The Meeting Workflow helps you organise and track your meetings all the way through, from booking the meeting to post-meeting follow-up actions. Using the Meeting Workflow

The Expense Claim Workflow allows your Clients and you and your Team Members to quickly and easily claim back any company expenses. Using the Expense Claim Workflow Click format_list_numbered Tasks to navigate to the Dashboard, then click add Create New Task. Choose a Client and Client Staff, who need to claim expenses back, and click Create Task. Choose the Expense Claim Workflow and click Add Task. Fill out the…

SwiftCase is a case management software. Our case management system allows your Team to work together, as well as with your Clients, and track Tasks. Follow the steps below to find out how to create your first Task. Create your first task