How An Insolvency Practice Went Paperless In Less Than 1 Month – Reducing Risk, With 16 Days Back Annually.

Challenge

As an insolvency practice, Rachel Fowler Advisory manages highly regulated cases where every document, decision, and communication must be retained and auditable.

Historically, this meant physical files, paper packs, and email trails that were difficult to keep complete. Important case information moved around the office in folders and “bulldog clip” packs, often ending up on desks rather than back in the file.

Key challenges included:

• ❌ Paper-based case files: Physical files took up space, were costly to store, and were increasingly impractical as the firm prepared to move offices.
• ❌ Disconnected email evidence: Critical email discussions were not consistently captured in case files, creating gaps in the audit trail.
• ❌ Decision bottlenecks: Case decisions required assembling physical packs, which slowed down partner review and risked information never being refiled.
• ❌ Overly complex systems elsewhere: Larger, more feature-heavy systems felt cumbersome and distracting for a fast-moving team.

Rachel needed a solution that would simplify, not complicate, how the firm worked while ensuring every case remained fully compliant.

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Solution

Rachel Fowler Advisory implemented Workiro as their single source of truth for every insolvency case, replacing paper files entirely.

The rollout was intentionally simple. Rather than redesigning workflows, the team treated Workiro as their digital case file, using it to store documents, capture emails, and record decisions in context.

“We didn’t go through months of planning. We just got Workiro in and went with it - and it worked.”

Adoption was immediate across the firm, even without formal training.

“It’s so intuitive - everybody picked it up immediatley.”

Key features that made the difference

• ⚡ Centralised Case Files:
  Every document for every case now lives in Workiro. The firm no longer prints files, and physical storage is no longer required. And because everything is stored and searchable in one place, Rachel no longer needs to interrupt her team to locate documents or email trails.

‍“It stops me having to ask other people lots of questions about where things are - I can find everything myself.”

This not only saves time directly but also removes friction across the team, and speeds up partner-level decision-making.

• ⚡ Email Capture with Context: Important email threads are added once and then automatically captured going forward, ensuring complete communication histories sit inside each case.
• ⚡ Threads for Decision-Making: Threads replace physical “bulldog clip” packs. Each thread brings together documents, discussion, and outcomes, allowing Rachel to review, decide, and sign off without delay.
• ⚡ Clear Audit Trail: Documents, comments, decisions, and signatures are timestamped and versioned, creating confidence that the firm can evidence what was done and when.
• ⚡ Built-in Approvals and Signatures: Letters, reports, and meeting documents are authorised and signed directly in Workiro, with completed documents automatically stored in the case file.
• ⚡ Advanced Search Capabilities: Rachel estimated that Workiro saved a few hours every week on routine tasks like filing and searching for information. From day-to-day interruptions, case queries, and partner sign-offs, Workiro helps speed up information retrieval with it's advanced search functionality - making information instantly accessible across all cases.

“You could be saving hours and hours a week, depending on what queries come up.”

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The Results

Since moving to Workiro, Rachel Fowler Advisory has achieved:

• 🟢 A fully paperless practice, with all legacy files moved to storage
• 🟢 One system used daily by the entire firm
• 🟢 At least 2 hours saved per week, often more in high-pressure situations
• 🟢 Faster responses to queries and reviews, without searching across emails or folders
• 🟢 Faster, cleaner partner decision-making, with no documents left “floating” outside the file
• 🟢 Complete, review-ready case records, including documents, emails, decisions, and approvals
• 🟢 High team adoption without complexity or disruption
• 🟢 Greater confidence that every decision, document, and discussion is recorded

“Everything is where it should be. Nothing gets lost. The whole story is there.”

Workiro has become so embedded in day-to-day work that it opens automatically each morning and underpins every case the firm runs.

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Why Workiro?

Unlike heavier insolvency or document systems, Workiro gave Rachel Fowler Advisory exactly what they needed:

• 🟢 A clean, intuitive system that didn’t overwhelm and was simple to use
• 🟢 A true digital replacement for physical case files
• 🟢 Strong audit ability
• 🟢 A platform that evolves based on real customer feedback

“This is the only system that has stood the test of time for us. Others were just overly complicated.”

“If you want everything in one place - documents, emails, decisions - Workiro is phenomenal, and it just works. It does exactly what it says.”