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Workiro Customers

Case Communications For
Insolvency Practitioners.
Defend What You Say Under Regulatory Scrutiny.

Structured, traceable communication across every stage of an insolvency case – helping you stay compliant and audit-ready.

Case Comms Before

When context is questioned, proof is hard to find.

• Notices sent across inboxes, folders, and disconnected apps

• No clear record of who received what, or when

• Responses buried in email & attachments

• Audit prep means reconstructing the trail

Case Comms After

1 controlled communication trail – audit-ready by default.

• Notices issued & tracked from the case file

• Record of all recipients, dates & docs sent

• Responses and evidence stored in context

• Clear, complete audit trail ready for review

• Email context automatically captured against the case

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Workflow diagram showing document request via no-password secure link for client onboarding, with active threads and recent documents logged and filed against client as a single source of truth.

Create A Structured Communication Workspace

As soon as the appointment begins, Workiro provides a central area for all communication with the client, creditors and internal team.

Every document goes to the right place, and every action is automatically recorded within the case file.

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

A Workiro customer

Rachel Fowler
Owner, Rachel Fowler Advisory

20 days

Saved annually in admin

100%

Case files now paperless

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A 98.4% Support Rating Over Last 120,367 Tickets

Free migration for eligible firms – book a demo for qualification

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Prepare Notices & Reports With Confidence

Notices, circulars, proposals, progress updates, and creditor packs can be uploaded, reviewed, and shared internally before publication.

Workiro’s version history keeps every adjustment transparent.

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Workflow for centralising all verification evidence

Store Communications & Evidence Automatically

Whether you issue communications through your insolvency software or manually, Workiro stores the final documents, together with commentary, approvals, and timestamps.

Make sure you always have the complete story.

“If someone asks something in an email, it’s already where it needs to be. I’m not filing it again somewhere else.”

A Workiro customer

Ben Symons
Director At Serenity Accounting & Bookkeeping

£40k+

A year in reclaimed in time

~50%

Less Xero PM admin time

Ketton Wealth company logo.

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Workflow for giving clients a secure document portal without logins

Manage Follow-Up Actions Clearly

Clearly assign tasks for adjudication, dividend preparation, or follow-up notices.

Quickly check the status of a task at a glance, and let Workiro handle any chasing with automatic reminders - reducing risk and improving control.

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Workflow for delivering a clean handover to internal teams

Provide Regulators With Complete Communication Evidence

When regulators request communication logs, Workiro delivers a full chronology: documents, conversations, approvals, versions, and decisions.

Everything is unified and ready to present.

Keep Every Client File Defensible — Without Slowing Down.

Everything recorded. Everything filed.
Ready when compliance asks.

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“For everything in one place - documents, emails, decisions - Workiro is phenomenal. Especially in high pressure situations I couldn't do without it.”

A Workiro customer

Rachel Fowler
Owner, Insolvency Practioner

100%

Paperless onboarding

20 days

Saved annually in administration

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Top 40 Accountancy Firm Slashes Administration Time Across 450 Staff, While Increasing Client Interaction Speed

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