1. [Home](https://www.g2.com/) 2. ... 3. [Workflow Management Software](https://www.g2.com/categories/workflow-management) 4. [SwiftCase Discussions](https://www.g2.com/products/swiftcase/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_1dcb0b541624bb237e54f102dec3c816/swiftcase.png "Product Avatar Image") ](/products/swiftcase/reviews) [ SwiftCase ](/products/swiftcase/reviews) (7)4.8/5 SwiftCase is an AI-powered workflow automation platform built for complex UK service businesses. Founded in 2013 and headquartered in Liverpool, it replaces fragmented tool ecosystems (spreadsheets, disconnected CRMs, manual admin processes) with a single operations hub that handles case management, workflow automation, document generation and analytics. Most service businesses lose around 40% of their team's time to admin. Staff re-key data between systems, chase updates across email threads, and manage thousands of cases with little visibility into what's on track and what's falling behind. SwiftCase was built to fix that. The platform centres on a powerful case management system that supports 41 field types, custom schemas, and full audit trails, with clients managing over 1.75 million cases across tailored configurations. The workflow engine offers 60+ automation actions with conditional logic, enabling teams to automate everything from client onboarding to regulatory reporting without writing code. Built-in document generation handles contracts, letters, and PDFs automatically, while real-time dashboards with OLAP cubes give management clear visibility into SLAs, workloads, and performance. SwiftCase also includes Switchboard, an AI workforce that deploys agents across voice, chat, WhatsApp, SMS and email. These agents create cases, update records, and trigger workflows autonomously, all within policy guardrails designed for regulated industries such as insurance, legal, financial services, and healthcare. Integration is straightforward, with native connectors for Xero, Office 365, Slack, and Teams, as well as open APIs. One client processes over 5 million API calls annually across six integrations, all managed within the platform. The results speak for themselves: clients reduce case completion times from weeks to days, achieve 99.2% accuracy with 45% time savings and process over 1,000 daily cases without adding headcount. The platform supports 40,000+ users with role-based access control, and is Cyber Essentials certified, GDPR compliant and hosted in UK data centres. SwiftCase provides enterprise-grade automation without the enterprise price tag, purpose-built for the operational complexity that service businesses face every day. Show More * * * ### 85.0 Nps Score Already have SwiftCase? ### All SwiftCase Discussions Search Most CommentedMost HelpfulPinned by G2Newest All DiscussionsDiscussions with CommentsPinned by G2Discussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Pinned by G2 Newest Filter by All Discussions Discussions with Comments Pinned by G2 Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • almost 3 years ago More Options - [ # What is SwiftCase used for? ](/discussions/what-is-swiftcase-used-for) What is SwiftCase used for? [ Workflow Management Software ](https://www.g2.com/tags/workflow-management-software) * * * \<0\>0\>Upvotes 0 * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+SwiftCase+questions+and+get+answers+from+expert+users+in+our+SwiftCase+Discussions+section.&title=SwiftCase+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fswiftcase%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=SwiftCase+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fswiftcase%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fswiftcase%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=SwiftCase+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fswiftcase%2Fdiscuss%0aAsk+SwiftCase+questions+and+get+answers+from+expert+users+in+our+SwiftCase+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=SwiftCase+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fswiftcase%2Fdiscuss%0aAsk+SwiftCase+questions+and+get+answers+from+expert+users+in+our+SwiftCase+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/swiftcase/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/da43930cfeaeb7c84e4c03fe4ad3d89a/swiftcase.svg "Product Avatar Image") ### Have you used SwiftCase before? Answer a few questions to help the SwiftCase community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/authorize?form=signup&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fswiftcase%2Fdiscuss%3Fsmall_ask%3Dswiftcase) No