The #1 Document Management Integration for Glide.
If Your Client File Isn't In Workiro, It Isn't Complete.
Make every Glide job complete, compliant - and defensible.
Turns Every Glide Job Into a Complete, Audit-Ready Client File.
Every document filed to the correct Glide job: Emails, approvals and signatures captured.
No more evidence buried in inboxes: Every client communication visible to those who need it.
Instant visibility across every job: See what's been sent, signed and still outstanding in seconds.
A defensible file - ready when it matters: Full audit trail built automatically. Ready for any review, query or inspection.
Glide Without Workiro
Glide tracks the job. Evidence to support it is scattered.
• Jobs marked complete but documents go missing
• Emails and approvals buried in personal inboxes
• Filing relies on whoever remembered to save it
• Audit trail built under pressure when someone asks
Glide After Workiro
Every job tracked in Glide. Every file defensible in Workiro.
• Every document auto-filed to the correct Glide job
• Client emails captured into the record
• eSignatures and approvals stored with full audit certificate
• One complete, searchable client file - ready when it matters
See the difference
1 Clean Client Record - No Duplicate Admin
Glide clients sync automatically into Workiro - 24/7
Updates in Glide reflect instantly in the client file
No duplicate records, no manual re-entry
Every Document Filed Against the Right Job
Central storage of engagement letters, working papers and correspondence
Work from within Glide: Drag documents into the correct Workiro client file without switching between apps
Emails and attachments auto-captured: no manual download and save required
Audit Trail Built Automatically
Every version, approval and signature recorded against the client record
Full activity history across the file: ready when compliance asks
One complete, searchable record: built in the background while your team works
Glide integration demo
Every Glide Job Backed by a Complete, Defensible File.
Documents tied to the right job, not scattered
Client emails captured as the job progresses
Approvals and sign-offs stored against the client
Complete file visible to the whole team
Stop Hunting for Working Papers at Review Time.
Every version tracked automatically: No more "which file is current?" at review time.
Documents, tasks and discussion in one place: Reviewers see the full picture without chasing clarification.
Classification bespoke to your firm: Files organised the way your practice works, not a generic folder structure.
Full rationale and history on demand: Answer compliance questions in minutes - not days.
When a Handover or Audit Hits - The File Is Already Complete.
Full file visible to the incoming team immediately
Every client email captured - not locked in one person's inbox
Complete document and decision timeline - who changed what, when, and why
Ready for any inspection or internal review
Glide integration demo
Keep Every Client File Defensible — Without Slowing Down.
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