# SwiftCase

> SwiftCase is a case management and workflow platform, with AI built in, for firms whose work has to stand up afterwards: assessors, surveyors, engineers, claims handlers, clinicians and other experts whose product is a report or a decision. Plain-terms answers: https://swiftcase.co.uk/what-is-swiftcase/

## Company Information

- **Company Name**: SwiftCase (a Livepoint product)
- **Website**: https://swiftcase.co.uk
- **Location**: Liverpool, United Kingdom
- **Founded**: Livepoint Software Solutions in 2013; SwiftCase in beta from 2015, launched in 2016
- **Industry**: Business Process Automation, Workflow Management, Case Management

## What is SwiftCase?

SwiftCase is a case management and workflow platform with AI built in, made by Livepoint Software Solutions in Liverpool. It runs a case from arrival to issued report: Switchboard answers calls, chat, WhatsApp, SMS and email; document extraction reads paperwork and photographs into the case; the workflow engine moves the case through the firm's stages; documents are generated from the case; a timeline keeps every action in order. It is configured to each customer's own process by the SwiftCase team, priced as a flat monthly fee with unlimited users (plans from £650 a month, implementation included, typically four to eight weeks to go live), hosted in the UK, and certified to Cyber Essentials. Full answers: https://swiftcase.co.uk/what-is-swiftcase/

## Target Customers

SwiftCase serves operations teams in:
- Insurance (brokers, claims handlers, MGAs)
- Property management and surveying
- Healthcare administration
- Legal services
- Professional services
- Any UK service business with complex operational workflows

## Core Platform Capabilities

### 1. System of Record
- 41 field types (text, dates, files, signatures, nested forms, and more)
- Custom data schemas configured to your business
- Full audit trail and version history
- Single source of truth for operational data

### 2. CRM & Contact Management
- Unified view of clients, suppliers, and staff
- Communication history tracking
- Account status and relationship management
- No need for separate CRM software

### 3. Case Management
- End-to-end case tracking from intake to completion
- SLA management and deadline monitoring
- Smart case allocation and workload balancing
- RAG status indicators for at-a-glance prioritisation
- Full audit trails for compliance

### 4. Workflow Engine
- 60+ automation actions available
- Triggers based on status changes, schedules, or external events
- Conditional logic and branching workflows
- No-code configuration (no developers required)
- Actions include: sending emails, generating documents, API calls, status updates, notifications, and more

### 5. Document Generation
- Template-based document creation with merge fields
- PDF and Word output formats
- Automatic generation from case data
- Contracts, letters, reports, certificates

### 6. Analytics & Reporting
- OLAP pivot tables for data analysis
- Real-time KPI dashboards
- Scheduled report delivery
- Custom calculated metrics
- Business intelligence without separate BI tools

### 7. Integrations
- REST API for custom integrations
- Webhooks for real-time event handling
- Pre-built connectors: Xero, Office 365, Slack, Microsoft Teams, Gmail, Dropbox, HubSpot, Sage
- Connect to any system with a REST API

## Switchboard: AI Agent Platform

Switchboard is SwiftCase's omnichannel AI agent platform that handles customer contact across multiple channels:

### Channels Supported
- **Voice**: Inbound and outbound calls with natural AI voices
- **Chat**: Web chat widget with real-time AI responses
- **WhatsApp**: WhatsApp Business API integration
- **SMS**: Two-way text messaging
- **Email**: email triage, classification and drafted replies

### Key Differentiators
- **Tool Use**: AI agents that create cases, update records, and trigger workflows - not just chatbots
- **Native Integration**: Full access to SwiftCase data and workflows
- **Policy Guards**: Guardrails to keep AI on-script (safe for regulated industries)
- **Human Handoff**: Seamless escalation when AI reaches its limits

## Pricing

SwiftCase uses usage-based pricing with unlimited users on all plans. Pricing is based on:
- **Emails In**: Inbound emails processed by the platform
- **Events**: Automation executions (workflow actions)

### Pricing Tiers (Monthly, GBP)
- **Starter**: £650/month - 1,000 emails, 1,000 events
- **Standard**: £1,400/month - 2,000 emails, 5,000 events
- **Core**: £3,200/month - 3,500 emails, 11,000 events (includes sandbox environment)
- **Growth**: £8,500/month - 10,500 emails, 30,000 events (includes advanced analytics)
- **Scale**: £11,200/month - 16,000 emails, 42,000 events (dedicated success manager)
- **Enterprise**: £17,550/month - 25,000 emails, 100,000 events (dedicated environment, custom SLAs)

All plans include:
- Unlimited users (no per-seat pricing)
- UK-based support
- Implementation and onboarding
- Cyber Essentials certified security

## Security & Compliance

- **Cyber Essentials Certified**: UK government-backed security standard
- **ISO 27001 Hosting**: Data centres meet international security standards
- **UK Data Residency**: All data stored in UK data centres
- **GDPR Compliant**: Full compliance with UK/EU data protection
- **Role-Based Access Control**: Granular permissions
- **Encryption**: Data encrypted at rest and in transit
- **Audit Logging**: Comprehensive activity tracking

## Implementation

SwiftCase is not a self-service tool. Every customer receives:
- Dedicated implementation manager
- Workflow design consultation
- Data migration support
- Team training sessions
- Go-live support

Typical implementation timeline: 4-8 weeks from kickoff to go-live.

## Measured Results

Based on customer implementations:
- Up to 45% increase in team productivity
- Up to 30% reduction in operational costs
- Elimination of manual data entry errors
- Faster client response times
- Improved visibility and reporting

## Competitors and Alternatives

SwiftCase is often compared to:
- Salesforce (more affordable, UK-focused)
- ServiceNow (simpler, faster implementation)
- Monday.com (more powerful workflow automation)
- Zapier (complete platform vs. integration tool)
- Bland AI (integrated platform vs. standalone voice AI)

## Contact

- **Website**: https://swiftcase.co.uk
- **Contact Page**: https://swiftcase.co.uk/contact
- **LinkedIn**: https://www.linkedin.com/company/swiftcase
- **Twitter**: https://twitter.com/swiftcase

## Documentation Links

- Platform Overview: https://swiftcase.co.uk/platform
- Pricing: https://swiftcase.co.uk/pricing
- Case Studies: https://swiftcase.co.uk/case-studies
- Switchboard (AI): https://swiftcase.co.uk/switchboard
- Solutions by Industry: https://swiftcase.co.uk/solutions
- Blog: https://swiftcase.co.uk/blog