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Constituent Services & Casework

Resolve cases faster with paperless case management

Build comprehensive case files for each constituent. Track any information — inquiries, communication, services and program enrollments, case notes, documents, and more.

Best for:

  • Government elected officials and their teams

  • Nonprofit case workers and program managers

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Total visibility into every case

With your organization's many responsibilities, it can be hard to give each person the right level of attention. CivicTrack gives you and your team the tools to track and respond quickly and efficiently to inquiries and record all your interactions so that nothing falls through the cracks.

Record constituent inquiries and help people access the information and services they need. 

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Track each inquiry and conversation and set follow-up reminders so nothing falls through the cracks.

See what action has been taken and track each case until it is closed.

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Keep track of people’s issues. Record and complete cases.

When people seek help, CivicTrack helps you track each request and action that was taken and resolve these inquiries quickly and effectively.

Constituent Profile

When a person sends a request, view inquiries, related details, and their past interactions with your office at-a-glance.

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Shared work queue

Case workers can easily assign and accept the work, no matter where they reside.

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One place for everything

Casework sometimes requires back-and-forth with the constituent. Emails, webforms, mail, phone calls — see it all in one convenient place.

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Email-to-case creation

With integration to Outlook. When a person submits a request to your office, you can instantly create a case by dragging an email to CivicTrack.

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Identify trending issues

Generate detailed reports on constituent inquiries for better analysis and planning.

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Notifications & reminders 

Get email notifications for created and updated case files in your office. Set reminders when it’s time to check in on a case.

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Web-based access

Available everywhere you go - on any device — with no need to download anything.

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Centralized casework

Provide your team with a central workplace to work that's easy to access via a browser. 

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Bank-grade security

2048-bit encryption whether the data is in transit or at rest.

4.1 Excellent rating,
loved by caseworkers

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"It's easy to create cases in CivicTrack and there is no limit to that. If we need any information regarding any case we simply have to type in the name and the whole case will be in front of us. It's simply amazing software." 

  

Ria S., Constituency Assistant 

Ready to talk?

We’ll connect you to a CivicTrack expert who can help you learn more about our product and capabilities.

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