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Technology for Collaboration

Real change can be made with a little forward thinking and the right technology. Our product is designed with flexibility and simplicity at it's core.

Our product is designed with flexibility and simplicity at it's core. Our intuitive application enables true collaboration, information sharing and partnership working for both the private and public sector.



  • Share information with internal staff or partner agencies to improve dialogue
  • Create a workspace for your teams and partner organisations to ensure joined-up thinking
  • Set the relevant controls so each group or individual has the level of access you want them to have
  • Upload content from mobile devices and share with authorised parties in just a few clicks
  • Gain a 360° picture from intuitively-linked fields within your workspace
  • Work with internal and external partners via integrated messaging and conference tools

Forms & Workflow

  • Create and build powerful forms. Make an entire process paperless without any technical experience.
  • Create automated workflow, tasks, actions, triggers with the in-built workflow system.
  • Customise workflow to embed your organisations's unique business processes and terminology.
  • Customise your workspace, and decide what data widgets matter to you most.

Reports and Dashboards

  • Create your own unique view through Locality’s configurable dashboard facility with pre-defined widgets, which provide useful snapshot information about your department or organisation’s KPIs
  • Create detailed reports with Locality’s report builder, which is more powerful than the dashboard and allows end users more control in interrogating, building and sharing reports

Alerts & Notifications

  • Set up notifications enabling collaborators to see actions taken on a case they are working on
  • Set up alerts and reminders for forthcoming or overdue tasks
  • Set up triggers and flags on based on specific criterias
  • Receive the most up to date information through keyword subscription

“We chose a relative newcomer on the block when we selected Locality to provide our Case Management Software and they have not disappointed. We have seen an increase in quality and customer satisfaction, from start to finish, which included a major transformation at Trivallis. Locality have been very professional where required. Not only would i recommend Locality to our partners but we are already exploring where we can adopt this innovative software elsewhere within the business.”

Cluster Customer Journey

We understand every client and project is unique, we’re excited to be working with you. Our proven customer journey and solutions design methodology will ensure we work together to understand yoour challenges for a successful system implementation.

Solutions Design

Our expert developers have been embracing open-source technology for more than ten years and thrive on designing new solutions to the biggest problems in a variety of sectors.Collaboration is key at Locality – and we will work with you to configure our solution to fit your needs!

Project Kick Off

This is where we’ll introduce and showcase our professional services, introduce all key staff and begin our agile methodology way of working.


The bread and butter of the operation, where we work together to understand your unique business processes and configure and design a solution. We’ll schedule in the work and timescales needed to realise your project.


Our team will work with your end-users to configure the solution to meet your business process. Using the Agile methodology, we will roll-out the design in frequent iterations and capture changes as we go along until final delivery.


We’ll undertake a bespoke training package to suit your needs, this could be a combination of on-site training, on-job or hosted sessions. Likewise, we’ll provide all the training materials to support you and your team.
"Cluster's Customer Journey process allowed for our teams to fully explore and understand our existing processes and our vision for our service delivery teams. Their consultants facilitated workshops and helped us map out our requirements for a Case Management system to help us support both existing and future business processes."
Jon Tumelty, Community Safety Manager Trivallis



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Taff Housing Association

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The Business Centre, Cardiff House, Cardiff Road, CF63 2AW

p. 0330 0015307 | e. enquiries@localitysolutions.co.uk

Company no: 07778046 | VAT Reg No: GB 195 5405 84

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Your Information will never be shared with third parties.

Please contact us!

Get in touch and we will call you back!

Thank you!
We will be in touch within the next 48hrs