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Workiro revolutionises document management for regulated sectors and complex businesses. This innovative system organizes information around transactions, projects, and customer relationships, automatically collating documents and correspondence. It enhances speed, security, and compliance, integrating with platforms like NetSuite and Microsoft 365.
Workiro provides a cloud-based approach to keeping professionals informed and in control, transforming information management across all devices.
Remove the limitations of inflexible, out-dated folder-based systems. Tag and organise valuable information and allocate tasks with a focus on clients, their projects and their objectives.
A modern, cloud-based solution for total document management. Capture, store and share valuable information in multiple file formats, including Word, PowerPoint, Excel, photos, drawings, and audio recordings.
Unify business information across the world’s leading platforms, including NetSuite*, Microsoft 365**, Outlook and specialist ERP software.
Request, track and store approvals including Electronic Signatures. Automatically file signed Contracts, Heads of Agreement, Letters and Instructions, and directly link them to applicable documentation.
Capture pertinent emails and attachments automatically and append them to specific live projects. Use Workiro’s secure, in-app chat function to collaborate with and update in-house and external stakeholders.
Enjoy uncapped, secure cloud storage for documents. Request and store any number of electronic signatures.
