Bring complex client and business workflows under control

Progressr helps professional organisations manage structured processes involving multiple stakeholders, documents, approvals, deadlines and decisions.

Configure workflows around the way your team already operates, providing each participant with the right access, information and actions at the right stage.

Bring complex client and business workflows under control

How Progressr helps

Progressr brings the people, information and actions involved in a process into one secure, structured environment.

Workflows can be configured around your organisation, with defined stages, user roles, permissions, document requirements, approvals and deadlines. Everyone sees what is relevant to them, while administrators retain visibility across the wider process.

This helps reduce fragmented communication, manual tracking and duplicated administration, while creating a clearer record of activity, decisions and progress.

Bring complex client and business workflows under control

Configurable Workflows

Configurable
Workflows

Build processes around your existing ways of working.

Roles & Permissions

Roles &
Permissions

Give different users the right access at the right stage.

Documents & Approvals

Documents &
Approvals

Collect, review, approve and manage information securely.

Progress & Deadlines

Progress &
Deadlines

See what has been completed, what is outstanding and what happens next.

Audit & Oversight

Audit &
Oversight

Maintain a clear record of activity and decisions.

Secure Collaboration

Secure
Collaboration

Bring internal teams, clients and third parties into one controlled environment.

Key applications

Client Onboarding
Transaction Management
Document Collection & Review
Approval Processes
Case & Matter Management
Stakeholder Collaboration
Compliance Workflows
Internal Review Processes
Project & Milestone Tracking
Secure Client or Third-party Portals

    Get in touch

    To discover how Progressr can help your organisation or to arrange a demonstration, fill in the form or call 01634 818168.

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