Built for UK rating professionals

Your rating casework, under control.

Rating Case Manager connects CRM casework, VOA research, HMRC checks and challenges, correspondence, calculations and reporting for business rates teams.

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Oneconnected workspace

3rating lists in VOA Link

Word · PDF · Excelclient-ready outputs

Illustrative current CRM board using fictional demonstration cases — Current workflow exampleCRM case boardFictional demonstration data

Casework in contextOwner, notes and next task

Connected workflowFrom instruction to report

One case record. One source of truth.

CRMVOA intelligenceCalculationsReporting

Inside the application

See how the casework connects.

Follow a case from instruction through property research, correspondence and review. Demonstration cases use fictional people and organisations.

Illustrative current CRM board with one fictional case selected — 01 · Selected caseSelect the case before opening its connected tools.

CRM owner assignment menu on a fictional demonstration case — 02 · ResponsibilityAssign the colleague responsible for the next action.

CRM notes editor for a fictional demonstration case — 03 · Case historyAdd a clear note while the underlying board stays visible.

CRM board showing the completed fictional demonstration case — 04 · Ready to progressKeep the site, rating list and identifiers alongside the case.

The platform

Purpose-built for the work behind every rating case.

Less switching between systems. More time applying professional judgement and moving cases forward.

Case management that fits rating work

Keep instructions, contacts, evidence, deadlines, updates and correspondence together in one structured case record.

VOA data, in context

Search properties and schemes across the 2017, 2023 and 2026 rating lists without leaving your case workflow.

Watchlists and change monitoring

Save searches and monitor properties, schemes and postcodes through VOA Link’s Saved work & alerts.

Clear liability scenarios

Compare before-and-after liabilities, reliefs and agent fees, then save the scenario for your file.

Client-ready outputs

Produce consistent Word, PDF and Excel reports using your company profile and saved case information.

Connected HMRC casework

Review clients, claimed properties, VOA messages, draft checks and challenges from the connected Business Rates account.

One connected workflow

From instruction to client-ready report.

Rating Case Manager keeps the work connected as a case progresses—without forcing your team into a rigid process.

01
Capture
Open the case and bring the essential client, property and instruction details into one place.
02
Investigate
Use VOA records, scheme comparables, evidence and calculations alongside the live case.
03
Communicate
Keep Outlook correspondence and case updates visible to the authorised team.
04
Report
Generate a consistent, branded output that is ready to review and share.

Secure by design

Control access to your organisation’s casework.

Controlled accessAuthorised user accounts and role-aware actions.
Multi-factor authenticationAn additional authenticator code protects sign-in when enabled.
Staff access policyTenant-authorised recovery only, with no reading of business content or staff downloads outside the server environment. Read the policy and its limits.

Read about security and privacy

See how Rating Case Manager fits your team.

Tell us a little about your organisation and the workflows you want to improve. Your enquiry is sent securely to our team.

Email us directlyadmin@ratingcasemanager.co.uk

Call RCM0333 090 5653

See it in your workflow

Bring your rating casework into focus.

Book a practical walkthrough of Rating Case Manager and see how it can support your team.

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