Getting Documents Approved Faster

Are Approvals Creating Your Biggest Project Bottlenecks?

Are Approvals Creating Your Biggest Project Bottlenecks? Waiting for document approvals and signatures creates costly delays, missed deadlines, and frustration for both your team and clients.

Learn how to streamline your approval workflows and get documents signed quickly, compliantly, and without the traditional back-and-forth.

The Problem: Traditional Approval Processes Waste Time and Create Bottlenecks

Manual document approval and signature processes slow down your entire workflow and create project bottlenecks.
Traditional Document Approval Methods Cause Delays
  • Email approvals get buried in crowded inboxes
  • Multiple approval stakeholders create confusion about status
  • Printing, signing and scanning documents wastes valuable time
  • No centralised tracking of who has approved and who hasn't
  • Completed approvals are difficult to find for future reference
  • Separate e-signature solutions require managing multiple systems

"Professionals spend an average of 20 minutes per document navigating approval processes, with 65% of document approvals delayed by 3+ days." (Workflow Efficiency Study, 2023)

The Real Cost of Approval Bottlenecks

When your document approval processes are inefficient, your business experiences significant impacts:

Missed Deadlines

Critical project milestones slip while waiting for approvals.

Revenue Delays

Contract signatures and financial approvals stall revenue recognition.

Team Frustration

Staff waste time chasing approvals instead of productive work.

Unhappy clients

Slow approval processes create negative perceptions of your efficiency.

Compliance Risks

Improper approval tracking creates audit and regulatory challenges.

For professional services firms, these inefficiencies directly impact client satisfaction, team morale, and ultimately, your bottom line.

The Solution – Streamlined Approval Processes

Simplified Document Workflows

Workiro transforms document approvals with purpose-built tools:

  1. Dedicated Task Threads: Create specific approval tasks that track and manage the entire process.
  2. Clear Ownership: Assign tasks to specific approvers or let them be picked up by any authorised team member.
  3. Complete Visibility: See approval status at a glance with clear progress tracking.
  4. Automated Reminders: System automatically sends reminders to approvers who haven't responded.

Advanced E-Signature Capabilities

Workiro eliminates the need for separate e-signature solutions:

Built-in Electronic Signatures

You can create signature tasks directly from where your documents live.

Automatic storage

Signed documents are automatically stored back in the correct location.

Flexible Signing Options

Choose between quick single-click approval or advanced signing with handwritten signatures.

No Account Required

External signatories can sign documents without creating accounts.

Mobile Signature Tracking

Approve or track signatures and approvals directly from your mobile device.

We enhance the world's leading software

NetSuite colour logoCeligo logoOutlook iconPowerPoint iconWord iconExCel iconGlide logoCloudTamers logoTurnkey logoXero logoTaxCalc, tax
and accountancy software logoSalesforce logo
NetSuite colour logoCeligo logoOutlook iconPowerPoint iconWord iconExCel iconGlide logoCloudTamers logoTurnkey logoXero logoTaxCalc, tax
and accountancy software logoSalesforce logo
“It has undoubtedly increased the speed of our client interactions."
Martin Bugg
Partner - Larkin Gowen

Why Workiro is Different

Truly Centralised
One connected, secure location for every document - no matter which system, tool, or team it started in.
Embedded where you work
Smart folders and documents are accessible directly inside NetSuite, Salesforce, HubSpot, and Microsoft tools like Outlook, Word, Excel, and PowerPoint.
Organised by relationships, not folders
Workiro replaces outdated folder structures with smart tagging, linking files automatically to customers, projects, services, transactions, and more - so documents stay organised around the work that matters, not buried in silos.
Seamless across every device
Access files securely from any device via browser, desktop apps for Windows and Mac, or beautiful native mobile apps for iOS and Android.
PLUS Workiro gives you native e-signing, automatic email capture, as well as PDF markup and Office 365 Collaboration for increased productivity.

Book a personalised discovery call

Take control of your files

  • Stop wasting time searching.
  • Stop duplicating files.
  • Stop losing critical information.

Book today to see how Workiro transforms document management for your business.