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Workpro features

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

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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.

All the features you'll ever need

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Configurable HR workflows

24 standard HR case types included, configurable to your process

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Chances are the standard HR case types included in Workpro will slot straight into your workflow, with almost no configuration. However, it’s ready to adapt to almost any need imaginable. You can make some changes yourselves, or ask us to support you.

Need more help? Get in touch

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Configurable workflow

Workpro is ready to adapt to almost any process.

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Chances are that Workpro will slot straight into your workflow, with almost no configuration. However, it’s ready to adapt to almost any need imaginable. You can make some changes yourselves, or ask us to support you.   

Need more help? Get in touch

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Case capture

Everything in one place, from web forms to letters

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Everything is in one place, from emails and letters to web forms and social media. Your customer details are pulled in directly, completely avoiding keying errors and duplicate effort. This means managers can manage, while the system moves each case along.

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Alerts and reminders. FCA compliant.

Visually flag FCA targets, deadlines and progress.

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Workpro puts FCA targets and deadlines in front of your team, and at the heart of your process. Flag vulnerable customers. See which cases are sitting at green, amber or red. And instantly know if a deadline is looming. Plus, set alerts when tasks are assigned, to make sure they’re completed.

Need more help? Get in touch

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Templates. FCA compliant.

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

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Every case worker using the same high quality tools. Every letter or email personalised from a pre-approved outline – designed to make sure you stay compliant and your customers stay fully informed, e.g. Summary Resolution Communications.

Need more help? Get in touch

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Alerts and reminders

Visually flag targets, deadlines and progress.

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Workpro puts targets and deadlines in front of your team, and at the heart of your process. Flag vulnerable customers. See which projects are sitting at green, amber or red. And instantly know if a deadline is looming. Plus, set alerts when tasks are assigned, to make sure they’re completed.

Need more help? Get in touch

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Templates

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

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Every case worker using the same high quality tools. Every detail gathered in precisely the same way. And every letter or email personalised from a pre-approved outline – designed to make sure you stay compliant, and your customers stay fully informed.

Need more help? Get in touch

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FCA reports and analysis

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

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Choose from a library of powerful reports, including standard FCA reports. Write your own, or let us build one to precisely fit your needs – from trend analysis to ‘cases by category’. Automatically maps your terminology to FCA categorisations.

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Document management

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

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Create and edit Word documents directly from Workpro, including full document auditing, filtering and searching. Need a summary of every document? Hit ‘Bundle PDF’. Workpro also integrates with Microsoft Outlook, including a choice of email domain.

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Performance monitoring

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

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Everything is there: your performance against KPIs, your team allocations, your ‘done today’ and your ‘what’s next’. With complete visibility, you gain complete control. View it your way, or export every data point to Excel for the ultimate flexibility.

Need more help? Get in touch

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Reports and analysis

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

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If it’s in Workpro, it can be analysed, instantly and in-depth. Choose from a library of powerful reports, write your own, or let us build one to precisely fit your needs – from trend analysis to ‘cases by category’.

Need more help? Get in touch

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Search

Search for anything, anywhere – including precedent cases.

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A phrase in a Word document. A name or number in a message. A keyword in a web form. Search for anything, and find the information you want – including links to exemplars and precedent cases. After all, why do something perfectly just once?

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Security and audit

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

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Workpro is GDPR-compliant and so much more. Restrict precisely who sees exactly what. Track every action, from initial call through to deletions, additions and delegations. Protect everything in the system, encrypted at rest or in transit. 

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Case and task ownership

Named case workers, delegates tasks and detailed reporting.

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Set a named case worker for every case in your workflow, then assign manual and process-generated tasks to progress each case to conclusion. This is compliance and customer service in action – flagging up small issues before they become intractable problems.

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Admin tools

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

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If you prefer, Workpro lets you manage your own lookup lists, KPIs, users, file management, templates and more – we’ll show you how. Or simply ask us to do it for you.

Need more help? Get in touch

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System integration

Workpro’s powerful API is the route to process automation.

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Pull in payroll data, HR details or scanned documents. Integrate with your phone system, single sign-on or two-factor authentication. Workpro works alongside your existing systems using standard API tools. 

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The all new Workpro interface.

How to guides

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How to Manage Case Permissions in Workpro
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How to Manage Case Permissions in Workpro
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Flexible installation to suit your business

Workpro is now available as Software as a Service or as an On-Premise installation. The choice is yours.

Installation options