Platform Capabilities

AI&automation
thatactuallyworks.

Practical tools that solve real problems. No hype, no complexity — just automation that saves time, reduces errors, and helps your business grow.

Core Capabilities

Everything you need to automate

Built for UK service businesses. No coding required. Real results from day one.

AI-Powered Automation

Put AI to work on the tasks that slow you down. From email sorting to data extraction, automate intelligently.

  • AI email triage — categorise and route automatically
  • Document data extraction from PDFs and forms
  • Smart workflow suggestions based on patterns
  • Predictive alerts before issues arise

No-Code Workflow Builder

Build powerful automations in minutes, not months. No developers needed — your team can do it themselves.

  • Intuitive drag-and-drop designer
  • Conditional logic and branching
  • Customisable triggers and actions
  • Template library for common processes

Seamless Integrations

Connect SwiftCase with the tools you already use. Sync data automatically and eliminate double-entry.

  • 50+ pre-built app connectors
  • Connect any REST API without coding
  • Real-time data synchronisation
  • Two-way sync with accounting software

Business Intelligence

See exactly what's happening across your business. Dashboards and reports that drive better decisions.

  • Real-time performance dashboards
  • Custom report builder
  • Scheduled automated reports
  • Bottleneck identification

Automated Actions

Set it and forget it. SwiftCase triggers actions automatically so nothing falls through the cracks.

  • Automatic document generation
  • RAG status alerts for tasks
  • Escalation when deadlines approach
  • Client notifications and updates

UK Security & Compliance

Your data stays in the UK. Cyber Essentials certified with ISO 27001 hosting for peace of mind.

  • Cyber Essentials certified
  • UK-based data centres only
  • Full GDPR compliance
  • Complete audit trails

AI That Delivers

Practical AI for real problems

Forget the AI hype. These are proven capabilities UK service businesses are using today to save time and reduce errors.

Intelligent email triage

AI reads, categorises, and routes emails automatically

Document data extraction

Pull data from invoices and forms into your workflows

Smart process automation

AI suggests optimisations and handles exceptions

Predictive insights

Spot trends and identify risks before they become problems

Common Use Cases

Automate what slows you down

See how other UK service businesses are using SwiftCase to eliminate admin bottlenecks.

Client Onboarding

Client Onboarding

Automate the entire onboarding journey. Collect information, verify documents, and set up new clients.

Customer Support

Customer Support

Manage support tickets, automate responses, track resolution times and satisfaction.

Receive
Process
AI Extract
Review
Complete

Email Management

AI reads incoming emails, categorises them, extracts key information, and routes to the right person.

Case Management

Track issues from report to resolution. Automatic escalations, deadlines, and complete audit trails.

Task Management

RAG status alerts keep everyone focused. See who's overloaded and where to intervene.

Approval Workflows

Multi-step approvals that route automatically. No more chasing signatures.

Your Sector

Built for UK service businesses

SwiftCase is trusted by businesses across insurance, legal, finance, and professional services.

Insurance workflow automation

Insurance

Claims processing, FNOL automation, policy management

Legal Services workflow automation

Legal Services

Case management, document workflows, client communication

Financial Services workflow automation

Financial Services

Client onboarding, approval workflows, compliance

Professional Services workflow automation

Professional Services

Project management, resource allocation, time tracking

Integrations

Works with your existing tools

Connect SwiftCase with the software you already use. Sync data automatically and eliminate double-entry.

Xero
Office 365
Slack
Gmail
Teams
Mailchimp
Google Drive
Dropbox
HubSpot
Sage
Outlook
Calendar

Don't see what you need? Connect any app with a REST API — no coding required.

See All Integrations

Security & Compliance

Your data stays in the UK

UK businesses need UK data hosting. SwiftCase is Cyber Essentials certified and uses ISO 27001 certified hosting providers.

Cyber Essentials certified
ISO 27001 certified hosting providers
UK-based data centres — data never leaves the UK
Full GDPR and UK data protection compliance
Complete audit trails for regulatory requirements
Role-based access controls and permissions

Ready to see SwiftCase in action?

Book a demo with our team. We'll show you exactly how businesses like yours are saving time and accelerating growth.