Case Study: Rachel Fowler Advisory goes paperless and saves admin time with Workiro

Rachel Fowler Advisory goes paperless in under 1 month with Workiro, saving 20 days a year

Rachel Fowler Advisory, an insolvency practice in Northern Ireland, faced significant challenges with its paper-based system for managing highly regulated case files. Important documents and email communications were often misplaced, creating audit trail gaps and slowing down partner-level decisions. The firm needed a simple, compliant solution to replace its inefficient processes. They implemented Workiro as their digital document and case management platform.

By adopting Workiro as a single source of truth, the practice went paperless in under a month. The intuitive system centralized documents, captured email threads, and streamlined approvals. The results included saving an estimated 20 days annually in administration, achieving a fully paperless operation, and creating complete, review-ready case records. Rachel Fowler Advisory now relies on Workiro for faster, more confident decision-making.

Rachel Fowler Advisory