A file cabinet that reads every page you put in it.
Workganic reads the text in every scan and PDF, recognizes what the document is, and matches it to the right client — so what’s inside your files is as searchable as the files themselves.
It reads everything you file
Every uploaded PDF and image is read automatically (OCR) — scanned paperwork becomes text you can search.
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Document intelligence with review
Workganic recognizes what each document is — returned mail, for example — pulls out the address and the reason, and matches it to the right client. Nothing changes until you approve it.
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Counts that are filters
Files found, Needs review, Analyzing, and Linked records tiles double as one-click filters over the library.
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One-click client linking
Workganic suggests which client each file belongs to — confirm or change the match in one click, and ask it to take another look at any file anytime.
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Audio with transcripts
Call audio lives alongside its transcript — processing status, transcript text, and timestamps per file.
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Safe by design
Virus scanning on every file, inline previews and thumbnails, deleted files you can restore, and every file stored in two separate places so a backup copy always exists.
Files is included on every plan — not an add-on.
From Starter up, Files works around the same client record as everything else. See how it fits into your agency’s day — on your own book of business, not a canned demo.