Worksorted

We understand that over 80% of staff time goes towards essential but time-consuming operational tasks. That’s why our software is built to:

• Streamline workflows: Automate repetitive tasks, eliminate data entry, and boost efficiency.
• Empower your team: Free up valuable staff time to focus on client relationships and strategic initiatives.
• Improve compliance: Ensure you meet regulatory obligations with built-in features and automated alerts.

Worksorted is your one-stop solution for a more efficient, effective, and compliant practice. Focus on growing your business – let Worksorted handle the rest.

Award-winning CRM

Manage all your client information in one central hub. Easily capture and organize client details, track interactions, and personalise communications.

Features: Contact management, activity tracking, email & SMS marketing, task management, client portal.

Effortless Workflows

Ditch the manual processes and repetitive tasks. Automate key workflows, create checklists, and ensure seamless collaboration within your team.

Features: Drag-and-drop workflow builder, automated tasks and reminders, customisable checklists, progress tracking.

Revenue Management

Gain complete visibility into your income streams. Track fees, generate reports, and identify growth opportunities with ease.

Features: Revenue tracking, invoicing, reporting & analytics, fee forecasting, payment processing (optional).

Compliance Made Simple

Ensure you meet all regulatory obligations with confidence. Worksorted provides built-in features and automated alerts to keep you on top of compliance requirements.

Features: Automated compliance checks, document storage & management, client consent management, audit trails.

Seamless Document Creation

Create professional and branded documents in minutes. Utilize pre-built templates, customize content, and collaborate with ease.

Features: Document library with customizable templates, digital fact finds & questionnaires, e-signatures, secure file sharing.

Practice Management at Your Fingertips

Get a holistic view of your practice performance with comprehensive dashboards and reports. Make data-driven decisions and optimise your business for success.

Features: Customisable dashboards, performance reporting, user activity tracking, cost-to-serve analysis, client profitability insights.

Powerful Integrations

Works seamlessly with your existing tools like Microsoft Office, popular advice modelling software, and client engagement platforms.

Worksorted × intelliflo Integration

Worksorted integrates seamlessly with intelliflo to reduce administrative burden, eliminate duplicate data entry, and ensure your practice operates with a single, reliable source of truth for client data.

Built for advice practices, the Worksorted–intelliflo integration synchronises client records across both platforms, supporting more efficient workflows, improved data accuracy, and stronger compliance outcomes—so your team can spend less time on back-office tasks and more time serving clients.

What the Integration Enables

Centralised Client Data

Keep client information consistent and up to date across both systems.

• Synchronise client records between Worksorted and intelliflo
• Maintain field-level alignment across key client details, including:
  • Names and contact details
  • Addresses
  • TFN and ABN
  • Citizenship and personal identifiers

This ensures your CRM and back-office system always reflect the same, accurate client information.

Streamlined Workflows & Reduced Data Entry

Once authorised at a practice level, any client created in Worksorted is automatically pushed to intelliflo.

• Eliminate repetitive manual entry
• Reduce the risk of errors and omissions
• Improve efficiency across client onboarding and ongoing servicing

Why Use Worksorted with intelliflo?

Together, Worksorted and intelliflo help advice practices:

• Automate everyday operational tasks
• Maintain clean, compliant client data
• Increase efficiency across teams
• Gain clarity on revenue and client value
  

The result: a more streamlined, scalable, and client-focused practice.