by ancestorpress 1 (0 reviews)

AP Casework Manager – Client Management for Genealogists

Name: AP Casework Manager – Client Management for Genealogists
Author: ancestorpress

Client casework for professional genealogists: enquiries, clients with GDPR tools, a genealogy intake form sent as a private link, and secure uploads.

AP Casework Manager ranks #71,700 among WordPress.org plugins with 1+ active installations, a 1/5 rating from 0 reviews, and was last updated Oct 24, 2026. Data from WordPress.org, refreshed twice daily — see methodology.

Compatible with WP 7.1

v1.0.1 Current Version v1.0.1

Updated 2 weeks ago Last Update on 24 Oct, 2026

Refreshed 1 week ago Last Refreshed on

Downloads -55.4% this week Actively maintained

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Rank

#71,700

— No change

Active Installs

-50%

KW Avg Position

26.3

0.2 better

Downloads

516

+2 today

Support Resolved

— No change

Rating

20%

Review 1 out of 5

1 (0 reviews)

Next Milestone 10

Total Progress 10%

0+ 10+

58,763

Ranks to Climb

Growth Needed

8,000,000

Active Installs

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Rank Changes

Current #71,700

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Active Installs Growth

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Active Installs 0,000,000+

Growth +0.0%

Peak 0,000,000

Downloads Growth

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Reviews & Ratings

1.0

0 reviews

Overall 20%

0 (0%)

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Plugin Details

Version: 1.0.1
Last Updated: Oct 24, 2026
Requires WP: 6.2+
Tested Up To: 7.1
PHP Version: 8.0 or higher
Author: ancestorpress

Support & Rating

Rating: ★ ☆ ☆ ☆ ☆ 1
Reviews: 0
Support Threads: 0
Resolved: 0%

Keywords

client management family history family tree genealogy professional genealogist

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Frequently Asked Questions

Common questions about AP Casework Manager – Client Management for Genealogists

No. Clients use a private link you send them. You can add a PIN to any link.

In your own WordPress database, and their files in a protected folder in your uploads directory. The free edition sends nothing about your clients anywhere.

It gives you the tools: consent recorded at intake, a copy of everything you hold about a client, anonymising, WordPress's own export and erase requests, and a retention period with deletion at the end. How you use them, and your privacy notice, remain your responsibility.

nginx ignores the .htaccess rule the plugin writes to close its upload folder to the web, so the dashboard will tell you the folder is open and show the line to add to your nginx configuration (or ask your host to add it). Until then your clients' files are still stored under random names the plugin never reveals.

Yes. Open the link yourself and fill it in with them.

Its settings are removed. Your clients, engagements and files are kept unless you have ticked "delete everything" under Casework > Settings > Keeping records first.

Yes: the Help button on every Casework screen answers questions from it, and it is all at AP Casework Manager documentation. What is planned next is on the roadmap.

AP Casework Manager – Client Management for Genealogists

Next Milestone 10

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