MSL Student Case Manager

Provide effective advice and advocacy services and help your advice centre and advisors do even more for your students.

MSL Student Case Manager has evolved from one of the UK's most trusted case management platforms and is completely dedicated to the needs of students during their time in education.

** WEB TOUR!** Watch the live Student Case Manager web tour and advice community discussion from 8th Feb 2023. ** 

• Support your advice service with a secure, trusted online facility
• Maintain engagement with advice service users
• Save time on manual tasks with customisable workflows
• Track trends and workloads in real-time with team and individual dashboards 
• Offer easy and discrete appointment bookings via your website with Office 365 integration
• Demonstrate advice service effectiveness with granular self-service reporting 

We knew MSL Student Case Manager had been developed for the student advice sector and that it would help us manage our case work and of course benefit the growing number of students needing our support. - Royal Holloway University London Students' Union

Read the Royal Holloway University London Students' Union case study

Data & Security

 

Cases & Workflow

Customising Cases

Match your current processes and improve efficiency and accuracy with customisable case records and workflows. As standard, Student Case Manager comes with:

• Customisable case fields
• Client and case relationships
• Configurable workflows
• Task and team reminders
• Case and time recording
• Audit log of every action taken on a case.

Workflow for teams & individuals

Reduce errors or forgotten tasks with workflows, in built prompts and actions:

• Set up and define reminders and tasks for individuals or the entire team
• Use rule-based actions at different stages of a case
• Set up automatic and manual selection of actions for every stage
• Quickly identify case status and where it is in your workflow

Reporting & Dashboards