Client correspondence scattered across inboxes
Keep matter-related emails and follow-ups alongside the client record.
Explore this capability
WORKBIE · BECAUSE IT’S EASIER
Workbie for Financial & Legal
Every client matter. A clear next action.
Connect client correspondence, documents, deadlines, time records and billing without replacing professional judgement.
Free Business Workflow Audit. No obligation.SOUND FAMILIAR?The gaps between your tools
The gaps between your tools
are where the work gets harder.
Your existing software may handle one part well. Workbie connects the work around it — customers, people, documents, operations and accounts — in one business management suite.
Document requests repeatedly chased
Track requested documents, ownership and receipt against the matter.
Explore this capabilityDeadlines managed by memory
Assign review tasks and due dates in the shared matter workflow.
Explore this capabilityTime records separate from billing
Link recorded work and billing tasks to the relevant engagement.
Explore this capabilityClients repeating progress questions
Scope a client portal for agreed document requests and status updates.
Explore this capabilityToo much information visible to everyone
Agree role-based access and menus for the responsibilities of each team.
Explore this capabilityBEFORE AND AFTER
A more connected working day.
Illustrative changes we can scope around your team — not measured customer outcomes.
TodayWith Workbie
Client correspondence scattered across inboxes
Keep matter-related emails and follow-ups alongside the client record.
Document requests repeatedly chased
Track requested documents, ownership and receipt against the matter.
Deadlines managed by memory
Assign review tasks and due dates in the shared matter workflow.
Time records separate from billing
Link recorded work and billing tasks to the relevant engagement.
Clients repeating progress questions
Scope a client portal for agreed document requests and status updates.
Too much information visible to everyone
Agree role-based access and menus for the responsibilities of each team.
One record. From the first step to the last.
01
Enquiry
02
Scope & engagement
03
Gather documents
04
Review & deliver
05
Bill & follow up
ClientsMattersDocumentsTasksTime records
ASK WORKBIE AILess searching.
Less searching.
A clearer next action.
Ask about the records your role is allowed to see. Prepare summaries and follow-ups from agreed information, with approval where it matters.
Fictional example conversations. Available actions and permissions are scoped; AI does not replace your team's professional judgement.
Which matters are waiting for client documents?
Workbie AIThe sample list shows each missing document and its follow-up owner, subject to your access permissions.
Draft a progress update for Beacon Trading.
Workbie AII've prepared an administrative update from approved matter notes for the responsible adviser to review.
WORKBIE ON THE MOVE
My matters. Wherever the work happens.
- Review draft document
- Record time against matter
- Prepare client follow-up
Illustrative mobile view with fictional records. Access, device needs and workflows are agreed for your team.
Discuss your workflow
TRY BEFORE YOU BUY · 10 PILOT PLACES ACROSS WORKBIE
Discuss the pilot offerA free Business Workflow Audit. One agreed pain point fixed free.
Business Workflow Audit worth £995. We agree the chosen problem and success criteria before starting, then fix it free, guaranteed. No obligation to buy further work. All we ask is a short honest testimonial when we fix your pain point.
Know what you're getting before committing.
Your workflow map
We map the chosen process, its handovers and where information is entered or lost.
A shortlist of improvements
What to keep, connect or replace — starting with the gap that matters most to your team.
A suggested pilot and timeline
An agreed first workflow, success criteria and indicative next steps, rather than an open-ended software project.
Do we have to replace our existing software?
No. We review what works and the available connection options first. Outlook, accounts packages and other providers are considered where relevant; technical access and integration scope are confirmed before development.
What does a wider system cost?
Pricing depends on the agreed configuration and scope. Custom-built pricing is agreed after discovery, with monthly payments. The free pilot does not require you to buy a wider system. See the pricing options.
What needs to be agreed for our industry?
Professional advice, regulatory obligations and matter decisions stay with your qualified team. Sensitive-data handling and any specialist integrations must be scoped.
YOUR BUSINESS. BUILT SMARTER.
Start with the part of your working day that needs fixing.
Tell us where the work slows down. We'll discuss your current tools, what needs to connect and a sensible first step.
Want more context? See the financial & legal overview or explore the platform.
Choose Workbie — because it’s easier.
Step 1 of 2 · takes 10 seconds
Financial & Legal. Built smarter.
Just your name and email to start. We’ll contact you back as soon as possible.