WorkSmart
25
Reviews
4.1
Star rating
#12
Rank in Other Insurance
Pros and cons
Pros
- Ease of Use
- Workflow Efficiency
- Organization
- Download Efficiency
- User Interface
- Comprehensive Information
Cons
- Learning Curve
- Complex Process
- Workflow Inefficiency
- Connectivity Issues
Traffic & LLM citations
Source: G2 review data
Losing to
Key stats
-100.0%
48
Mid-Market
1
Adoption by company size
| Segment | Share of reviews |
|---|---|
| Small Business | 40.0% |
| Mid-Market | 52.0% |
| Enterprise | 8.0% |
Quarterly history
| Quarter | Reviews | Star rating |
|---|---|---|
| 2025 Q2 | 2 | 3.3 |
| 2026 Q2 | 16 | 3.9 |
Satisfaction ratings
Ease of Use7.7
Ease of Setup6.3
Quality of Support10.0
Meets Requirements10.0
What reviewers say
Usability Shines Despite Setup Challenges
4.0
“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”
Refined Document Management, Great Workflow Capabilities
4.5
“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 ”
Challenging Setup, Lacks Modern Features
0.5
“I like WorkSmart for its ease of use, and I find it helpful for handling documents and storage.”