WorkSmart Reviews & Product Details

I find WorkSmart really effective for managing tasks, as it allows me to easily track my current workload through my To Do List, file related documents, and keep all related correspondence organized. I also like how I can add notes and reply to emails directly from within WorkSmart, which makes my workflow smoother. The initial setup was fairly easy once I understood the different sections. Review collected by and hosted on G2.com.

I would like to see improvements on reporting. Where we could run basic reports by document or file attributes instead of just by tasks in an interface that’s easy to use. Review collected by and hosted on G2.com.

I like WorkSmart's ability to create workflows from documents, which allows us to place a document in a customer file and create a workflow from that document. This feature ensures that all personnel are working within the same procedure parameters set by the workflow, creating uniform workflows across tasks and improving our organization. Review collected by and hosted on G2.com.

Could use some better reporting off from the tasks, looking forward to being able to interact with AI for reporting Review collected by and hosted on G2.com.

I like using WorkSmart for document management and workflows. It serves as a digital filing cabinet, allowing me to organize all the documents for a client in one location. I appreciate being able to work creatively to guide documents to where they need to go and create tasks to work through processes. Additionally, I enjoy being able to affect change with the workflows. Review collected by and hosted on G2.com.

Feature parity between desktop and browser Review collected by and hosted on G2.com.

I like WorkSmart for its layout and ease of transferring business between employees. The task views are handy, and the management reports help me see who is too busy or has the capacity to help. I find the simplified and consistent process and the ease of finding documents particularly useful. The initial setup was very involved, but I appreciated the good team support that helped make it smoother. Review collected by and hosted on G2.com.

Easier to edit workflows or add workflows as needs evolve. Review collected by and hosted on G2.com.

I like how easy the file tree is in WorkSmart. It makes filing documents and tasks much simpler. I also appreciate being able to locate items quickly using the info tab and enjoy how WorkSmart breaks down the folder structure by year and policy. The initial setup was easy with no issues, and I highly recommend it with a perfect score of 10. Review collected by and hosted on G2.com.

The speed can be slow and exporting large documents are slow. Review collected by and hosted on G2.com.

I like the search feature for previously added information and the filing system for important information and documents in WorkSmart. It's really helpful for seeing the history of policy and client activity, which allows me to best serve clients. The setup and use of WorkSmart was easy to navigate, which is a big plus. Review collected by and hosted on G2.com.

nothing at this time. Review collected by and hosted on G2.com.

I like WorkSmart for its usability and the ability to drag and drop to move stuff around. I also find the preview pane helpful. Email from IR is helpful Review collected by and hosted on G2.com.

I dislike the email function. Large files can't be added; 35 megabytes is the limit. The initial setup was difficult. Review collected by and hosted on G2.com.

I like WorkSmart's ease of use and the auto file functions. It's nice that our communications are automatically filed, which saves us a lot of time. Review collected by and hosted on G2.com.

I find the email receivers lacking in customization and the ability to read emails and file them correctly. Review collected by and hosted on G2.com.

I like WorkSmart for its ease of use, and I find it helpful for handling documents and storage. Review collected by and hosted on G2.com.

I don't like that WorkSmart feels clunky. The initial setup took more time than expected and I feel it needs updating. The old programming aspect is problematic and it seems like it requires an upgrade. Review collected by and hosted on G2.com.

I really appreciated our amazing experience with Ryan Houston as our trainer when we started using WorkSmart. I like the document management and workflows. I also enjoy how well the email servers work with WorkSmart. Review collected by and hosted on G2.com.

sometimes moving content from AMS to IR is cumbersome Review collected by and hosted on G2.com.