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SwiftCase

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

A Livepoint Solution

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The screenshots on this page are SwiftCase's own screens, filled with made-up firms, cases and people, so no client's data is on show.

© 2026 SwiftCase. All rights reserved.

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  2. Features

Featuresthatwork
acrosseveryindustry.

SwiftCase isn't a template you have to work around. These are the core features that power operations across insurance, legal, healthcare, property and professional services, configured for how you work.

Book a Discovery CallSee Real Examples

Core features

These aren't features bolted on as afterthoughts. They're the foundation of every SwiftCase implementation, tested across millions of cases.

The automation rules a firm has written, such as chasing client data after five working days.The automation rules a firm has written, such as chasing client data after five working days.
8,800+Contracts tracked

Contract & Renewal Management

Automated tracking, multi-stage reminder sequences, and deadline management for contracts across any industry.

InsuranceProfessional ServicesProperty+1 more
Learn more
A client's own view of its cases: how many are open, sent this month and completed.A client's own view of its cases: how many are open, sent this month and completed.
40,000+Users, including portals and API

Multi-Party Collaboration

Coordinate between clients, partners, and stakeholders with role-based portals and real-time visibility.

InsuranceLegalHealthcare+1 more
Learn more
A case's history: 16 events, 6 handled automatically, each with its time and who did it.A case's history: 16 events, 6 handled automatically, each with its time and who did it.
100+Logged event types

Compliance & Audit Management

Compliance checkpoints, audit trails, and regulatory controls built into the workflow.

LegalInsuranceHealthcare+1 more
Learn more
Instruction emails arriving, each one already opened as a case with its task number.Instruction emails arriving, each one already opened as a case with its task number.
11.8M+Cases processed

High-Volume Operations

Process 1,000+ cases daily with workflow automation, intelligent routing, and real-time analytics.

InsuranceHealthcareAutomotive+1 more
Learn more
The first page of a carbon footprint report, produced from the case.
100+Templates at one firm

Document Automation

Generate 100+ document templates automatically with merge fields, conditional logic, and bulk processing.

LegalPropertyInsurance+1 more
Learn more
Open cases by workflow, as a bar chart on the operations dashboard.Open cases by workflow, as a bar chart on the operations dashboard.
Real-timePerformance visibility

Operations Analytics

OLAP pivot tables, real-time dashboards, and scheduled reports for data-driven decision making.

All Industries
Learn more

What every client gets

Whether you're processing insurance claims, managing patient journeys, or handling legal proceedings: these outcomes are universal.

Scale Without Adding Headcount

Automotive Experts processes 1,000+ cases daily with the same team. Across the platform, 11.8M+ cases and counting. SwiftCase handles the volume.

Eliminate Manual Admin

Contract renewals, document generation, compliance checks: all automated. One technology company joined 10+ systems into one operations hub.

Built-In Compliance

Every industry has regulations. AML for legal, FCA for insurance, patient confidentiality for healthcare. The checks go into the workflow, so they happen on each case.

Everyone Gets Visibility

Clients, partners, engineers, staff: 40,000+ users across our platform see exactly what they need. No more email chains or spreadsheet updates.

Configured for your industry

Same features. Different configurations. Each industry solution is built on these core features, tuned for how that industry works.

InsuranceHealthcareLegalPropertySustainabilityAutomotiveProfessional Services

Common questions

Quick answers about SwiftCase capabilities.

What capabilities does SwiftCase offer beyond basic workflow automation?

SwiftCase goes well beyond simple workflow automation. The platform includes automated contract renewal tracking with multi-stage reminder sequences, multi-party collaboration through role-based portals, built-in compliance and audit management for regulated industries, and high-volume case processing that handles over a thousand cases a day at one firm, with intelligent routing, SLA tracking, and queue management.

Can SwiftCase handle regulated industries?

Yes. SwiftCase is built for regulated environments. You build the checkpoints your regulator expects into the workflow, such as FCA rules in insurance, AML checks in legal or patient confidentiality in healthcare. Actions are logged to an audit trail with more than 100 event types, and SwiftCase is hosted in UK data centres.

How does SwiftCase handle multi-party workflows?

SwiftCase provides role-based portals that give each party exactly the access they need. Clients, partners, engineers, and external stakeholders can all interact with cases through controlled views. The platform has more than 40,000 users, counting staff, portal and API users, working from the same cases instead of email chains or spreadsheet updates.

What industries benefit most from SwiftCase capabilities?

SwiftCase is used across insurance, healthcare, legal, property, automotive, sustainability, and professional services. Each industry benefits from the same core capabilities configured differently: insurance brokers process millions of claims, legal firms manage complex multi-party proceedings, healthcare providers coordinate patient journeys, and property companies track surveys and compliance.

How does SwiftCase scale for high-volume operations?

SwiftCase is proven at scale. One client processes over 1,000 cases a day using automated event processing, intelligent queue management, and SLA tracking. The platform has handled more than 11.8 million cases across its client base with real-time analytics and workflow automation that eliminates manual bottlenecks as volume grows.

See these features in action

We'll show you how these features work for your specific use case. No generic demos: we'll configure for your industry.

Book a Discovery CallExplore the Platform