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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.

  1. Home
  2. Features
  3. Multi-Party Collaboration

Everyoneseeswhattheyneed.
Nobodyseeswhattheyshouldn't.

Clients. Partners. Engineers. Staff. External organisations. One firm manages 40,000+ users across 4 different user types, each with exactly the visibility they need and nothing more.

Book a Discovery CallSee Case Study
40,887
Users Managed
Single organisation
4
User Types
Role-based access
3.3M
Notes & Communications
Single organisation
Per role
Visibility
Everyone sees what they need

The Problem

Email chains don't scale

Complex cases involve multiple parties. Clients want updates. Partners need visibility. Experts need assignments. Managing it all via email creates chaos, delays, and missed information.

Email overload

Every stakeholder emails for updates. Staff spend hours replying.

No single source of truth

Information scattered across inboxes. Nobody knows the current status.

Security concerns

Sensitive data forwarded accidentally. Audit trails impossible.

Real User Distribution

Automotive Experts: 40,887 Users

Internal Staff308
Expert Engineers2,306
Client Organisations12,545
Client Staff25,728

Each user type sees exactly what they need. Engineers see assignments. Clients see their cases. Staff see everything.

Collaboration that actually works

Not just sharing files. Real collaboration with role-based visibility, secure document portals, and complete communication history.

Role-Based Views

Clients see their cases. Engineers see their assignments. Managers see everything. Each role gets exactly what they need.

Document Portals

Stakeholders upload documents directly to cases. No email attachments, no version confusion.

Smart Notifications

Each stakeholder type gets relevant updates. Customers don't see internal notes. Engineers don't see billing.

Communication History

Emails, texts and notes logged against the case, so the history of each interaction is in one place.

Access Control

Fine-grained permissions. Field-level visibility. Security that scales from 10 users to 40,000.

Activity Tracking

See who did what, when. Actions and changes logged against the person who made them.

Screenshots

Clients and other parties kept up to date without a phone call

Clients check their own cases. Anyone you're waiting on gets asked early, and nothing goes out until someone approves it.

The sun and moon switch a screen between light and dark, and a click opens it full size.

See all 77 screens in the product tour
A client's own view of its cases, and whether each one is on time.
The division is asked for what the response needs while there's still time.Sallowmere Home Services, complaints handling
The solicitor hears the headline findings the day the report is ready.Lisle Garrow Chartered Surveyors, chartered surveying

How customers actually use it

Real user distributions from real implementations. Not theoretical: these are the actual user types and counts from live platforms.

Insurance & Claims

Automotive Experts

40,887 users
Internal Staff308
Expert Engineers2,306
Client Organisations12,545
Client Staff25,728
Healthcare

Diagnostic Testing Provider

13,200+ users
Internal Staff18
Sample Collectors160+
Client Organisations2,680+
Client Staff10,300+
Healthcare

Trauma Patient Support

1,386 users
Internal Staff24
Hospital Staff1,308
Expert Panel31
Partner Organisations22

Every complex industry needs this

When cases involve multiple organisations and stakeholder types, you need more than email. You need structured collaboration.

Insurance & Claims

Stakeholders: Insurers, claimants, engineers, repairers, solicitors

Example: Automotive Experts coordinates 2,300+ engineers with 12,500+ client organisations

Legal Services

Stakeholders: Clients, solicitors, barristers, experts, courts

Example: Landlord possession services manage landlords, tenants, bailiffs, and court communications

Healthcare

Stakeholders: Patients, clinicians, referrers, insurers, labs

Example: Trauma support coordinates NHS, legal, financial, and rehabilitation providers

Property & Surveying

Stakeholders: Clients, surveyors, contractors, lenders, solicitors

Example: Rural surveyors manage landowners, government agencies, and valuers

Stop managing stakeholders via email

See how SwiftCase gives every stakeholder exactly the visibility they need. We'll show you the role-based views, the portals, and the communication history:configured for your stakeholder types.

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