SwiftCase: Workflow Automation Platform
SwiftCase helps UK-based service providers manage operational tasks and case tracking. It is designed for teams looking to consolidate CRM and document automation into a single system.
At a glance
- Category
- Operations
- Best for
- UK-based service businesses, Insurance brokers and claims administrators, Legal and professional service firms, Healthcare diagnostic providers, Operations managers using no-code automation
- Pricing
- Plans range from £650/month for the Starter tier to £17,550/month for Enterprise. All plans include unlimited users, with variations in monthly email/event limits and support levels.
- Key use cases
- Insurance Claim Processing, Legal Matter Management, Healthcare Patient Pathways, Property Survey Automation, Professional Services Operations
- Integrations
- Xero, Office 365, Slack, Teams, HubSpot
- Official website
- swiftcase.com
SwiftCase is an operations platform designed for UK service businesses. It combines a system of record, CRM, and case management with a no-code workflow engine, which supports managing back-office processes without requiring a dedicated IT team for configuration.
The tool is designed for professional services such as insurance brokers, legal firms, and healthcare providers. It helps track cases from intake to resolution and includes built-in document generation and analytics dashboards.
Buyers should note that the platform is UK-hosted and Cyber Essentials certified, which may be relevant for firms with data residency and compliance requirements. Because the software is configured to a business's specific processes, it typically involves a dedicated implementation period.
Key Features
A no-code builder with over 60 automation actions and conditional logic to manage process triggers and status changes.
Centralized tracking for clients and cases with 41 different field types and audit trails.
Supports the creation of PDFs and Word documents automatically using templates with merge fields tied to case data.
AI agents for voice, chat, WhatsApp, SMS, and email that may help create cases and update records.
Dashboards and pivot tables for monitoring KPIs and SLA compliance.
Use Cases
Supports the lifecycle of insurance claims from first notice of loss to settlement.
Supports compliance checks and document generation for legal proceedings and matter tracking.
Supports diagnostic case workflows and patient support coordination.
Supports the flow from initial property survey to report generation.
Centralizes client contact and supports contract renewals for consultancies.
Best For
Integrations
Pricing
Plans range from £650/month for the Starter tier to £17,550/month for Enterprise. All plans include unlimited users, with variations in monthly email/event limits and support levels.
FAQ
Yes, the Starter plan begins at £650/month and supports unlimited users.
Data is stored in UK data centres via AWS and Rackspace.
No, it is a no-code platform where workflows and data models are configured through visual interfaces.
Typical implementations take between 4 to 8 weeks from kickoff to go-live.
Source category: Operations
Source subcategory: Workflow Automation
