FAQS

Frequently asked questions

Answers to common questions about Surecase, pricing, and next steps.

Absolutely! Just book a demo slot and we’ll take it from there. Alternatively just contact us to discuss your requirements or watch the demo video on our website.

See our pricing page for full details.

No, you can cancel any time you like, any unused time will be refunded. Once you have cancelled you will still have access to all your data in Surecase but you will not be able to add new advisers, clients or cases.

We try to make Surecase as intuitive to use as possible but if you need some specific help please contact us.

Yes. Surecase has been designed to be “mobile first”, meaning we make sure the experience is optimised for use on a mobile device as well as tablets and desktop/laptop computers. The mobile experience is not a “cut down” version of the the desktop experience either; you can perform all functions regardless of the device you’re using.

Yes. Create a new adviser but under “Adviser access”, untick the “themself” box and tick the advisers they will be working with. This user will then have access to all the cases for those advisers.

Yes. All areas of Surecase require users to be authenticated in order to access them. Authentication is handled by our best-in-class supplier; Auth0. All data is encrypted in transit using HTTPS with TLS 1.2 or 1.3.

Documents are encrypted at rest in an AWS S3 bucket. Surecase implements role-based access control to ensure that users can only access the data the need. Surecase is regularly penetration tested with any discovered vulnerabilities addressed. The last penetration test was performed in March 2023.

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