Clients & Cases
Keep client information, work items, ownership, status and deadlines connected in one place.
WORKFLOW INTELLIGENCE FOR PROFESSIONAL SERVICES
Know what is missing. Know what is late. Know what happens next.
BluWorkflow brings clients, cases, documents, deadlines and workflow activity into one intelligent system — helping professional teams spend less time chasing information and more time doing professional work.
Built for professional service teams
Client, case and document intelligence
CASE
Corporate Tax Return 2026
Acme Ltd · In Progress
In Progress
Documents received
15 / 24
Missing
6
Overdue
2
Days in progress
18
BLUWORKFLOW AI
Attention required
- Proof of address is still missing.
- Payroll summary is overdue.
- Client has not responded for 7 days.
SEE BLUWORKFLOW IN ACTION
See how BluWorkflow keeps work moving.
From incoming emails and documents to organised cases, tasks and next actions.
THE PROBLEM
Professional work should not begin with detective work.
Too much time is lost opening files, checking emails, finding missing documents, chasing clients and figuring out what has or has not happened.
01
Reconstructing case status
Teams repeatedly work out where a client, case or project currently stands.
02
Chasing information
Staff spend valuable time requesting documents, following up and checking whether clients responded.
03
Missing the next action
Delays grow when no one immediately knows what needs attention or who is responsible.
ONE INTELLIGENT WORKSPACE
Understand the state of every piece of work.
BluWorkflow connects the information that usually sits across files, inboxes, spreadsheets and individual memory.
Document Intelligence
Track what has arrived, what is required, what is missing and what appears incomplete.
Workflow Engine
Move work through repeatable stages and keep the next action visible to the right person.
Attention & Escalation
Surface overdue work, stalled cases, missing responses and exceptions that require attention.
Reminders & Follow-up
Reduce manual chasing with structured reminders and follow-up actions driven by workflow state.
AI Assistance
Summarise cases, identify missing information, review risk signals and recommend what should happen next.
HOW IT WORKS
From client request to professional-ready file.
BluWorkflow follows the work from the moment information is requested until the file is ready for professional review.
01
COLLECT
Request the information required
Start from a defined workflow and identify exactly what documents and information are required from the client.
Example
Proof of address · Bank statements ·
Payroll summary · Registration documents
02
CHECK
Understand what has arrived
BluWorkflow tracks received documents and compares them with what the workflow requires.
Received
15
Missing
6
Overdue
2
03
FOLLOW UP
Keep the work moving automatically
Missing information, overdue documents and delayed responses can trigger reminders, follow-up actions and escalation.
Client response pending
No response for 7 days
04
PREPARE
Give the professional a ready-to-work file
When the professional opens the case, BluWorkflow presents the current state, outstanding issues and recommended next action.
THE RESULT
The professional starts with the work ready, instead of spending hours reconstructing the file.
EARLY FEEDBACK
Built around the way professional teams actually work.
Early product feedback highlights the value of clearer case visibility, structured workflows and less manual chasing.
“
Having clients, documents, deadlines and next actions visible in one place makes it much easier to understand what needs attention.
SM
Sarah Mitchell
Beta user · Professional services
“
The biggest benefit is not having to reconstruct the status of a case every time you open it. The workflow tells you where things stand.
DB
Daniel Brooks
Beta user · Advisory services
“
BluWorkflow feels like having an administrative layer keeping track of the work while the professional focuses on the client.
EC
Emma Clarke
Beta user · Consulting
Sample beta feedback shown for product preview purposes.
AI ADMINISTRATOR
Administrative intelligence working alongside your team.
BluWorkflow does more than store information. It understands workflow state, identifies what requires attention and helps keep work moving.
✓
Collect
Request the documents and information required for the work.
✓
Check
Identify what has arrived, what is missing and what appears incomplete.
✓
Follow up
Surface delays, reminders and escalation when action is required.
✓
Prepare
Give the professional the current state, outstanding issues and next action.
ASK BLUWORKFLOW
Reviewing workflow activity
3 cases have overdue documents
Immediate follow-up recommended
Review
2 clients have not responded for 7+ days
Reminder action available
Follow up
1 case has remained in the same stage unusually long
Workflow review recommended
Inspect
A document uploaded this morning appears incomplete
Review before progressing
Check
ATTENTION SUMMARY
4 items require review
Live product demonstration
BUILT FOR PROFESSIONAL SERVICES
Flexible enough for different professional workflows.
Wherever client work depends on documents, deadlines, structured processes and timely follow-up, BluWorkflow can provide visibility and control.
Accounting
Consulting
Advisory
Immigration Services
Legal
Property
Financial Services
Professional Services
SIMPLE PRICING
Choose the plan that fits your workflow.
Organization-level annual plans for professional teams. Prices below are shown as the monthly equivalent. Every new organization starts with a free trial.
Starter
For individuals and small professional teams getting started with structured case management.
£9
/ organization / month
£108
£99
/ year
per organization, billed annually
Save £9 per organization / year
- Client and case management
- Document organisation
- Notifications and reminders
- Workflow tracking
- Secure workspace
MOST POPULAR
Professional
For professional teams that want automation and intelligent workflow support.
£19
/ organization / month
£228
£209
/ year
per organization, billed annually
Save £19 per organization / year
- Everything in Starter
- Advanced workflows
- AI Administrator
- Document intelligence
- Missing-item detection
- Risk and delay alerts
- Priority support
Business
For larger organisations requiring additional control, support and tailored workflows.
Custom
Tailored annual pricing
- Everything in Professional
- Custom workflows
- Team administration
- Advanced permissions
- Integration support
- Dedicated onboarding
Annual billing
Starter and Professional plans are billed once per year.
Cancel before your next renewal.
SECURITY & CONTROL
Built for work that matters.
BluWorkflow is designed around controlled access, organisational separation, permissions, auditability and secure workflow operations.
Role-based access
Control who can access and manage organisational work.
Audit trail
Maintain visibility over important workflow activity.
Secure authentication
Protected access with token-based authentication.
Organisation-level separation
Keep client and workflow data structured by organisation.
CONTACT US
Let’s talk about how BluWorkflow can support your team.
Have a question, want to learn more, or interested in trying BluWorkflow for your organisation? Get in touch with us.
GENERAL ENQUIRIES
Talk to our team
Questions about BluWorkflow, pricing, features or getting started? We’d be happy to hear from you.
hello@bluworkflow.com
LOCATION
Headquartered in London
BluWorkflow is a UK-based software platform serving professional teams and organisations.
London, United Kingdom
BLUWORKFLOW
Spend less time chasing work. Spend more time doing it.
Discover how workflow intelligence can help your professional service team stay organised, responsive and ready for the next action.