Built for UK rating professionals

Your rating casework, under control.

Rating Case Manager brings CRM, VOA intelligence, calculations, correspondence and reporting into one focused workspace for business rates teams.

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Oneconnected workspace

3rating lists in VOA Link

Word · PDF · Excelclient-ready outputs

The live Rating Case Manager CRM board showing fictional demonstration cases — Actual product viewCRM case boardFictional demonstration data

CRM

Casework in contextOwner · notes · next task

✓

Workflow visibleFrom instruction to report

One case record. One source of truth.

CRMVOA intelligenceCalculationsReporting

Inside the application

See the real workflow—not a generic software mock-up.

These views come directly from the Rating Case Manager demonstration environment. Every person, organisation and case shown is fictional.

CRM cases board with a newly created blank fictional case row — 01 · New caseCreate a numbered record directly on the active board.

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 progressConfirm the owner, note and next-task date in one place.

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.

Property alerts that work for you

Create named alerts for properties and schemes, then monitor the changes that matter to your clients.

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.

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

Your team sees the right work—and your case data stays organised.

Controlled accessAuthorised user accounts and role-aware actions.
Shared case historyOne consistent record for the team, with updates in context.
Protected sign-inExisting users enter through the secure Rating Case Manager application.

See how Rating Case Manager fits your team.

Tell us a little about your organisation and the workflows you want to improve. Submitting the form opens a prepared message in your email application.

Email us directlyadmin@ratingcasemanager.co.uk

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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