BluWorkflow
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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.

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Monthly plansPer active user14-day trial
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.

01

Scattered case context

Keep client details, case records, uploaded documents and activity connected.

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.

EXAMPLE USE CASES

A clearer operating view for case-based teams.

Illustrative situations, not customer testimonials.

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.

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
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AI-ASSISTED REVIEWS

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
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Business

Organisation-level access control.

£29.99per active user / month
  • Everything in Professional
  • Custom roles
  • Advanced permissions
  • Organisation-level permission management
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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

Controls designed for organisation-based work.

BluWorkflow combines tenant-scoped access, role permissions, plan capabilities, audit records and protected document routes.

Read about security
GET STARTED

Bring your client work into focus.

Start a 14-day trial or ask for an illustrative product walkthrough.

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