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SwiftCase

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

A Livepoint Solution

Platform

  • Platform Overview
  • Workflow Engine
  • Case Management
  • CRM
  • Document Generation
  • Data Model
  • Integrations
  • Analytics

Switchboard

  • Switchboard Overview
  • Voice AI
  • Chat
  • Email
  • SMS
  • WhatsApp

Features

  • All Features
  • High-Volume Operations
  • Multi-Party Collaboration
  • Contract Renewals
  • Compliance & Audit
  • Pricing
  • Case Studies
  • Customers
  • Why SwiftCase

Company

  • About
  • Our Team
  • Adam Sykes
  • Nik Ellis
  • Implementation
  • 30-Day Pilot
  • Operations Pressure Map
  • For Your Role
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Resources

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Cyber Essentials CertifiedGDPR CompliantUK Data CentresISO 27001 Standards

© 2026 SwiftCase. All rights reserved.

The Platform

Oneplatform.
Notfivesystemsduct-tapedtogether.

CRM, case management, workflow automation, document generation, analytics, unified in one system of record. Built for UK service businesses that need things to actually work.

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41
Field Types
From text to signatures to nested forms
60+
Automation Actions
Status changes, emails, API calls, and more
100%
UK Hosted
Your data never leaves the country

Sound Familiar?

Most operations run on
hope and spreadsheets.

You've got a CRM that doesn't quite fit. A workflow tool that can't talk to it. Reports that take half a day to pull together. And a growing sense that there must be a better way.

✗
Data in five different systems that don't talk to each other
✗
Spreadsheets that break when someone leaves
✗
Manual re-keying that wastes hours every week
✗
No visibility into what's actually happening
✗
Enterprise software quotes that need a second mortgage

SwiftCase

Everything in one place

CRM & Contacts
Case Management
Workflow Automation
Document Generation
Analytics & Reports
Integrations

What You Get

Every capability you need. One platform.

Everything you need to run your operation - without the integration headaches or the enterprise price tag.

System of Record

41 field types. Custom schemas. Full audit trail. Your data lives here - not scattered across spreadsheets and disconnected tools.

CRM & Contacts

Clients, suppliers, staff - all in one place. Track relationships, communication history, and account status without switching systems.

Case Management

Track every case from start to finish. SLA management, smart allocation, RAG status, and full audit trails. Nothing falls through.

Workflow Engine

60+ automation actions. Triggers, conditions, scheduling. Build the workflows your operation actually needs - no code required.

Document Generation

Templates with merge fields. PDF and Word output. Generate contracts, letters, and reports automatically from your data.

Analytics & Dashboards

OLAP pivot tables. KPI alerts. Scheduled reports. Dashboards your ops team will actually use - not ignore after week one.

Integrations

Connect to Xero, Office 365, Slack, and more. Configurable API connections to any REST endpoint. Your systems, talking to each other.

AI Resilience

Switchboard runs on a provider-agnostic AI stack with automatic failover across OpenAI and Anthropic. When a provider has a bad hour, your contact centre doesn't.

Plus everything else you need

Built-in, not bolted on.

Communications

Email templates, SMS, push notifications. Automated client updates without manual effort.

Scheduling

Availability tracking, appointment booking, resource allocation. Know who's free and when.

Security & Compliance

Cyber Essentials certified. Security policies meeting ISO 27001 standards. UK data centres. GDPR compliant.

Why SwiftCase

What you get that you won't get elsewhere

One platform, not five

CRM, case management, workflows, documents, analytics. Stop paying for tools that don't integrate.

Configured to you, not the other way around

We build the system around your processes. Not a template you have to adapt to.

UK data, UK support, UK company

No offshore ticket queues. No data leaving the country. Real people who answer when you call.

Enterprise capability, mid-market pricing

The same operational leverage big firms get - without the seven-figure IT budget.

How It Fits Together

One platform. Complete visibility.

SWITCHBOARD
AI Agents: Voice • Chat • WhatsApp • SMS • Email
SWIFTCASE PLATFORM
CRM • Cases • Workflows • Documents • Analytics
INTEGRATIONS
Xero • Office 365 • Slack • REST APIs • Webhooks

Customer contact flows through Switchboard. Data lives in SwiftCase. Your existing tools stay connected. One source of truth for your entire operation.

Common questions

Quick answers about the SwiftCase platform.

See if it fits

We'll walk through your current operation, show you how SwiftCase handles it, and be honest about whether we can help. No pitch decks. No pressure.

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