The #1 Document Management Integration for Karbon
For Complete Client Evidence And Faster Partner Reviews.
Your team keeps working in Karbon as they do today — while Workiro quietly builds the complete client file behind your work.
Karbon tracks the tasks — but the evidence often lives somewhere else.
Documents captured automatically: no more hunting across folders and inboxes.
Emails stored with the client record conversations and decisions stay in context.
Clear version history: reviewers see what changed and when.
Instant review context: partners understand the full job in seconds.
Karbon Without Workiro
Great planning. Scattered client evidence.
• Documents saved across shared drives
• Reviewers chasing the latest version
• Audit trails rebuilt after the fact
Karbon After Workiro
Planning backed by a complete client file.
• Every task supported by documentation
• Emails and attachments filed automatically
• One structured client file per engagement
• Faster partner review and sign-off
• A defensible audit trail from day one
See the difference
Review Work With the Full Story in View
Automatic version history: see exactly what changed and when.
Approvals captured in context: decisions stored with the work.
Client signatures in 1 place: no exporting or chasing PDFs.
Defensible timeline: every change tracked across the client file.
Move Documents and Emails Out of the Inbox
Emails captured: with attachments filed to the correct client.
Workpapers stored centrally: approvals and supporting evidence kept together.
Tasks, threads & files linked: everything connected to the job.
Complete history: no searching inboxes during reviews.
Keep Client Records Perfectly Aligned
24/7 client sync: Karbon contacts, organisations and groups always stay aligned.
Instant client connections: Workiro client records auto-created.
Consistent client data: planning, delivery & files always match.
No duplicate setup: eliminate manual client creation.
Karbon integration demo
Make Every Client Engagement Easy to Defend – Without Rebuilding The File.
Karbon integration demo
Keep Every Client File Defensible — Without Slowing Down.
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