Ship, hire, sell, and retain - one workspace, zero tab-switching.
Humans and AI agents working side-by-side for Founder, VP Engineering, VP Product teams.
Compliance & Security
Recommended: WorkSwarm Cloud or Private
Your engineering velocity meets enterprise readiness. WorkSwarm supports your customers' SOC 2 Type II evidence (we are SOC 2 Type II audited; controls map provided), ISO 27001 (full ISMS aligned to ours), HIPAA Business Associate Agreement on request, GDPR cross-border SCCs, DPDP Act for any Indian customer data, and a Compliance Engine that can mirror your customer's policies into your workspace.
Privileged matter stays in the firm. We come to it.
For B2B SaaS practices, signed contracts, deal terms, and IP filings stay in your DMS under attorney client privilege. Workswarm sees clause types and redline drafts only.
Never leaves your side
- Full text of signed contracts and matter files
- Client identities and counterparty names
- Deal terms, valuations, IP filings
- Internal partner notes and strategy memos
Crosses, encrypted
- Clause types and document classifications
- Redline suggestions in the firm's house style
- Renewal alerts (matter ID and a relative date)
- Workspace audit metadata
What Workswarm does
- Routes the request through the firm's matter workflow
- Calls per firm SLM trained on firm's precedents
- Returns redline drafts the lawyer can accept or modify
- Never stores contracts. Stores matter level metadata only.
Also relevant for B2B SaaS
Tally Prime on a local Windows PC. Tally data stays on the device per existing IT policy. DPDP Act 2023 is satisfied because no personal data is exported off the device without explicit consent on every action. Disconnect the tunnel any time and Tally keeps working normally.
Workflows for this industry
18 live demos · 91 coming soon
Hiring Wave
12 final-round, 3 offers in 14 days
Product Launch
12K customers messaged, kill-switch armed, NPS 4.7
Sales Pipeline
50 target accounts, 14 meetings booked in 30 days
DevOps Release
Zero-downtime deployment, rollback tested, monitoring armed
Finance Close
Quarterly close in 3 days vs 10 typical
Customer Retention
8 of 10 at-risk accounts saved, ARR retained
Senior Engineer Hire
3 senior engineers hired in 21 days
GA Launch
GA shipped, 200 beta users migrated, zero P0s
Employee Master Record Setup
480 employee records consolidated from 6 systems in 4 hours
Org Chart Reorganization
Q2 reorg modeled, dependencies surfaced, 0 reporting gaps
Position Management Refresh
200 positions reclassified, comp bands aligned, 0 missing approvers
Competency Library Build
8 job families, 64 competencies mapped to roles in 3 days
Headcount Reconciliation
HRIS vs payroll vs ledger reconciled, 23 ghost FTEs removed
Executive Search
CFO shortlist of 5 in 6 weeks, all backchannel referenced
Diversity Sourcing Sprint
40% diverse pipeline in 4 weeks, audit ready
Interview Loop Standardization
6 role families with calibrated rubrics, panel time down 28%
Reference Check Automation
3 references collected in 48 hours per offer, 0 manual chasing
New Hire Onboarding
Day 1 ready in under 4 hours of HR work, 100% doc completion
Engineering Cohort Onboarding
12 engineers onboarded in one week, single shared 30-60-90
Voluntary Exit Workflow
13-day notice closed cleanly. 100% assets recovered
Reduction in Force
48 RIF transitions handled in 1 day with comms, severance, comply
Cross-Border Transfer
US to India transfer - visa, payroll, equity refreshed in 6 weeks
Internal Promotion Onboarding
24 internal promos - comp letters, access, manager intros in 48 hours
Contractor Onboarding
40 contractors onboarded with NDA, BGV, IT in 2 weeks
Quarterly OKR Cascade
Company OKRs to 240 ICs cascaded in 5 days, 0 orphan goals
360 Review Cycle
480 reviews completed in 3 weeks, 92% on time
Calibration Session
Rating drift surfaced across 8 teams, 14 ratings adjusted
Promotion Cycle
36 promotion packets reviewed and decided in 1 week
Comp Planning
Annual comp planned within budget for 480 employees, 0 over-allocation
Performance Improvement Plan
8 PIPs run with weekly cadence, audit memo per checkpoint
Quarterly Recognition Wave
320 kudos surfaced, 12 quarterly awards published
Annual PoSH Training
480 employees certified in 14 days, 100% attestation
New Manager Bootcamp
24 new managers through 6-module bootcamp, 4.6 NPS
Sales Enablement Refresh
60 reps recertified post product launch, ramp time down 22%
Skill Gap Analysis
8 critical skill gaps mapped, 3 hires prioritized, 5 reskilling paths
Knowledge Base Curation
320 KB articles deduplicated, ownership assigned, 0 orphans
Leave Year-End Reconciliation
Carry forward and encashment computed for 480 employees, 0 disputes
Delegation on Vacation
Out-of-office routing across 38 leads. 0 SLA breaches
Holiday Calendar Setup
14 country calendars stood up in 1 day, regional holidays included
Birthday & Anniversary Wave
480 events surfaced, manager nudges, 0 missed
Contract Renewal Alerts
38 contractor renewals surfaced 30 days early, 0 lapses
Probation Close Workflow
24 probation reviews triggered on time - confirmations or PIPs
Manager Change Cascade
Manager changes propagate to access, OKRs, payroll in minutes
