Charities & NGOs
VCSE organisations need low-admin case tracking and partner-friendly workflows while protecting sensitive data.
Funders and commissioners increasingly expect outcomes reporting and audit trails.
Case Cloud provides scalable case tracking, referral handling and reporting without heavy overhead.
Who we work with in this sector
- National charities
- VCSE organisations
- Advice agencies
- Outreach teams
- Volunteer coordinators
Typical challenges we see
Casework and referrals tracked in spreadsheets or email
Outcome reporting burdensome and inconsistent
Volunteer coordination without structured workflows
Partner coordination that’s hard to govern
Need for simple tools that frontline teams can adopt quickly
Sector use cases
Concrete scenarios we commonly support in Charities & NGOs.
Advice cases
Track case progress and follow-ups with clear timelines.
Referrals
Triage, route and close the loop with partners.
Support requests
Manage requests end-to-end with tasks and SLAs.
Outreach
Plan and record outreach work with consistent templates.
Volunteer coordination
Allocate requests and track completion.
Complaints
Audit-ready complaint handling with clear ownership.
Relevant hero domains
How this sector maps to the solutions and capabilities we deliver.
Public protection & vulnerability
Vulnerability-aware casework with governance controls.
Learn moreProgrammes & partnerships
Partner delivery and outcome tracking for funded programmes.
Learn moreSecondary hero domains
Key enterprise patterns in this sector
The underlying patterns that recur in Charities & NGOs.
Triage, routing and tasks for requests and referrals.
Explore this patternConsistent handling of sensitive context with access controls.
Explore this patternOutcome tracking for funded programmes and interventions.
Explore this patternBenefits for each persona in this sector
Tailored messaging for the roles typically involved.
Senior Leader
- Lower admin overhead with stronger outcome evidence for funders.
- Clear governance and audit trails without heavyweight systems.
- Scalable workflows that support growth and new programmes.
Service Director
- Consistent templates across services and programmes.
- Better partner coordination and closure evidence.
- Improved reporting on volume, throughput and outcomes.
Operational Manager
- Caseload dashboards and task tracking for teams and volunteers.
- Less spreadsheet maintenance and manual chasing.
- Clear escalations and prioritisation for high-demand periods.
IT Lead
- Simple deployment with governance controls and SSO options.
- Avoids multiple disconnected trackers across programmes.
- Integrates with reporting and data tools where needed.
Data Lead
- Cleaner outcomes capture and consistent definitions for funder reporting.
- Better insight into demand, repeats and service performance.
- Exports to BI and reporting templates.
Frontline Leader
- Simple tools that reduce duplicate updates and confusion.
- Clear next actions and checklists for each case.
- One timeline for notes and actions (within permissions).
How we fit alongside existing systems
Case Cloud can work alongside lightweight tools while adding the governance and reporting needed for scale and commissioning.
Typically integrates with
- Email and document stores
- Referral forms/portals
- Commissioner reporting tools
- Identity/SSO (where present)
- BI/reporting
What this means in practice
- Fast onboarding and templates to get value quickly.
- Outcome tracking designed for funder/commissioner reporting.
- Access controls to protect sensitive information.
Sector stories / case studies
Proof points from organisations like yours.
Better funder reporting
“We reduced admin time and produced clearer outcomes reports for funders.”
Typical: National charity
Referrals handled cleanly
“Referrals were triaged consistently and we could evidence closure back to partners.”
Typical: Advice service
Ready to explore Charities & NGOs?
Talk to us about your workflows, partners and how we can start small and scale.