PLATFORM
For Professional Firms That Want Every Client File To Be Defensible.
Fast & Compliant – For Client Trust.
Every document, decision and approval – in one secure and audit-ready system.
1
Structured Document and Case Management
“Everything is where it should be. Nothing gets lost. The whole story is there.”
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Rachel Fowler
Owner, Rachel Fowler Advisory
A secure, structured system to store, organise and control every client document — complete, traceable, and ready for scrutiny.
Structured Doc Management
Bespoke classification system to fit how your business works.
Firm-Wide Version Control
Prevent the wrong version being sent or signed.
Audit Trail and History
Prove exactly what happened — instantly, when audited.
AI-Assisted Categorisation
Reduce admin load and error – with intelligent organisation.
Defensible Client File
Collect the full client story — files, emails, approvals, decisions.
Firm-Wide 'Google' Search
Find any file or email in seconds, including PDF search.
PDF Markup and Merge
Review PDFs and combine them into one file.
Office 365 Collaboration
Work in Office apps without breaking audit trails.
Documents On Your Mobile
Keep client work moving with a native, powerful, slick app.
Uncapped File Storage
Store every record without archiving or compromise.
Book doc management demo
2
Compliant Client Communication
“Clients like the fact that they don’t need to remember passwords or logins.”
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Julia Docker
Practice Manager, Informed Choice
Capture, manage, and evidence every client conversation — across email and secure messaging.
Email Conversation Capture
Capture threads and related emails into one auditable client record.
Email Attachment Filing
Auto-capture email attachments with full team visibility.
Secure Client Messaging
Secure your highly sensitive conversations & files.
No Password Logins
Remove login friction — without losing security.
In-Context Evidence
Related files, signatures and conversations are linked.
Branded Client Portal
Securely request files, and discuss tasks with your clients.
Team Client Handover
Maintain continuity when staff or workloads change.
Instant Client Activity Alerts
Mobile alerts for replies, uploads, read-receipts & approvals.
Book client comms demo
3
Security, Permissions & Governance
"In our business, I have got to have 100% confidence in our systems – and Workiro gives me that confidence."
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Andy Holland - Partner
Medical Assurance Bureau
Built for regulated firms that can’t afford security gaps — trusted by some of the world’s largest organisations for over 25 years.
Role-Based Access Controls
Only the right people – with least-privilege access by default.
Granular File Controls
Lock down sensitive documents without slowing work.
Centralised Oversight
Track access, changes, and activity across every client file.
Compliance-Ready Proof
Designed for evidence in seconds for audits, reviews & complaints.
Immutable Audit Logging
Every action & change is recorded and cannot be altered.
Secure External Sharing
Share highly sensitive files without losing control.
Resilience and Monitoring
Backups, anomaly detection and a 24/7 incident response team.
Single Sign-On (SSO)
Supported with Microsoft and Google.
Book security demo
4
Evidence-Ready Approvals and Sign-Offs
Enterprise-grade security, shaped by 25+ years protecting the critical client records of professional firms.
Audit-Ready eSignatures
Secure signatures with a full audit trail.
Multi-Party Sign-Off
Collect signatures from every required party — with reminders.
Initials and Wet eSignatures
Add initials and wet signatures anywhere in the document.
Partner and Client Sign-Off
Evidence-ready approvals with clear ownership and audit trail.
Password-Free Signing
Reduce friction for faster, secure completion.
Contextual Evidence
Every file, message & decision permanently linked to signature.
Client-Ready Mobile Signing
Secure sign-off from any device — without breaking the audit trail.
Branded Signing Experience
Reinforce client trust with a branded experience.
Book approvals demo
5
Workflow, Tasks and Operational Control
"Workiro takes care of the administrative side of the job, enabling us to help our clients grow.”
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Jeffrey Taraboulos
Partner – SDT
Keep client work moving with structured workflows, clear ownership – and visibility control across your team or firm.
Recurring Work Templates
Standardise recurring reviews, filings and repeat client work.
Task Assignment
Add ownership so deadlines aren’t missed.
Bottleneck Visibility
Know which jobs are drifting before it becomes a client issue.
Set Critical Due Dates
Make sure clients and colleagues act on critical matters on time.
Process Standardisation
Reduce errors by standardising how work gets done.
Staff Exit Protection
Make sure no files, emails or evidence is lost.
Book control demo
Keep Every Client File Defensible — Without Slowing Down.
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