Policy Rollout Cascade
New travel policy rolled out, 100% acknowledgement in 5 days
SLA Breach Escalation
HR ticket SLAs honored, 92% within target
Account Based Outbound
50 target accounts, 14 meetings booked in 30 days
Inbound Lead Triage
420 inbound leads scored, routed in under 90 seconds
Discovery Call Prep
Briefing pack ready 1 hour before every call, 22 percent stage progress lift
Demo Booking Wave
180 demos booked across 3 weeks, 64 percent show rate
Proposal and Pricing Pack
Custom proposal in 2 hours, finance approved, legal sanitized
Multi Stakeholder Closing
7 stakeholder map navigated, 21 day close on a 6 figure ACV
Channel Partner Activation
8 partners onboarded, deal reg flow live, 12 co sells in 60 days
Pipeline Win Back
62 closed lost reopened, 9 reactivated to stage 3
Quota and Territory Reset
New plan landed for 24 reps, 0 unassigned accounts
Forecast Review War Room
Weekly forecast committed, variance under 8 percent for 4 quarters
Field Event Pull Through
Conference 1:1s booked, 28 demos, 12 SQLs in 5 days
Beta Program Launch
120 beta users onboarded, weekly NPS, 18 issues filed and closed
GA Launch Day Run
12K customers messaged, kill switch armed, NPS 4.7
Pricing and Packaging Launch
New SKU shipped, billing wired, comms aligned. ARPU up 14 percent
Migration to v2
280 customers migrated to v2, 0 P0s, rollback rehearsed
Multi Region Launch
EU and APAC pods stood up, latency under 80 ms, residency enforced
Feature Flag Cohort Rollout
6 cohorts ramped, kill switch tested, 0 oversized blast radius
Sunset and Deprecation
Legacy API sunset in 90 days, 92 percent of customers migrated, comms paced
Marketplace Listing Launch
Live on AWS Marketplace, Salesforce AppExchange in 21 days
Embedded Partner Launch
OEM build shipped to 3 partners, contracts and uptime SLAs aligned
Patent Filing Sprint
4 patents filed, prior art mapped, PCT route locked
DevOps Release
Zero downtime deployment, rollback tested, monitoring armed
Incident Response War Room
P1 mitigated in 18 minutes, comms paced, impact bounded
Postmortem and RCA
RCA in 48 hours, 6 action items tracked to closure
Deploy Pipeline Migration
CI moved to GitHub Actions, 38 percent faster, 0 regressions
Cloud Cost Optimization
AWS bill down 22 percent, RI coverage up to 78 percent
Security Patch Wave
CVE wave patched across 14 services in 6 hours, audit logged
Database Migration
Postgres 12 to 16 with 0 downtime, 18 minute cutover window
API v2 Rollout
New API live, 2 partners migrated, deprecation window armed
Architecture Review
8 services reviewed, 12 risks scored, 4 redesigns scheduled
Service Mesh Adoption
Linkerd onboarded for 18 services, mTLS enforced, traffic shaped
On Call Rotation Refresh
24 engineers rotated fairly, escalation paths documented, runbooks linked
Tech Debt Sprint
40 debt items closed in 2 sprints, p95 latency down 18 percent
Quarterly Close
Quarterly close in 3 days vs 10 typical
Annual Budget Defense
Budget defended across 8 functions, 14 trade offs documented
Forecast Refresh
Rolling 18 month forecast refreshed, variance under 6 percent
Cash Flow War Room
Runway extended by 4 months, AR pulled in 11 days
Investor Update Pack
Monthly LP update shipped on day 5, KPIs reconciled to GL
Tax Filing Sprint
GST and TDS filed across 4 entities, 0 notices
Audit Support Sprint
Auditor request list closed, 320 PBC items delivered on time
AP Bulk Run
420 invoices paid in 1 batch, exceptions surfaced and resolved
FX Hedge Review
FX exposure mapped, 6 forward contracts approved, board memo published
Stock Comp Filing
83(b) elections, ESOP 409A, ASC 718 booked. audit ready
Board Pack Prep
Board pack delivered 48 hours before, 0 last minute swaps
SOC 2 Surveillance Audit
Continuous controls monitoring. 0 audit deficiencies
ISO 27001 Recertification
Recert delivered with 124 controls evidenced in 14 days
Vendor Risk Assessment
40 vendors scored, 4 high risk paused, contracts renegotiated
Internal Audit
6 control areas tested, 18 findings logged, owners assigned
Privacy DSAR Wave
120 DSAR requests fulfilled within 30 days, 0 escalations
At Risk Triage
8 of 10 at risk accounts saved, ARR retained
New Customer Onboarding
Time to first value under 9 days, 92 percent stickiness
QBR Pack Prep
40 QBRs delivered on time, exec view aligned to roadmap
Renewal Negotiation
60 renewals in 30 days, NRR 118 percent
Expansion Play
14 expansion deals closed, average 38 percent uplift
NPS Detractor Recovery
24 detractors closed loop in 48 hours, NPS up 12 points
Health Score Refresh
320 accounts rescored, 18 false greens corrected
Customer Advisory Board
12 customers convened, 6 product asks scoped to roadmap
Implementation Project
Enterprise rollout in 8 weeks, 0 SLA breaches
Adoption Campaign
Feature adoption up 28 percent, in app guides shipped
Reference Sourcing
18 new reference customers signed off, 4 case studies shipped
Churn Save Sprint
12 cancel notices reversed, 2 cr ARR saved
Office Move Coordination
180 employees moved, 0 productivity loss, 6 vendors orchestrated
IT Asset Refresh
320 laptops refreshed in 14 days, 0 access gaps
Procurement Sourcing Sprint
18 RFPs run, 6 contracts awarded, 14 percent savings
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