Integrated Early Help Platform
A remarkable end to end case management solution for Family Support, Family Resilience, CAF, Troubled Family Programmes, Social Care and Early Help and Early Intervention Teams.
Case Management

The entire application has been built in consultation with practitioners, and professionals who know what they need and know they haven’t been getting it from other software providers. The Collate System has a beautiful set of design principles that make it a pleasure to use, with only the smallest amount of learning.

The entire cycle of a case has been thought through and designed to save time, reduce stress, improve reporting and demonstrate outcomes clearly. From the first point of a case being referred, the Collate System is on hand to govern communications, arrange appointments, log case notes and files and track outcomes. When it’s time to close the case, let the system take care of the number crunching and evidence creation as you access a series of powerful reports.

Identify the needs of the people you are working with and let the system make suggestions about the most likely outcomes to be achieved. Naturally you can add your own outcomes as well. The state of art analysis engine will provide data on the outcomes you are achieving, the outcomes you are hoping to achieve and the times you have fallen short. Use this massive new resource of data to shape services into the future.

Multi-Agency Working

Communication and partnership working are propelled forward as other agencies instantly and securely refer cases to your teams. Contact between teams is logged and tracked with notifications and alarms triggered if cases are not handled within agreed timescales.

Important communication with the agencies involved with a case can be easily logged and tracked. Contacts with agencies can be mapped to the needs of the people you are working with, in support of how outcomes are being delivered. Sit back whilst the Collate System integrates these communications into the overall chronology of a case and presents them back as evidence in compelling ways.

Take a tablet device to a case review and securely access your case notes. Or go one further and use the productivity tools to invite other agencies to a review meeting. The Collate System will take care of showing how the reviews are linked to the needs of the case and also for ensuring that a clear action plan evolves from any review.


Find the children and families involved in cases within seconds and use the powerful case management tools to understand the exact nature of the services that have been delivered.

A truly remarkable innovation – the safeguarding chronology automatically captures the exact time, date and staff member that has been involved with the case. This information is presented back in a way that makes service delivery easier as well as acting as hard evidence for inspections, demonstrating outcomes, case reviews or court proceedings.

Use a powerful set of configurable triggers and early warning alarms to raise attention to cases that may require extra resources or have risk levels. The Collate System can mine the available data for you and present back the information you need, when you need it.

Find, export and print comprehensive case studies of the services that have been delivered to families. Choose from a range of incredibly wide range of options to determine the detail and depth of what you see in the case study, from basic facts, through to every piece of information ever recorded. All available within a handful of clicks.

Make It Your Own
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Productivity & Performance

Create a truly mobile workforce by accessing the Collate System on PC, laptop, tablet or phone. Imagine just how more can be achieved if your teams can access the information they need, when they need it. Whether it be accessing critical information in a review meeting, or updating case files on the move, the Collate System empowers teams to achieve more with ever dwindling resources.

Galvanise and motivate teams in multiple locations to share a common vision and achieve shared goals with the powerful and sophisticated collaboration and productivity suite.

Encourage best practice and the sharing of the most important ideas with the communication and tracking tools built into the system. Your teams are your greatest asset – let the Collate System deliver their true potential.

Understand how teams and individuals are allocating their time and how this critical resources is being used to deliver outcomes. Managers can command a greater understanding of what is happening with their teams to reduce any safeguarding failings due to sickness or unplanned absence.

Tasks, meetings, appointments and other bookings can be linked to the cases you are working on and the lives you are changing. This provides a consistent view of work being carried out and allows for evidencing how activities link to final outcomes.


Our case management software comes with more than 60 reports out of the box – allowing you to gain rich insights on all aspects of service delivery from caseloads, geography of cases, demographics, outcomes, workloads and partnership working. However, Collate Systems offers a unique service – you can reconfigure any of our reports, saving them as you, building up a library of analysis that reflects what you need to know.

Allow service users to provide feedback about the quality of your interventions. The Collate System will take care of the analysis of the data and ensure that it is available to instantly for review in powerful, yet easy to understand ways.

Our reporting suite has been designed to provide a ‘bird’s eye view’ of what is happening, but also be robust enough to zoom into the tiniest of details to substantiate the work that is being carried out. Never worry about an inspection or stakeholder visit again with the sheer range and depth of analysis that the Collate System generates automatically for you.

Children's Engagement Hub
Seeing is believing with the Collate System for children’s centres. We’ve started from the ground up and created something that fuses together the most cutting edge of technology with our expert and in-depth understanding of the needs of children’s centres, service providers and local authorities. Just like our existing customers – you’ll be amazed at what is possible with the Collate System.

The Collate System is remarkably easy to use, with beautiful and consistent design principles that make learning the system simple, builds confidence and competence in new users and greatly reduces the time before the system is fully embedded in the way you work.

There is an ever greater need to make use of the available data – to plan services, to evidence impact, to identify greatest need and to allocate limited resources. The Collate System makes use of the most modern technology to seamlessly address these issues in user friendly ways.

Resources may be reducing and budgets may be getting smaller – but the tasks and challenges are just as big as they have ever been. The Collate System helps bridge the gap between delivering outcomes and available resources by saving time, increasing productivity, reducing paperwork and creating a mobile workforce.

