Go to content

WorkPoint 365 for Professional Services

Ensure complete case overview and that you always have the latest information at your fingertips with a WorkPoint 365 solution.


Streamlined and automated workflows, limitless knowledge-sharing, and cross-organisational collaboration


When delivering Professional Services, the latest information must be at hand immediately when needed. Collaboration and communication with different stakeholders are essential, and you need to be independent of time and space. 

WorkPoint 365 is well suited to deliver on these needs since it closes the gap between Microsoft 365 applications and provides complete transparency across your teams. WorkPoint’s 'off the shelf' business solutions enhance ease of collaboration and enables limitless knowledge-sharing within your organisation’s most popular applications.

With a WorkPoint 365 solution, your organisation will be able to enhance productivity and deliver even better on client expectations, as our solutions provide advanced automated workflows, efficient cross-organisational collaboration and external project -, case -, and contract collaboration as well as complete control over status, files, and progress. 

And with ready-made business modules supporting professional services companies, no coding skills are required.

WorkPoint helps professional services firms optimise processes in multiple ways with business solutions like:

  • Document and Case Management

  • Project Management

  • Contract Management

  • HR Management

  • Quality and Risk Management

- and more. 

Are you curious to learn about WorkPoint's wide range of business solutions and how they can contribute to increased productivity and value creation? Download our brochure on all our software solutions right here.

Download Vertical Business Solutions brochure

Unleash the true potential of Microsoft 365 and centralise your information in SharePoint Online

With WorkPoint 365, knowledge management and -sharing is limitless. WorkPoint 365 manages all types of documents, e-mail, pictures and drawings, instant messages and more. Everything in one integrated platform. 

Get instant access to detailed reports, manage projects and cases, and find files instantly – on mobile and desktop, whether you’re online or offline.


Some of several benefits associated with WorkPoint 365 within the professional services industry:

  • Centralised information.

  • Enhanced collaboration across organisations.

  • Streamlined case management.

  • Secure GDPR compliance and archiving.

  • Automatic document meta-tagging, which makes it easy to find files and achieve structure.

Get in touch

Contact us and find out how WorkPoint 365 can help you stay competitive in an ever-changing marketplace and improve your organisations’ business results.
Book a meeting

Curious to learn more about our WorkPoint solutions? Find them right here

  • WorkPoint 365 Project Management

    Allows you to go farther, faster.

    With WorkPoint Project Management Solution built on top of your well-known Microsoft 365 solution, you will be able to cut your project costs and deliver on expectations. With task automation and a full view of project documents, your staff can focus on delivering value faster.

  • WorkPoint 365 Case Management

    Seamlessly creates cases in your well-known Microsoft 365 environment.

    The WorkPoint 365 Case Management solution enables you to set tasks, collaborate on documents, work on all your case assets, and communicate in Microsoft Teams while working in a trusted and secure environment.

  • WorkPoint 365 Quality Management

    A powerful framework for working with quality management across the entire organisation.

    A structured, scalable, and flexible solution, that will provide you with a comprehensive quality management solution designed to help your organisation stay on top of compliance and quality management challenges.

  • WorkPoint 365 Contract Management

    Prevent risk of lost revenue, unnecessary costs, unwanted renewals and potentially non-compliance or breach of contract.

    A solution that automates and streamlines all aspects of the contract lifecycle increasing the visibility, compliance and velocity of contract creation whilst reducing the complexity, risk, and operational and financial overheads.

  • WorkPoint 365 HR Management

    Professional and systematic administration of employee cases, HR tasks and processes.

    A selection of tools and functions that can be included in your HR management solution to ensure the administration and systemisation of all employee data.

  • WorkPoint 365 EDMS solution

    A solution specifically designed for public sector organisations.

    Designed for public sector organisations to increase productivity by streamlining and automating workflows while ensuring regulatory compliance.