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The Citizens Advice service helps people resolve their legal, money and other problems by providing free, independent and confidential advice, and by influencing policymakers.

Every Citizens Advice Bureau is a registered charity reliant on trained volunteers and funds to provide these vital services for local communities.

Citizens Advice service strategy 2008 - 2011 cover

HomeAbout usCitizens ConnectThe role of CASE


The role of CASE

CASE is a new system that enables Citizens Advice Bureaux to record client details quickly in an electronic ‘filing cabinet’ and retrieve them instantly throughout the Citizens Advice service. CASE is protected by strong electronic and physical security measures to ensure that no one outside the CAB service gains access to it.

Hazel Craig Waller, Bureau Manager, Woking says,

"CASE makes it easier for us to report on the problems that our clients face. Using CASE in the bureau has already enabled us to see an increase of over 30 percent in the number of new client issues recorded."

CASE was developed as part of the Citizens Connect initiative, where Citizens Advice received government funding to also develop a private IT network.

The benefits of CASE

CASE aims to make bulging files of easily lost paper a thing of the past. It will allow CAB workers to achieve greater efficiency and effectiveness by:

  • entering client information just once
  • accessing and exchanging client information instantly and securely
  • showing potential conflicts of interest early on
  • greatly reducing administration time and effort.

Clients will benefit from the new system too:

  • they only have to give their details and explain the problem once
  • they can be assured that their information will be held securely
  • deadlines are more likely to be actioned, as CAB advisers receive automated reminders
  • the advice clients are given can easily be monitored and amended as necessary.

Government agencies will also be able to:

  • obtain a range of statistical reports to help identify trends, issues, and results
  • deliver e-government services to the e-ready bureaux with CASE.

More information


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