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Workpro Casework
What Workpro Casework is
Workpro Casework is case management software for public and private organisations handling complaints, employee relations, information requests, regulatory work and process non-conformance. It captures emails, letters, reports, notes and web-form details in case records. Teams can assign owners and tasks, configure workflows, and monitor targets, deadlines and progress with alerts, reminders and dashboards. Users can create and edit Word documents, keep correspondence with cases and assemble PDF bundles. Workpro provides a report library, SQL Report Builder, Excel export and search across documents, messages and web forms. Its API exchanges data with CRM, payroll, webform, batch-printing and scanning systems. Security features include case-level access restrictions, audit trails, encryption in transit and at rest, and GDPR-related workflows. Deployment options include hybrid use, SaaS in UK data centres or on-premise installation. Optional modules add portals, embeddable forms, PDF editing and redaction, and X monitoring.
Who it suits
Workpro suits public and private organisations managing structured complaint, HR, information-request and regulatory casework. It is also intended for teams needing configurable workflows, reporting and integrations.
What it does well
- Captures emails, letters, reports, notes and web forms
- Workflow alerts track targets, deadlines and progress
- Creates Word documents and PDF bundles
- API connects CRM, payroll and scanning systems
- Offers case-level access controls and audit trails
What to know first
- Pricing is provided on request
- Deployment includes one-off onboarding costs
- Optional modules may add to costs
- Licensing varies by user access requirements
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Workpro Case Management | Annual running costs include licensing, hosting and support, with optional modules; one-off deployment costs cover onboarding. Costs are provided on request. · Different licensing levels for different user access requirements · Optional modules | On request |
As workpro.com lists them, read 11 Oct 2026. The maker's own page has the final word.
Verdict
Workpro Casework combines case capture, workflow control, document handling and reporting for regulated or target-driven processes. Its deployment choices, API and security controls support organisations with varied technical and compliance needs.
Facts from Workpro Casework's own pages
- Audit trail
- Yes · workpro.com, 22 Sept 2026
- Case capture
- It brings emails, letters, reports, notes and web form details into a case record. · workpro.com, 11 Oct 2026
- Case tracking
- Users can monitor case status and team performance against targets, with dashboards, alerts and reminders. · workpro.com, 11 Oct 2026
- Compliance
- The company lists ISO 9001, ISO 27001, ISO 14001, Cyber Essentials Plus and FSQS Registered accreditations. · workpro.com, 11 Oct 2026
- Custom case fields
- Yes · workpro.com, 22 Sept 2026
- Deployment
- A typical deployment of the standard Workpro product takes approximately six weeks, and customisations can extend that timeframe. · workpro.com, 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, 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, 11 Oct 2026
- Founded
- 1969 · workpro.com, 19 Oct 2026
- Headquarters
- Edinburgh, Scotland, UK · workpro.com, 19 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, 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, 11 Oct 2026
- Case intake forms
- Yes · workpro.com, 22 Sept 2026
- Integrations
- Workpro’s API can exchange data with other systems, including CRM, payroll, webforms, batch printing and scanning applications. · workpro.com, 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, 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, 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, 11 Oct 2026
- Product
- Workpro manages customer and employee casework, including complaints, HR cases, information requests and process non-conformance cases. · workpro.com, 11 Oct 2026
- Purpose
- Workpro is case management software for complaints, employee relations, information requests and other regulatory casework. · workpro.com, 11 Oct 2026
- Reporting
- Workpro includes a standard reports library and SQL Report Builder, and users can export data to Excel. · workpro.com, 11 Oct 2026
- Reporting and search
- Workpro includes a report library, lets users write reports, and supports searching documents, messages and web forms. · workpro.com, 11 Oct 2026
- Reporting dashboards
- Yes · workpro.com, 22 Sept 2026
- Security
- Workpro supports case-level access restrictions, an audit trail, encryption at rest and in transit, and GDPR-related workflows. · workpro.com, 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. · workpro.com, 11 Oct 2026
Where Workpro Casework stands on Freedom251
- Case Management Software#65 of 177
- Grievance Management Software#8 of 21