workYoo for · Consulting & law firms
Advisors juggle clients, documents, meetings and follow-ups. workYoo brings it together in one place — confidential, traceable and hosted in Germany.
2 members free · Cancel monthly · Hosted in Germany
For consulting & law firms
Use only the modules that fit your work — everything else stays off.
Contacts, tasks, files, time and history of each client on one page.
More on Customers & contacts →
Contracts and documents in folders with permissions, searchable down to the file text — with a follow-up when something expires.
More on Documents →
Clients, documents, inventory and mail get a follow-up date. Everything due shows on the dashboard and next to the calendar.
More on CRM →
Field history and snapshots for every task. External auditors can get their own portal and only see what you release.
More on Audit trail →
Log time on tasks and evaluate it per project — open and billed, as CSV.
More on Time tracking →
Record and assign letters in the mail room, turn emails into tasks by forwarding them to your own workYoo address.
More on Mail room →
Documents
Folder permissions decide who sees what. Full-text search also finds content inside PDF and Word, and a follow-up reminds you of terms in time.
Traceable
Every task has its history, every wiki page its versions. External auditors work in their own portal, and the security log shows logins and permission changes.
FAQ
Exclusively on servers in Germany. Uploaded files are stored encrypted and scanned for viruses. Code Piraten GmbH is ISO/IEC 27001 certified, and you sign a data processing agreement right at sign-up.
Yes. Private tasks and projects are only visible to their creator, and documents and wiki folders have their own permissions for members and groups.
Yes, via the Microsoft Entra SSO plugin (€1.00 net per user from the third member).
Free for two members, no credit card — ready in five minutes.