2015 was the year SwiftCase went from concept to reality. After eighteen months of development, we launched a platform that brings workflow automation, case management, and document generation together in one place.
The Workflow Builder
The heart of SwiftCase is the visual workflow builder. Instead of coding or complex configuration files, you design workflows by dragging and dropping:
- Statuses define the stages cases move through
- Widgets capture and display information at each stage
- Events trigger actions automatically
- Moving rules control how cases progress
Save your workflow as JSON. Publish it to a product. Start processing cases immediately. No deployment cycles. No waiting for developers.
This was our founding vision: give operations teams the power to build their own systems.
Email That Works For You
Email accounts connect directly to SwiftCase. Incoming emails create cases automatically. Replies thread into existing cases. Attachments become case documents.
The email inbox shows messages across all connected accounts. RAG status indicators highlight what needs attention. Quick actions let you process emails without leaving the inbox.
For businesses drowning in email, this changes everything. Email becomes structured data. Nothing gets lost. Everything is trackable.
Create Cases From Anywhere
The API accepts new cases from external systems. Your website form, your partner's system, your mobile app: anything that can make an HTTP request can create a SwiftCase case.
Cases arrive with their data already populated. Documents attach automatically. Workflows trigger immediately. Integration becomes straightforward.
Documents That Generate Themselves
Document templates merge case data into professional documents. Define templates once with placeholder fields. Generate documents on demand or automatically when statuses change.
Statements, reports, letters, certificates: any document your business produces repeatedly can become a template. Consistent branding. Accurate data. No manual copying.
Credit Control Built In
For businesses with financial workflows, credit control features handle:
- Customer accounts and balances
- Invoicing and statements
- Credit notes and waives
- Payment tracking
These aren't bolted-on features. They're integrated with cases, so financial data flows naturally from operational work.
Scheduled Events
Actions can trigger at specific times or after delays. Send a follow-up email three days after case creation. Escalate cases that haven't progressed in 48 hours. Generate reports every Monday morning.
Scheduled events run in the background. Your workflows continue even when no one is watching.
The Foundation
Looking back, 2015 laid the foundation for everything that followed. The core architecture we built that year still powers SwiftCase today. The principles we established: visual configuration, integrated email, automated documents, extensible APIs: remain central to what we do.
We launched with one customer. We ended the year with several more. The journey was just beginning.
Ready to automate your workflows?
SwiftCase helps operations teams streamline their processes with powerful workflow automation, case management, and AI-powered communication tools.