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SwiftCase

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

A Livepoint Solution

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  • Workflow Engine
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  • Adam Sykes
  • Nik Ellis
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Platform

Product tour

The real product,
screen by screen.

See how work gets through SwiftCase, from the first email to the finished report. These are the screens your team would use, shown with six fictional firms so no client's data appears.

See the screens
Scope a 30-day pilot
Customer complaint case showing its stages, comparable complaints and the complaint and customer forms.LightDark
Every screen comes in light and dark. Drag across this one to compare, or switch any screen below with its sun and moon.
Show screens from

What changes, whatever your work

Twelve things a firm gets from SwiftCase, each shown on the real screens. Pick a trade above to see only its work.

  1. 01Work arriving3
  2. 02Capturing the facts5
  3. 03Your way of working2
  4. 04Deadlines and chasers8
  5. 05Allocation6
  6. 06Keeping clients informed7
  7. 07Reports and letters7
  8. 08Your panel1
  9. 09Pricing and invoicing1
  10. 10Oversight2
  11. 11Audit and access2
  12. 12Your own history8

01 · Work arriving

Every instruction becomes a case the moment it arrives, however it arrives.

Emails, web bookings, spreadsheets and other systems turn into cases with the details already filled in. Nobody retypes.

Document extraction
Complaints forwarded by every division, each one already a case with its clock running.Sallowmere Home Services, complaints handling
Weekend instructions from insurers, already cases on Monday morning.Calderwick Assessors, vehicle damage assessment
Buyers book their own survey into a slot that is really free.Lisle Garrow Chartered Surveyors, chartered surveying

02 · Capturing the facts

Your people capture the right facts first time.

Every case asks for what this kind of work needs, in the same order, so reports are never held up waiting for a detail.

Forms and fields
Premises, occupancy and construction recorded the same way on every assessment.Larkhythe Fire Safety, fire risk assessment
Every survey recorded the same way, from enquiry to the surveyor's notes on site.Lisle Garrow Chartered Surveyors, chartered surveying
Open a recording and the figures are already in, with anything urgent at the top.Linnetfield Cardiac Diagnostics, ambulatory ECG reporting
The client's activity data in, checked against similar footprints before anyone calculates.Irkfield Carbon, carbon footprint reporting
Every complaint, its deadline and what the customer wants, on one screen.Sallowmere Home Services, complaints handling

03 · Your way of working

Every case runs your way, and your own admins change it as you change.

Your stages, your words and your house rules, on the case where they apply. Your own admin changes them when the business changes.

Workflow engine
Your own house rules, on the case they apply to.
How your firm makes the call, written down once and kept up to date.

04 · Deadlines and chasers

Deadlines, chasers and hand-offs happen without anyone remembering.

Every stage has a clock. Chasers go out on time, stuck work rises to the top, and the right person sees it first.

Case management
Every engagement by stage, with the clients holding things up flagged.Irkfield Carbon, carbon footprint reporting
Chasers, escalations and hand-offs set up once as rules, in plain English.
Each handler starts the day with their own list, in priority order.Calderwick Assessors, vehicle damage assessment
Every open claim by stage, with the stuck ones flagged.Calderwick Assessors, vehicle damage assessment
Every open assessment by stage, with the overdue ones flagged.Larkhythe Fire Safety, fire risk assessment
Every patient in flight on one board, with anyone waiting too long flagged.Linnetfield Cardiac Diagnostics, ambulatory ECG reporting
Every survey in the diary, with the stuck ones flagged before the buyer chases.Lisle Garrow Chartered Surveyors, chartered surveying
Every open complaint by stage, with the ones about to miss their deadline flagged.Sallowmere Home Services, complaints handling

05 · Allocation

The right expert reaches the right job, with fewer wasted miles.

Work goes to whoever is qualified, nearby and has room, and the reason is written on the case for anyone who asks.

