Adding a Client on SwiftCase

Clients are the organisations your business deals with. You can add Client Contacts (client staff), who are the people who work for those organisations. With SwiftCase, you can access all your Client data and Client Contacts in one place. All your Clients and Client … Read More


Keep all your staff informed of important decisions and changes within the company or workflow with SwiftCase announcements. … Read More

The Statistics Overview

Find out how to get an immediate report on the activity of your SwiftCase tasks by type, status and a specific time period. … Read More

The Statistics Builder

Discover the powerful Statistics Builder in SwiftCase. Configure timely email reports about the performance of your Tasks. … Read More

Reminders in SwiftCase

Never forget another meeting or task with SwiftCase reminders. Associate reminders with a task to make sure complex requirements are met. … Read More

Workflow Builder – Status settings

Discover the status settings panel on SwiftCase workflow builder: control what your stakeholders initially see at each stage of a workflow. … Read More

Workflow Builder – Workflow Configuration

Familiarise yourself with the basic workflow configuration on SwiftCase: Costs & Fees, inheriting answers and other details. … Read More

Automated Events

Discover how automated events in swiftcase can reduce the need for manual action on a Task. Send emails,documents, gather client data and allocate staff without lifting a finger! … Read More

The Workflow Builder

Discover how the workflow builder can help you customise your workflows instantly. … Read More

Configuring the User Listing Columns

Find out how to prioritise the display of additional key information about users in SwiftCase user index page. … Read More