Workpro Casework

Spec sheet

Purpose

Workpro is case management software for complaints, employee relations, information requests and other regulatory casework.Read 11 Oct 2026 · workpro.com

Product

Workpro manages customer and employee casework, including complaints, HR cases, information requests and process non-conformance cases.Read 11 Oct 2026 · workpro.com

Intended users

Workpro serves public and private sector organisations and describes specialised casework solutions for complaints, HR, information requests and regulatory work.Read 11 Oct 2026 · workpro.com

Deployment

A typical deployment of the standard Workpro product takes approximately six weeks, and customisations can extend that timeframe.Read 11 Oct 2026 · workpro.com

Integrations

Workpro’s API can exchange data with other systems, including CRM, payroll, webforms, batch printing and scanning applications.Read 11 Oct 2026 · workpro.com

Security

Workpro supports case-level access restrictions, an audit trail, encryption at rest and in transit, and GDPR-related workflows.Read 11 Oct 2026 · workpro.com

Compliance

The company lists ISO 9001, ISO 27001, ISO 14001, Cyber Essentials Plus and FSQS Registered accreditations.Read 11 Oct 2026 · workpro.com

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.Read 11 Oct 2026 · workpro.com

Headquarters

Edinburgh, Scotland, UKRead 19 Oct 2026 · workpro.com

Founded

1969Read 19 Oct 2026 · workpro.com

Audit trail

YesRead 22 Sep 2026 · workpro.com

Case capture

It brings emails, letters, reports, notes and web form details into a case record.Read 11 Oct 2026 · workpro.com

Case intake forms

YesRead 22 Sep 2026 · workpro.com

Case tracking

Users can monitor case status and team performance against targets, with dashboards, alerts and reminders.Read 11 Oct 2026 · workpro.com

Custom case fields

YesRead 22 Sep 2026 · workpro.com

Document management

Users can create and edit Word documents in Workpro, store correspondence in case records and create PDF bundles.Read 11 Oct 2026 · workpro.com

Documents and correspondence

Users can create and edit Word documents within Workpro, store documents in case records, and create a PDF bundle for sharing.Read 11 Oct 2026 · workpro.com

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.Read 11 Oct 2026 · workpro.com

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.Read 11 Oct 2026 · workpro.com

Optional modules

Optional modules include self-service portals, an embeddable webform, PDF editing and redaction, and an X monitoring module.Read 11 Oct 2026 · workpro.com

Pricing structure

Pricing includes annual running costs for licensing, hosting and support, plus one-off deployment costs; licensing levels vary by user access requirements.Read 11 Oct 2026 · workpro.com

Reporting

Workpro includes a standard reports library and SQL Report Builder, and users can export data to Excel.Read 11 Oct 2026 · workpro.com

Reporting and search

Workpro includes a report library, lets users write reports, and supports searching documents, messages and web forms.Read 11 Oct 2026 · workpro.com

Reporting dashboards

YesRead 22 Sep 2026 · workpro.com

Workflow and tasks

Teams can assign case owners and tasks, configure workflows, and track targets, deadlines and progress with alerts.Read 11 Oct 2026 · workpro.com

Workflow automation

YesRead 22 Sep 2026 · workpro.com

Plans and prices

Every Workpro Casework plan and price →

Where Specifiction places it

• Case Management Software#39 of 1778.0
• Grievance Management Software#7 of 217.4