Structured Document Management
A secure, structured complete client file ready for scrutiny: AI-assisted filing, version control and firm-wide search.
Bespoke classification that fits how your firm actually works, so filing is not a judgement call for every new starter.
AI-assisted categorisation cuts admin and misfiling.
Firm-wide version control, so the wrong draft never goes out for signature.
Firm-wide search across files, emails and PDF contents, in seconds.
Audit trail and history: prove exactly what happened, instantly, when audited.
Office 365 collaboration without breaking the audit trail, plus PDF markup and merge.
Uncapped file storage. Every record kept, no archiving decisions, no per-gigabyte bill.
Other products & services
Ask Claude (Workiro MCP Server)
Ask Claude where a client stands and get the answer from the client file. Copilot and ChatGPT coming next.
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
Email and Client Communication
Evidence every client conversation. Emails, attachments and secure messages captured to the right client file.