Client Communications Getting Lost or Missed?
Professional service teams waste hours searching for past client communications, leading to repeated requests, frustrated clients, and damaged relationships.
Learn how to keep all client communications, documents, and context in one place - accessible to everyone who needs them, exactly when they need them.
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The Problem: Disconnected Communications Damage Client Trust
- Client emails get trapped in individual inboxes
- Attachments and documents live separately from related conversations
- Chat messages in Teams or Slack exist disconnected from project files
- CRM notes are isolated from the documents they reference
- Historical context is lost when team members change roles
"69% of clients report having to repeat information to service providers, creating frustration and eroding trust." (Client Experience Benchmark Report, 2021)
The Real Cost of Communication Fragmentation
Diminished Client Confidence
Clients lose faith when they have to repeatedly provide the same information.
Service Inconsistency
Different team members provide inconsistent responses based on incomplete information.
Delayed Response Times
Teams spend time searching for context instead of responding promptly.
Knowledge Loss
When team members leave, critical client relationship knowledge goes with them.
Missed Opportunities
Important requests get buried in communication silos, leading to lost business.
The Solution – Build Stronger Client Relationships
Workiro unifies all client interactions in one connected place:
- Email Integration: Automatically capture and organise client emails and attachments without manual filing.
- Message Centralisation: Connect chat conversations from to relevant client documents, emails, requests, approvals and projects.
- Communication Timeline: See every interaction with a client across all channels in a single chronological view.
- Complete Audit Trails: Track every client interaction with comprehensive logging of who accessed what and when.
Client-Centered Organisation
Client Relationship Hubs
All documents, emails, and interactions organised around the client, not arbitrary folders.
Full Team Visibility
Everyone who works with a client sees the complete communication history, regardless of who received it.
Institutional Memory
Preserve client relationship knowledge even when team members change.
Granular Access Controls
Ensure sensitive client communications are only visible to authorised team members.
We enhance the world's leading software
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Why Workiro is Different
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.
