The Modern Directory for
Professional Service Firms

Customizable Directory  |  Profile Management  |  Client Pages

Find the Right Skills

Workfolio Directory includes customizable profile sections and powerful search options to find the people with the expertise you are looking for.

Increase Client Engagement

Workfolio Directory helps you stand out to clients and prospects by engaging them with your team profiles and capabilities like never before.

Simplify Administration

Workfolio Directory gives you complete control over administrative rights, profile change approvals, and other permissions.

An advanced platform that powers your public, client-facing, or internal Directories in a single, highly-affordable, customizable solution.
All-in-One Directory

A modern platform that powers your public, client-facing, or internal Directories in a single, highly-affordable, customizable solution.

Custom Fields  |  Tags & Auto Filters  |  Visibility Controls  |  Branded Sidebar

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Profiles that are flexible and easy to maintain with optional content governance features for peace of mind.
Deep Profile Capabilities

Profiles that are flexible and easy to maintain with optional content governance features for peace of mind.

Profile Templates  |  Profile Variants  |  Change Approvals  |  PDF Downloads

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Customizable microsites, specially designed for presentation to clients, that improve engagement and separate your firm from the competition.
Engaging Client Pages

Customizable microsites, specially designed for presentation to clients, which improve engagement and separate your firm from the competition.

Profile Cards  |  Client Branding  |  Custom URL  |  Password Protection

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View your Directory and Client Pages with a responsive interface accessible from any desktop, tablet, or mobile device.
Optimized for Mobile

View your Directory and Client Pages with a responsive interface accessible from any desktop, tablet, or mobile device.

Desktop  |  Tablet  |  Smartphone

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Additional Features

Cloud Hosted

Enjoy the ease of included multi-site cloud server deployments, enterprise-class security, and automated data backups.

Whitelabeled Experience

Make your Directory a part of your organization with extensive branding options such as logos, banners, domains, and accent colors.

Admin Groups

Set roles and unlimited member groups for each of your administrators to fit the structure of your organization.

API Integrations

Seamlessly connect your Directory to your organization's websites, intranets, HRIS, and other applications.

Advanced Customizations

Bring the capabilities of your Directory to the next level by working directly with the Workfolio team for special requests.

Case Studies (coming soon)

Showcase your firm's work to potential clients by integrating with our upcoming Case Studies application.

Key Facts

93%
of people think it is important to find professional background information about a provider before choosing them.
Source: Survata.com
99%
of people would not fully trust a provider whose directory profile information appears to be incomplete or out of date.
Source: Survata.com
83%
of people’s purchase decisions are influenced by the information they find about a provider.
Source: Survata.com

Customer Testimonial

"Workfolio Directory greatly enhances our client experience and is a powerful differentiator for us in the market."
— Stacey Force, Vice President, Global Marketing

Plans

Team (Up to 25 users)

Free assisted set up

Work directly with our team to pre-configure your Directory according to the needs of your organization

Custom integrations available

Connect to our API for built-in features, or contact us for special requests

Free unlimited support

Have questions? Take advantage of our suite of help articles and free phone and email support

 

 

Company (Up to 250 users)

Free assisted set up

Work directly with our team to pre-configure your Directory according to the needs of your organization

Custom integrations available

Connect to our API for built-in features, or contact us for special requests

Free unlimited support

Have questions? Take advantage of our suite of help articles and free phone and email support

 

 

Enterprise (More than 250 users)

Free assisted set up

Work directly with our team to pre-configure your Directory according to the needs of your organization

Custom integrations available

Connect to our API for built-in features, or contact us for special requests

Free unlimited support

Have questions? Take advantage of our suite of help articles and free phone and email support

Custom training programs

Optionally have Workfolio help train your administrators and users

Internationalization

Language translations available for your global organization

Frequently Asked Questions

Can I keep the existing directory on my website?

Yes! Our user interface has been carefully designed to be the public face of your directory, or you can instead let us power the directory on your website behind the scenes via our API. Any changes made to your members' profiles in Workfolio Directory will automatically be reflected on your website.

Who manages employee profiles?

Workfolio Directory was built to allow employees to make changes themselves, reducing the overhead required to keep their profiles current, and administrators can also make changes to employee profiles. You may optionally configure your Directory so that all content changes require administrator approval before being published.

Do you offer discounts to non-profit organizations?

Yes! We offer a 20% discount to non-profit institutions. To request the non-profit discount, reach out to us with a link to your organization's website.

Do you offer a discount for paying annually?

Yes we do! We offer a special 10% discount for annual subscriptions for Workfolio Directory. To request this specifically, please contact us using our contact form at the bottom of this page.

Ready to transform your directory?

With our guided setup, you'll be saving costs and winning more business.