Manage expert witness instructions, medico-legal assessments, and interpreter coordination from one platform. Track every instruction from receipt through report delivery: with court deadline tracking that keeps the dates in front of you.
Best for:
Expert witness providers, medico-legal agencies, and legal support services with 50+ instructions/month
Real Results
Every expert instruction follows a journey. SwiftCase tracks that journey automatically:with status updates, deadline alerts, and actions triggered at each stage.
Stop managing instructions in spreadsheets. SwiftCase brings case management, expert allocation, scheduling, and reporting together, with the court-deadline tracking legal services demand.
Manage Part 35 reports and expert assessments from instruction through court submission. Track deadlines, revisions, and approvals.
Coordinate interpreter assignments for legal proceedings. Match language requirements, availability, and qualifications.
Match cases to qualified experts based on specialism, location, and availability. Skills-based routing puts each case with an expert qualified for it.
Schedule assessments with calendar integration. Automated reminders reduce no-shows and failed appointments.
Template-based reports with merge fields. Generate fee proposals, cover letters, and expert reports from case data.
Solicitors, experts, interpreters, and courts. Everyone sees what they need. Role-based access keeps sensitive data secure.
SwiftCase understands the pressures of legal work: court deadlines, document version control, multi-party coordination, and the audit trails that professional services require.
Define workflows for different instruction types. Trigger actions on status changes. Automate allocations, reminders, and follow-ups.
Track court deadlines, response windows, and submission dates. Alerts before deadlines slip.
Track document receipt and validation status. RAG indicators show what's missing. Chase automatically when documents are overdue.
Track expert productivity, turnaround times, and revenue by instruction type. OLAP pivot tables for operational analysis.
Complete history of every action, communication, and decision. Court-ready documentation of the entire case history.
Maintain expert panels with qualifications, specialisms, and availability. Track utilisation and performance by expert.
Screenshots
The report is put together from the case for the expert to check and sign. The board shows when each one is due, and the case history shows how it was reached.
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 tourHandle instruction enquiries outside office hours. Send appointment reminders automatically. Sort incoming emails and draft the replies. Switchboard puts AI agents on the phone, texts and email, connected directly to your case data.
AI agents handle initial enquiries, capture case details, and create instructions. Available when your office is closed.
Incoming emails sorted by type and against your workflows. Key information extracted, and a draft reply waits for a person to approve.
Automated SMS reminders for assessments. Reduce failed appointments without manual follow-up calls.
Solicitors check case status by phone or text. Verified access to their instructions only. No phone tag required.
“Thank you for calling. I can help you instruct an expert. What type of report do you need?”
“We need a medical expert for a personal injury case”
“I can arrange that. What's the claimant's location, so we can match an expert nearby?”
Legal services need documentation that stands up in court. SwiftCase logs every action, every communication, every document version, automatically. Complete audit trails without extra work.
See how SwiftCase stacks up against the leading platforms for legal teams.
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Explore specific workflow automations built for legal operations.
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SRA Compliance
Yes. SwiftCase includes court deadline tracking with automatic escalation alerts before deadlines are missed. Filing dates, response windows, and submission deadlines are all tracked and monitored.
Cases are automatically matched to qualified experts based on specialism, location, availability, and workload. Skills-based routing assigns each case to an expert qualified for it.
Yes. SwiftCase logs every action, communication, and document version with timestamps and user attribution. The complete audit trail is exportable and designed to withstand court scrutiny.
No pitch decks. No pressure. Just a conversation about your needs and whether SwiftCase is the right fit.
