01
Scattered case context
Keep client details, case records, uploaded documents and activity connected.
CLIENT CASE AND WORKFLOW MANAGEMENT
Keep every client case moving.
Manage clients, cases, documents, deadlines and workflow steps in one secure workspace. Use optional AI-assisted reviews to summarise structured case context, identify missing required document types and suggest next actions.
Monthly plansPer active user14-day trial
CASE
Corporate Tax Return 2026
Acme Ltd · In progress
In progress
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.
Bring client records, case status, document requirements and workflow progress together so the next required step is easier to see.
02
Missing requirements
Record the document types a case needs and see which have or have not been supplied.
03
Unclear next steps
Track workflow stages, owners and deadlines without reconstructing progress from separate files.
PRODUCT
One workspace for structured client work.
Open a feature for a factual summary of what BluWorkflow supports today.
HOW IT WORKS
Keep the next required step visible.
Structure the case, record what has happened and give the team a shared view of progress.
1
Create the case
Connect the client, owner, priority and key dates.
2
Apply a workflow
Use defined steps and record progress as work moves forward.
3
Track requirements
Upload documents and mark required document types as received.
4
Review attention
Identify overdue steps so your team can create reminders or follow up.
User 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.
Sarah MitchellProfessional 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.
Daniel BrooksAdvisory services
BluWorkflow feels like having an administrative layer keeping track of the work while the professional focuses on the client.
Emma ClarkeConsulting
EXAMPLE USE CASES
A clearer operating view for case-based teams.
Illustrative situations, not customer testimonials.
Accountancy casework
Track required document types, filing deadlines and review stages across client cases.
Advisory engagements
Keep owners, workflow progress, notes and uploaded documents connected to each engagement.
Operational reviews
Find overdue workflow steps and create a reminder for the responsible team member.
OPTIONAL AI ASSISTANCE
AI-assisted case review
Professional and Business plans can request reviews based on structured case context. Results support human review and do not replace professional judgement.
Case summaries
Summarise recorded case context.
Missing-item reviews
Compare required document types with recorded status.
Suggested next actions
Suggest a next step for a person to assess.
Risk and timeline reviews
Review recorded dates, stages and case context.
Illustrative simulated content; no live case data is used here.
SUPPORTED INTEGRATIONS
Powerful Integrations
Connect BluWorkflow with the tools you already use.
Choose an integration or use the left and right arrow keys to explore.
SELECTED INTEGRATION
Microsoft 365
Connect Outlook, Calendar, OneDrive and Teams with your BluWorkflow workspace.
Learn More- Outlook
- Calendar
- OneDrive
- Microsoft Teams
Email Calendars Cloud Storage Team Communication E-signatures Accounting
PRICING
Monthly plans priced per active user.
Choose a self-service plan and start a 14-day trial.
Starter
Core case and workflow management.
£9.99per active user / month
- Clients and cases
- Document organisation
- Workflow use and tracking
- In-app notifications
- Manual reminders
- Secure workspace
Professional
Advanced workflows and optional AI assistance.
£19.99per active user / month
- Everything in Starter
- Workflow-template creation and editing
- AI-assisted case summaries
- Missing-item reviews
- Next-action suggestions
- Risk reviews
- Timeline reviews
Business
Organisation-level access control.
£29.99per active user / month
- Everything in Professional
- Custom roles
- Advanced permissions
- Organisation-level permission management
Monthly billing in GBP. No annual plan.Each active organisation member uses one paid seat. Pending invitations and inactive or removed members do not consume seats.
SECURITY
Read about securityControls designed for organisation-based work.
BluWorkflow combines tenant-scoped access, role permissions, plan capabilities, audit records and protected document routes.
MOBILE APPS
BluWorkflow on mobile
Take your clients, cases, tasks and workflows with you.
APPLE
Apple
Available on iPhone and iPad
Download on the App StoreANDROID
Android app
We’re working on the Android release and will make it available again when it’s ready.
GET STARTED
Bring your client work into focus.
Start a 14-day trial or ask for an illustrative product walkthrough.