Worksorted
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Worksorted features

Everything your practice needs, connected in one platform

Explore the tools that help advice businesses manage clients, streamline workflows, stay compliant and understand revenue without relying on disconnected systems.

Worksorted CRM

Know every client

Give your team one clear view of each client relationship, activity, service obligation and important record.

  • Complete client profiles See contact details, relationships, activity, revenue, documents and service information from one place.
  • Connected relationships Link related clients and share relevant information across households and entities.
  • Digital client experience Support digital forms, secure file sharing and client portal access without duplicating data entry.
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Clientlist overview
Worksorted client management screen
Workflow overview
Worksorted workflow and job management screen
Worksorted Workflow

Keep work moving

Create consistent processes, assign responsibilities and keep every job moving without relying on disconnected spreadsheets or manual follow-up.

  • Jobs, tasks and checklists Build repeatable processes that guide your team through every stage of client work.
  • Flexible templates Create reusable job and checklist templates that match the way your practice operates.
  • Workflow automation Automate reminders, communications and repeatable actions to reduce manual administration.
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Worksorted Revenue Management

Understand every dollar

Improve billing accuracy, process revenue efficiently and give your practice clearer visibility over income, fees and future opportunities.

  • Accurate billing and invoicing Create once-off and recurring revenue records, manage client fees and keep billing information connected to each client.
  • Flexible revenue processing Process adviser remuneration, referral payments and revenue splits using workflows that match your practice.
  • Reporting and forecasting Identify missing revenue, understand income trends and gain clearer visibility over expected practice revenue.
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Revenue overview
Worksorted revenue management dashboard
Compliance overview
Worksorted compliance management dashboard
Worksorted Compliance

Stay audit ready

Keep client records, service obligations and compliance activity organised with a clear, documented history across every relationship.

  • Complete audit trail Maintain a clear record of client interactions, documents, workflow activity and important compliance events.
  • Ongoing service management Track service agreements, renewal dates, consent and delivery obligations from one connected platform.
  • Digital signing and records Create, send and store compliance documents with electronic signatures and accessible client histories.
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Worksorted Document Creation

Create documents faster

Turn client and practice data into consistent, professional documents without repeatedly copying information between systems.

  • Reusable document templates Create standardised templates for client letters, agreements, advice documents and internal forms.
  • Automatic client data Populate documents using information already stored in Worksorted to reduce duplicate data entry.
  • Consistent practice output Help every team member create documents that follow the same structure, branding and approved wording.
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Document overview
Worksorted document creation and template screen
Practice management
Worksorted practice management dashboard
Worksorted Practice Management

Run your practice with clarity

Give practice leaders a clearer view of workload, team activity, client service and business performance from one connected system.

  • Practice-wide visibility See client activity, job progress, outstanding work and key practice information from one central view.
  • Team and workload management Understand how work is distributed, identify bottlenecks and help your team stay focused on the right priorities.
  • Reporting that supports decisions Use dashboards and reports to understand performance, service delivery and opportunities for improvement.
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Worksorted Integrations

Connect the tools your practice already uses

Bring your everyday systems together and reduce the need to repeatedly move information between disconnected platforms.

  • Connected client information Keep important client and practice data connected across the systems your team relies on.
  • Less duplicate data entry Reduce manual administration by allowing information to move more efficiently between Worksorted and supported platforms.
  • A more connected practice Bring communication, accounting, document signing and advice technology into a more consistent workflow.
Explore all integrations
Connected with Worksorted
Advice Platforms Xplan, Midwinter and more.
Productivity Microsoft 365, Gmail and more.
Accounting Xero, Worldpay and Westpac.
Digital Signing Annature and DocuSign.
AI Tools AI-powered integrations.
Open Platform APIs for custom integrations.
300+ Advice practices supported
One platform Clients, workflow, revenue and compliance
Australian built Designed for Australian advice businesses
Connected Integrates with the tools your team already uses
Ready to see Worksorted in action?

Bring your clients, workflows and practice together

See how Worksorted can help your team reduce administration, improve visibility and deliver a more consistent client experience.

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