The #1 Document Management Outlook Solution for Professional Firms.
If Information is Locked In Someone’s Inbox – You Have An Incomplete Client File.
Capture every client email, attachment and approval – automatically.
Capture Every Email Conversation – Attachments, Threads & Decisions – Into The Right Client Files.
Client emails stop living in private inboxes: Every message and attachment becomes part of the client file.
No more hunting for attachments across Outlook and folders: Everything is captured and organised automatically.
Everyone sees the full client conversation: Not just the person copied into the thread.
A defensible communication record builds itself: So evidence is ready when partners, clients or regulators ask.
Outlook Without Workiro
Important client emails trapped in inboxes
• Important context hidden in private inboxes
• Attachments downloaded locally and easily lost
• Partners chasing email threads during reviews
• Communication history rebuilt manually
Outlook After Workiro
A complete client communication record
• Every key email stored in the client file
• Attachments captured, in context
• Full conversation visible to the whole team
• A searchable, time-stamped comms record
See the difference
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Every Client Email Captured In The Client File
Emails and attachments captured automatically: Stored against the correct client. No rebuilding evidence later.
Entire email threads preserved: Linked to the client record.
The whole team sees the full communication history: Not just the person copied into the thread.
Turn Email Conversations Into Actionable Work
Deadlines and commitments tracked: No more losing tasks buried in inbox threads.
Jump straight from email to the client record: No searching through folders or systems.
Full context kept with the work: Emails, attachments and tasks stay connected.
Remove Reliance on Individual Inboxes
Client communication visible across the team: Work continues even when someone is away.
Reduced risk of missing documents or approvals: Everything captured automatically.
Outlook integration demo
When Evidence Is Requested – The File Is Already Complete
Outlook integration demo
Keep Every Client File Defensible — Without Slowing Down.
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