Comply with strict privacy laws and ensure high quality staff output with Virtual Cabinet Reporting.
See what user's have been doing what actions. Search across any combination of users, time periods, and actions.
See what document's Virtual Cabinet users are yet to action and file.
See outstanding and completed business tasks. Report on tasks to keep track of how quickly jobs are completed.
Client Portal Reporting
Check documents awaiting actions e.g. client eSignature. Review published documents over time. Check end user adoption status.
Used 45,000+ Customers Worldwide
"Easy To Use,
COO, Pitcher Partners
Highlight Action Items
Users and Management are able to quickly see what is happening in Virtual Cabinet, and prioritise what needs to be actioned.
Maintain Data Security
Ensure that users are only accessing and editing certain documents as required. Update access permissions if necessary.
Comply With Privacy Laws
Reporting insights will help you control how documents are managed, as well as controlling access to data. This will help you comply with strict privacy laws (e.g. GDPR).
Faster Turnaround Times
Identify which documents are awaiting eSignature to keep your documents and client jobs moving forward.
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For both big and small businesses and firms
We can evaluate your business pain points and provide a custom solution and pricing to match
"Ticked All The Boxes At A Great Price Point Suitable To Us."
Partner, P.B. Syddal & Co.
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