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Document Management Software For Law Firms, and Secure Client Portal

Virtual Cabinet is the ideal legal document management software for lawyers, attorneys and law firms - it controls your documents, secures your communication, increases your productivity, and radically speeds up your operational workflows.

Used & Loved By 40,000+ Customers Across Dozens Of Industries

How Virtual Cabinet Helps
Lawyers, Attorneys And Legal Firms:

Few industries have more data complexities than the legal industry.

Good document management software centralises your data company-wide, and makes it easily accessible including Optical Character Recognition searches, so you can find up the full job history of any matter in seconds, saving time, and improving customer service and accuracy.

Administration is minimised with automatic filing and capture technology; workflows are automated and streamlined; team performance reports can be generated real-time to address bottlenecks; and your data is encrypted and secured with detailed permissions options (especially important with privacy legislation such as GDPR on the increase worldwide).

Virtual Cabinet's secure Client Portal software also lets lawyers send encrypted files online to clients, and then see exactly who opens them with a full audit trail. The online Client Portal allows your clients to sign contracts with legally binding digital signatures to significantly reduce turnaround time.

If you're looking at document management software for law firms, then consider Virtual Cabinet because your business is only as good as its processes. For an instant return on investment, in both money and time, talk to us about Virtual Cabinet today.

Email Capture & Filing

Whole team can see matter specific conversations & files, not just one-to-one emails. Many levels of automation to suit your needs.

Intray’s And Document Distribution

Assign work to individual staff members as it enters the business in one place. No more chaotic email document circulation.

Productivity Reports

Report on how many how many tasks and unfiled documents each of your team members has. Find bottlenecks & improve workflow.

Full Visibility Over Sent Documents

Easily see any outstanding tasks sent to third parties, and monitor if clients have opened or actioned documents you've sent in return.

Automate Document Workflows

From instant creation of associated documents (eg stored templates), to pack finalisation via team workflow automation.

Standardise Filing

Organise all your information from client documents to internal records in one simple, standardised format.

PM System Integration

Integrate with all major Practice Management solutions. Reduce administration for setting up new clients, and avoid data duplication.

Security And Compliance

Set granular permissions for file access and maintain visibility over file history with detailed audit trails.

Templates & Auto-field Population

Reduce manual data input with automatic
precedent population. Save enormous amounts of time with a higher accuracy rate.

Popular Features That Will Change Your Life

Our Document Management and Client Portal software has helped over 40,000+ businesses & professionals
Automatic Filing
Email attachments, Practice Management System files, prints and scans are all automatically filed and stored away for you. Goodbye admin.
Data Protection
GDPR and other privacy legislation is coming. Get audit trails, bank-level encryption, control access privileges & more. Secure your client data.
Faster Approvals
Let clients sign tax documents and declarations with digital signatures. No more emailing and printing PDF’s. Watch your turnaround time improve.
Optimise Workflows
Your firm is only as productive as its processes. Streamline, automate and optimise your workflows. Generate real-time team reports you can action.
Client Portal
A branded Client Portal to send large files & secure communication, with seamless integration back to your Document Management Software.
Team Collaboration
Easily distribute files to Private or Group firm 'in-tray’s'. Access a work-in-progress area for documents to maintain version control.
Performance Reporting
Audit logs, intray checks, outstanding tasks, workflows, due dates, priority, ownership, Client Portal reports and more!
Powerful Microsoft Office add-ins (Outlook, Word, Powerpoint etc). Data integrity with your CRM, Client Portal and Accounting Software.
Data Searching
Find a client’s full job history in a few clicks, company-wide - an enormous time saver. Optical Character Recognition for internal file searches.
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Trusted By Thousands Of Great Businesses

Seamus Parfrey
Managing Partner
"Returns can be finalised within a few hours instead of days. It also helps save time in follow up procedures.
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A two-partner accountancy firm employing 16 staff
Steven Scarlett
“One partner said to me the other day that Virtual Cabinet has changed his life."
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Leading accountancy firm of 240 staff & 26 partners
Peter Syddall
"It was easy to use, ticked all the boxes and was offered at a great price point suitable for us."
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Established Chartered Accountants Practice
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