Virtual Cabinet optimises your information workflow. It streamlines your business processes, with detailed reporting to help you identify bottlenecks. Administration is significantly reduced, so your team can focus on value-adding.
Our integrated secure Client Portal software allows you to securely share information with your clients, and track whether they've been viewed or actioned.
If you're looking for financial services document management software then consider Virtual Cabinet. We've helped thousands of businesses like yours deliver results, and get an instant return on investment, both in time and money.
From instant creation of associated documents (e.g. cover letters and stored templates), to job finalisation via team workflow automation
The whole team can see client conversations and documents, not just one-to-one emails. Many levels of automation to suit your needs.
Assign work to individual staff members as it enters the business in one place. No more chaotic email document circulation.
Report on how many how many tasks and unfiled documents each of your team members has. Find bottlenecks & improve workflow.
Easily see any outstanding tasks sent by clients, and monitor if clients have opened or actioned documents you've sent in return.
Find documents using the text within them, rather than having to know the exact file name or location.
Organise all your information from client documents to internal records in one simple, standardised format.
Integrate with leading CRM software. Reduce administration for setting up new clients, and avoid data duplication.
The UK, Australia, USA & NZ have strict privacy and data protection legislation in force such as GDPR. We help you stay compliant.