Bring Structure to Gmail-Based Client Communication.
Turn Conversations Into Organised, Searchable Records.

Turn everyday emails in Gmail into structured, client-ready records. Gmail handles the conversation - Workiro secures the record.

Workflow for centralising all verification evidence

Keep Client Emails Where They Belong

Gmail is where conversations happen. Workiro ensures important communication becomes part of the structured client file.

Reduced email searching

No lost attachments

Stronger collaboration

Stronger compliance control

“I know instantly what’s been sent, what’s been signed, and what’s still waiting. I don’t have to chase anymore.”

A Workiro customer

Ben Symons
Director At Serenity Accounting & Bookkeeping

£40k+

A year in reclaimed in time

~50%

Less Xero PM admin time

Gmail Without Workiro

Email conversations lost in inboxes.

• Critical comms buried in personal inboxes.

• Attachments downloaded & saved inconsistently.

• Limited visibility across teams.

• Time lost searching for historic correspondence.

Gmail After Workiro

Client communication captured in one structured record.

• Every key message stored in the client file.

• Attachments captured and classified against the client file.

• Shared access to full communication history.

• A structured, searchable audit trail built in real time.

See the difference

Workflow for giving clients a secure document portal without logins

File Emails in Seconds

Use the Gmail browser add-in

Classify emails against clients and projects

Maintain searchable correspondence history

Track Follow-Up and Accountability

Create tasks directly from email

Assign responsibility clearly

Keep communication and action linked

Turn Emails Into Structured Collaboration

Reduce fragmented communication

Provide shared team visibility

Maintain audit-ready client timelines

Gmail integration demo

Workflow for centralising all verification evidence

Turn Email Conversations Into Structured Records

Gmail is where client conversations happen. Without structured filing, key attachments and approvals can be overlooked.

The Gmail add-in enables instant filing of emails and attachments into Workiro, for a complete client record, always.

“Having one source of truth for collaboration between teams and clients enables us to deliver exceptional service.”

A Workiro customer

Martin Bugg
Partner at Larking Gowen

Top 40

Award-winning accounting firm

450

Sized team

Workflow for delivering a clean handover to internal teams

Improve Collaboration Across Teams

When communication remains in personal inboxes, visibility suffers. Teams duplicate effort or miss context.

Workiro centralises correspondence, documents and the tasks surrounding them so that everyone works from the same information - regardless of the team they’re in.

Workflow for delivering a clean handover to internal teams

Maintain Clear, Searchable Audit Trails

Retrieving historical email evidence can be slow and unreliable. Manual searches increase compliance risk.

Workiro stores communication alongside documents and tasks, creating a complete and searchable client timeline.

Gmail integration demo