Capture enquiries, run conflict checks, verify ID, and open matters automatically — turning a days-long onboarding process into minutes.
Prospective clients expect a fast, professional response. When intake relies on emailed forms, manual conflict checks, and paper-based ID verification, it takes days to onboard a new client — by which time they may have instructed a competitor. Firms also risk AML and sanctions non-compliance when checks are performed inconsistently.
Enquiries sit in shared inboxes for hours or days before a fee earner picks them up.
Searching previous matters for conflicts is done by memory or keyword search, missing subtle connections.
Clients are asked to bring physical documents to the office, adding friction and delaying instruction.
Without a standardised process, some clients are screened thoroughly while others slip through with minimal checks.
Purpose-built capabilities — not generic templates you have to work around.
Branded online forms capture client details, matter type, and supporting documents — available 24/7 on your website.
New client and party names are automatically checked against your entire matter history for potential conflicts.
Integrated eKYC checks verify client identity against government databases, satisfying AML and SRA requirements.
Once intake is approved, a new matter record is created with pre-populated data, assigned to a fee earner, and a client care letter is generated.
The prospective client completes a digital intake form on the firm's website or is guided through it by a receptionist.
SwiftCase runs conflict checks, AML/sanctions screening, and electronic ID verification in parallel.
A fee earner reviews the intake summary, resolves any flagged conflicts, and approves onboarding.
An approved intake triggers automatic matter creation, document generation, and task assignment.
Try these tools to assess and improve your operations.
Yes. SwiftCase provides an embeddable form widget or a hosted link that you can place on your website, email signatures, or social media profiles.
SwiftCase integrates with leading UK eKYC providers to verify identity documents against DVLA, HMRC, and passport databases, satisfying SRA and AML obligations.
New client and party names are automatically cross-referenced against your entire matter history. Any matches are flagged for manual review by the supervising fee earner before intake can proceed.
Absolutely. Forms are fully configurable per matter type — a conveyancing enquiry captures different information from a personal injury claim, for example.
Digital forms, automated screening, and instant matter creation — see how SwiftCase transforms your client intake process.
