SwiftCase is a workflow automation and case management platform designed for operations teams. It combines workflow automation, CRM, document generation, analytics, and communication tools in one platform.

What industries does SwiftCase support?

SwiftCase is used by operations teams in insurance, property management, healthcare, legal services, and professional services. The platform is configurable to match any industry-specific workflow.

Does SwiftCase require coding or developers?

No. SwiftCase is configured by our implementation team to match your processes. Business users can make modifications with training, but no coding is required for most changes.

How does SwiftCase integrate with other systems?

SwiftCase offers a RESTful API, webhooks, and pre-built connectors for common business systems including accounting software, payment gateways, email providers, and document management systems.

Yes. SwiftCase is Cyber Essentials certified. Hosted in UK data centres with role-based access control, encryption at rest and in transit, and comprehensive audit logging.

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.

Book a Discovery Call

See Pricing

Take the product tour

A client's view of its cases: 46 open, 70 sent this month, 303 completed, and nearly all on track. — See the product tour

Field Types

From text to signatures to nested forms

50+

Automation Actions

Status changes, emails, API calls, and more

100%

UK Hosted

Case data hosted in UK data centres

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

Ambulatory ECG case showing its stages, comparable recordings and the referral and monitoring forms. — A cardiac diagnostics case in SwiftCase: where it's up to, what ran automatically, past recordings like it and the referral details.

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.

The instruction form on a fire risk assessment: client reference, assessment type, premises and site contact.

System of Record

39 field types, your own schemas and a full audit trail. The spreadsheets and the disconnected tools can go.

An engineer's panel record: specialisms, base, rating and how many cases a week they take.

CRM & Contacts

Clients, suppliers and staff, each with their contact history and account status. No second system to check.

A carbon consultancy's engagements by stage, each one on track.

Case Management

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

The automation rules a firm has written, such as chasing client data after five working days.

Workflow Engine

50+ automation actions. Triggers, conditions, scheduling. Build the workflows your operation needs without writing code.

The first page of a home survey report, produced from the case.

Document Generation

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

Open cases by workflow, as a bar chart on the operations dashboard.

Analytics & Dashboards

OLAP pivot tables. KPI alerts. Scheduled reports. Dashboards your ops team will still be opening after week one.

A case history showing a vehicle lookup and a case created from an email, both done automatically.

Integrations

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

A medical report's covering email to the solicitor, drafted and waiting for approval.

AI Resilience

If a speech provider fails mid-call, Switchboard moves to the next and keeps talking. The language model is OpenAI or Anthropic, chosen per agent, with a fallback if you want one.

A case's history: 16 events, 6 handled automatically, and the time that saved.

Timeline (Audit Logger)

Every action, AI or human, recorded with who did it, when, and what changed. Per case, per actor, per second. Exportable to CSV when a regulator asks.

An email waiting for approval, with buttons to edit, reject or approve and send.

Workflow Approvals

Hierarchical approval thresholds, role-based queues, batch approve, overdue escalation. Authority limits enforced by the workflow engine and logged in Timeline.

Instruction emails with the client, reference and vehicle already read out of each one.

Document Extraction

Post, PDFs, photos and forms read on arrival, with the details put straight into the case. Set up to your own paperwork, working from day one.

Twenty past cases like this one, with how they ended and what they cost.

Outcome Prediction

A steer on where a case is likely to end up, drawn from how your own firm has handled ones like it, and stated in plain English rather than as a probability.

The practice notes that apply to this case, for its stage, its client and its workflow.

Context Graph

Every case you have handled, working on the next one. What answers from your record today, what we are building next, and where it goes.

Plus everything else you need

Built-in, not bolted on.

A covering email to a managing agent about a finished fire risk assessment, ready to approve.

Communications

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

A buyer booking a home survey into a free slot in the surveyor's diary.

Scheduling

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

A user's roles and the permissions each one gives them.

Security & Compliance

Cyber Essentials certified. UK data centres. GDPR compliant. Comprehensive audit logging.

Screenshots

Five screens from five different firms

A complaint, a carbon consultancy's board, a survey going to the right surveyor, a client's own view of its cases and a fire risk report.

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

Customer complaint case showing its stages, comparable complaints and the complaint and customer forms. — What the customer wants and when the response is due, at the top of the complaint.Sallowmere Home Services, complaints handling

A board of carbon footprint engagements in columns from new to validating data, each card naming the client and standard. — Engagements by stage, and which clients are holding them up.Irkfield Carbon, carbon footprint reporting

Allocation explanation showing the surveyor chosen for a listed building, with skills, distance and other candidates. — A listed cottage goes to the surveyor who knows period buildings.Lisle Garrow Chartered Surveyors, chartered surveying

Client portal for an insurer showing its open cases, cases sent this month, completed cases, turnaround and cases by stage. — A client's own view of its cases, and whether each one is on time.

A fire risk assessment report with the risk matrix, significant findings and an action plan by priority. — The assessment report, with each finding rated and given a priority.Larkhythe Fire Safety, fire risk assessment

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. Case data hosted in UK data centres. Real people who answer when you call.

Enterprise capability, mid-market pricing

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

How It Fits Together

One platform. Complete visibility.

SWITCHBOARD

AI Agents: Voice • 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.

Book a Discovery Call

See Pricing

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.

Book a Discovery Call

See Pricing

Take the product tour

Field Types

From text to signatures to nested forms

50+

Automation Actions

Status changes, emails, API calls, and more

100%

UK Hosted

Case data hosted in UK data centres

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

What You Get