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SwiftCase

Workflow automation for UK service businesses. Created in the UK.

A Livepoint Solution

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Blog

What we've learned
along the way.

400+ articles on automation, operations, and making businesses run better.

After 15 years building workflow automation software, we've learned a few things about what works and what doesn't. This blog is where we share those lessons:practical insights from running real operations for insurance brokers, healthcare providers, legal services, and professional service firms.

We write about workflow automation, AI and voice technology, software engineering, and the operational challenges that growing businesses face. No marketing fluff:just honest perspectives from a team that ships production software every day.

Browse:AI & TechnologyBusinessCase StudiesComparisonsComplianceCustomer SuccessEngineeringGuidesHealthcareIndustry InsightsInsuranceLegalOperationsPodcastsProduct UpdatesProductivityPropertyResearch & DataSecurityUse CasesWorkflow Automation
Featured
Podcasts
The SwiftCase Productivity Podcast: an archive note
We ran a weekly productivity podcast through 2019 and into 2020, reaching somewhere north of ninety episodes. It finished. Here is what it was, where the episodes went, and what we publish instead.
Dr. Adam Sykes
August 19, 2026
3 min read
Read Article

Latest Articles

AI & Technology
AI & Technology
The ten jobs most like this one
Before you ask a model to predict anything, find the ten closed cases most like the one in front of you and show the difference. Here is how Similar Tasks defines similar, and why the definition is configured by hand.
August 18, 2026
7 min read
Engineering
Engineering
Why we took the percentages off the claims card
Our claims outcome card used to show probabilities. Assessors could read them and still not know what to do. Rebuilding it around natural frequencies, one verdict and one recommended action changed how it got used.
August 17, 2026
7 min read
Guides
Guides
Migrating users and open cases without a big-bang cutover
The reason operations teams stay on software they hate is the migration. Here is how SwiftCase imports users and their open work in stages, with a dry run you cannot skip.
August 13, 2026
7 min read
Engineering
Engineering
Letterheads and logos that survive the template
Brand assets in document templates used to be fetched and base64-encoded on every generation. Managing them properly turned a rebrand from fifty-two edits into one, and the fortnight went on keeping brand assets and client documents firmly apart.
August 12, 2026
5 min read
Engineering
Engineering
What actually changes when you move SMS carrier
Swapping the API call takes an afternoon. The work is in the status vocabulary your workflows already depend on, and in what you believe about a message you cannot confirm.
August 6, 2026
6 min read
Security
Security
Who can see which cases
Every procurement round asks how access control works, and every vendor answers granular permissions. Here are the five checks a request passes before a case renders, and why hiding a case is configured separately from forbidding it.
August 3, 2026
7 min read
AI & Technology
AI & Technology
Your case management system is a filing cabinet with a search box
Case management software is excellent at recording what happened and does almost nothing to make anything happen. That gap is where the category is about to move, and most of what is being built for it will not survive a regulator.
July 21, 2026
8 min read
Engineering
Engineering
Voice reliability: the settings you change after go-live
Detection gets a voice agent to launch. What keeps it working is a handful of per-agent settings: barge-in sensitivity, greeting wait on outbound, call duration limits, and every way a call can end.
July 7, 2026
7 min read
Product Updates
Product Updates
Product Update: Statistics You Build Yourself, and Logs You Can Search
H1 2026 brought a generalised statistics dashboard with charts and CSV export, searchable system and task logs, guided walkthroughs, and a great deal of work on email.
July 1, 2026
5 min read
AI & Technology
AI & Technology
What an AI conversation actually costs
Token prices are published and easy to find. They are also the smallest part of what a conversation costs you. Here is how we compute cost per call, and what dominates the bill.
June 23, 2026
6 min read
Everyone wants AI to decide the claim. We built the platform that runs it.
AI & Technology
Everyone wants AI to decide the claim. We built the platform that runs it.
Agentic, touchless claims AI is the hottest thing in insurance in 2026. Most of it is racing to let the machine decide the claim. We took the opposite bet: AI runs the operation, a human owns the money. Here is why that is the version a regulated insurer can actually deploy.
June 18, 2026
8 min read
One platform, both sides of the claim
Insurance
One platform, both sides of the claim
Every claim has two people who need it to go well: the business carrying the cost, and the claimant carrying the stress. Most claims technology serves one side. Here is what it takes to serve both at once, on the same system.
June 18, 2026
8 min read