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On the recordRead 11 Oct 202626 facts
Workpro Casework
Workpro Casework · Edinburgh, Scotland, UK · founded 1969
Plans and prices
Workpro Case Management
Priced on request
Different licensing levels for different user access requirements · Optional modules
Read 11 Oct 2026 · workpro.com
On the record
- Audit trail
- Yesworkpro.com · read 22 Sep 2026
- Case capture
- It brings emails, letters, reports, notes and web form details into a case record.workpro.com · read 11 Oct 2026
- Case tracking
- Users can monitor case status and team performance against targets, with dashboards, alerts and reminders.workpro.com · read 11 Oct 2026
- Compliance
- The company lists ISO 9001, ISO 27001, ISO 14001, Cyber Essentials Plus and FSQS Registered accreditations.workpro.com · read 11 Oct 2026
- Custom case fields
- Yesworkpro.com · read 22 Sep 2026
- Deployment
- A typical deployment of the standard Workpro product takes approximately six weeks, and customisations can extend that timeframe.workpro.com · read 11 Oct 2026
- Document management
- Users can create and edit Word documents in Workpro, store correspondence in case records and create PDF bundles.workpro.com · read 11 Oct 2026
- Documents and correspondence
- Users can create and edit Word documents within Workpro, store documents in case records, and create a PDF bundle for sharing.workpro.com · read 11 Oct 2026
- Hosting
- Workpro is available as SaaS hosted in UK data centres or as an on-premise installation; the SaaS service states a 99.9% availability guarantee.workpro.com · read 11 Oct 2026
- Hosting security
- The standard cloud service lists ISO 27001 accredited data centres, Cyber Essentials Plus certification, managed cyber security, encrypted backups and disaster recovery to a second data centre.workpro.com · read 11 Oct 2026
- Case intake forms
- Yesworkpro.com · read 22 Sep 2026
- Integrations
- Workpro’s API can exchange data with other systems, including CRM, payroll, webforms, batch printing and scanning applications.workpro.com · read 11 Oct 2026
- Intended users
- Workpro serves public and private sector organisations and describes specialised casework solutions for complaints, HR, information requests and regulatory work.workpro.com · read 11 Oct 2026
- Optional modules
- Optional modules include self-service portals, an embeddable webform, PDF editing and redaction, and an X monitoring module.workpro.com · read 11 Oct 2026
- Pricing structure
- Pricing includes annual running costs for licensing, hosting and support, plus one-off deployment costs; licensing levels vary by user access requirements.workpro.com · read 11 Oct 2026
- Product
- Workpro manages customer and employee casework, including complaints, HR cases, information requests and process non-conformance cases.workpro.com · read 11 Oct 2026
- Purpose
- Workpro is case management software for complaints, employee relations, information requests and other regulatory casework.workpro.com · read 11 Oct 2026
- Reporting
- Workpro includes a standard reports library and SQL Report Builder, and users can export data to Excel.workpro.com · read 11 Oct 2026
