The #1 Document Management Integration for IPS Cloud.
For Inspection-Ready Cases And Total Confidence Under Scrutiny.

Make every IPS Cloud case file complete, compliant – and defensible.

IPS for Workiro Demo

Workflow for centralising all verification evidence

Delivers a secure, auditable document layer for insolvency teams.

IPS Cloud handles case management and statutory processes.

While Workiro ensures every document, communication, and approval is stored in a compliant, traceable, and easily searchable workspace.

Audit-ready: Workiro removes document silos, misfiling risks, and gaps in audit evidence - critical in an industry under heavy regulatory scrutiny.

Instant visibility: Teams gain instant visibility across cases, faster preparation for inspections, and consistent document structures across the practice.

Risk control: IPS Cloud stays the engine of the case, while Workiro becomes the controlled, high-integrity file store that compliance teams trust.

Where Case Management Meets Control.

With this integration – insolvency teams can route documents from IPS Cloud into Workiro, organise them against the correct case file, and collaborate internally within a secure, audit-ready workspace.

Regulatory confidence: Store a complete audit trail ready for regulatory inspection

Case visibility: add and classify emails directly against IPS Cloud cases

Evidence repository: Create a central evidence repository underpinning the entire case lifecycle

Workflow for giving clients a secure document portal without logins

Structured Document Control

Automatically file and organise IPS-generated documents into the correct Workiro case

Maintain complete version history, audit trails, and classification for all documents

Controlled Collaboration & Approvals

Use Workiro threads to collaborate on drafts, realisation schedules, reports, and notices

Capture internal approval conversations for compliance and audit defence

Secure Evidence & Access Management

Store creditor communication evidence securely while IPS Cloud handles outbound distribution

Provide structured, permission-based access to sensitive case materials

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Stay Inspection-ready Without Chasing Evidence.

When managing insolvency cases, every decision, document, and approval needs to stand up to regulatory scrutiny.

Connecting Turnkey IPS Cloud to Workiro ensures all supporting documents, correspondence, and signed records are captured automatically alongside each case.

This creaties a complete, chronological audit trail that’s easy to review internally and straightforward to present to regulators.

Automatically capture: documents, correspondence, and signed records against the correct IPS case.

Link evidence directly to IPS tasks: with signatures tracked and written back into IPS.

Remove reliance on inboxes and local folders: Ensuring every case stays fully documented and compliant.