Case note
Ready for your reviewHome visit with Daniel and support worker. Used route card to walk to local shop; paid independently at the till. Mother raised respite again.
You’re not paid for your clicks.
You’re paid for the outcomes you bring to your clients. Casely is the case management system that does the admin itself, so you can get back to the people who need you.
Designed for busy clinicians, from solo practitioners to firms of 200. Now inviting founding practices.
Casely Home
Thursday, 16:42
Home visit with Daniel and his support worker, about fifty minutes. We walked to the shop with his new route card and he paid at the till on his own. His mum asked about respite again. I need to chase the OT report and book a review in six weeks.
Follow-ups
2 drafted- Chase OT report Friday
- Book six-week review w/c 4 January
Time
Chargeable50 minutes, home visit, ready for this month’s invoice.
- Hosted in the UK
- Two-factor sign-in
- You control who sees what
- A person approves every change
See the real thing.
These are screens from Casely as it runs today, with fictional data.
Everything your practice runs on, in one system.
Most practices are held together by a patchwork. One tool for enquiries, another for notes, a dictation app, an invoicing package, and spreadsheets in between, with your team copying things from one to the next. Casely replaces all of it, from the first enquiry to the final invoice.
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Enquiries
A referral comes in and becomes a client without retyping.
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Client record
One place for the person, their team and their history.
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Visits and notes
Written up for you, signed by you.
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Documents
Reports and letters, versioned and virus-scanned.
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Tasks and diary
Follow-ups set from the note, not from memory.
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Invoices
Time is captured once and billed from the same record.
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Client funds
A ledger that can’t be quietly edited.
BuiltIn development
Cases, apps and agents.
Three parts that work as one. The record you can rely on, software that shapes itself around how you work, and agents that get on with the job.
Your cases, kept properly.
The record sits at the centre of everything. Notes, documents, contacts, tasks, diary, invoices and client funds all hang off the client, so nothing is typed twice.
- Signed notes stay signed. Corrections are added alongside, never written over.
- A full history of who changed what, and when. Nothing is ever deleted.
- You decide who can see each client. That includes us.
Clients Daniel ReyesRef NW-0142
Home visit
SignedUsed route card to walk to local shop; paid independently at the till. Mother raised respite again.
Permanent entry
Added 13 NovemberReview date corrected to 6 January.
Apps that shape themselves around your practice.
Invoicing the way you invoice. Enquiries the way you take them. Tell Casely what you need in plain English and it builds the app around how you already work, then keeps it working.
- Add an app when you need it. Remove it when you don’t.
- Change how it works by asking. No change request, no consultant.
- It keeps itself up to date. Nothing to install, no release notes to read.
In preview Describing a change and having Casely build it is in preview. Founding practices get it first.
Casely AppsIn your workspace
- Client fundsReview funds accounts and statements.Added
- Workload plannerDeadlines for the next two weeks.Added
- MigrationsReview and import records from another system.Add
We bill travel at half rate and invoice solicitors on the first of the month.
Agents that get the work done.
Give an agent a job and it does it on schedule, shows its working, and waits for you where judgement is needed. If it gets something wrong, tell it. It learns.
- Supervision packs ready before Monday’s meeting.
- Visits written up, follow-ups set, time recorded.
- A named person reviews the work before it touches the record.
In preview The weekly supervision pack is the first agent. More are on the way.
Casely AgentsRun history
Weekly supervision pack
Ready for reviewEvery Monday at 09:00. Covers the last seven days across ten cases.
- Monday 9 November Ready for review
- Monday 2 November Reviewed by Priya
- Monday 26 October Reviewed by Priya
Put overdue tasks at the top.
Back from the visit. Already written up.
Spend the visit with your client, not planning how you’ll record it. By the time you’re home, the admin is waiting for a yes.
- You do the visit. Afterwards, talk it through or type a few lines.
- Casely writes it up. The case note, the follow-ups and the time, drafted from what you said.
- Casely tells you. A message says what it has prepared and what needs you.
- You check and approve. Open the record, correct anything, and sign. Your corrections teach it.
Coming: a wearable for visits In development
Clip it on, do the visit, and it’s logged and sorted by the time you’re back. We’ll develop it alongside our founding practices.
Built for case managers, whether you’re one or two hundred.
Casely is for the people who do the work and the people who run the practice. It behaves the same at every size.
On your own
You are the case manager, the bookkeeper and the office. Casely takes the second and third jobs.
- No setup project. Casely walks you through it.
- Notes, time and invoices from one account of the visit.
- Client funds statements without a spreadsheet.
A growing practice
More case managers means more to keep in step. Casely keeps everyone working from one record.
- Access set case by case as people join.
- Weekly supervision packs, now in preview.
- See the whole team’s diary and what’s overdue.
An established firm
You need to know the record will stand up, and that you can leave if it doesn’t suit you.
- A full history of every change, by name.
