer 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
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.
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
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.
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
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.
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
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.
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
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.
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.
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Tell us your service size, workflows and reporting needs - we'll recommend a tier and any add-ons to hit your goals quickly.