Workpro
What is Workpro?
Workpro is a case-management platform for handling complaints, enquiries, and regulatory information requests. Organizations can log, assign, track, report on, and analyze cases from one system. It supports Freedom of Information (FOI), Environmental Information Regulation (EIR), data protection (DP), and subject access request (SAR) case types alongside complaints workflows.
Consistency
- Centralizes case records, correspondence, documents, tasks, and ownership details.
- Uses configurable workflows to guide users through defined case-handling steps.
- Provides email and letter templates that can populate correspondence with case data.
- Lets authorized colleagues review or take over active cases when workloads or staff availability change.
- Captures categorized case data for reporting and analysis.
Control
- Displays case status, tasks, targets, and team activity through dashboards and case views.
- Uses alerts, reminders, and task ownership to identify upcoming actions and deadlines.
- Supports case reassignment and workload distribution.
- Enables teams to identify recurring issues, themes, and root causes from recorded case data.
- Includes standard reports and configurable reporting tools.
Compliance and governance
- Supports workflows for complaints, FOI, EIR, DP, and SAR cases that organizations can configure to their policies.
- Stores documents and correspondence within the case record, with options for document handling and redaction.
- Provides access controls, case-level restrictions, and chronological audit trails.
- Supports records and file-management processes associated with data protection and information-access requirements.
Workpro is suited to public-sector bodies, regulated organizations, ombudsman services, financial services teams, and other organizations that need structured handling and oversight of customer, employee, or regulatory casework.
Categories & Use Cases
Videos
Screenshots
1 / 3
Screenshot of Dashboard Screen
Technical Details
| Deployment Types | On-Premise, SaaS |
|---|---|
| Operating Systems | Windows |
| Mobile Application | No |
| Supported Countries | United Kingdom, United States, Canada |
| Supported Languages | English |
Downloads
FAQs
What are Workpro's top competitors?
Aptean Respond are common alternatives for Workpro.