Case Management Software
Track progress. Standardise workflow. A single system for all your casework.
Gain complete control over your workflow with one system. Benefit from improved efficiency and assured compliance on every case.
Workpro is designed for casework from the ground up. Everything is in one place – easy to track, report and improve. A duplicate effort is a thing of the past. And you’re now completely in control of every part of every process.
A single source of the truth
Spreadsheets have many strengths – but handling complex casework isn’t one of them.
Workpro replaces your separate, unconnected systems – giving you a single view of your organisation’s entire caseload. Everything is designed to deliver consistent, transparent results, built on solid workflows, clear templates and powerful reporting.
Even document management gets a productivity overhaul – with a single, secure and searchable repository for all your casework data and seamless MS Word integration.
Benefits at a glance
- Confidence and control, from a dedicated casework system
- Identify non-conformance and root causes
- Store every document in a single, secure location
Included as standard
- Three-stage workflow, adaptable to your process demands
- Targets and alerts adjusted to match your KPIs
- Templates starter pack for creating letters and emails
- Standard reports library
- GDPR-compliant information requests (FOI, EIR and SAR)
- All customisable and extendable
Log & track all casework
Case Capture
Quickly record all case details, however, they come in (email, letter, web, phone, text and social media).
Configurable workflow
Adapts to case type and guides users through the correct process at each stage. Includes Case and FOI/data protection case types
Document management
Store all documentation in the case record and easily bundle it for sharing. Optional PDF editing and redaction.
Respond & resolve
Alerts & Reminders
Highly visible alerts, reminders and tasks drive action, while any vulnerabilities or risks are flagged.
Auto-populated Templates
Email and letter templates are auto-populated with case data, with seamless MS Word integration.
Case & Task Ownership
Allocate and reassign case owners for full accountability. Tasks can be manually or system-generated.
Management information
Reporting & Analysis
Built-in standard reports library and flexible report writing tools. Well categorised data ensures accurate, meaningful reporting.
Performance Monitoring
Track casework using comprehensive dashboards, case and task views, with any issues highlighted.
Quick and Advanced Search
Everything is searchable, down to document level, with flexible filtering. Linked Case or Precedent Case tags.
Security & maintenance
Access & Security
Authorised access only, with case-level restrictions. Full audit trail. Data encryption. Single sign-on option. UK based, ISO 27001 data centres.
User Admin Tools
Key system elements are maintainable by authorised administrators. e.g. lookup lists, fields, user permissions.
Data Protection
The integral file management utility lets you manage data and records according to data protection policies.
Sectors we serve
Flexible hosting to suit your business
Workpro is available as Software as a Service or as an On-Premise installation. The choice is yours.
