Write the report from the site, not from memory
An assessor comes back from site with a hundred and forty photographs and a notebook, and the report is due on Friday.
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For firms whose work has to stand up afterwards
SwiftCase takes on the admin that sits between your people and the work they're paid for. Calls get answered and logged, paperwork gets read, the right case lands on the right desk, and the reasons behind every decision stay on file for the day someone asks.
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SwiftCase is configured to the way each trade works rather than sold as a blank tool. Find yours.
Written for the people doing the work, not for search engines. How long records have to be kept, what a deadline actually starts from, what good looks like when the regulator asks.
All guides, across twelve trades.
The Problem
You've got a CRM that doesn't quite fit. A workflow tool that can't handle exceptions. Analytics that require a data analyst. And a team copying data between all of them.
Your people key the same details into three systems that don't talk to each other, and it costs each of them 15+ hours a week before any real work starts.
Ten or more subscriptions, each with its own slightly different version of the truth, and nobody quite sure which one is right.
When 1,000+ cases a day go out to 2,300+ experts, a spreadsheet stops being a tracker and starts being a liability.
SwiftCase replaces the patchwork with a system that was built as one. CRM, case management, workflow, documents and reporting all share a single record, so nothing gets copied between tools and nothing gets lost between them.
The Platform
Twelve things change when your work runs through SwiftCase. None of them depend on your trade. Each is shown on SwiftCase's own screens.
Work that comes by email, through a booking page, in a spreadsheet or from another system is opened as a case with the details filled in before anyone looks at it.
Document extractionUnderneath all of it
Every case, contact and document lives in one place, with a record of who changed what and when. One version of the truth, and the audit trail to prove it.
Xero, Office 365, Slack, Teams and your own systems, connected without anyone re-keying between them. If it has an API, your team can connect it without waiting for ours.
Your data stays in the country, under your control, and you can show exactly who has touched it and when.
Switchboard puts AI agents on the phone, texts and email. When a customer gets in touch at two in the morning, the agent answers properly and opens or updates the case, and your workflow takes it from there, so by the time your team is in, the work is already moving.
Finds, opens and updates cases while it talks
Works inside your data, your logic and your process
Follows the rules you set, and checks who it's talking to before it touches a case
Puts the caller through to your team whenever its rules say a person should take it
Trusted by UK service businesses
0M+ cases processed
Measured Results
Figures from UK firms that run their day-to-day work on SwiftCase.
“The premium per user for this system is worth every penny just for the support you receive. I wish that every system provider I deal with daily were even a fraction of Swiftcase. The system is a self-management, once you know how to use the system then you can run, getting your business as automated as possible.”
“The software itself is amazing for time management and passing files to members of the team to action a task. We've gone from one physical file passed between team members to a virtual file accessible to all team members at any stage in the process. The support from the developers has been second to none.”
“Excellent case management system that helps keep all cases clear, organised and makes the day to day task a lot easier to manage. I love how clearly laid out SwiftCase is making it almost elementary to operate from case to case.”
“The customisable workflows have been invaluable to our business. We could not run our business without this software.”
From the Blog
Thoughts on workflow automation, AI and building software that lasts.
Bring us a process that is hurting and we'll walk through it with you. If SwiftCase would make it better we'll show you how, and if it wouldn't we'll tell you that too.
Integrates with your existing tools