--- description: Review of SwiftCase Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: SwiftCase | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Workflow Management Software](/directory/4272/workflow/software) > [SwiftCase](/software/396272/swiftcase) # SwiftCase Canonical: https://www.softwareadvice.co.uk/software/396272/swiftcase Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.uk/software/396272/swiftcase?page=2) > 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 used 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. > > Verdict: Rated **4.6/5** by 25 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.6/5** | 25 Reviews | | Ease of Use | 4.7/5 | Based on overall reviews | | Customer Support | 4.7/5 | Based on overall reviews | | Value for Money | 4.5/5 | Based on overall reviews | | Features | 4.6/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: LivePoint - **Founded**: 2013 ## Commercial Context - **Starting Price**: £39.00 - **Pricing model**: (Free Trial) - **Pricing Details**: Request a demo and price quote via the contact section of the website. - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: United Kingdom ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Alerts/Notifications - Application Management - Approval Process Control - Billing & Invoicing - Business Process Automation - CRM - Calendar Management - Client Portal - Collaboration Tools - Commenting/Notes - Compliance Tracking - Configurable Workflow - Customisable Dashboard - Customisable Forms - Customisable Reports - Customizable Fields ## Integrations (8 total) - Dropbox Business - Formstack Forms - Gmail - HubSpot CRM - Microsoft Excel - Microsoft Outlook - Sage CRM - Xero ## Support Options - Email/Help Desk - Knowledge Base - Phone Support - Chat ## Category - [Workflow Management Software](https://www.softwareadvice.co.uk/directory/4272/workflow/software) ## Related Categories - [Workflow Management Software](https://www.softwareadvice.co.uk/directory/4272/workflow/software) - [Business Process Management Software](https://www.softwareadvice.co.uk/directory/4351/bpm/software) - [Professional Services Automation Software](https://www.softwareadvice.co.uk/directory/4135/psa/software) - [Data Integration Tools](https://www.softwareadvice.co.uk/directory/3304/data-integration-tools/software) - [No Code Platform Software](https://www.softwareadvice.co.uk/directory/4404/no-code-platform/software) ## Alternatives 1. [eLegere](https://www.softwareadvice.co.uk/software/213310/elegere) — 4.5/5 (38 reviews) 2. [AUTOMY](https://www.softwareadvice.co.uk/software/239806/automy) — 4.8/5 (36 reviews) 3. [Bitrix24](https://www.softwareadvice.co.uk/software/128326/bitrix24) — 4.2/5 (989 reviews) 4. [monday.com](https://www.softwareadvice.co.uk/software/131008/monday-com) — 4.6/5 (6008 reviews) 5. [Asana](https://www.softwareadvice.co.uk/software/5576/asana) — 4.5/5 (13561 reviews) ## Reviews ### "A Swift Case" — 5.0/5 > **Benn** | *21 January 2019* | Legal Services | Recommendation rating: 10.0/10 > > **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. > > 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. ----- ### "Fantastic is all I can say here\!" — 5.0/5 > **Anthony** | *31 January 2021* | Insurance | Recommendation rating: 10.0/10 > > **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. > > Amazing\! ----- ### "Capterra work flow" — 3.0/5 > **Sam** | *22 June 2015* > > 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. ----- ### "Unbelievable Assistance & Support" — 5.0/5 > **Tom** | *22 January 2021* | Financial Services | Recommendation rating: 10.0/10 > > **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. > > 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. ----- ### "Swiftcase Review" — 5.0/5 > **Niki** | *21 January 2019* | Legal Services | Recommendation rating: 9.0/10 > > **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. > > 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. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.uk/software/396272/swiftcase?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/396272/swiftcase) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data