A rural practice managing agricultural subsidies, land valuations, and property services transformed their operations with SwiftCase, streamlining complex government scheme applications and client management.
This rural chartered surveyors practice provides comprehensive services to farmers, landowners, and rural businesses across their region. Their expertise spans agricultural subsidies, land valuations, planning applications, and landlord-tenant matters.
With the complexity of government agricultural schemes like BPS, SFI, and Countryside Stewardship constantly evolving, they needed a system that could adapt quickly while maintaining accurate records and meeting strict deadlines.
Today, their team of 14 professionals manages over 1,000 client relationships, processing hundreds of subsidy applications, valuations, and property matters annually through SwiftCase.
Managing complex agricultural schemes with ever-changing regulations, strict deadlines, and high client expectations.
Agricultural subsidy schemes like BPS, SFI, and CSS have complex rules that change frequently, requiring constant workflow adaptation.
Government scheme deadlines are strict and non-negotiable. Missing a submission window can cost clients significant funding.
Many schemes span multiple years with annual declarations, requiring long-term case tracking and scheduled follow-ups.
Generating client agreements, invoices, application letters, and scheme-specific documents at scale while maintaining accuracy.
Keeping over 1,000 farming clients informed about their applications, scheme changes, and required actions.
Connecting case management with accounting systems to ensure accurate invoicing and revenue tracking.
A comprehensive operations platform with 22 tailored workflows covering every aspect of rural surveying practice.
Agricultural subsidy revenue claim processing
Environmental land management scheme applications
Capital grant applications and claims
Annual BPS application management
SFI applications and annual declarations
Plus 17 additional workflows for planning, utilities, CSFO approvals, and more.
Accounting & invoicing
Financial management
Document storage
Team collaboration
Digital signatures
Property location mapping
SwiftCase enabled the practice to scale their agricultural services while maintaining the personalised client relationships rural practices are known for.
Dedicated workflows for each government scheme ensure no application steps are missed and deadlines are tracked automatically.
Managing 1,069 farming clients and 1,331 client staff with portal access to their cases and documents.
30+ document templates generate scheme-specific letters, agreements, and invoices automatically.
SwiftCase centralises all client communications, case notes, and documents in one place, ensuring the whole team has visibility of every client interaction.
“With government schemes changing constantly, we needed a system that could adapt as quickly as the regulations do. SwiftCase lets us create and modify workflows ourselves, so we're always ready for the next scheme update.”
See how SwiftCase can help your surveying practice manage agricultural schemes, valuations, and client services more efficiently.
