Insolvency Document Management and Client Portal For Business Advisory Professionals

Leading insolvency and business advisory firms trust us to help manage their case files and office information in a single source of truth. Find out more.

Insolvency Documents Software Trusted By Leading Insolvency & Business Advisory Firms

How Virtual Cabinet can help with company filing for Insolvency:

“A major benefit is the time it takes to retrieve and see a document; the average time is approximately 5 or 6 seconds.”
- Ted Wetton, Managing Director, Gibson Booth

Virtual Cabinet business advisory and insolvency management software helps firms overcome a number of challenges. That’s because insolvency professionals are usually drowning in case files, client communication, email and paper filing, administration, handling sensitive data and chasing approvals.

Sound familiar? Virtual Cabinet can help you manage your firm better than ever. Get a single source of truth for case file documents, auto-file email correspondence, trigger automatic workflows to improve performance, and run detailed real-time team reporting. Integrate our insolvency documents system with your insolvency case management software and streamline workflows immediately.

Your business is only as good as the processes you run. So get Virtual Cabinet insolvency management software today for an instant return on investment, both in money and time.

Automatic Filing

Emails, insolvency management files and scanned documents are all automatically filed and stored away for you. Say goodbye to admin and hello to productivity.

Data Protection

Comply with GDPR other strict privacy laws. Receive audit trails, encrypted communication, control access privileges and more. Secure your client data with Virtual Cabinet insolvency management services.

Faster Approvals

Let clients sign documents and declarations with electronic signatures. No more emailing and printing PDF’s, meaning you can watch your turnaround times improve.

Optimise Workflows

Your firm is only as productive as its processes. Streamline, automate and optimise your workflows with insolvency document services and management. Generate real-time team reports that you can action and improve the entire process of document approval.

Client Portal

Utilise the branded Client Portal to send large files and secure communication, with seamless integration back to your document management software. Speed up the process of obtaining approvals and completing business transactions using the eSignatures function within the portal.

Content collaboration with Virtual Cabinet Document Management
Team Collaboration

Send documents to private or group Intrays. Set user permissions, access version control and more with content collaboration tools.

Performance Reporting

Create audit logs, in tray checks, outstanding tasks, workflows, due dates, priority, ownership, Client Portal reports and more!

Integrations

Make use of powerful Microsoft Office add-ins (Outlook, Word, Excel etc.). Virtual Cabinet offers leading integration with popular IPS Turnkey software to develop your insolvency case management software.

Data Searching

Retrieve customer data instantly - at just the click of a button. Use Optical Character Recognition (OCR) and full-text content searching across multiple file types to recover your insolvency documents.

Get A Free Demo

Hear From A Few Of Our 45,000 Insolvency Management Services Customers

5 gold stars in a row - icon. 5 star review
"Now we can send a tax return off to a client and get it back from them on the same day within 5 minutes."
George Taylor
,
Practice Manager
Read Case Study
5 gold stars in a row - icon. 5 star review
“The emails I receive on cases can now automatically be filed to the correct client with Email Capture. This is a huge time saver!"
Sam Bailey
,
Partner
Read Case Study
5 gold stars in a row - icon. 5 star review
“Being able to basically ‘google for a document’ is amazing – efficiency, pure and simple. I love it, and my team love it.”
Dan Heelan
,
Business Services Manager
Read Case Study
5 gold stars in a row - icon. 5 star review
“Easy to use, unmatched features!”
Tanya Whidborne
,
COO
Read Case Study
5 gold stars in a row - icon. 5 star review
“Virtual Cabinet is simple and effective and it meets the needs of our business.”
Sara Bremner
,
PA to Marc Voulters and Richard Gilbert
Read Case Study
5 gold stars in a row - icon. 5 star review
“Virtual Cabinet has been an integral part of our transformation.”
Paul Miller
,
Managing Director
Read Case Study

Ask A Question

Advice from a product and industry expert
For both big and small businesses and firms
Personalised to your business
Any questions you have answered
"Ticked All The Boxes At A Great Price Point Suitable To Us."
Partner, P.B. Syddal & Co

Ask a Question

"Ticked All The Boxes At A Great Price Point Suitable To Us."
Partner, P.B. Syddal & Co