Transform and streamline the way services are delivered by eliminating the paperwork associated with registration forms, attendance registers, feedback and opinion forms. Slice entire administration activities out of service delivery for good and save money with the implementation of the Collate System.


Improve how you engage with your target families as the Collate System mines the available data to highlight where there may be gaps in your service provision. Use a range of easy to understand analytics to plan your future services.

Connect in new and compelling ways with your families through the inbuilt communication tools – safe in the knowledge that the system is tracking the communications as evidence for OFSTED and other stakeholders.

Never let another family slip through the net again as the Collate System’s early warning alarms notify you of target groups who are at risk of disengagement. Instantly use this information in conjunction with the communication tools to re-engage the most hard to reach groups.

Access persuasive and visually stunning evidence of your engagement activities – use this as verification of your work to OFSTED and others and as the backbone of your future planning and decision making when shaping services based on needs and facts.

Instantly capture the views and opinions of parents and carers accessing your services. Leave the number crunching and analysis to the Collate System and spend more time on the things that matter. When you need the information sliced, diced or chopped in a particular way, it will do that for you too.


Always be ready for the next inspection as evidence of your activities, impact, and outcomes is collated automatically by the system. Rest assured that you can access the information you need, when you need it, in captivating and easy to understand formats.

Demonstrate the overall effectiveness of your services with reports that give a ‘bird’s eye view’ of what is happening. Use the same tools to answer detailed questions about your impact in particular areas, with particular groups all the way down to a particular family. Instantly, of course.

Stop worrying about needing to produce case studies, as the Collate System is on hand with a ready to print document that can be set to contain basic highlights, or every piece of information known about someone. Use these for multi-agency meetings, family support or OFSTED.

Track outcomes in sophisticated and accurate ways that not only demonstrate engagement in services, but show true and tangible progress made by families. Explore outcome data through many prisms – from celebrating successes, to planning and targeting groups you have yet to reach.

Improve the quantifiable analysis of services with our unique end to end service planner that ensures services are linked to the correct outcomes and that they are being assessed and tracked objectively and effectively.

Case Management

Improve safeguarding with instant access to the families and children you are supporting. Delve deep into the exact chronology of interventions that have been delivered and use this as powerful evidence of the impact you are having.

Access the case management module on a PC, laptop, tablet or phone. Tap into the productivity boost that mobile technology provides and just think of how much more can be achieved if teams can access the information they need, when they need it.

The case management module works in harmony with the other parts of the system, allowing you to build up a rich picture of the overall set of interventions that have taken place. Demonstrate real tracking over weeks, months and years as the Collate System creates the ‘golden thread’ between all contacts.

EYFS Tracking

Capture the ‘age and stage’ progress of a child against the prime and specific areas of the EYFS framework. Use this in parallel with the other powerful modules to demonstrate how your interventions are impacting on the most vulnerable groups.

Use a phone or a tablet to capture those ‘WOW!’ moments. Add observations and comments and let the system bring it all together in a stunning Learning Journey. Use this in support of ‘age and stage’ assessments and as part of wider evidence of your impact.

At the very core of the Collate System is a powerful reporting and analytics engine. Dive into EYFS data to understand how to tailor your sessions and services to improve school readiness.

Make It Your Own

All Collate Systems can be fully customised to meet your specific needs. No reliance on other users of our software. No compromises. The needs of your teams and your situations will be unique to you and your software should be too. As part of the implementation we’ll take time to understand your requirements and will tailor your Collate System to be right for you. But don’t worry, this doesn’t mean that you’ll get other people’s customisation in your software! Our unique development methodology allows us to tailor each customers system to meet their individual circumstances.

We employ a powerful concept referred to as ‘managed fields’. This means that wherever there is a drop down box, pick from list, or selection within the system, you can define exactly what appears on the screen. This gives you complete flexibility to grow the system and keep it current and aligned with your goals and needs.


There is a powerful reporting and analytics engine at the heart of the Collate System. This allows for remarkable insights and discoveries to be at the fingertips of our users. Choose a report from the vast library in the system or create your own using the report building tools available.

For power users, we offer a Microsoft Excel plug in, which allows you to directly access and immerse yourself in the underlying data within the system. Use every tool that Excel has to offer to analyse and evaluate your children’s centre data.

Allow service users to provide feedback about the quality of your interventions. The Collate System will take care of the analysis of the data and ensure that it is available instantly for review in powerful, yet easy to understand ways.

  • “Collate was implemented for us in April 2015 and it has been a very positive experience all round.

    The system is intuitive and guides users through the process quickly and easily. It flows well and all of this removes any barriers users may have had to recording data on a database.

    The engagement module allows all contact and attempted contact to be recorded automatically, instantly providing a record of the efforts made to reach families. In case management module there is a clear record of all work undertaken with a family, and this can be reported on at a click of a button.

    The reporting tools are superb and provides easily understandable performance data swiftly, allowing staff to spend more time with the families they support.”

    Pam Vaughan-Roberts
    Children’s Social Care and Learning - Buckinghamshire County Council
  • We’ve used a number of different children’s centre software products in the past and there is simply nothing else like the Collate System available. It completely meets our needs.

    Cara Atkinson
    Locality Manager
  • The case management features within the Collate System has completely transformed the way we deliver our casework. It has saved us time and made reporting a lot easier. Thank you Collate Systems!

    Katie Birrane
    Family Support Co-ordinator