Enterprise Document Management

Transform How Your Organization Manages Correspondences & Documents

WorkiDoc streamlines your document workflows with AI-powered email classification, intelligent approval routing, and real-time collaboration. Stop losing critical correspondences in email chaos.

Request a Demo See How It Works
90% Faster Document Routing
100% Audit Trail Coverage
50% Less Manual Work
WorkiDoc Dashboard
Response Approved
12 New Emails Classified

Trusted by organizations managing thousands of correspondences

Infrastructure
Construction
Engineering
Government
Legal
Features

Everything You Need to Manage Organizational Communications

From email integration to approval workflows, WorkiDoc provides a complete solution for enterprise document management.

AI-Powered Email Classification

Automatically categorize incoming emails to the right projects using intelligent classification rules and machine learning. No more manual sorting.

  • Smart sender and subject matching
  • Keyword-based classification
  • Attachment content analysis
  • Learning from corrections

Centralized Correspondence Hub

All your incoming and outgoing correspondences in one place. Link documents to projects, track response status, and maintain complete visibility.

  • Project-linked documents
  • Response status tracking
  • Attachment management
  • Full-text search
Most Popular

Customizable Approval Workflows

Design multi-stage approval processes with role-based routing. Ensure every response goes through proper review before being sent.

  • Multi-stage workflows
  • Role-based approvals
  • Parallel and sequential routing
  • Deadline tracking

Gmail & Outlook Integration

Connect your organization's email accounts and automatically sync incoming correspondences. Works with Gmail and Microsoft Outlook.

  • OAuth secure connection
  • Automatic email sync
  • Attachment extraction
  • Real-time notifications

Granular Access Control

Control who sees what with visibility groups and approval groups. Perfect for organizations with multiple departments and regional offices.

  • Visibility groups
  • Approval groups
  • Role-based permissions
  • Project-level access

Complete Audit Trail

Track every action on every document. Know who viewed, edited, approved, or sent any correspondence. Meet compliance requirements with confidence.

  • Action logging
  • Version history
  • Compliance reports
  • Data retention policies
Industries

Built for Organizations That Take Documentation Seriously

WorkiDoc serves industries where proper correspondence management isn't just nice-to-have -- it's essential for compliance, accountability, and project success.

Infrastructure & Construction

Manage correspondence with NHAI, state highway authorities, and contractors. Track project-specific communications across multiple sites with proper approval chains.

  • Project-wise correspondence tracking
  • Multi-site visibility control
  • Contractor communication management
  • Regulatory compliance documentation

Legal & Professional Services

Maintain privileged communication records with complete audit trails. Ensure proper review of client correspondence before sending.

  • Client matter organization
  • Partner review workflows
  • Privilege preservation
  • Retention policy compliance

Government & Public Sector

Handle citizen requests, inter-departmental communications, and official correspondence with proper documentation and accountability.

  • RTI/FOIA request tracking
  • Departmental hierarchies
  • Official response protocols
  • Public record compliance

Healthcare Organizations

Manage patient correspondence, insurance communications, and regulatory submissions with HIPAA-compliant access controls.

  • Patient communication tracking
  • Insurance correspondence
  • HIPAA-compliant access control
  • Regulatory submission management

Financial Services

Track client communications, regulatory correspondence, and internal memos with complete audit trails for compliance requirements.

  • Client communication audit
  • Regulatory correspondence
  • Internal memo management
  • Compliance documentation

Manufacturing & Supply Chain

Manage vendor communications, quality reports, and logistics correspondence across multiple facilities with proper routing.

  • Vendor communication tracking
  • Quality documentation
  • Multi-facility coordination
  • Supply chain correspondence
How It Works

From Email Chaos to Organized Workflows in Minutes

WorkiDoc transforms your email management with a simple, intuitive process that your team can adopt immediately.

1

Connect Your Email

Securely connect your Gmail or Outlook accounts using OAuth. WorkiDoc syncs your emails automatically without storing passwords.

Connect Email Account
2

Set Up Projects & Rules

Create projects for your work streams and define classification rules. Emails are automatically sorted based on sender, subject, and content.

Set Up Projects
3

Review & Respond

View classified correspondences in your dashboard. Create responses that automatically route through your approval workflow.

Review and Respond
4

Approve & Send

Responses flow through designated approvers. Once approved, send directly or mark as sent externally. Full audit trail maintained.

Approve and Send
Product

See WorkiDoc in Action

A clean, intuitive interface designed for enterprise teams managing high-volume correspondences.

WorkiDoc Dashboard

Comprehensive Dashboard

Get a bird's eye view of pending correspondences, response status, and team activity.

Correspondences List

Correspondence Management

Filter, search, and manage all your correspondences with powerful filtering options.

Response Editor

Response Creation

Draft responses with rich text editing, attach files, and track approval status.

Workflow Builder

Workflow Builder

Design custom approval workflows with multiple stages and role-based routing.

Pricing

Simple, Transparent Pricing

Choose the plan that fits your organization's needs. All plans include core features with no hidden fees.

Monthly Annual Save 20%

Starter

For small teams getting started

$ 49 /month

Billed monthly

  • Up to 5 users
  • 3 Projects
  • 1 Email account
  • Basic workflows
  • 5GB storage
  • Email support
Get Started
Most Popular

Professional

For growing organizations

$ 149 /month

Billed monthly

  • Up to 25 users
  • Unlimited Projects
  • 5 Email accounts
  • Advanced workflows
  • AI classification
  • 50GB storage
  • Priority support
  • Audit logs
Get Started

Enterprise

For large organizations

Custom

Contact us for pricing

  • Unlimited users
  • Unlimited everything
  • Custom integrations
  • SSO/SAML
  • Dedicated support
  • SLA guarantee
  • On-premise option
  • Custom training
Contact Sales
FAQ

Frequently Asked Questions

WorkiDoc uses a combination of rule-based classification and AI to categorize incoming emails. You define rules based on sender addresses, subject keywords, and body content. Emails matching these rules are automatically assigned to the corresponding project. The AI system also learns from your corrections to improve accuracy over time.

Yes. We use industry-standard encryption for data at rest and in transit. Email account connections use OAuth, so we never store your email passwords. All files are stored in AWS S3 with encryption. We support role-based access control and visibility groups to ensure users only see data they're authorized to access.

Absolutely. You can create custom workflows with multiple stages including drafting, review, approval, and sending. Each stage can be assigned to specific groups with different roles (Editor, Commenter, Approver, Sender). You can also set time limits and configure parallel or sequential routing.

WorkiDoc currently supports Gmail (Google Workspace) and Microsoft Outlook (Office 365). Both use secure OAuth connections. Support for additional email providers can be added for Enterprise customers.

Most organizations are up and running within a few hours. Setting up your first email account and project takes about 15 minutes. Training users typically takes 1-2 hours. For larger deployments with custom workflows, we recommend a 1-2 week implementation with our support team.

Yes! We offer a 14-day free trial of our Professional plan with no credit card required. This gives you full access to all features so you can evaluate if WorkiDoc is the right fit for your organization. Request a demo and we'll set you up.

Get Started

Ready to Transform Your Document Management?

Schedule a personalized demo to see how WorkiDoc can streamline your organization's correspondence workflows. Our team will walk you through the platform and answer all your questions.

30-minute personalized demo
14-day free trial included
No credit card required
Onboarding assistance

Or reach us directly:

sales@workidoc.com

By submitting this form, you agree to our Privacy Policy and Terms of Service.