Comparison
FlowForma is a no-code process automation platform built around the Microsoft 365 ecosystem. SwiftCase is a configured operations platform for service businesses. Both automate workflows, but they target different environments and use cases.
Purpose-built for service businesses like insurance, legal, healthcare, and property. Deep case management with 41 field types, document generation, and client portals - all independent of any third-party ecosystem.
No-code process automation platform built around Microsoft 365 and SharePoint. Digitises forms and workflows within the Office ecosystem, leveraging existing Microsoft investments.
Flat monthly fee based on usage. Add your whole team - including clients and external parties - without per-seat costs.
Pricing is based on the number of flows and users. Requires a Microsoft 365 subscription as a prerequisite, adding to total cost of ownership.
Dedicated implementation included. We build your workflows, terminology, and processes. Go live in 4-8 weeks with a system tailored to your operation.
Drag-and-drop form and workflow designer that works within SharePoint and Microsoft Teams. Business users can build processes without IT involvement, but requires Microsoft 365 infrastructure.
Complex multi-step automations purpose-built for service businesses: document generation, email processing, SLA tracking, and compliance workflows.
Automates structured processes through digital forms, approvals, and routing. Strong for document-centric workflows within SharePoint and Teams, but less suited to complex operational case management.
41 configurable field types, document generation, client portals, and external stakeholder access. Built for managing complex, long-running cases across insurance, legal, and property.
Focused on digitising forms and approval workflows rather than full case lifecycle management. Better suited to structured, repeatable processes than complex case handling.
Focused on insurance, legal, healthcare, and property operations. UK data hosting with Cyber Essentials certification. Built for regulated industries.
Ideal for organisations already invested in Microsoft 365 who want to extend SharePoint and Teams with process automation. Strong in construction, healthcare, and public sector.
Side-by-side comparison of SwiftCase and FlowForma capabilities
| Feature | SwiftCase | FlowForma |
|---|---|---|
| Pricing & Licensing | ||
| Unlimited users included | Yes | No |
| No third-party platform prerequisite | Yes | No |
| Free tier available | No | No |
| Unlimited external users | Yes | No |
| Transparent published pricing | Yes | No |
| Implementation | ||
| Implementation included | Yes | No |
| No-code form builder | No | Yes |
| Works without Microsoft 365 | Yes | No |
| Dedicated onboarding | Yes | Partial |
| Custom workflow configuration | Yes | Yes |
| Core Features | ||
| Deep case management | Yes | No |
| Process automation | Yes | Yes |
| Digital forms and approvals | Yes | Yes |
| Document generation | Yes | Partial |
| 41 configurable field types | Yes | No |
| Email processing | Yes | No |
| Full audit trail | Yes | Yes |
| External user portals | Yes | No |
| SharePoint integration | No | Yes |
| Microsoft Teams integration | No | Yes |
| AI Capabilities | ||
| AI voice calls | Yes | No |
| AI chat agents | Yes | No |
| AI WhatsApp/SMS | Yes | No |
| AI email handling | Yes | No |
| Industry Focus | ||
| Insurance operations | Yes | No |
| Legal case management | Yes | No |
| Healthcare workflows | Yes | Partial |
| Construction and field processes | No | Yes |
| UK data hosting | Yes | No |
| Cyber Essentials certified | Yes | No |
For a 50-person team with external stakeholder access needs
FlowForma's pricing is not publicly listed and depends on the number of flows and users. Total cost of ownership includes the prerequisite Microsoft 365 subscription. SwiftCase offers better value when you need dedicated implementation, external party access, case management, and AI communications. FlowForma pricing based on publicly available information as of March 2026.
FlowForma is a well-established platform with particular strength in the Microsoft 365 ecosystem. It's trusted by organisations across construction, healthcare, and public sector, and its no-code approach makes it accessible to business users who want to digitise processes without writing code.
FlowForma excels when you need:
However, if you're a UK service business managing complex operations that require deep case management, document generation, client portals, and AI-powered multi-channel communications - and you don't want to be tied to the Microsoft ecosystem - SwiftCase is purpose-built for those needs, and we'll configure it for you.
See how SwiftCase compares to other platforms
Book a discovery call to see if SwiftCase is the right fit for your service operations.
