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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 client data in a single source of truth. Find out more.

How Virtual Cabinet Can Help With Comprehensive 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 insolvency document management software helps firms overcome a number of challenges including case file management. Insolvency professionals are usually drowning in data such as case files, documents, client communication, administration, sensitive data, forms and contracts. It all adds up to a veritable mountain of documents and time wasted trying to tame the chaos. Sound familiar? Virtual Cabinet can help.

Never lose a file or waste time trying to find it again with our intelligent OCR search. VC creates one organised, secure location for all case file documents and auto-filed email correspondence. What's more, you can integrate our insolvency documents system with your case management software and start working smarter instantly.

Virtual Cabinet knows that your business is only as good as the tools you have supporting your work. That's why our document management software is designed to cut through the chaos and give you visibility of the tasks at hand.

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Automatic Filing

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

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Data Searching

Never lose a document again. Retrieve client data instantly with just the click of a button. Use Optical Character Recognition (OCR) and full-text content searching across multiple file types to retrieve your insolvency documents.

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Make use of powerful Microsoft Office add-ins (Outlook, Word, Excel etc.). Virtual Cabinet also offers industry-leading integrations with popular IPS Turnkey and CCH Case Management software to optimise your tech stack.

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Faster Communication

Let clients sign documents and declarations from anywhere with any device via powerful, binding electronic signatures. No more posting insolvency documents. Let technology do the heavy lifting and cut your turnaround times in half.

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VC Cloud

Utilise our powerful task management tool to set tasks and send secure communication with or without documents. Speed up obtaining approvals using the instant eSignatures function within VC Cloud.

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Team Collaboration

Send documents to individual or group Intrays. Set secure access controls, utilise version control so everyone is looking at the same document, and more, with our content collaboration tools. Let's collaborate!

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Optimise Workflows

Your firm is only as productive as its supporting software. Streamline, automate, and optimise your workflows with quality insolvency document management. Generate insightful, actionable team reports and optimise team productivity.

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Performance Reporting

Utilise comprehensive audit logs, intray checks, outstanding task visibility, due dates, task ownership and more! So, you can see how you and your team are using VC and what your clients have (or haven't) opened and actioned.

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Data Protection

With VC you can maintain complete GDPR compliant audit trails, utilise encrypted client communication, utilise access controls, and more. Secure your client data with Virtual Cabinet's document management software.