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SwiftCase

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

A Livepoint Solution

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  1. Home
  2. Use Cases
  3. Legal
  4. Generate Legal Documents
Legal

GenerateLegalDocuments
InSeconds

Auto-populate contracts, witness statements, court forms, and client letters from your matter data — eliminating copy-paste errors and saving hours of drafting time.

Document AutomationTemplate Library
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Legal Solutions

Manual drafting wastes time and introduces costly errors

Fee earners spend hours copying client details into Word templates, adjusting formatting, and cross-referencing case data. A single transposition error in a court form can delay proceedings, while inconsistent branding across letters undermines the firm's professional image.

Copy-paste errors

Manually transferring client names, addresses, and case references between systems leads to embarrassing and sometimes costly mistakes.

Inconsistent formatting

Different fee earners produce documents with varying styles, undermining the firm's professional appearance.

Slow turnaround

Drafting routine letters and forms from scratch delays client communication and slows matter progression.

Version control issues

Multiple versions of templates circulate on shared drives, making it unclear which is the current approved version.

How SwiftCase handles it

Purpose-built capabilities — not generic templates you have to work around.

Merge-field templates

Build templates with dynamic fields that auto-populate from matter data — client name, address, court reference, and more.

Clause library

Maintain a centralised library of approved clauses that fee earners can insert with a click, ensuring consistency.

One-click generation

Select a template, confirm the matter, and generate a fully formatted document ready for review and signature.

Centralised template management

Administrators control the master template library, versioning updates and retiring outdated documents.

PDF and Word output

Generate documents in Word for further editing or locked PDF for final distribution and court filing.

Expected outcomes

80%
Faster drafting
Routine documents that took 30 minutes to prepare are generated in under a minute.
0
Data-entry errors
Merge fields pull directly from the matter record, eliminating manual transcription mistakes.
100%
Brand consistency
Every document follows the firm's approved formatting, headers, and clause library.

How it works

01

Select template

The fee earner chooses from the approved template library — e.g. client care letter, witness statement, N1 claim form.

02

Auto-populate fields

SwiftCase merges matter data into the template, filling client details, dates, references, and relevant clauses.

03

Review & edit

The generated document opens for review; the fee earner can make bespoke amendments before finalising.

04

Approve & distribute

The final document is saved to the matter record and sent to the client or filed with the court.

Related Legal workflows

Matter Management

The central matter record that feeds data into every generated document.

Learn more

Court Bundle Preparation

Assembled documents flow directly into indexed court bundles.

Learn more

Client Intake Automation

Intake data captured at onboarding pre-populates your first batch of documents.

Learn more

Free tools

Try these tools to assess and improve your operations.

Workflow Mapper

Map your processes visually and export a professional PDF.

Try free

Meeting Cost Calculator

See the true cost of your meetings and find savings.

Try free

BCP Builder

Generate a Business Continuity Plan tailored to your organisation.

Try free

Frequently asked questions

SwiftCase generates documents in DOCX and PDF formats. DOCX files are fully editable in Microsoft Word, while PDFs can be locked for distribution or court filing.

Yes. Your existing templates can be imported and enhanced with SwiftCase merge fields, so there is no need to rebuild them from scratch.

Administrators manage the master template library with version control. Fee earners can use approved templates but cannot alter the master copies, ensuring consistency across the firm.

Yes. Templates support conditional logic — for example, including a specific clause only when the matter type is commercial litigation or when the client is a limited company.

Draft documents in seconds, not hours

Eliminate copy-paste errors and inconsistent formatting with automated document assembly — see SwiftCase in action.

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Legal Solutions