Ask Claude (Workiro MCP Server)
Ask Claude where a client stands and get the answer from the client file. Copilot and ChatGPT coming next.
"Where do we stand with the Henderson year-end?" Ask Claude and the answer comes back from the client file.
One question used to mean a morning of digging. The engagement letter, the last accounts, the AML checks and three email threads.
• Catch up on a client in seconds. The key points come back, in order, without you rebuilding the picture in your head.
• Find one detail without the hunt. Has the engagement letter been signed? When did we last do a risk review?
• Hand a job over without the catch-up call. Whoever picks up the client asks for the background and gets it straight away.
• No new AI tool to learn. You ask in the assistant your firm already trusts.
• Claude is available now. Microsoft Copilot and ChatGPT come next.
Other products & services
Integrations
Keep the systems you already run. TaxCalc, IRIS, CCH, Digita, Xero, Sage, Microsoft 365, NetSuite and 100's more.
E-Signature and Approvals
Unlimited native e-signing with a defensible audit trail. No per-envelope fees, no client logins, auto-filed.
Workflow and Task Management
Build a workflow once, run it for every client. Tasks route themselves, with the documents and context attached.
Security and Governance
Built for regulated firms that can’t afford security gaps. SOC 2, ISO 27001 and GDPR Compliant
Structured Document Management
A secure, structured complete client file ready for scrutiny: AI-assisted filing, version control and firm-wide search.
Email and Client Communication
Evidence every client conversation. Emails, attachments and secure messages captured to the right client file.