Organisation & background
AdvicePro is built by Advanced Case Management Solutions Ltd, formed in 2011 in partnership with sector body AdviceUK, evolving from an earlier Scottish money-advice tool. It has a substantial customer base across UK advice, housing and local-authority sectors.
Functionality
AdvicePro is a case-management system built for the UK advice sector, covering client/case records, scheduling, funder reporting and casework automation. It offers configurable matter categories with per-team/funder profiles, conflict-of-interest checking at record creation, and individual and team diaries that sync with Outlook/Gmail and send automated SMS appointment reminders. Auto/Quick Actions handle rule-based and one-click automation, digital referral forms write directly into the system, AdvicePro Insights supports custom, funder-mapped reporting with Power BI export, and AI transcription is available via a third-party partner (Wyser).
Localised features
Deep Legal Aid Agency compliance, including EC1 forms, escape fees, interparty rates, and LAA Online claim upload, via AdvicePro Legal. Universal Credit element-level tracking and CFS/SFS financial statements via AdvicePro Money. A Breathing Space debt-respite integration is included, along with support for Advice Quality Standard and Scottish National Standards accreditation.
Implementation model
Delivered directly by the vendor’s own team: Described as ‘fully-managed’; delivered via a dedicated Account Manager and helpdesk.
Hosting
Cloud-hosted by the vendor, UK-based.
Last full research
August 2026