SwiftCase 2026: Benefits, Features & Pricing
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- Overview
- Pricing and Plans
- Features
- Integrations
- User Reviews
Overview
Pricing
Starting at £39.00 per month
About SwiftCase
SwiftCase is a cloud-based workflow management solution that helps businesses in the insurance, finance, legal and service industries with automating business processes, optimizing business operations and boosting business productivity. With SwiftCase, business can securely manage customer data and streamline existing business process with functionality for customizable drag and drop workflows, tasks with RAG alerts, and an integrated customer data system with a secure document manager.
SwiftCase allows users to create and edit every aspect of a workflow using a drag and drop editor. Users are able to modify triggers and action buttons to to automatically run a specific event such as document generation or notification creation when a certain condition is met. Workflows can automatically run events for tasks whenever a workflow template is added to a task, providing easier tasks management. For additional task management, users can set the priority level of every task using red, amber and green (RAG) alerts for task prioritization.
SwiftCase can also manage client data with a flexible customer data system along with an integrated document manager. This data system can use...
d as a CRM, help desk or client portal to fit the needs of any business. All of a business customer data can be stored in one place along with contact information, user notes and logs, linked users, user documents and assigned tasks. For document management, SwiftCase is able to securely store documents in one place and provide auditing tools for GDPR compliance.SwiftCase Screenshots

SwiftCase Pricing and Plans
Basic
£39.00
No plan information available

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SwiftCase Features
- Popular features found in Workflow ManagementAccess Controls/PermissionsAlerts/NotificationsApproval Process ControlCollaboration ToolsCompliance TrackingDocument ManagementDrag & DropForms ManagementReporting/AnalyticsSearch/FilterThird-Party Integrations
- More features of SwiftCaseActivity DashboardActivity TrackingAPIApplication ManagementBilling & InvoicingBusiness Process AutomationCalendar ManagementClient PortalCommenting/NotesConfigurable WorkflowCRMCustomizable DashboardCustomizable FieldsCustomizable FormsCustomizable ReportsData Import/ExportData VisualizationDocument StorageEmail ManagementGraphical Workflow EditorMobile AccessMonitoringNo-CodePrioritizationProgress TrackingProject WorkflowProposal GenerationQuotes/EstimatesReal-Time DataReal-Time NotificationsReal-Time ReportingReporting & StatisticsResource Allocation & PlanningResource ManagementRole-Based PermissionsRules-Based WorkflowStatus TrackingTask ManagementTask Progress TrackingTemplate ManagementTemplatesTime & Expense TrackingUser ManagementWorkflow ConfigurationWorkflow Management
SwiftCase Integrations
See all 8 integrations
SwiftCase User Reviews
Overall Rating
4.6
Ratings Breakdown
5
68%
4
24%
3
8%
2
0%
1
0%
Secondary Ratings
Ease of Use
4.7
Value for money
4.5
Customer support
4.7
Functionality
4.6
Have you used SwiftCase and would like to share your experience with others?

Benn C.
Verified reviewer
Legal Services
51-200 employees
Used daily for more than 2 years
Reviewed January 2019
A Swift Case
5
Excellent case management system that helps keep all cases clear, organised and makes the day to day task a lot easier to manage, works exactly how the name is presented.
Ratings Breakdown
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Anthony L.
Verified reviewer
Insurance
1001-5000 employees
Used daily for more than 2 years
Review sourceReviewed January 2021
Fantastic is all I can say here!
5
Amazing!
Ratings Breakdown
Reasons for switching to SwiftCase
Better system better performance,
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Sam J.
Used unspecified for unspecified
Review sourceReviewed June 2015
Capterra work flow
3
As a workflow management solution, I found SwiftCase relatively easy to use. Obviously there is a learning curve getting used to a new solution, although by using SwiftCase I was able to reduce administration time and make workflow processes more efficient Sam Jbarah, Senior Quality Engineer at Qatar Petroleum.
Ratings Breakdown
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Tom L.
Verified reviewer
Financial Services
11-50 employees
Used daily for less than 12 months
Review sourceReviewed January 2021
Unbelievable Assistance & Support
5
The software itself is amazing for time management and passing files to members of the team to action a task. Once one task has been completed it moves to the next stage and another member of the team takes over. We've gone from one physical file passed between team members to a virtual file accessible to all team members at any stage in the process. For mortgages, the system works perfectly. Again, I can't highlight enough the benefit of the direct contact you have with the developers to make changes.
Ratings Breakdown
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Niki H.
Verified reviewer
Legal Services
51-200 employees
Used daily for more than 2 years
Reviewed January 2019
Swiftcase Review
5
We upgraded to Swiftcase from our own previous case management system. The system is simple to use (after a little bit of getting used to) and I can't think of a better system for us to use. Users are assigned skills and accountability depending on their job role which is more advanced than our previous system.
Ratings Breakdown
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Richard G.
Verified reviewer
Legal Services
51-200 employees
Used daily for less than 2 years
Reviewed January 2019
Swiftcase review
5
Ratings Breakdown
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Christine B.
Automotive
11-50 employees
Used daily for more than 2 years
Reviewed January 2019
Case Management
4
All in all, Swiftcase is very beneficial to our business, with easy to use functions, automation, user friendly. with structured workflows. I believe the use of Swiftcase in any business will greatly help their administrative times and costs.
Ratings Breakdown
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Kristina H.
Verified reviewer
Food & Beverages
11-50 employees
Used daily for free trial
Review sourceReviewed July 2020
Skinny Tonic SwiftCase review
5
SwiftCase is to be employed to deal with all aspects of Customer Service, including: Dealing with all queries and complaints in an efficient and accurate manner Logging all complaints and keeping track of all actions, refunds and customer issues Removing the need to send multiple emails to resolve issues - all interactions with customers are easily traceable The level of service we have received in getting the product set up for our use has been exceptional. It has been tailored completely to our needs with great attention to detail and excellent customer support.
Ratings Breakdown
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Andrew Mark G.
Verified reviewer
Real Estate
Self-Employed
Used daily for less than 2 years
Review sourceReviewed July 2020
Transformational
5
Good company and good people - great product. I am a happy customer and will only build further with them
Ratings Breakdown
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Steve T.
Automotive
11-50 employees
Used daily for more than 2 years
Reviewed January 2019
Happy with Swiftcase.
4
Used on a daily basis for business and apart from the odd server issue, (i think its fair to say this happens with most products available) its always been straight forward.
Ratings Breakdown
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