Workpro Casework
The facts below are what the maker publishes about Workpro Casework, checked and dated. Our editors have not written about it yet.
Plans and prices
From Workpro Casework's own pricing page, checked 11 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Workpro Case Management | Priced on request | Different licensing levels for different user access requirements · Optional modules · Annual running costs include licensing, hosting and support, with optional modules; one-off deployment costs cover onboarding. Costs are provided on request. |
The facts
Each one read from Workpro Casework's own pages, with the date it was checked.
What it does
- Audit trail
- Yeschecked 22 Sep 2026
- Case capture
- It brings emails, letters, reports, notes and web form details into a case record.checked 11 Oct 2026
- Case intake forms
- Yeschecked 22 Sep 2026
- Case tracking
- Users can monitor case status and team performance against targets, with dashboards, alerts and reminders.checked 11 Oct 2026
- Compliance
- The company lists ISO 9001, ISO 27001, ISO 14001, Cyber Essentials Plus and FSQS Registered accreditations.checked 11 Oct 2026
- Custom case fields
- Yeschecked 22 Sep 2026
- Deployment
- A typical deployment of the standard Workpro product takes approximately six weeks, and customisations can extend that timeframe.checked 11 Oct 2026
- Document management
- Users can create and edit Word documents in Workpro, store correspondence in case records and create PDF bundles.checked 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.checked 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.checked 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.checked 11 Oct 2026
- Integrations
- Workpro’s API can exchange data with other systems, including CRM, payroll, webforms, batch printing and scanning applications.checked 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.checked 11 Oct 2026
- Optional modules
- Optional modules include self-service portals, an embeddable webform, PDF editing and redaction, and an X monitoring module.checked 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.checked 11 Oct 2026
- Product
- Workpro manages customer and employee casework, including complaints, HR cases, information requests and process non-conformance cases.checked 11 Oct 2026
- Purpose
- Workpro is case management software for complaints, employee relations, information requests and other regulatory casework.checked 11 Oct 2026
- Reporting
- Workpro includes a standard reports library and SQL Report Builder, and users can export data to Excel.checked 11 Oct 2026
- Reporting and search
- Workpro includes a report library, lets users write reports, and supports searching documents, messages and web forms.checked 11 Oct 2026
- Reporting dashboards
- Yeschecked 22 Sep 2026
- Security
- Workpro supports case-level access restrictions, an audit trail, encryption at rest and in transit, and GDPR-related workflows.checked 11 Oct 2026
- Support
- Workpro offers a 24/7 online helpdesk, support by email or telephone, and remote support; its licence agreement includes one system upgrade per year.checked 11 Oct 2026
The company
- Founded
- 1969checked 19 Oct 2026
- Headquarters
- Edinburgh, Scotland, UKchecked 19 Oct 2026
