The Missing Document Context Behind Your CRM.
Your CRM Tracks Clients. Workiro Proves What Happened.
Workiro connects to Drive CRM so that every client file is complete, structured and defensible — not rebuilt under pressure.
Turn CRM Activity Into a Complete Client Record
No duplicate client setup: Drive CRM clients sync into Workiro automatically.
Every document filed in context: Engagement letters, contracts and approvals stored against the right client.
Emails captured automatically: Client communication no longer trapped in personal inboxes.
Full audit trail without effort: Every version, sign-off and decision recorded and searchable.
Drive CRM Without Workiro
Documents and evidence live in multiple places.
• Compliance documents saved to personal drives, not the client record
• Client correspondence buried in inboxes
• Decisions and approvals with no traceable audit trail
• Incomplete client files rebuilt manually when evidence is requested
Drive CRM After Workiro
One complete, audit-ready client file - built as the work happens.
• Every document filed against the correct Drive CRM client - automatically
• Emails captured and linked to the client record
• Decisions, approvals and sign-offs stored with full audit trail
• One complete, governed file - ready when compliance evidence is needed
See the difference
One Clean Client Record - No Duplicate Setup
Drive CRM clients sync automatically into Workiro: no manual re-entry
Client data stays consistent as records change across both systems
No duplicate profiles, no conflicting information between platforms
Every Document and Decision Filed Against the Right Client
Compliance documents attached directly to the correct Drive CRM client record
Emails and correspondence captured and stored in context - not in inboxes
Engagement letters, contracts and evidence linked to the client, not lost in a folder
A Complete Audit Trail - Built Without Extra Admin
Every version of every document retained and timestamped automatically
Activity history across the client file ready when evidence is requested
Partners and managers have visibility of what's been sent, signed and still outstanding
Drive CRM integration demo
Queries and Decisions Captured Against the Client
Review notes filed against the correct client: No more decisions buried in threads or lost when someone leaves.
Tasks and approvals visible to the whole team: Not just the person copied into the original email.
Everything already captured, timestamped and ready: No rebuilding the file when evidence is requested.
Client Sign-Off - Collected and Filed Without Chasing
No passwords, no portals: Clients open a secure link and sign immediately - no account required.
Automatic reminders until completed: No manual chasing from your team.
Signed documents filed automatically: Stored against the correct Drive CRM client - timestamped and audit-ready.
Drive CRM integration demo
When the Regulator Calls - The File Is Already Complete
Every document version retained: Working papers, engagement letters and correspondence - all timestamped automatically.
Every decision stored in context: Emails and review notes captured against the client record, not buried in inboxes.
Every approval provable: Client sign-offs recorded with full audit certificate.
Drive CRM integration demo
Keep Every Client File Defensible — Without Slowing Down.
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