Product tour
77 screens from seven firms at work: a vehicle assessor, a fire risk practice, a cardiac diagnostics service, a chartered surveyor, a carbon consultancy, a medico-legal agency and a complaints team.
LightDarkEach section below is one change, shown on screens from several of the firms. Pick a firm above to see just its screens.
01 · New work coming in
Work that comes by email, through a booking page, in a spreadsheet or from another system is opened as a case with the details filled in before anyone looks at it.
Document extraction02 · Getting the facts
Each kind of case asks for what that work needs, in the same order each time, so no report sits waiting for a missing detail.
Forms and fields03 · Your way of working
Your stages and house rules appear on the cases they apply to. When the way you work changes, your own admin updates them.
Workflow engine04 · Deadlines and chasers
Each stage has its own clock. When work stalls, it moves up the list and the right person is told.
Case management05 · Picking the expert
They're qualified for it and they've got room, so nobody drives past a colleague to get there. The reason is written on the case for when someone asks.
Allocation rules06 · Client updates
They log in to their own cases and watch them move. Updates to them are drafted for you to check and send.
Client portal07 · Reports and letters
The report your client pays for is put together from what's on the case, in your house style. The expert checks it and signs it.
Document generation08 · Your panel
Each expert or supplier has one record showing what they're good at, where they're based, how they rate and what they've got on.
Panel records09 · Billing
Fees come from each client's own price list and go straight onto the invoice. What's owed stays in view until it's paid.
10 · Oversight
One screen shows open and late work across all your workflows, and who's carrying too much of it.
Analytics11 · Audit and access
Each action on a case is logged in order, including the ones the system took itself. You decide who sees what, one person at a time.
Timeline12 · Your track record
Each case lists the closest matches from your firm's own past work and how they turned out. Your people still make the call, with the record in front of them.
Outcome predictionGive us one workflow for 30 days. We'll set SwiftCase up around it, and you can judge it on your own cases.
