The #1 Document Management Integration for Practice Engine.
A Complete, Defensible Client File For Every Job in Practice Engine.
Make every Practice Engine client record complete, compliant - and defensible.
Turns Every Practice Engine Job Into a Complete, Audit-Ready Client File.
Everything filed to the correct Practice Engine client - emails, documents, approvals and signatures captured without manual organisation required
Instant visibility across the client file - see what's been sent, signed and still outstanding in seconds
No duplicate client records - Practice Engine and Workiro stay perfectly aligned, automatically
Full audit trail built from day one - every version, comment, approval and signature recorded
Practice Engine Without Workiro
Practice Engine tracks the jobs - not the evidence.
• Jobs tracked, but files scattered across shared drives and inboxes
• Emails and approvals living in personal inboxes, not the client record
• Signatures and documents saved manually - easy to miss, easy to lose
• Audit trail rebuilt under pressure when evidence is requested
Practice Engine After Workiro
Workiro organises the evidence that proves the work was done.
• Every file and email captured to the correct Practice Engine client automatically
• Client data synchronised across both systems - always consistent
• Built-in eSign with full audit certificate stored against the client
• One governed, searchable, defensible client file per job
See the difference
1 Clean Client Record
Practice Engine clients sync automatically into Workiro - no manual setup, no duplicate admin
Updates in Practice Engine reflect instantly - records always consistent across both systems
No duplicate client records - one clean, governed file per client
Work Stored Against the Job
Documents linked directly to the correct Practice Engine client and job
Emails auto-captured into the right client record - no manual filing
Tasks and approvals visible in context - nothing buried in inboxes
Audit Trail Built Automatically
Version control across every draft - see who changed what and when
Signature certificates attached to final documents - stored against the client
Complete activity history across the client file - ready when evidence is requested
AI-assisted classification reduces manual filing across high-volume jobs
Practice Engine integration demo
Faster Client Work. Cleaner Files. Less Admin.
Engagement documents live alongside client communication - no switching between systems to find context
Partner sign-off captured with audit proof - every approval timestamped and filed against the client
Tasks and approvals visible to the whole team - nothing lost in personal inboxes
Documents searchable by content, tag or client - full file retrievable in seconds
Client Sign-Off in Seconds. Proof of Approval Stored Automatically.
Structured approval requests - send engagements and documents with everything clearly listed, via a no-password secure link
Automatic reminders - clients are nudged until everything is received, no manual follow-ups from your team
Built-in eSignature - clients approve without creating accounts or logins
Signed documents filed automatically - timestamped, versioned and stored against the correct Practice Engine client
When the Regulator Calls, You're Ready - Without Rebuilding The File.
Every document version retained - trial balance, schedules, working papers and correspondence linked to the correct client
Every decision stored in context - emails and messages captured against the engagement, not buried in inboxes
Every version preserved - see who changed what, and when, across the whole team
Every approval provable - client sign-offs and partner confirmations timestamped and stored
Practice Engine integration demo
Keep Every Client File Defensible — Without Slowing Down.
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