Workzo

How it works

One living project, not a pile of separate tools.

Workzo combines automation, AI that watches over your documents, and full lifecycle tracking, so documentation keeps pace with the work your team is already doing.

Workzo document editor
Inside a Workzo project

Automation pipeline

Reusable pipelines turn repeated document work into a hands-off, repeatable process.

Document lifecycle

Every document moves through draft, review, approval, and version, tracked automatically end to end.

Integrated AI monitoring & generation

AI keeps watch for gaps and inconsistencies across your documents, and helps draft the sections your team hasn't gotten to yet.

Third-party integrations

Connect the tools your team already uses so context flows into Workzo instead of getting left behind.

In practice

What it does on its own.

Once files start landing, Workzo works through them instead of waiting for someone to file, check, and chase.

  • Files every upload

    New documents are sorted into the room as they arrive, rather than sitting in an inbox waiting to be placed.

  • Reads what it receives

    Workzo detects the document type and extracts the key metadata from it, so the details are captured without retyping.

  • Suggests where things belong

    When placement is ambiguous, you get a recommended destination instead of an empty folder picker.

  • Knows what's still missing

    The expected document set follows the transaction type, so absent items are named rather than discovered late.

  • Catches duplicates and conflicts

    Near-identical uploads and documents that contradict each other get flagged for a human to settle.

  • Links related documents

    Contracts, amendments, and their supporting files are connected, so opening one shows you the rest of the chain.

  • Watches for staleness

    Documents that have gone out of date or are approaching an expiry raise an alert before anyone relies on them.

  • Answers with citations

    Questions are answered from the documents you've already uploaded, each answer pointing back to the ones behind it.

  • Scores readiness before you share

    A readiness score summarises what's complete and what still needs attention, so you can judge where things stand before sharing.