Enterprise pattern
Multi-agency coordination
Multi-agency coordination covers joint work across councils, police, housing, health, universities, and VCSEs: shared actions, referrals, and information sharing—without losing governance.
Reduces duplication by aligning actions and ownership across partners.
Improves timeliness with shared visibility of what’s agreed and due.
Supports safe information sharing with audit trails and controls.
When to use this pattern
Use this pattern when…
- Multiple organisations need to coordinate actions and updates.
- Referrals need to be tracked end-to-end with outcomes.
- You need controlled sharing and strong governance.
Not ideal when…
- Work is internal only and can be handled as standard requests or incidents.
- You only need simple messaging without case structure.
Example workflows
Concrete journeys that commonly use this pattern:
Referral and shared action plan
Track referrals, agree actions, and monitor completion across partners.
- 1. Referral created
- 2. Partner allocation and acceptance
- 3. Shared actions and deadlines
- 4. Review and closure with outcomes
Joint meeting actions
Capture meeting decisions and turn them into accountable tasks.
- 1. Meeting logged
- 2. Actions assigned to agencies
- 3. Progress tracked
- 4. Close with learnings
Sectors that use this pattern
Hero domains using this pattern
How the platform implements this pattern
Case Cloud supports multi-agency work with referrals, shared actions, permissions, and audit trails—so coordination improves without compromising governance.
Referrals and shared actions
Coordinate work across boundaries.
- Referral tracking and acceptance
- Shared action plans with deadlines
- Single timeline of updates and decisions
Governance and controls
Share safely and audibly.
- RBAC, restricted access, and audit logs
- Clear ownership and accountability per action
- Exportable records for oversight
Role-based benefits
Why each role should care about this pattern:
For Heads of Service
- Clear accountability across partners.
- Fewer gaps and duplicated effort.
- Better outcomes through coordinated actions.
For Governance
- Controlled sharing with auditability.
- Clear records for oversight and challenge.
- Reduced risk from informal coordination channels.
Configuration & extensibility
Configure partner models and permissions: referrals, visibility rules, and governance controls that scale safely.
Governance controls that keep things safe
- Role and partner-based access control
- Audit logs and retention controls
- Template-driven referral and action structures
Case studies
Ready to apply the Multi-agency coordination pattern?
See how Case Cloud implements it with templates, workflows, SLAs, and dashboards.