The Platform

Every signal in your firm. Surfaced, sorted, and acted on.

A control center for the firm, personalized to every role inside it. Each person sees what matters to them at a glance, with AI to dig deeper.

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Firm Overview dashboard
SWYFT AI

Instant answers to questions you used to schedule meetings for.

Skip the SQL, the analyst backlog, and the standing meeting. Every response is grounded in your firm's data and traceable to the system of record.

  • Natural language queries across approved data models
  • Every response cited to data sources from your tech stack
  • Follow-up questions that build on prior context
  • Your data never used to train AI models
Which channel made the most profitable cases last quarter?
Referrals. $62K avg settlement, 3.2x ROI. Google Ads was close on volume but disbursement-adjusted margin was 40% lower. Want the rep-level breakdown?
Yes. And benchmark each rep against signed-to-closed rate.
Pulled. Two reps are above 78%. Three are below 60%. Flagged the bottom three for coaching review.
FilevineLead DocketGoogle AdsQuickBooks
DASHBOARDS

Data visualization your team understands

EXECUTIVE

Firm Overview

Total cases, settlement value, fees collected, and active case count.

Swyft Platform
Firm Overview
Intake Pipeline
Campaign Perf.
My Caseload
Firm Overview dashboard
MARKETING

Campaign Performance

Daily spend, cost per conversion, CTR, and campaign-level breakdowns.

Swyft Platform
Firm Overview
Intake Pipeline
Campaign Perf.
My Caseload
Campaign Performance dashboard
INTAKE

Intake Pipeline

Lead journey funnel, daily volume, conversion by source, and response time.

Swyft Platform
Firm Overview
Intake Pipeline
Campaign Perf.
My Caseload
Intake Pipeline dashboard
Morning Briefings

Intelligence that arrives
before your day starts.

Every morning, each member of your firm gets a custom briefing built on yesterday's data. The managing partner sees revenue trends and pipeline health. The intake director sees conversion rates and lead volume. Nobody gets everything, everyone gets what they need.

  • Customized, role-specific briefings
  • Anomaly detection systems flag what changed
  • Delivered via email by 8 AM
Swyft Agent
Monday · 08:00 AM
Your Monday briefing: two flags need your attention this morning

Good morning, Frank. Here's what moved over the weekend.

Cost-per-intake spiked 31% on MVA NJ. New competitor entered Newark Thursday.
+12%
Retained
‑4.1pt
Lead → Retained
$47.5K
Avg. case

3 demand deadlines this week · Rodriguez v. State Farm · SOL in 14d

Security & Compliance

Privacy isn't a setting in Swyft. It's the architecture.

Swyft is built on SOC 2 Type II certified infrastructure. AI features process inside the same security perimeter as your data, so your firm's information isn't shipped to outside model providers to generate a response. Your data is isolated by tenant. Every interaction is logged.

Your data never leaves your perimeter

AI processing happens inside the same security environment as your data. Never sent to external model providers. Never used for training.

Fully isolated per firm

Each firm’s data lives in its own walled environment. No shared databases, no cross-customer access, ever.

Encrypted end to end

Industry-standard encryption protects every byte of your data in motion and at rest.

Complete audit trail

Every query, result, and user action is logged and timestamped — full visibility into how your data is accessed.

Data Infrastructure

Built from the data up.

Reliable AI and actionable insights depend on the data underneath. Swyft connects, cleans, and models yours before anything touches a screen.

  • Direct connectors to Filevine, Clio, Litify, SmartAdvocate, and 10+ more
  • Legal-specific data models for each practice area
  • Enterprise-grade infrastructure with single-tenant data storage
  • No manual exports, no spreadsheet handoffs, no file syncs
Case Management✓ Live
Google Ads✓ Live
QuickBooks✓ Live
CRM✓ Live
CallRail✓ Live
Meta AdsSyncing…
+ 9 more sources connected
Common questions

What firms ask before they sign.

How long does it take to get up and running?
You're working with Swyft on day one. In week one, your analyst is assigned, onboarding calls begin, and data connections start. As soon as data is flowing, you get template dashboards and Swyft Agent. Customizations follow in the weeks after.
Is this just for leaders, or something my entire team can use?
The whole firm. A tool that only leadership uses is a reporting tool, and reporting tools don't change outcomes. Swyft puts the right view in front of every function, so the people closest to the work can act on what they see.
Do we need an internal data team?
No. Swyft is designed for firms that don't have, and don't want to hire, a full data team. The platform and the embedded analyst replace what a data team would do, at a fraction of the cost.
How is Swyft different from my case management system's built-in reports?
CMS-native analytics only see CMS data. T can show you case countsb which marketing channel produced the most profitable cases after disbursements. Swyft connects every system your firm touches into one governed data layer.
What's the minimum contract length?
Every Swyft relationship is built on an annual contract.

Run your firm on intelligence, not instinct.

Running a firm shouldn't feel like guesswork.
Swyft tells you what's working, what's broken, and what to do next.

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