- A reviewed move from your current system.
- A complete export whenever you ask for one.
Old software was built like a machine. Casely is closer to a living thing.
Machines have fixed parts and fixed answers. They can count, but they can’t read. For years the gap between what the software did and what your practice needed was filled by your team, by hand.
After a visit
Old softwareType it up. Log the time somewhere else. Add the task somewhere else again.
CaselySay what happened. The note, follow-ups and time are drafted for you to check.
When your practice changes
Old softwareFile a change request. Wait. Pay.
CaselyTell it. It reshapes itself around how you work now.
When something goes wrong
Old softwareStops, and waits for someone to notice.
CaselyNotices, prepares the fix and brings you in for the decision.
Your tools
Old softwareOne for enquiries, one for notes, one for invoices. Spreadsheets in between.
CaselyOne system, from first enquiry to final invoice.
Who does the admin
Old softwareYou do. Usually in the evening.
CaselyCasely does. You check it.
A year from now
Old softwareThe same as the day you bought it.
CaselyBetter than today, and you never installed an update.
It looks after itself.
Every practice picks up small injuries: a client entered twice, a contact linked to the wrong person, a funds balance that drifts from the bank. Casely is being built to notice first, prepare the repair, and ask you only when it needs real judgement.
In development
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Two records look like the same client. Daniel Reyes and D. Reyes share a date of birth and an address.
Merge preparedNeeds your decision
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A funds statement is £42.10 out. One bank entry from October has no matching ledger line.
Entry foundNeeds your decision
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Three imported notes had no client. Two matched on reference and date.
2 matched1 needs you
Ask Casely something.
Try it here, on this page. Ask what Casely is, ask it to write up a visit, or ask who owes you money.
This is a scripted preview running on fictional data, and some of what it shows is still in development. The real Casely works inside your own secure workspace.
Hello. I’m a preview of Casely. Pick a question below or ask your own.
You review changes before saving
Clinical-grade security comes as standard.
Your records are read by solicitors, deputies and courts. They are your cases, and you stay in control of them.
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You decide who sees what. That includes us.
Access is set person by person and client by client. Casely staff can’t open your cases unless you allow it.
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UK hosted, UK GDPR
Your data is stored and processed in the UK, and handled in line with UK GDPR.
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AES-256 encryption
Encrypted when stored and when it travels.
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Two-factor sign-in
Required before anyone opens a clinical record.
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Regular backups
Encrypted, and tested by restoring them.
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Nothing is lost
No record is deleted or silently overwritten. Every change is attributed.
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Leave whenever you like
A complete export of your records, any time you ask.
We’re early. Help us build this.
You won’t find a wall of customer logos here, because we haven’t earned one yet. Casely is new, and we’re inviting a small group of founding practices to build it with us.
Founding practices use Casely for real work, tell us where it falls short, and shape what gets built next. In return you get:
- A direct line to the people building it.
- Hands-on help moving your records across.
- Founding pricing: 50% off for your first 12 months.
Where Casely is today
Built and in testing
Client records, signed case notes, documents, contacts, tasks, diary, invoicing, client funds, record import, complete export, audit history, access control and two-factor sign-in.
In preview
Ask Casely, visit write-up from dictation, the weekly supervision agent and the first apps.
In development
The wearable, enquiries, self-repair checks, and more apps and agents.
Questions people ask us.
If yours isn’t here, ask Casely or ask us.
What is Casely?
Casely is one system for running a case management practice. It holds your client records, case notes, documents, tasks, diary, invoices and client funds, and it has an assistant that does the admin for you and asks you to check its work.
Who is it for?
UK case managers and the people who run their practices, starting with brain injury and complex injury case management. It works the same way for a sole practitioner as it does for a firm of 200.
How is it different from the software we use now?
Most case management software is a place to type things in. Casely does the typing. It drafts the note from your account of the visit, sets the follow-ups, records the time and prepares the invoice. It also adapts to how your practice works when you ask it to, where older software needs a change request.
Does the AI change records on its own?
No. Casely prepares drafts and a named person reviews them before anything is saved to the record. Signed notes can’t be edited afterwards. A correction is added as a separate, permanent entry and the original stays as it was.
Where is our data, and who can see it?
Your data is hosted in the UK, encrypted, and visible only to the people you choose. Casely staff can’t open your cases unless you give them access. There’s more on the data security page.
Can we move our existing records across?
Yes. Casely imports records from your current system, shows you what it found, and asks you to review anything it couldn’t match before it goes live. We help founding practices with the move. See switching to Casely.
What if we want to leave?
You can take a complete export of your records at any time. They’re your cases.
How much does it cost?
£29 per active user each month, plus VAT, with a £99 monthly minimum. Founding practices get 50% off for your first 12 months. The pricing page has the detail.
Can we use it today?
Casely is in early access. We’re inviting a small number of founding practices now. Request access and we’ll be in touch.