Personnel typically save six weeks per year.
- Antony Williams, Evolve Financial Planning
We've helped over 45,000 customers across dozens of industries to run significantly better businesses and professional firms.
Imagine automatically filing incoming and outgoing information, company-wide advanced data searching (including Optical Character Recognition), automating your team workflows, generating real-time performance reports to identify bottlenecks, and securing all you sensitive data.
Send large files securely online with your own branded Client Portal, allow customers to sign documents with legally binding approvals, then sync all this information back into your document management system.
We're famous for our integrations. Whether it's an out-of the box integration, or something more customised - we make sure that all your data is finally centralised and understandable in one spot.
And with every more tough privacy and security legislation, such as GDPR, it's never been more important to control your data to remain compliant.
Get an instant return on investment - both in time and money - with our document management for professional firms by talking to us about Virtual Cabinet today.
Email attachments, CRM System files and scanned documents are all automatically filed and stored away for you. Goodbye admin.
Comply with GDPR other strict privacy laws. Get audit trails, encrypted communication, control access privileges and more. Secure your client data.
Let clients sign documents and with electronic signatures. No more emailing and printing PDF’s. Watch your turnaround time improve.
Your firm is only as productive as its processes. Streamline, automate and optimise your workflows. Generate real-time team reports you can action.
A branded Client Portal to send large files and secure communication, with seamless integration back to your Document Management Software.
Send documents to private or group Intrays. Set user permissions, access version control and more with content collaboration tools.
Audit logs, Intray checks, outstanding tasks, workflows, due dates, priority, ownership, Client Portal reports and more!
Powerful Microsoft Office add-ins (Outlook, Word, Excel etc.). Leading integrations with popular business software.
Retrieve customer data instantly. Use Optical Character Recognition (OCR) and full-text content searching across multiple file types.
.jpg)
