The #1 Document Management Integration for IPS Cloud.
For Inspection-Ready Cases And Total Confidence Under Scrutiny.
Make every IPS Cloud case file complete, compliant – and defensible.
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Delivers a Secure, Auditable Document Layer for Insolvency Teams.
Audit-ready: Workiro removes document silos, misfiling risks, and gaps in audit evidence - critical in an industry under heavy regulatory scrutiny.
Instant visibility: Teams gain instant visibility across cases, faster preparation for inspections, and consistent document structures across the practice.
Risk control: IPS Cloud stays the engine of the case, while Workiro becomes the controlled, high-integrity file store that compliance teams trust.
Where Case Management Meets Control.
Regulatory confidence: Store a complete audit trail ready for regulatory inspection.
Case visibility: add and classify emails directly against IPS Cloud cases.
Evidence repository: Create a central evidence repository underpinning the entire case lifecycle.
Structured Document Control
Automatically file and organise IPS-generated documents into the correct Workiro case.
Maintain complete version history, audit trails, and classification for all documents.
Controlled Collaboration & Approvals
Use Workiro threads to collaborate on drafts, realisation schedules, reports, and notices.
Capture internal approval conversations for compliance and audit defence.
Secure Evidence & Access Management
Store creditor communication evidence securely while IPS Cloud handles outbound distribution.
Provide structured, permission-based access to sensitive case materials.
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Stay Inspection-ready Without Chasing Evidence.
Automatically capture: documents, correspondence, and signed records against the correct IPS case.
Link evidence directly to IPS tasks: with signatures tracked and written back into IPS.
Remove reliance on inboxes and local folders: Ensuring every case stays fully documented and compliant.
Keep Every Client File Defensible — Without Slowing Down.
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