SwiftCase

SwiftCase is a cloud-based workflow management tool that enables companies in the insurance, finance, legal, and service industries automate business processes, improve operations, and increase productivity. SwiftCase allows businesses to securely store customer data and expedite existing business processes with drag-and-drop workflows, RAG notifications, and an integrated customer data system with a secure document manager.SwiftCase's drag-and-drop editor allows users to construct and update every aspect of a process. When a certain circumstance is satisfied, users can edit triggers and action buttons to automatically conduct a specified event, such as document generating or notice creation. When a workflow template is attached to a task, workflows can automatically run events for that job, making task management easier. SwiftCase also has a customizable customer data system and an integrated document manager for managing client data. To meet the demands of each organization, this data system can be utilized as a CRM, support desk, or client portal.