Swiftdocs is built to make document collection effortless, so you can focus on closing more cases, faster.

Here's how we do it...

✅ We chase every document until it’s gathered – meaning you don’t have to remember to and saving you a huge amount of time

✅ All documents are stored in one place – no more scattered files.

✅ Flexible pricing – you pay per case, so costs adapt to your business.

✅ AI handles everything – reducing admin time while keeping you in control.

Swiftdocs streamlines document collection by engaging with your clients via WhatsApp and email. It automates requests, follows up persistently, and provides clear guidance to ensure documents are submitted correctly. If a document is missing, blurry, or incorrect, the system enables you to reject the documents and instantly notifies the client with instructions—eliminating back-and-forth delays.

Swiftdocs gives you the ability to set up customisable templates based on different documents you require, making document requests effortless and customised to your needs. Need additional documents beyond your default list? Simply add them in seconds. Then, with one click, AI takes over—requesting, chasing, and handling client questions so you don’t have to.

Clients receive document requests and reminders via WhatsApp and email, ensuring high engagement and faster response times.

Swiftdocs AI automatically answers document-related queries, such as:

“Where can I find that document?”

“Can I upload our council tax bill as proof of address since it has both our names on it?”

“I have another bank account—do you need statements for that too?”

The AI is trained to recognise when your input is needed and will notify you. For example:

“I’ve changed my mind, I think I can get a better deal elsewhere.”

“I don’t have these documents yet - can I provide something else?”

For security, clients upload documents via a secure online portal instead of email. The portal is user-friendly, ensuring a hassle-free experience for your clients.

You’ll receive instant notifications when a case is complete. You will also receive a daily update email on where each case is up to, so there’s no need to chase clients manually or keep logging into the system to check.

Simply reject it in the portal and provide a reason (e.g., “image is blurry”). The AI will then handle the resubmission request automatically, guiding the client on how to provide the correct document.

Yes! You can download single or multiple documents as a ZIP file, making it easy to upload them to compliance systems.

Swiftdocs automatically merges them into a single, correctly ordered PDF, saving you time.

Yes, and security is our priority. Many e-sign solutions lack OTP (One-Time Password) authentication, making them legally weak.

Swiftdocs ensures:

- Clients login with an OTP before signing

- Documents are signed within the secure portal

- All e-signed files come with an audit certificate

This creates a seamless and legally binding process for you and your clients. Your e-sign documents will be available for approval within your portal alongside your other documents.

No! Swiftdocs is an AI-powered document collection platform, not a CRM. You can integrate Swiftdocs with your existing CRM.

Pricing is flexible and based on usage. You pay a small monthly fee plus a per-request charge, so costs scale with your business. No unnecessary overheads, just pay for what you use.

Swiftdocs is built to scale, ensuring consistent, reliable document collection even during peak periods. You can upgrade your usage credits anytime, so as your business grows, Swiftdocs grows with you.

Besides a small monthly access fee, unlike other fixed-fee services, you only pay for what you use. If business slows down, your costs automatically adjust, ensuring you're never paying for more than you need.

No problem! You can add as many applicants as needed, and Swiftdocs will handle document requests for each person individually.

Swiftdocs is fully compliant with UK Data Protection Laws. Clients and users access the system via OTP authentication, keeping sensitive data secure.

Remember: Receiving documents via email is not secure. Swiftdocs ensures you remain compliant with UK Data Protection Laws.

Before cancellation, you’ll be notified to download all stored documents so nothing is lost.