PLATFORM
The Best Way To Evidence Every Document, Email & Approval.
There When A Client Rings.
Ready When Compliance Asks.
The whole platform below, in five parts.
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1
Structured Document and Case Management
“I know instantly what's been sent, what's been signed, and what's still waiting. I don't have to chase anymore.”
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Ben Symons
Director, Serenity Accounts
A secure, structured system to store, organise and control every client document — complete, traceable, and ready for scrutiny.
Advice firms run suitability and review files on the same structure — see client management software for financial advisers.
Structured Doc Management
Bespoke classification system to fit how your business works.
Firm-Wide Version Control
Prevent the wrong version being sent or signed.
Audit Trail and History
Prove exactly what happened — instantly, when audited.
AI-Assisted Categorisation
Reduce admin load and error – with intelligent organisation.
Defensible Client File
Collect the full client story — files, emails, approvals, decisions.
Firm-Wide 'Google' Search
Find any file or email in seconds, including PDF search.
PDF Markup and Merge
Review PDFs and combine them into one file.
Office 365 Collaboration
Work in Office apps without breaking audit trails.
Documents On Your Mobile
Keep client work moving with a native, powerful, slick app.
Uncapped File Storage
Store every record without archiving or compromise.
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2
Compliant Client Communication
“It's fundamentally a document management system - but it's also our main portal and signing system.”
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Susan Rickerby
Director, Lloydbottoms
Capture, manage, and evidence every client conversation — across email and secure messaging.
Email Conversation Capture
Capture threads and related emails into one auditable client record.
Email Attachment Filing
Auto-capture email attachments with full team visibility.
Secure Client Messaging
Secure your highly sensitive conversations & files.
No Password Logins
Remove login friction — without losing security.
In-Context Evidence
Related files, signatures and conversations are linked.
Branded Client Portal
Securely request files, and discuss tasks with your clients.
Team Client Handover
Maintain continuity when staff or workloads change.
Instant Client Activity Alerts
Mobile alerts for replies, uploads, read-receipts & approvals.
Book client comms demo
In advice firms this same capture becomes client engagement for financial advisers: structured request packs, secure uploads and automated reminders, every one recorded against the client.
3
Security, Permissions & Governance
“Using Workiro has allowed us to achieve exactly what we set out to achieve - seamless, modern client communication and secure document management which works with us, not against us!”
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Adam Cooper
Founder, Prosperia
Built for regulated firms that can’t afford security gaps — trusted by some of the world’s largest organisations for over 25 years.
Role-Based Access Controls
Only the right people – with least-privilege access by default.
Granular File Controls
Lock down sensitive documents without slowing work.
Centralised Oversight
Track access, changes, and activity across every client file.
Compliance-Ready Proof
Designed for evidence in seconds for audits, reviews & complaints.
Immutable Audit Logging
Every action & change is recorded and cannot be altered.
Secure External Sharing
Share highly sensitive files without losing control.
Resilience and Monitoring
Backups, anomaly detection and a 24/7 incident response team.
Single Sign-On (SSO)
Supported with Microsoft and Google.
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4
Evidence-Ready Approvals and Sign-Offs
“The e-signing is a godsend. It's easier to approach, it's not complicated. And you've got a thread of evidence attached to the file”
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Karen Whitehead
Director, KEW Accountants
Capture every approval and client signature – with full context and a defensible audit trail.
Audit-Ready eSignatures
Secure signatures with a full audit trail.
Multi-Party Sign-Off
Collect signatures from every required party — with reminders.
Initials and Wet eSignatures
Add initials and wet signatures anywhere in the document.
Partner and Client Sign-Off
Evidence-ready approvals with clear ownership and audit trail.
Password-Free Signing
Reduce friction for faster, secure completion.
Contextual Evidence
Every file, message & decision permanently linked to signature.
Client-Ready Mobile Signing
Secure sign-off from any device — without breaking the audit trail.
Branded Signing Experience
Reinforce client trust with a branded experience.
Book approvals demo
5
Workflow, Tasks and Operational Control
“If you want everything in one place - documents, emails, decisions - Wórkiro is phenomenal, and it just works. It does exactly what it says.”
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Rachel Fowler
Owner,
Rachel Fowler Advisory
Keep client work moving with structured workflows, clear ownership – and visibility control across your team or firm.
Recurring Work Templates
Standardise recurring reviews, filings and repeat client work.
Task Assignment
Add ownership so deadlines aren’t missed.
Bottleneck Visibility
Know which jobs are drifting before it becomes a client issue.
Set Critical Deadlines
Make sure clients and colleagues act on critical matters on time.
Process Standardisation
Reduce errors by standardising how work gets done.
Staff Exit Protection
Make sure no files, emails or evidence is lost.
Explore Workiro Workflows
Workiro works the same way for every regulated professional firm: case management for insolvency practitioners from appointment to closure, and client management for financial advisers from client discovery to approval.
Workiro is document management and client workflow software for accounting and professional-services firms in the UK and Australia.
Keep Every Client File Defensible — Without Slowing Down.
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