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SwiftCase

Workflow automation for UK service businesses. Created in the UK.

A Livepoint Solution

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  3. Process Street

Comparison

SwiftCase vs Process Street

Process Street is a popular platform for documenting SOPs and running checklist-based workflows. SwiftCase is a configured operations platform for service businesses. Both help teams follow processes, but they solve fundamentally different problems.

Case management vs checklists
Unlimited users vs per-seat
Operations platform vs SOP tool

Choose SwiftCase if:

  • You manage complex, long-running service operations in insurance, legal, healthcare, or property
  • You want your platform configured by experts rather than building checklists yourself
  • You need deep case management with document generation, SLA tracking, and audit trails
  • You need AI-powered multi-channel communications (voice, chat, WhatsApp, SMS, email)

Choose Process Street if:

  • Your primary goal is documenting SOPs and ensuring teams follow standardised procedures
  • You need simple checklist-based workflows for recurring tasks like onboarding or compliance checks
  • You want a self-service tool your team can set up and start using immediately
  • You value a large library of pre-built process templates to get started quickly

Detailed Comparison

Core Approach

SwiftCase

Configured operations platform

Purpose-built for service businesses like insurance, legal, healthcare, and property. Deep case management with 41 field types, document generation, and client portals.

Process Street

Checklist-based process documentation

Platform for documenting SOPs and running recurring checklist workflows. Designed to help teams follow standardised procedures with structured templates and conditional logic.

Pricing Model

SwiftCase

Unlimited users

Flat monthly fee based on usage. Add your whole team - including clients and external parties - without per-seat costs.

Process Street

Per-seat pricing tiers

Pricing varies by tier with per-member costs. Free plan available for basic use, with Startup, Pro, and Enterprise tiers adding more features and integrations at higher per-seat rates.

Implementation

SwiftCase

Configured by our team

Dedicated implementation included. We build your workflows, terminology, and processes. Go live in 4-8 weeks with a system tailored to your operation.

Process Street

Self-service template builder

Sign up and start building checklists and workflows immediately. Large template library for common processes. No dedicated implementation - designed for teams to set up themselves.

Workflow Automation

SwiftCase

Deep service operations automation

Complex multi-step automations purpose-built for service businesses: document generation, email processing, SLA tracking, and compliance workflows.

Process Street

Checklist-driven task automation

Conditional logic within checklists, task assignments, due dates, and approvals. Integrates with Zapier and other tools for cross-platform automations, but workflows centre around checklist completion.

Case Management

SwiftCase

Deep, configurable case management

41 field types, linked records, document generation, email processing, SLA tracking, and full audit trails. Purpose-built for managing complex service operations end-to-end.

Process Street

No native case management

Process Street focuses on running checklists and documenting SOPs rather than managing ongoing cases. Not designed for complex, long-running service operations with multiple stakeholders.

Target Market

SwiftCase

UK service businesses

Focused on insurance, legal, healthcare, and property operations. UK data hosting with Cyber Essentials certification. Built for regulated industries.

Process Street

Teams needing process consistency

Popular with operations, HR, and customer success teams who need repeatable processes. Used across industries for onboarding, compliance checks, and recurring operational tasks.

Feature Comparison

Side-by-side comparison of SwiftCase and Process Street capabilities

Feature comparison between SwiftCase and Process Street
FeatureSwiftCaseProcess Street
Pricing & Licensing
Unlimited users includedYesNo
Per-seat pricingNoYes
Free tier availableNoYes
Unlimited external usersYesNo
No per-user cost scalingYesNo
Implementation
Implementation includedYesNo
Self-service setupNoYes
Pre-built template libraryNoYes
Dedicated onboardingYesNo
Custom workflow configurationYesPartial
Core Features
Deep case managementYesNo
Checklist workflowsPartialYes
SOP documentationNoYes
Document generationYesNo
41 configurable field typesYesNo
Email processingYesNo
Full audit trailYesYes
External user portalsYesNo
Conditional logicYesYes
Approval workflowsYesYes
AI Capabilities
AI voice callsYesNo
AI chat agentsYesNo
AI WhatsApp/SMSYesNo
AI email handlingYesNo
Industry Focus
Insurance operationsYesNo
Legal case managementYesNo
Healthcare workflowsYesNo
General business processesYesYes
UK data hostingYesNo
Cyber Essentials certifiedYesNo

Operations Platform vs Process Documentation

Operations Platform (SwiftCase)

  • Our team builds your workflows for you
  • Deep case management with 41 field types
  • Document generation and email processing
  • Client portals for external stakeholders
  • AI communications across voice, chat, WhatsApp, SMS, and email
  • Examples: Insurance claims, legal matters, property management

Process Documentation (Process Street)

  • Your team documents SOPs with structured checklists
  • Recurring checklist workflows with conditional logic
  • Template library for common business processes
  • Task assignments, due dates, and approval steps
  • Integrations via Zapier for cross-platform automation
  • Examples: Employee onboarding, compliance checks, recurring audits

Cost Comparison Example

For a 50-person team with external stakeholder access needs

SwiftCase

£3,200/month
  • 50 internal users (unlimited)
  • Unlimited external users
  • Implementation included
  • AI multi-channel communications

Process Street

Varies/by tier
  • Free plan for basic use
  • Per-seat pricing across tiers
  • Self-service setup
  • Enterprise pricing negotiated

Process Street's per-seat pricing can become expensive as teams grow, especially when you need access for external parties. SwiftCase offers better value when you need dedicated implementation, external party access, case management, and AI communications. Process Street pricing based on publicly available information as of March 2026.

When Process Street is the Right Choice

Process Street is a well-designed platform that excels at what it does best: helping teams document, standardise, and run repeatable processes. It's trusted by thousands of teams worldwide and its checklist-first approach makes it incredibly easy to get started.

Process Street excels when you need:

  • A straightforward tool for documenting SOPs and ensuring process consistency
  • Simple checklist-based workflows for recurring tasks like onboarding, compliance checks, or audits
  • A self-service platform your team can set up and start using in minutes
  • A large library of pre-built templates to jumpstart your process documentation

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, SwiftCase is purpose-built for those needs - and we'll configure it for you rather than asking your team to manage checklists.

Related Comparisons

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vs Salesforce

Enterprise CRM vs operations-first platform

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IT service management vs operations automation

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vs HubSpot

Marketing-first CRM vs case management

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vs Zendesk

Support ticketing vs full case management

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Need Operations Automation, Not Just Checklists?

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