Template-based document generation that pulls data from your cases and contacts. Letters, reports, contracts, invoices. One click, professional output. No copy-paste. No typos.
Template Builder
Create templates with merge fields. Click generate. Get perfect documents every time.
Pull data straight from your cases and contacts. Names, dates, amounts, custom fields. One template, thousands of personalised documents.
Consistent branding on every page. Logos, page numbers, document references. Professional output without manual formatting.
First impressions matter. Add cover pages to reports, proposals, and formal documents. Automatic or on-demand.
Generate finished PDFs, ready to send and filed on the case. When the output is data rather than a letter, the same engine produces CSV.
Tables that grow with your data. Line items, schedules, lists of parties. No manual row counting.
Embed images from records. Signature captures, photos, company logos. Visual documents, automatically populated.
How It Works
Your templates contain merge fields that pull live data from cases, contacts, and organisations. When you generate, everything is filled in automatically. Dates, names, amounts, addresses. All accurate, all consistent.
Other firms' documents
Nor should it. Each firm's documents come out in its own layout, filled in from what the case already holds. Below are a home survey, a carbon footprint, an ECG report, a complaint response and an invoice.
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 tourAutomation
Trigger document generation from workflows. When a case closes, generate the letter. When a payment is received, generate the receipt. Automatic and reliable.
Generate documents automatically when cases reach certain statuses. Closure letters, confirmations, reports. No manual intervention.
Generate and attach to emails in one action. The right document to the right person, automatically.
Generate hundreds of documents at once. Mail merges, renewal notices, bulk correspondence. Click once, done.
Every generated document saved with case. Full history of what was sent to whom, and when.
What You Can Generate
Client correspondence, confirmations, notifications
Agreements, terms, engagement letters
Assessment reports, summaries, analysis documents
Billing documents with line items and totals
Pre-filled application forms, declarations
Completion certificates, attestations
Industry Applications
Policy documents, claim acknowledgements, settlement letters. Compliant templates with the right wording every time.
Client care letters, contracts, court bundles. Merge case data into legally-approved templates.
Survey reports, valuations, condition schedules. Professional documents from field data.
Patient letters, referrals, discharge summaries. Clinical templates with correct information.
Quick answers about document generation.
SwiftCase generates documents as PDF, and data files as CSV. You can create branded templates with headers, footers, cover pages, and logos in SwiftCase's template editor.
Yes. Document generation can be triggered automatically by workflow actions. When a case reaches a certain status, a document is generated without any manual intervention. For example, a settlement letter can be created automatically when a claim is resolved, or a welcome pack generated when a new client is onboarded.
Merge fields use a simple syntax to pull data directly from your cases, contacts, and organisations. Names, dates, amounts, addresses, and any custom fields are inserted automatically. Templates also support conditional sections that only appear when certain criteria are met, and dynamic tables that grow with your data.
Yes. Workflow actions can generate a document and immediately attach it to an outbound email in a single step. Documents can also be made available through client portals for self-service access, or saved directly to the case file with a full audit trail of who generated it and when.
Partly. SwiftCase has a signature field, so a person can sign on screen, on a form or in the portal, and the signature is saved to the case where your templates can merge it into documents. Sending documents out to a separate e-signature service is not built in, though one can be connected through the configurable API connections.
Documents generated from your data, in your templates, to your standards. See how document generation fits into your workflow.
