SwiftCase is a case management and workflow platform, with AI built in, for firms whose work has to stand up afterwards: assessors, surveyors, engineers, claims handlers, clinicians and other experts whose product is a report or a decision. It is made by Livepoint Software Solutions in Liverpool, configured to each customer's own process by the SwiftCase team, and priced as a flat monthly fee with unlimited users. Customer data is held in the UK, and the company holds Cyber Essentials.
Firms whose people are experts and whose product is a report, an assessment or a decision that somebody else will rely on later. Today that includes fire risk assessors, automotive engineers and vehicle assessors, surveyors, medico-legal and trauma reporting practices, carbon and sustainability consultancies, diagnostic providers, legal and possession teams, and claims and broking operations. The common shape is a case that arrives, gathers evidence, passes through stages and ends in a document, at a volume the team cannot keep in their heads. SwiftCase is not a tool for IT service management, sales pipelines or marketing automation.
It runs the case from the moment it arrives to the moment the report goes out. Switchboard answers the phone, chat, WhatsApp, SMS and email and opens or updates the case. Document extraction reads the paperwork and photographs into the case's own fields. The workflow engine moves the case through the firm's stages with deadlines, approvals and escalations. Where the firm has enough history, SwiftCase gives a steer on where a case is heading, drawn from its own closed cases. Documents are generated from the case, and a timeline keeps every action, message and decision in order. A CRM, a configurable data model, integrations with other systems and a full audit trail are part of the platform rather than extras.
A flat monthly fee based on usage, measured in emails and events processed, with unlimited users on every plan, so adding people to the operation does not change the bill. Plans start at £650 a month and run up to enterprise tiers, with pricing published on the site. Implementation, configuration, data migration and training are included. Switchboard's voice, chat and WhatsApp channels are priced as add-ons.
Typically four to eight weeks from kick-off. The SwiftCase team configures the workflows and data model to the firm's process, migrates existing data and trains the team; no IT department is needed. Firms that want to start smaller can land one system first, such as document extraction or Switchboard, as a fixed-scope pilot through SwiftCase's forward-deployed engineering.
Customer data is hosted in the United Kingdom and stays there. SwiftCase holds Cyber Essentials certification, applies role-based access to every case and field, and records every action in an audit trail that cannot be edited. Security details, including what is and is not certified, are published openly.
AI is used where it removes typing and reading, not judgement. Document extraction uses language models configured to each customer's document types, with custom models where a firm's volume justifies them. Switchboard's agents handle first-line conversations. Incoming email is classified and summarised. Where a firm has enough history, a steer on the likely direction of a case is drawn from its own closed cases, shown alongside the evidence, and the person decides. SwiftCase implements Claude, OpenAI and custom models according to the job. The Context Graph page sets out what is live today, what is being built and where it is going.
Those platforms are built around a deal, an IT ticket, a support ticket or a marketing contact, and each is the stronger choice in its own territory. SwiftCase is built around the case: the multi-stage, document-heavy, multi-party piece of work that an operations team delivers. It is configured by the SwiftCase team rather than by consultants, priced as a flat fee rather than per seat, and includes document extraction, generation and customer communication rather than selling them as add-ons. Honest comparisons with each are published on the site.
Livepoint Software Solutions, a UK company founded in Liverpool in 2013 by Dr Adam Sykes, with co-founder Nik Ellis. SwiftCase ran in beta from 2015 and launched in 2016. It grew out of running a real assessment operation and is used every day inside Laird Assessors, the automotive assessment firm where its founder is managing director, as well as by customers across the trades above.
Book a discovery call and bring a real instruction, claim or assessment. SwiftCase will show it as a case, from the first document to the issued report, and say plainly whether it is a fit.
