Client Portal

Giving your clients access to the information you hold about them promotes self-service, communication, collaboration and integration of business processes

It saves you time spent on relaying information from your system to your clients via email, phone call or meetings, letting you focus on your responsibilities.

Giving your clients access to the information you hold about them promotes self-service, communication, collaboration and integration of business processes

Self-service

Keep task information in one place and promote a fast response from your team, with prioritisation and SLA reminders.

End chase calls to check on the status of ongoing tasks as your clients can follow-up their enquiries online.

Prevent unnecessary requests for file copies, as clients can download and upload supporting files from inside the portal.


Communication

Communication

Interact with your clients through SwiftCase's note messaging system, keeping your business flowing.

Transparent audit trail of communications sent to you by your clients, as well as those you send to them.

Staff Management

Staff Management

Increased oversight of tasks as your client's managers can see all the assignments for their team or broader organisation.

Keep up to date with accurate information about your clients through self-updating of contact details and addition of new staff members.


Integration

Connect directly with your client's systems through the SwiftCase API, which opens up all the above features for integration.


See how SwiftCase can help you save time, get your free demo now.