Allocation rules
A listed cottage goes to the surveyor who knows period buildings.Lisle Garrow Chartered Surveyors, chartered surveying
The nearest qualified engineer, picked and explained.Calderwick Assessors, vehicle damage assessment
A care home goes to the assessor who knows care homes, 3.7 miles away.Larkhythe Fire Safety, fire risk assessment
A child's recording goes to the paediatric physiologist.Linnetfield Cardiac Diagnostics, ambulatory ECG reporting
Each engagement goes to the analyst who knows the sector and has room.Irkfield Carbon, carbon footprint reporting
A billing complaint goes straight to the billing specialist.Sallowmere Home Services, complaints handling

06 · Keeping clients informed

Clients always know where things stand, so the chasing calls stop.

Clients see their own cases live, and every update to them is written for you to check and send.

Client portal
Each client sees its own cases: where they are and whether they are on time.
The client update is written. You approve it.Calderwick Assessors, vehicle damage assessment
The covering email for a finished assessment, ready to approve and send.Larkhythe Fire Safety, fire risk assessment
The referrer's covering note, written from the signed-off report.Linnetfield Cardiac Diagnostics, ambulatory ECG reporting
The solicitor hears the headline findings the day the report is ready.Lisle Garrow Chartered Surveyors, chartered surveying
The draft footprint goes to the client with the questions that need answering.Irkfield Carbon, carbon footprint reporting
The division is asked for what the response needs, before the deadline.Sallowmere Home Services, complaints handling

07 · Reports and letters

Reports and letters build themselves from the case.

The report your client pays for is assembled from what the case already knows, in your house style, ready for the expert to sign.

Document generation
A home survey your buyer can read, every element rated.Lisle Garrow Chartered Surveyors, chartered surveying
A write-off, valued, categorised and signed off.Calderwick Assessors, vehicle damage assessment
A repair authorised, with the estimate broken down.Calderwick Assessors, vehicle damage assessment
A fire risk assessment, rated, prioritised and signed off.Larkhythe Fire Safety, fire risk assessment
A signed-off ambulatory ECG report referrers can act on the same day.Linnetfield Cardiac Diagnostics, ambulatory ECG reporting
A carbon footprint, by scope, against last year, with what to do next.Irkfield Carbon, carbon footprint reporting
A clear, plain-English final response, written from the case.Sallowmere Home Services, complaints handling

08 · Your panel

Your panel is chosen, measured and paid from one record.

Each expert or supplier has one record: what they are good at, where they work, how they rate and what they have on.

Panel records
Every panel member's specialisms, rating, base and open work in one record.

09 · Pricing and invoicing

Every job is priced, invoiced and chased, so less work slips through unbilled.

Fees come from each client's price list, invoices raise themselves from the case, and money owed stays visible.

The invoice raises itself from the case, to the client's terms.

10 · Oversight

Managers see workload, turnaround and risk, and catch problems before clients do.

One screen shows what is open, what is late and who is overloaded, across every workflow you run.

Analytics
Every workflow's open work, health and pace on one screen.
Every case in flight, and the ones at risk.Calderwick Assessors, vehicle damage assessment

11 · Audit and access

You can prove who did what, when, and who could see it.

Every action on every case is recorded in order, and access is set person by person in plain English.

Timeline
The whole story of a case in order: who did what, when, and what the system did itself.Calderwick Assessors, vehicle damage assessment
Who can see and do what, set person by person in plain English.

12 · Your own history

Every case is weighed against your firm's own history, and your staff decide.

Each case shows the past cases most like it and how they ended, so judgement starts from your record, not from memory.

Outcome prediction
How patients like this one turned out, before the report is written.Linnetfield Cardiac Diagnostics, ambulatory ECG reporting
Every case on one screen, with the call already made.Calderwick Assessors, vehicle damage assessment
Know it's a write-off before the strip-down.Calderwick Assessors, vehicle damage assessment
Every past case like this one, and how it ended.Calderwick Assessors, vehicle damage assessment
Every block like this one you have assessed, and how it rated.Larkhythe Fire Safety, fire risk assessment
What a stone cottage like this usually hides, before the report is written.Lisle Garrow Chartered Surveyors, chartered surveying
Where a footprint like this usually lands, before you calculate it.Irkfield Carbon, carbon footprint reporting
How complaints like this one ended, before you decide.Sallowmere Home Services, complaints handling

See it running your own work.

We set SwiftCase up around one of your workflows for a 30-day pilot, so you judge it on your own cases rather than ours.

Scope a 30-day pilot
Explore the platform