Skip to main content
SwiftCase
PlatformForward-deployedSwitchboardFeaturesSolutionsCase StudiesFree ToolsPricingAbout
Book a Discovery Call
SwiftCase

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

A Livepoint Solution

Platform

  • Platform Overview
  • Workflow Engine
  • Case Management
  • CRM
  • Document Generation
  • Document Extraction
  • Context Graph
  • Data Model
  • Integrations
  • Analytics

Switchboard

  • Switchboard Overview
  • Voice AI
  • Chat
  • Email
  • SMS
  • WhatsApp

Features

  • All Features
  • Claims Operations
  • High-Volume Operations
  • Multi-Party Collaboration
  • Contract Renewals
  • Compliance & Audit
  • Pricing
  • Case Studies
  • Customers
  • Why SwiftCase

Company

  • About
  • What is SwiftCase
  • Our Team
  • Adam Sykes
  • Nik Ellis
  • Implementation
  • 30-Day Pilot
  • Operations Pressure Map
  • For Your Role
  • Peer Clusters
  • Engineering
  • Careers
  • Partners
  • Press
  • Research
  • Tech Radar
  • Blog
  • Contact
  • SwiftCase Signal

Resources

  • Use Cases
  • Software
  • ROI Calculator
  • Pressure Diagnostic
  • Pilot Scope Estimator
  • Board Case Builder
  • Free Tools
  • Guides & Templates
  • FAQ
  • Compare
  • Best Practices
  • Changelog
  • Documentation
  • Help Centre

Legal

  • Privacy
  • Terms
  • Cookies
  • Accessibility

Stay in the loop

Cyber Essentials CertifiedGDPR CompliantUK Data Centres

The screenshots on this page are SwiftCase's own screens, filled with made-up firms, cases and people, so no client's data is on show.

© 2026 SwiftCase. All rights reserved.

Software Solutions

The right software
for your operations

Whether you need case management, workflow automation, or compliance tools. Find the right solution for your team.

Home survey case showing its stages, the comparable surveys check and the instruction and property forms.Home survey case showing its stages, the comparable surveys check and the instruction and property forms.
Workflow AutomationAudit TrailsReal-Time Dashboards

Case Management Software

Track every case from intake to resolution with automated workflows, real-time dashboards, and complete audit trails. Configurable to your process, no developer required.

Learn More
Twenty comparable vehicle cases with their outcomes, repair estimates and pre-accident values.Twenty comparable vehicle cases with their outcomes, repair estimates and pre-accident values.
FNOL AutomationReserve TrackingFCA Audit Trail

Insurance Claims Software

Automate the full claims lifecycle with configurable workflows, real-time reserve tracking, and complete FCA-compliant audit trails. Built for UK insurance operations.

Learn More
List of automation rules across six firms, such as chasing client data after five working days, with who created each.List of automation rules across six firms, such as chasing client data after five working days, with who created each.
No-Code BuilderConditional LogicSLA Monitoring

Workflow Automation Software

Build and deploy automated workflows in hours, not months. Visual builders, conditional logic, and real-time monitoring let operations teams eliminate manual process steps without writing code.

Learn More
Case timeline with each event in order, the expected next stage and time to completion.Case timeline with each event in order, the expected next stage and time to completion.
Consumer DutyDISP CompliantVulnerable Customers

FCA-Compliant Software

Meet FCA requirements by design, not by audit. Structured workflows, mandatory compliance steps, and automatic evidence generation help your operations meet Consumer Duty, DISP, and SMCR obligations.

Learn More
Customer complaint case showing its stages, comparable complaints and the complaint and customer forms.Customer complaint case showing its stages, comparable complaints and the complaint and customer forms.
DISP Deadline TrackingRoot Cause AnalysisFOS Reporting

Complaints management software

Track complaints from acknowledgement to final response with automated DISP deadlines, root cause analysis, and regulatory reporting. Built for UK financial services.

Learn More
Client portal for an insurer showing its open cases, cases sent this month, completed cases, turnaround and cases by stage.Client portal for an insurer showing its open cases, cases sent this month, completed cases, turnaround and cases by stage.
New BusinessMTAsRenewals

Policy administration system

Manage the full policy lifecycle from new business through renewals to cancellation. Bordereaux reporting, premium finance, and delegated authority workflows included.

Learn More
Knowledge page for a case listing the firm's practice notes for this status, this client and this workflow.Knowledge page for a case listing the firm's practice notes for this status, this client and this workflow.
Drag-and-DropNo DevelopersApproval Chains

No-code workflow builder

Build, modify, and deploy automated workflows without writing code. Drag-and-drop process design with built-in governance, SLA tracking, and compliance controls.

Learn More
Inbox of customer complaints forwarded by the company's divisions, each linked to a new complaint case.Inbox of customer complaints forwarded by the company's divisions, each linked to a new complaint case.
Voice AIPhone, Email and TextsSwitchboard AI

Contact centre software

AI agents that handle customer conversations on the phone, email and texts. Not chatbots that read FAQs, but agents that take action in your business systems.

Learn More
Task email inbox listing unread instruction emails from insurers, each already linked to a new case.Task email inbox listing unread instruction emails from insurers, each already linked to a new case.
Multi-Channel IntakeAI TriageData Validation

FNOL Software That

Automate first notification of loss intake by phone, web form, email and text. Validate data at point of capture, triage by peril and severity, and create claims files instantly, with no re-keying required.

Learn More
A RICS-style home survey report with condition ratings for each element, key issues and the valuation.
PDF OutputMerge FieldsConditional Content

Document Automation

Generate letters, reports, schedules, and forms automatically from your case data. Template-based document creation with merge fields, conditional content blocks, and built-in approval routing.

Learn More
Operations dashboard with open, new, at-risk and overdue counts, cases by workflow, case health, monthly volume and workload by handler.Operations dashboard with open, new, at-risk and overdue counts, cases by workflow, case health, monthly volume and workload by handler.
Process VisibilityTeam CollaborationSLA Tracking

Operations Management

Get complete visibility across your operation. Track every case, task, and deadline in one platform with real-time dashboards, team workload management, and automated escalation, so nothing falls through the cracks.

Learn More
A board of carbon footprint engagements in columns from new to validating data, each card naming the client and standard.A board of carbon footprint engagements in columns from new to validating data, each card naming the client and standard.
Real-Time TrackingBreach PreventionAutomated Escalation

SLA Management

Define SLA targets for every process step, track compliance in real time, and escalate automatically before breaches occur. Built into your operational workflows, not bolted on as an afterthought.

Learn More
A fire risk assessment report with the risk matrix, significant findings and an action plan by priority.
UK Data CentresCyber EssentialsCase-Linked

Cloud Document Management

Most document management systems give you a better filing cabinet. This one keeps every file attached to the case it belongs to, so the document, the workflow and the audit trail stay in one place.

Learn More