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.
Delivers a Secure, Auditable Document Layer for Insolvency Teams.
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.
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.
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.
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.
Workiro connects to IPS Cloud so insolvency teams can route documents from IPS Cloud into Workiro and organise them against the correct case file. Every document, communication and approval is stored in a compliant, traceable, searchable place, with a complete audit trail ready for regulatory inspection.
Workiro is document management and client workflow software for accounting and professional-services firms in the UK and Australia.
Keep Every Client File Defensible — Without Slowing Down.
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