For Small Professional Firms
You're no longer just a freelancer, but you're not a big agency. Warkflow gives you the structure to delegate work to your team and manage clients—without becoming a bottleneck.
The Challenge
The friction and manual work holding you back.
Every client request, approval, and question still comes directly to you, preventing you from focusing on high-value work.
Handoffs to your small team happen in emails or verbal chats, leading to missed details and inconsistent quality.
You lack a professional, centralized system to give clients updates, making your growing firm feel less polished than it should.
How Warkflow Solves It
A smarter, automated way to get work done.
Central Client Dashboard
See every project, task, and communication for all your clients in one organized view.
Clear Task Delegation
Assign work to your team members with all the necessary context and files, so they can execute without asking you for details.
Owner Approval Gates
Delegate the work, but keep control. Require your final sign-off before deliverables are sent to the client.
Templated Processes
Standardize your firm's signature services (e.g., "Annual Tax Filing," "Schematic Design Phase") into repeatable checklists.
Client-Facing Portals
Give each client a private, branded portal to track progress and upload documents, elevating your firm's professionalism.
Feature Spotlight
The core capabilities that make it all possible.
Role-Based Permissions
Let your assistant manage scheduling, but keep financial data private.
Approval Gates
Nothing goes out the door without your final review.
Shared Client Dashboards
Look like a big, organized firm, even with a team of three.
"Warkflow allowed me to finally hire my first two employees. I can delegate with confidence, knowing our quality stays high and I'm not the bottleneck for every single decision."
Priya Desai
Chartered Accountant & Founder, Desai & Associates