CASES · CONTAINERS · TEMPLATES · AI SUMMARIES
LiveEvery body of work deserves its own command centre.
A Case in Swiftly is the structured container for any initiative — client projects, support issues, product launches. Each Case gets its own timeline, team, budget, documents, and an AI agent that keeps everyone aligned.
The Problem
Client work, support issues, and internal initiatives all tracked differently. Context is scattered across email, spreadsheets, and chat.
With Swiftly
Swiftly gives every body of work its own Case — with a timeline, team, budget, documents, and AI that keeps everyone aligned.
Case Containers
A Case is the top-level container for any body of work — a client project, a support issue, a product launch, an internal initiative. Cases have their own timeline, team, budget, documents, and linked tasks.
AI Status Summaries
An AI agent on every Case summarizes status, drafts updates, and flags risks. Stakeholders get AI-generated progress reports without anyone writing them.
Case Templates
Create reusable Case templates for recurring work types. New client onboarding, product launches, support escalations — each with pre-built task lists, roles, and workflows.
Documents & Timeline
Every Case has its own document repository and activity timeline. Files, comments, decisions, and milestones — all in one place with full audit trail.
Cross-Module Linking
Link Cases to deals, purchase orders, invoices, and logistics shipments. See the full business context around any body of work.
AI-Powered Cases
Smarter Cases with SwiftlyAI
AI Agent summarizes Case status weekly and drafts stakeholder updates automatically.
SwiftlyAI detects stalled Cases and suggests next actions based on similar past work.
Cases Integrations
Connect Cases to the tools your team already uses.
“We went from losing track of client work in email threads to having full visibility in structured Cases. The AI summaries save us hours.”
Laura K.
Client Services Lead, Professional Services Firm
Works Better Together
One platform. Seamlessly connected.
Every module in Swiftly shares the same data, the same AI, and the same workspace.
Ready to bring structure to every initiative?
See how Swiftly Cases organise your work with AI-powered summaries, templates, and full audit trails.
