Enterprise Document Management

Transform How Your Organization Manages Correspondences & Documents

WorkiDoc connects your Gmail and Outlook accounts, automatically classifies emails into project-organized correspondences using AI with confidence scoring, routes response drafts through multi-stage approval workflows, and maintains a complete audit trail. Bring your own AI provider and cloud storage -- no vendor lock-in.

Request a Demo See How It Works

90% Faster Document Routing

100% Audit Trail Coverage

50% Less Manual Work

Response Approved

12 New Emails Classified

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 classify emails to projects using NLP-based content analysis, sender matching, and reference code detection -- with confidence scoring and multi-project matching.

Confidence-based multi-project matching
Reference number auto-extraction
Duplicate detection & deduplication
Exclusion rules for filtering noise

Multi-Stage Approval Workflows

Design up to 20-stage approval workflows with four role types: Editor, Commenter, Approver, and Sender. Includes draft locking, version history, and recall capability.

Editor / Commenter / Approver / Sender roles
Draft locking & concurrent edit protection
Version history with side-by-side comparison
Stage time limits & auto-advance

AI Intelligence Suite

Go beyond classification with AI-powered summarization, action point extraction, response draft generation, and response evaluation scoring. Bring your own AI provider -- no vendor lock-in.

Correspondence summarization & sentiment
Action point extraction
AI response draft generation
8 AI providers: OpenAI, Claude, Gemini, and more

OCR & Document Intelligence

Automatically extract text from scanned PDFs using Tesseract OCR, parse Word and Excel documents, and make all attachment content searchable via semantic search (RAG).

OCR for scanned PDFs with worker pool
Word, Excel, and Office document parsing
Semantic search (RAG) with vector embeddings
Virus scanning on all uploads

Correspondence Management

Track inward and outward correspondences linked to projects. Automatic document code generation (e.g., PROJ/2026/001), auto-linking of related correspondences, and full audit trail on every change.

Atomic document code generation
Auto-link related correspondences
Inward & outward direction tracking
Full correspondence audit history

Multi-Cloud & Enterprise Security

Store attachments on AWS S3, Google Cloud, Azure Blob, DigitalOcean Spaces, or self-hosted MinIO. Enterprise-grade audit logging, RBAC, and multi-tenant data isolation.

6 cloud storage providers supported
Enterprise audit logs with before/after snapshots
Role-based access & visibility groups
Multi-tenant organization isolation

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.

Connect Your Email

Securely connect Gmail or Outlook/Office 365 accounts using OAuth -- including enterprise tenants. WorkiDoc syncs your emails automatically, extracts attachments, and runs virus scanning on all uploads.

Set Up Projects & Rules

Create projects with automatic document code generation (e.g., PROJ/2026/001). AI classifies emails to projects using NLP, sender matching, and reference code detection -- with confidence scoring and multi-project matching.

Review & Respond

View classified correspondences with AI-generated summaries, sentiment analysis, and action point extraction. Draft responses with AI assistance and link them to source correspondences.

Approve & Send

Responses flow through multi-stage workflows with Editor, Commenter, Approver, and Sender roles. Track version history, add threaded comments, and recall sent responses when needed. Full audit trail maintained.

Product

See WorkiDoc in Action

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

Comprehensive Dashboard

Get a bird's eye view of pending correspondences, response status, email sync health, and real-time notifications.

Correspondence Management

Sortable grid with expandable details, AI summaries, auto-generated document codes, and correspondence linking.

Three-Panel Response Editor

Source correspondence panel, rich text draft editor with version history, and workflow progress tracker with comments.

Workflow Builder

Create up to 20-stage workflows with Editor, Commenter, Approver, and Sender roles. Save as templates for reuse.

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 17%

Free

Try WorkiDoc at no cost

$ 0 /month

Free forever

Up to 3 users
5 Projects
2 Email accounts
2 Workflows
100 Correspondences/mo
500MB storage

Get Started Free

Basic

For small teams getting started

$ 29 /month

Billed monthly

Up to 10 users
25 Projects
10 Email accounts
AI email classification
500 Correspondences/mo
5GB storage · Audit logs

Start 14-Day Trial

Premium

For growing organizations

$ 79 /month

Billed monthly

Up to 50 users
100 Projects · 50 Workflows
50 Email accounts
AI summarization & response drafts
2,500 Correspondences/mo
25GB storage · API & Webhooks

Start 14-Day Trial

Enterprise

For large organizations

$ 199 /month

Billed monthly

Unlimited users & projects
Unlimited emails & correspondences
100GB storage · 100MB file limit
SSO · IP restrictions
Dedicated support & SLA
30-day free trial

Start 30-Day Trial

FAQ

Frequently Asked Questions

WorkiDoc uses NLP-based content analysis, sender matching, subject keyword matching, and reference code detection to classify emails against all your projects simultaneously. Each match receives a confidence score -- strong matches (70%+) are auto-classified, medium matches (50-69%) are suggested, and weak matches are logged for review. A single email can create correspondences for up to 3 relevant projects. The system also learns from your corrections via a feedback loop to improve accuracy over time.

Yes. We use industry-standard encryption for data at rest and in transit. Email connections use OAuth with HMAC-signed consent -- we never store passwords. Files are stored on your choice of cloud provider (AWS S3, Google Cloud, Azure Blob, DigitalOcean Spaces, or self-hosted MinIO) with encryption. All API keys and credentials are encrypted at rest. Multi-tenant data isolation ensures organizations can never access each other's data. Enterprise plans include SSO, IP-based access restrictions, and full audit logging with before/after state snapshots.

Absolutely. You can create workflows with up to 20 sequential stages, each with one of four role types: Editor, Commenter, Approver, or Sender. Configure per-stage settings including time limits (up to 30 days), required number of approvals, parallel vs. sequential routing, and auto-advance. Responses move through stages with full version history, threaded comments, draft locking for concurrent edit protection, and recall capability. Workflows can be saved as templates and cloned for reuse.

WorkiDoc supports Gmail (Google Workspace) and Microsoft Outlook/Office 365, including enterprise tenants with custom Tenant IDs. Both use secure OAuth connections. You can connect multiple email accounts per user, each with independent sync status monitoring, token expiry tracking, and activation controls. Support for Exchange and IMAP providers is also available.

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 have a forever-free plan for up to 3 users, perfect for evaluation. Our Basic and Premium plans include a 14-day free trial, and the Enterprise plan offers a 30-day trial -- all with no credit card required. This gives you full access to all tier features so you can evaluate if WorkiDoc is the right fit for your organization.

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

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Industry

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