The SwiftCase Productivity Podcast: an archive note
We ran a weekly productivity podcast through 2019 and into 2020, reaching somewhere north of ninety episodes.
Read moreWorkflow automation for UK service businesses
SwiftCase is where UK service businesses run their case work, from first contact to closed file, with the admin handled in between.
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The Problem
You've got a CRM that doesn't quite fit. A workflow tool that can't handle exceptions. Analytics that require a data analyst. And a team copying data between all of them.
Re-keying the same details into systems that never talk. 15+ hours a week, per person.
10+ subscriptions, each holding its own slightly different version of the truth.
1,000+ cases a day going out to 2,300+ experts. Try tracking that in a spreadsheet.
SwiftCase replaces the patchwork. CRM, case management, workflow automation, document generation and reporting, built as one system rather than bolted together after the fact.
The Platform
Six capabilities that would normally mean six suppliers. Here they share one dataset and one audit trail.
41 field types and schemas you define yourself, all of it audited. Automotive Experts runs 1.75M+ cases across 8 of them.
60+ automation actions. Conditional logic. Insurance brokers run 384 workflows processing 11.8M+ cases.
PDFs, contracts, letters. Legal services use 25+ templates to automate possession proceedings end-to-end.
OLAP cubes. Real-time dashboards. Healthcare providers track 76,400+ diagnostic cases with SLA monitoring.
Xero, Office 365, Slack, Teams and your own APIs. Automotive handles 5M+ API calls a year across 6 integrations.
Cyber Essentials certified and hosted in the UK. 40,000+ users on role-based access, with the audit trail to prove who did what.
Switchboard puts AI agents on voice, chat, WhatsApp, SMS and email. They open cases, update records and trigger the workflows behind them, the same way someone on your team would.
Opens cases, updates records and triggers workflows
Full access to your data, your logic and your process
Guardrails that keep AI on-script for regulated industries
Hands the case to a person when it reaches its limits
Trusted by UK service businesses
0M+ cases processed
Measured Results
Numbers from UK service businesses currently running their operations on SwiftCase.
Real-time workflow metrics
“The premium per user for this system is worth every penny just for the support you receive. I wish that every system provider I deal with daily were even a fraction of Swiftcase. The system is a self-management, once you know how to use the system then you can run, getting your business as automated as possible.”
“The software itself is amazing for time management and passing files to members of the team to action a task. We've gone from one physical file passed between team members to a virtual file accessible to all team members at any stage in the process. The support from the developers has been second to none.”
“Excellent case management system that helps keep all cases clear, organised and makes the day to day task a lot easier to manage. I love how clearly laid out SwiftCase is making it almost elementary to operate from case to case.”
“The customisable workflows have been invaluable to our business. We could not run our business without this software.”
From the Blog
Thoughts on workflow automation, AI and building software that lasts.
We'll go through how your processes work now and tell you honestly whether SwiftCase would help. If it wouldn't, we'll say so.
Integrates with your existing tools