Casesthatdon'tfallthrough.
SLAsthatdon'tgetmissed.
Every case tracked. Every deadline visible. Every handoff logged. Case management that works the way your operation actually runs, not the way software vendors think it should.
The Problem
Spreadsheets don't scale.
Neither does your inbox.
You started with a spreadsheet. Then it became three spreadsheets. Now nobody knows which version is current, who's working on what, or whether that urgent case from last week ever got resolved.
Case #2847
Insurance Claim
Core Features
Everything you need to manage cases
Built for teams who need visibility, accountability, and control. Not another task list with a fancy name.
Hierarchical Cases
Parent-child task relationships. Break complex cases into sub-tasks without losing the big picture. Full visibility at every level.
RAG Status System
Red, Amber, Green at a glance. Know instantly what's on track, what needs attention, and what's overdue. No spreadsheet required.
SLA Management
Define response and resolution times. Factor in business hours and holidays. Get alerts before deadlines, not after.
Smart Allocation
Assign work based on skills, geography, availability, and workload. Round-robin, least-busy, or custom rules. Your choice.
Flags & Priorities
Mark cases as urgent, VIP, or custom categories. Filter and sort by what matters. Surface the important stuff.
Time Logging
Track time spent on every case. Built-in timers or manual entry. Export for billing or just know where the hours go.
Built-in workflow capabilities
Cases that manage themselves - not more work for your team.
On-Hold Management
Park cases waiting on external input. Automatic resume when conditions are met. Nothing falls through the cracks.
Escalation Paths
Define escalation rules by time, status, or condition. Route to supervisors automatically when cases go off-track.
Notes & Collaboration
Internal notes, @mentions, activity timeline. Everyone sees the full history. No more 'I didn't know about that.'
Workflow Integration
Trigger automations on status change. Send emails, create tasks, call APIs. Cases that manage themselves.
Use Cases
Built for complex operations
Insurance Claims
FNOL intake, assessment, settlement. Track every claim from first contact to closure with full audit trail.
Legal Matters
Case files with documents, deadlines, and billing. SLAs that account for court schedules and limitation periods.
Customer Support
Ticket management that actually works. Escalation paths, SLA tracking, and integration with your existing tools.
Property Surveys
Manage surveyor assignments, site visits, and report generation. Geographic allocation and scheduling built in.
Part of the Platform
Cases connected to everything else
Case management isn't a standalone module. It's integrated with CRM, documents, workflows, and analytics. One system of record. Complete visibility.
See how your cases would work in SwiftCase
We'll walk through your current process, show you how it maps to SwiftCase, and be honest about whether it's a good fit. No pitch decks.