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SwiftCase

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

A Livepoint Solution

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  1. Home
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  4. Manage PI Cases
Legal

ManagePICases
EndtoEnd

From initial instruction through medical evidence, settlement negotiation, and costs recovery — automate every stage of your personal injury caseload.

Personal InjuryClaims Portal
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Legal Solutions

High-volume PI work demands ruthless efficiency

Personal injury firms handle hundreds of active cases simultaneously, each with its own medical appointments, expert reports, limitation dates, and portal submissions. Without automation, fee earners drown in admin, cases stall, and the firm's cost-to-income ratio deteriorates.

Portal submission delays

Manually preparing and submitting claims via the MOJ Claims Portal is slow and error-prone, causing unnecessary delays.

Medical evidence bottlenecks

Chasing medical agencies, tracking appointment dates, and managing report timelines is a constant administrative burden.

Settlement tracking gaps

Without structured workflows, Part 36 offers and settlement windows are missed, costing clients and the firm.

High caseload per fee earner

Fee earners manage 80-150 cases each, making it impossible to stay on top of every action without system support.

How SwiftCase handles it

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

Stage-gated case progression

Cases move through defined stages — instruction, medical, negotiation, settlement, costs — with mandatory actions at each gate.

Portal integration

Prepare and track MOJ Claims Portal submissions directly from the case record, reducing data re-entry.

Medical evidence tracker

Track medical agency instructions, appointment dates, report receipt, and any follow-up actions from a single dashboard.

Settlement & Part 36 management

Record offers, track acceptance windows, and calculate costs consequences of Part 36 offers automatically.

Caseload analytics

Dashboards show case volumes by stage, average settlement times, and fee earner performance metrics.

Expected outcomes

35%
Faster settlements
Automated stage progression and deadline tracking accelerate the path from instruction to settlement.
2x
Cases per fee earner
Workflow automation enables each fee earner to manage significantly more cases without sacrificing quality.
25%
Higher recovery
Structured Part 36 tracking and costs management improve the firm's average costs recovery rate.

How it works

01

Instruct & triage

New instructions are captured, triaged by claim type and value, and assigned to the appropriate fee earner.

02

Investigate & evidence

Medical agency instructed, liability investigated, and all evidence collated against the case record.

03

Negotiate & settle

Part 36 offers tracked, settlement negotiations managed, and approval workflows ensure proper authority levels.

04

Close & recover costs

Settlement executed, costs schedule prepared, and the case is closed with a comprehensive audit trail.

Related Legal workflows

Matter Management

PI cases sit within the broader matter management platform.

Learn more

Legal Deadline Tracking

Limitation dates and portal deadlines tracked automatically.

Learn more

Legal Document Assembly

Generate letters of claim, schedules of loss, and settlement agreements.

Learn more

Legal Aid Case Management

Integrated cost tracking for legally aided PI cases.

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

Yes. SwiftCase allows you to prepare portal submissions from case data and track the status of claims through the portal process, minimising re-keying and reducing errors.

Absolutely. The medical evidence tracker monitors agency instructions, appointment dates, report deadlines, and follow-up actions — alerting fee earners when timelines are at risk.

SwiftCase records every offer made and received, calculates the relevant acceptance period under CPR Part 36, and alerts fee earners before windows expire — helping your firm maximise costs recovery.

Yes. SwiftCase is built for scale. Stage-gated workflows, automated reminders, and caseload dashboards enable fee earners to manage large caseloads efficiently without cases falling through the cracks.

Caseload analytics dashboards show cases by stage, average settlement times, costs recovery rates, and other KPIs — giving practice managers the data they need to optimise team performance.

Handle more PI cases with less admin

Stage-gated workflows, portal integration, and caseload analytics — see how SwiftCase transforms personal injury case management.

Book a Demo
Legal Solutions