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 c...


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Supported Operating System(s):

Web browser (OS agnostic)

25 Reviews of SwiftCase

Average User Ratings

Overall

4.6 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(17)

17

4 stars

(6)

6

3 stars

(2)

2

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 25 results

January 2019

User Profile Picture

Benn from Laird Expert

Verified Reviewer

Company Size: 51-200 employees

Industry: Legal Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2019

A Swift Case

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.

Pros

I love how clearly laid out swift case is making it almost elementary to operate from case to case. The task page helps to keep all work organised with urgent priority cases allowing us to be able to prioritise work dependant on our workload.

Cons

In my experience using swift case I can not think of any issues that have occurred which has affected any case.

January 2021

Anthony from Acorn Insurance

Company Size: 1,001-5,000 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2021

Fantastic is all I can say here!

Amazing!

Pros

Swiftcase is a fantastic tool for your business. The system itself does everything it says it does. If you need to make a change or have things working differently than designed, no issue to big or small. Now after working within the IT industry for quite some time, I could waste my time and write about the software. I am using this section to write about the team on a personal level. The premium per user for this system is worth every penny just for the support you receive. I wish that every system provider I deal with daily were even a fraction of Swiftcase. The guys have helped me evolve the platform, helped us with queries that do not necessarily fall under their remit too. The system is a self-management, once you know how to use the system then you can run, getting your business as automated as possible. This review is purely my personal option, but I will tell any Company who look at this Platform to go for it. The team behind this system never fail to surprise me. I owe them a lot for the support I have received. Thank you Livepoint!

Cons

Nothing at all this System is robust and can be as Bespoke as you need.

Reasons for Switching to SwiftCase

Better system better performance,

June 2015

Sam from Qatar Petroleum

Time Used: Free Trial

Review Source: Capterra


Ease-of-use

4.0

Customer support

5.0

June 2015

Capterra work flow

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.

January 2021

Tom from Mortgage & Insurance Needs

Company Size: 11-50 employees

Industry: Financial Services

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2021

Unbelievable Assistance & Support

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.

Pros

All of the features are great. The system has now been built around our internal processes, taking a considerable amount of workload from team members. Emails are now sent automatically once a status is changed and new case owners assigned once a client reaches the next stage in the process. Apart from the actual features of the software, the support from the developers and [SENSITIVE CONTENT HIDDEN] in particular, has been second to none. Any query or development issue, [SENSITIVE CONTENT HIDDEN] has been there to respond to emails and arrange calls/zoom calls to go through any complicated issues.

Cons

One feature that would benefit our particular business would be the link between the system and outlook calendar. This is something that is currently being developed so will be a massive benefit when in place.

January 2019

User Profile Picture

Niki from Laird Assessors Ltd

Verified Reviewer

Company Size: 51-200 employees

Industry: Legal Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

January 2019

Swiftcase Review

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.

Pros

I think Swiftcase is user friendly and has many exciting features.

Cons

There are aspects that I do not feel are relevant to my job role that I would like to remove from my page view.