Purpose-built case and financial management software supporting local authority deputyship and appointeeship teams.
Purpose-built case and financial management software supporting local authority deputyship and appointeeship teams.
Trusted by over 80 local authorities across England and Wales, plus private appointeeship providers, CasparGov helps Court of Protection deputy and DWP appointee teams safeguard the finances of people who lack capacity.
Developed in collaboration with local authority users, CasparGov enables services to manage growing caseloads and resource pressures while remaining compliant with Court of Protection (CoP) and Office of the Public Guardian (OPG) requirements.
Key benefits
Complete Deputyship & Appointeeship Case Management
Centralise and standardise deputyship processes across your service.
- Purpose-built for Local Authority Deputy and Appointee teams.
- Centralises client information, documents, correspondence and financial data.
- Configurable templates and processes aligned to OPG Deputy Standards.
- Automated population of CoP, OPG and DWP forms.
- Diary actions and reminders to support workload and key deadlines.
- Full audit trail to support compliance and internal assurance.
- Supports Public Health Funeral case management alongside deputyship and appointeeship services.
Operational oversight & reporting across large caseloads
Provide clear oversight across large caseloads, finances and day-to-day activity.
- View caseloads at a glance, including client numbers and demographics.
- See total funds under management, with clear category breakdowns.
- Track upcoming and overdue tasks with direct diary access.
- Identify timeโcritical risks, such as expiring insurance policies.
- Review balances, valuations and financial positions using standard reports.
- Meet service monitoring needs with readyโmade statistical outputs.
- Create and save bespoke reports using a configurable report builder.
Financial plans and cashflow forecasting
CasparGov enables teams to record expected recurring income and expenditure through structured financial plans, supporting forecasting and ongoing monitoring across large caseloads.
- Define expected recurring income and expenditure in structured plans.
- Generate expected transactions automatically to support reconciliation.
- Forecast future balances based on planned activity.
- Identify when balances may exceed defined thresholds.
- Compare expected and actual activity to highlight issues across the caseload.
Automated reconciliation of bank transactions
CasparGovโs reconciliation engine supports high transaction volumes by comparing actual bank activity against expected transactions, with clear control over exceptions.
- Match expected and bank transactions automatically using defined rules and tolerances.
- Categorise results clearly (full match, partial match, unmatched).
- Reconcile individual items or process in bulk.
- Identify exceptions across all clients, including unpaid benefits, unexpected activity, and value differences.
- Align transaction categorisation to OPG report headings to support efficient annual returns.
Effortless Statutory Reporting & Compliance
Generate accurate, audit-ready reports with minimal effort.
- Assign transactions automatically to the OPG annual report headings.
- Generate complete OPG reports in one click.
- Access a library of standard financial and client reports.
- Use a configurable report builder to extract system data.
- Support compliance with Practice Direction 19B and Court of Protection requirements.
- Reduce reporting time and improve accuracy across large caseloads.
Revenue Management & Enhanced Financial Control
Improve income recovery and financial oversight.
- Monitor and claim fees using a dedicated client fees module aligned to PD19B.
- Ensure timely and accurate charging of deputyship and appointeeship fees.
- Monitor client balances against defined thresholds to forecast changes in funding status.
- Reduce gaps in income recovery.
- Provide data to support sustainable service delivery.
Quality you can rely on
Standards you can trust
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