The #1 Document Management Integration for Postworks.
Build a Complete Client File.
Workiro imports scanned mail from Postworks and links it to the correct client file — so every piece of incoming correspondence is captured, searchable, and defensible.
Turns Every Piece of Scanned Post Into an Audit-Ready Client Record
No more manual downloading or filing: Workiro captures and organises correspondence the moment it's scanned.
Removes risk: no documents stored outside the main system, or buried in someone's downloads folder.
Better team visibility: everyone can see incoming mail instantly, for faster turnaround on client queries.
Stronger client experience: faster responses and a complete record of every communication.
Postworks Without Workiro
Great scanning. Messy client files.
• Scanned documents stored outside main system
• Manually downloading & filing of correspondence
• Risk of missed or overlooked mail items
• Client communication spread across multiple locations
Postworks After Workiro
One source of truth — no duplicate filing.
• Scanned correspondence stored automatically
• Mail linked to the correct client or workspace
• Teams review and respond from one system
• A complete record of physical and digital communication
See the difference
Post Imported Without Manual Handling
Every item captured the moment it arrives - nothing sits in a tray
Scanned documents downloaded directly into the correct client record
No manual saving, renaming or redistributing files across the team
Physical and Digital Correspondence in One Place
Scanned post stored alongside emails, contracts and approvals
Every piece of correspondence linked to the relevant client record
Complete communication history maintained across every client
Audit Trail Built Automatically
Every scanned document timestamped and traceable to the client file
Incoming post visible to the whole team - not just whoever opened the envelope
A defensible correspondence record, built without any additional admin
Postworks integration demo
Be Regulator-Ready, Always
Every scanned document timestamped: Providing a complete audit history for every client
Physical and digital evidence in one place: Letters stored alongside emails, approvals and signed documents.
Visible to the whole team immediately: No reliance on one person to distribute or action incoming mail.
Collect Client Approvals Securely
Secure document sharing without email attachments: Send financial plans and suitability letters through a branded secure link - no login required.
Built-in eSign for client approvals: Clients review and sign in seconds, with every signature timestamped and stored automatically.
Every approval filed instantly: Signed documents captured the moment they're completed — with a full audit certificate attached.
Partner Review and Sign-Off, Captured Against Every Client
Sign-offs recorded with full context: Every partner decision captured where the work lives - not buried in an email thread.
Discussions linked directly to the client or case: Context stays with the work, not lost in a reply chain.
Automatic reminders replace manual follow-up: Outstanding approvals nudged until resolved, without your team getting involved.
Postworks integration demo
Keep Every Client File Defensible — Without Slowing Down.
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