Case Management Case Study

Hodge Jones and Allen

Hodge Jones and Allen has been providing dedicated specialist legal services for over forty five years. Their specialist teams of solicitors and support staff provide first-class legal services and help their clients with righting wrongs.

Leading the way with Fintech

Hodge Jones and Allen discussed with Cleva the need for a system to help manage how they, and the clients in their care, spend money.

Previously, relying on cash which was hard to manage, difficult to track and time-consuming to reconcile. Traditional bank accounts also created problems due to rigid enrolment processes and the need for documentation from their clients. It made on-boarding new users and managing the spending needs of existing users very difficult.

By working with Cleva, these issues are solved. Each vulnerable user now has a Cleva wallet and Hodge Jones and Allen have complete visibility of all spending, as well as real-time information on account balances. Cleva cards are also used by the vulnerable users’ care teams, which ensures spending is tracked correctly and recorded automatically.

Long-term relationships

Christine Dyson, Partner at Hodge Jones and Allen commented,

“Since using Cleva we can’t believe the difference it is making to the way we are able to manage the finances of multiple vulnerable adults under our care. We have saved hours on admin and reconciliation tasks – the ability to see full transaction history and for care teams to upload receipts has improved the accuracy of our reporting.

Importantly, it also allows some of our clients to have vital guided independence with their spending, something that was previously impossible when using cash.”

Paving the way to success

Aidan McAllister, Head of Care Partnerships at Cleva commented: “Managing the finances for vulnerable adults can be complicated, especially when they have different needs and capabilities. Cleva allows Case Management organisations to streamline and simplify spending, saving hours of admin and reconciliation time and keeping their vulnerable clients protected. We are proud to be working with Hodge Jones and Allen and we’re delighted to be making such a difference to their users’ lives."

Aidan McAllister

Head of Care Partnerships at Cleva