Why Workpro


Workpro does everything you need, and nothing you don’t. 
This is case management as it should be.

Integrate with web forms, social media and company systems. Create, edit and save correspondence without leaving the case. All in an intuitive system trusted by some of the UK’s leading organisations.



Log & track all casework

 20 Configurable Case Types

Workpro is ready to adapt to almost any process.

'Ready to go’ HR workflows guide users through the correct process. Configurable to match your policies.

  Case capture

Everything in one place, from web forms to letters.

Quickly record all case details, however they come in - email, letter, web, phone, text or via our optional Workpro Connect portal.

Document management

Work directly in Word – or get a PDF detailing the entire case.

Store all documentation in the case record and easily bundle it for sharing. Optional PDF editing and redaction.


Respond & resolve

Alerts and reminders

Visually flag targets, deadlines and progress.

Highly visible alerts, reminders and tasks drive action, while any vulnerabilities or risks are flagged.

 Auto-Populated Templates

Professional, high-quality letter and email templates promote accuracy, consistency and productivity.

Email and letter templates are auto-populated with case data, with seamless MS Word integration.

Case and task ownership

Named case workers, delegates tasks and detailed reporting.

Allocate and reassign case owners for full accountability. Tasks can be manually or system-generated.


Management information

  Reporting and analysis

If it’s in Workpro, it can be analysed, instantly

Built-in standard reports library and flexible report writing tools. Well categorised data ensures accurate, meaningful reporting.

Performance monitoring

KPIs, team allocations, ‘done today’, ‘what’s next’ and much more.

Track casework using comprehensive dashboards, case and task views, with any issues highlighted.

Quick and Advanced Search

Search for anything, anywhere – including precedent cases.

Everything is searchable, down to document level, with flexible filtering. Linked Case or Precedent Case tags.


Security & maintenance

 Access and Audit

Restrict who sees what. Track every action. Encrypt everything.

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

Manage Workpro yourself. Or simply ask us to do it for you.

Key system elements are maintainable by authorised administrators. e.g. lookup lists, fields, user permissions.

 Data Protection

Workpro is GDPR-compliant and so much more. 

The integral file management utility lets you manage data and records according to data protection policies.

Want to learn more about Workpro HR?

Click on the link below for benefits, testimonials and information on Workpro HR case management software.