Skip to main content
SwiftCase
PlatformSwitchboardFeaturesSolutionsCase StudiesFree ToolsPricingAbout
Book a Demo
SwiftCase

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

A Livepoint Solution

Platform

  • Platform Overview
  • Workflow Engine
  • Case Management
  • CRM
  • Document Generation
  • Data Model
  • Integrations
  • Analytics

Switchboard

  • Switchboard Overview
  • Voice AI
  • Chat
  • Email
  • SMS
  • WhatsApp

Features

  • All Features
  • High-Volume Operations
  • Multi-Party Collaboration
  • Contract Renewals
  • Compliance & Audit
  • Pricing
  • Case Studies
  • Customers
  • Why SwiftCase

Company

  • About
  • Our Team
  • Adam Sykes
  • Nik Ellis
  • Implementation
  • 30-Day Pilot
  • Operations Pressure Map
  • Engineering
  • Careers
  • Partners
  • Press
  • Research
  • Tech Radar
  • Blog
  • Contact

Resources

  • Use Cases
  • Software
  • ROI Calculator
  • Free Tools
  • Guides & Templates
  • FAQ
  • Compare
  • Glossary
  • Best Practices
  • Changelog
  • Help Centre

Legal

  • Privacy
  • Terms
  • Cookies
  • Accessibility

Stay in the loop

Cyber Essentials CertifiedGDPR CompliantUK Data CentresISO 27001 Standards

© 2026 SwiftCase. All rights reserved.

AI-Powered Workflow Automation

AIthatrunsyour
businessoperations.

SwiftCase is the AI workflow platform that automates admin, processes documents, and handles repetitive tasks so your team can focus on clients, not the grind.

Book a Demo
Explore Platform

Under pressure right now? See the 30-day pilot · Find your pressure point

4.6onCapterra
4.8on
15 min responseCyber Essentials
Team collaborating on workflow automation
Professional focused on work
Team meeting
Scroll
0M+
Cases Processed
0
Active Workflows
0 days
Avg. Completion

The Problem

Your operations run on hope.
And spreadsheets.

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.

40% of time on admin

Manual re-keying across multiple systems. 15+ hours/week per team member.

Tool sprawl

10+ subscriptions. Zero integration. One tech company unified them all.

No visibility

1,000+ daily cases routed to 2,300+ experts. Without a platform, that's chaos.

Complete Platform

One platform. Everything you need.

SwiftCase replaces your patchwork of tools with a single, integrated platform. CRM, case management, workflow automation, document generation, and analytics, all built to work together.

See the PlatformSee Pricing

The Platform

Everything in one place

Not a workflow tool with extras bolted on. A complete operations platform built for complex service businesses.

Receive
Process
AI Extract
Review
Complete

System of Record

41 field types. Custom schemas. Full audit trail. Automotive Experts manages 1.75M+ cases with 8 custom schemas.

Workflow Engine

60+ automation actions. Conditional logic. Insurance brokers run 384 workflows processing 11.8M+ cases.

Document Generation

PDFs, contracts, letters. Legal services use 25+ templates to automate possession proceedings end-to-end.

Analytics & Reporting

OLAP cubes. Real-time dashboards. Healthcare providers track 76,400+ diagnostic cases with SLA monitoring.

Integrations

Xero, Office 365, Slack, Teams, and APIs. Automotive processes 5M+ API calls/year across 6 integrations.

UK Data Security

Cyber Essentials certified. UK-hosted. Managing 40,000+ users with role-based access and complete audit trails.

Explore the Platform
Introducing Switchboard

Your AI workforce.
Always on. Always working.

Switchboard deploys AI agents across every channel: voice, chat, WhatsApp, SMS, email. They don't just answer questions. They create cases, update records, and run your workflows.

Voice
Chat
WhatsApp
SMS
Email

Tool Use

AI that creates cases, updates records, triggers workflows

Native Integration

Full access to your data, logic, and processes

Policy Guards

Guardrails that keep AI on-script for regulated industries

Human Handoff

Seamless escalation when AI reaches its limits

Explore Switchboard

Trusted by UK service businesses

0M+ cases processed

Acorn Insurance
Laird Assessors
Crystal Health
Cardinal Management
Translate Hive
Oldtimer Expertise
Gardner & Co
Acorn Insurance
Laird Assessors
Crystal Health
Cardinal Management
Translate Hive
Oldtimer Expertise
Gardner & Co
As seen inThe Daily Telegraph

Measured Results

What clients actually see

These aren't projections. These are results from UK service businesses running their operations through SwiftCase.

Process 1,000+ cases daily without adding headcount
Reduce case completion time from weeks to 3 days
Automate 384 workflows across your operation
Connect 10+ business systems in one platform
Generate 100+ document templates automatically
Track 40,000+ users with role-based access
Explore the Platform

Performance Analytics

Real-time workflow metrics

Live
Tasks/Hour
847+12%
Accuracy
99.2%+0.3%
Time Saved
45%+5%

Customer Reviews

What our customers say

4.6
Capterra
4.8
“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.”
A
Anthony
IT Team Leader, Insurance
“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.”
T
Tom
Marketing Manager, Financial Services
“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.”
B
Benn
In-House Query Consultant, Legal Services
“The customisable workflows have been invaluable to our business. We could not run our business without this software.”
J
Jonathan
Managing Director, Financial Services
View all reviews on CapterraView all reviews on G2

From the Blog

Latest insights

Thoughts on workflow automation, AI, and building software that lasts.

AI & Technology

Before You Add AI, Fix Your Data

Why clean data matters more than the latest AI model.

Read more
Product

Product Update: Document Manager

A completely rebuilt document management experience.

Read more
Industry

The Small Business Divide

How AI is creating a new gap between businesses.

Read more
View All Articles
Why SwiftCase? →Customer stories →Compare tools →What's new →

See if it makes sense for you

We'll walk through your current processes and tell you honestly whether SwiftCase can help. No pressure, no pitch deck. Just a conversation.

Book a Demo
See Pricing

Integrates with your existing tools

Xero
Office 365
Slack
Gmail
Teams
Dropbox
HubSpot
Sage