A representative owns every case in one area, and designating one is what routes new cases to them. Here is how casework settings work, from naming a representative to handing a volunteer access.
Manage representatives sits at the top right of the casework board. Only an org admin can open it, so the decisions about who counts as a representative and who can see what stay in one place.
Pick the person, their office, Councillor, MP, Candidate, Mayor, GLA member or Other, and the area they cover, Ward, Local authority, Constituency, Region or Nation. Enter the area's GSS code, for example E05011090. Routing matches on that code, not the area's name, because ward names repeat across local authorities and a name alone would misfire.
A casework volunteer can read and edit every case in that representative's area, names, addresses, phone numbers and the problem itself. Access only opens once someone reads the notice and ticks I have read the data-protection notice. Revoke it from the same row the moment the role changes.
Categories tag each case by topic and are what a door-knocker is offered when they log a problem on the step. Type a name and select Add category. Remove takes a category off the list for new cases without touching the label on cases already tagged with it.
End tenure stops new cases routing to someone without deleting anything. A candidate who wins stays on the same record. Someone who steps down keeps every case they already handled, and casework carries on for whoever takes over.
Book a demo and we will walk you through it on a real ward.
Upload the file, map the columns once, and every future file from the same council imports itself.
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From a ward boundary to a printed, assignable round in a few minutes.
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Reuses the ward's existing rounds, so a drop is ready to assign the moment it is created.
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Call lists from your own filters, scripts included, every response fed straight back to the record.
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Synced stations, a live telling rota and knock-up lists that correct themselves as the day goes on.
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Enter a candidate once, generate every council form, signatures still wet ink.
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New register rows get scored automatically. Only the genuinely unclear ones ever need a person.
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Postal, proxy and elector detail updates in seconds, matched on register number, no mapping and no review queue.
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Scan, upload and choose who reads the marks, your volunteers for free or Cadrify itself for a processing fee.
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A one-time QR code opens one task for one volunteer, no account needed, active in under a minute.
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Bundle poster and posterboard requests into a round, assign it and watch delivery happen live.
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A public sign-up page and a QR check-in screen, with every attendee added to your supporter database.
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A donation page on your own Stripe account. Money goes direct, and Cadrify adds 0.5%.
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Petitions, open letters and forms on a public link, live in minutes, every response added to your supporter database.
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Cadrify assembles the return, your agent signs it, and the download is the Commission's own workbook.
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Drag and drop a condition tree once, check the count, then save it as a filter or a reusable audience.
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