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SwiftCase

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

A Livepoint Solution

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© 2026 SwiftCase. All rights reserved.

  1. Home
  2. Solutions
  3. Legal & Expert Services

Expertreportsdeliveredontime.
Courtdeadlinesthatdon'tslip.

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 you compliant.

Book a DemoView Case Study

Best for:

Expert witness providers, medico-legal agencies, and legal support services with 50+ instructions/month

Expert WitnessMedico-LegalInterpretingConsultancy

Real Results

Results from businesses like yours

590+
Landlord Clients
Possession proceedings
25+
Document Templates
Automated legal documents
6
Legal Workflows
End-to-end case automation
100%
Audit Trail
Every action logged
Medico-Legal Assessments
Personal injury, clinical negligence, and medical expert reports for litigation.
Expert Witness Services
Engineering, financial, and technical expert reports for court proceedings.
Legal Interpreting
Coordination of court interpreters, legal translations, and multi-language proceedings.
Professional Consultancy
Expert opinion services for solicitors, insurers, and corporate legal teams.

From instruction to invoice

Every expert instruction follows a journey. SwiftCase tracks that journey automatically:with status updates, deadline alerts, and actions triggered at each stage.

1
Instruction
Case received and validated
2
Allocation
Expert assigned based on specialism
3
Appointment
Assessment scheduled with all parties
4
Assessment
Expert conducts examination
5
Report Writing
Draft prepared and reviewed
6
Quality Control
Internal review and approval
7
Delivery
Final report sent to instructing party
8
Invoicing
Fee processed and collected

Everything an expert services operation needs

Stop managing instructions in spreadsheets. SwiftCase brings case management, expert allocation, scheduling, and reporting together:with the court-deadline tracking legal services demand.

Expert Witness Reports

Manage Part 35 reports and expert assessments from instruction through court submission. Track deadlines, revisions, and approvals.

Interpreter Services

Coordinate interpreter assignments for legal proceedings. Match language requirements, availability, and qualifications.

Expert Allocation

Match cases to qualified experts based on specialism, location, and availability. Skills-based routing ensures the right expert every time.

Appointment Management

Schedule assessments with calendar integration. Automated reminders reduce no-shows and failed appointments.

Report Generation

Template-based reports with merge fields. Generate fee proposals, cover letters, and expert reports from case data.

Multi-Party Coordination

Solicitors, experts, interpreters, and courts. Everyone sees what they need. Role-based access keeps sensitive data secure.

Built for legal and expert services

SwiftCase understands the pressures of legal work:court deadlines, document version control, multi-party coordination, and the audit trails that professional services require.

Case Workflow Automation

Define workflows for different instruction types. Trigger actions on status changes. Automate allocations, reminders, and follow-ups.

Court Deadline Tracking

Track court deadlines, response windows, and submission dates. Alerts before deadlines slip. Never miss a filing date.

Document Validation

Track document receipt and validation status. RAG indicators show what's missing. Chase automatically when documents are overdue.

Performance Analytics

Track expert productivity, turnaround times, and revenue by instruction type. OLAP pivot tables for operational analysis.

Audit Trail

Complete history of every action, communication, and decision. Court-ready documentation of the entire case history.

Expert Management

Maintain expert panels with qualifications, specialisms, and availability. Track utilisation and performance by expert.

Switchboard

AI agents for legal communications

Handle instruction enquiries outside office hours. Send appointment reminders automatically. Classify incoming emails by urgency. Switchboard puts AI agents on every channel:connected directly to your case data.

Instruction Intake

AI agents handle initial enquiries, capture case details, and create instructions. Available when your office is closed.

Email Classification

Incoming emails automatically classified by case type and urgency. Key information extracted. Routed to the right team.

Appointment Reminders

Automated SMS reminders for assessments. Reduce failed appointments without manual follow-up calls.

Status Updates

Solicitors check case status via chat. Verified access to their instructions only. No phone tag required.

Learn about Switchboard

Instruction Intake Example

“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 I can find an expert nearby?”

Instruction created • Expert matched • Confirmation sent

Court-ready documentation

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.

Complete audit trail on every instruction
Court deadline tracking and alerts
Document version control
Expert qualification verification
UK data residency
GDPR compliance documentation
Cyber Essentials
Certified
UK Data Centres
Your data stays here
Audit Logs
Every action tracked
Deadline Tracking
Never miss a filing

See How We Compare for Legal

See how SwiftCase stacks up against the leading platforms for legal teams.

SwiftCase vs Salesforce

Enterprise CRM platform

SwiftCase vs HubSpot

Marketing and sales CRM platform

SwiftCase vs Palantir

Enterprise data integration and operational intelligence

SwiftCase vs Process Street

Process documentation and checklist automation

SwiftCase vs Asana

Work management and project tracking

SwiftCase vs Smartsheet

Enterprise work management platform

SwiftCase vs FlowForma

No-code process automation platform

SwiftCase vs ClickUp

All-in-one work management platform

Legal Workflow Automations

Explore specific workflow automations built for legal operations.

Centralise Every

Legal Matter

Never Miss a

Legal Deadline

Generate Legal Documents

In Seconds

Prepare Court Bundles

Without the Pain

Manage Legal Holds

With Confidence

Automate Client

Intake & Onboarding

Run Conflict Checks

Instantly

Streamline

Legal Aid Cases

Manage PI Cases

End to End

Stay on Top of

SRA Compliance

View all Legal use cases

Frequently asked questions

Can SwiftCase track court deadlines?

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.

How does expert allocation work?

Cases are automatically matched to qualified experts based on specialism, location, availability, and workload. Skills-based routing ensures the right expert is assigned every time.

Is the audit trail court-ready?

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.

See how SwiftCase fits your operation

No pitch decks. No pressure. Just a conversation about your needs and whether SwiftCase is the right fit.

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