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SwiftCase
SwiftCase is a case management and workflow platform, with AI built in, for firms whose work has to stand up afterwards: assessors, surveyors, engineers, claims handlers, clinicians and other experts whose product is a report or a decision. Plain-terms answers: https://swiftcase.co.uk/what-is-swiftcase/
Their llms.txt
The beginning of the file, from our validated copy saved 2026-10-20T19:45:51.238Z. Cached copy · Source on swiftcase.co.uk
# SwiftCase
> SwiftCase is a case management and workflow platform, with AI built in, for firms whose work has to stand up afterwards: assessors, surveyors, engineers, claims handlers, clinicians and other experts whose product is a report or a decision. Plain-terms answers: https://swiftcase.co.uk/what-is-swiftcase/
## Company Information
- **Company Name**: SwiftCase (a Livepoint product)
- **Website**: https://swiftcase.co.uk
- **Location**: Liverpool, United Kingdom
- **Founded**: Livepoint Software Solutions in 2013; SwiftCase in beta from 2015, launched in 2016
- **Industry**: Business Process Automation, Workflow Management, Case Management
## What is SwiftCase?
SwiftCase is a case management and workflow platform with AI built in, made by Livepoint Software Solutions in Liverpool. It runs a case from arrival to issued report: Switchboard answers phone calls and texts and drafts email replies for a person to approve; document extraction reads paperwork and photographs into the case; the workflow engine moves the case through the firm's stages; documents are generated from the case; a timeline keeps the case's history in order. It is configured to each customer's own process by the SwiftCase team, priced as a monthly plan with usage allowances and unlimited users (plans from £650 a month, implementation included, typically four to eight weeks to go live), hosted in UK data centres, and certified to Cyber Essentials. Full answers: https://swiftcase.co.uk/what-is-swiftcase/
## Target Customers
SwiftCase serves operations teams in:
- Insurance (brokers, claims handlers, MGAs)
- Property management and surveying
- Healthcare administration
- Legal services
- Professional services
- Any UK service business with complex operational workflows
## Core Platform Capabilities
### 1. System of Record
- 39 field types (text, dates, files, signatures, nested forms, and more)
- Custom data schemas configured to your business
- Full audit trail and version history
- Single source of truth for operational data
### 2. CRM & Contact Management
- Unified view of clients, suppliers, and staff
- Communication history tracking
- Account status and relationship management
- No need for separate CRM software
### 3. Case Management
- End-to-end case tracking from intake to completion
- SLA management and deadline monitoring
- Smart case allocation and workload balancing
- RAG status indicators for at-a-glance prioritisation
- Full audit trails for compliance
### 4. Workflow Engine
- 50+ automation actions available
- Triggers based on status changes, schedules, or external events
- Conditional logic and branching workflows
- No-code configuration (no developers required)
- Actions include: sending emails, generating documents, API calls, status updates, notifications, and more
### 5. Document Generation
- Template-based document creation with merge fields
- PDF output, with CSV for data files
- Automatic generation from case data
- Contracts, letters, r
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