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.

Cyber Essentials CertifiedUK-Based Data & SupportGDPR Compliant
0%
Productivity Increase
0%
Cost Savings
0+
Field Types

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

Your team is expensive. Admin is cheap. The maths doesn't work.

Tool sprawl

Six subscriptions. Zero integration. One frustrated team.

No visibility

You know something's wrong. You just can't prove it.

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.

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. One source of truth for your entire operation.

Workflow Engine

60+ automation actions. Conditional logic. Scheduled triggers. Processes that run themselves.

Document Generation

PDFs, contracts, letters. Generated from your data. Every time, without errors.

Analytics & Reporting

OLAP cubes. Real-time dashboards. Scheduled reports. Data that makes decisions easier.

Integrations

Xero, Office 365, Slack, Teams, and APIs. Your tools, connected. No more copy-paste.

UK Data Security

Cyber Essentials certified. UK-hosted. GDPR compliant. Your data stays where it belongs.

SwiftCase Switchboard

AI agents that take action.
Not just answer questions.

Switchboard is our omnichannel AI agent platform. Voice, chat, WhatsApp, SMS, and email, all connected to your SwiftCase workflows. AI that doesn't just respond. It does the work.

Voice
Chat
WhatsApp
SMS
Email

What makes it different

Tool use

AI agents that create cases, update records, and trigger workflows. Not just chat.

SwiftCase integration

Full access to your data, your logic, your processes. Native, not bolted on.

Policy guards

Guardrails that prevent AI from going off-script. Safe for regulated industries.

Human handoff

Seamless escalation when the AI reaches its limits. No dead ends.

Trusted by UK service businesses

Acorn Insurance
Laird Assessors
Crystal Health
Cardinal Management
Scaffold Management
Translate Hive

Measured Results

What clients actually see

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

Increase productivity by up to 45%
Reduce operational costs by up to 30%
Eliminate manual data entry errors
Scale operations without adding headcount
Improve client response times
Make faster, data-driven decisions
SwiftCase helped us improve productivity, strip down and simplify processes with automation of emails and workflows. SwiftCase are the people to have on board.
Anthony Latimer
Acorn Insurance

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.

Integrates with your existing tools

Xero
Office 365
Slack
Gmail
Teams
Dropbox
HubSpot
Sage