Virtual Cabinet Overview

Virtual Cabinet transforms document management with its integrated software systems and client portal, catering to professionals, firms, and businesses. Its flexible, paperless office solution offers an intuitive approach to managing documents. Users benefit from seamless integration and powerful capabilities, ensuring efficient handling of critical information. This system supports a range of industries by providing a centralized platform for document storage, retrieval, and collaboration. With Virtual Cabinet, organizations can enhance their workflow, ensuring secure and organized document management. This solution is ideal for businesses seeking a reliable and flexible tool to manage their document needs effectively.

Use Cases

Customers recommend Sales Document Management, Workflow Management, Content Management, as the business use cases that they have been most satisfied with while using Virtual Cabinet.

Other use cases:

  • Collaboration
  • Communication Management
  • Contacts History
  • Rating And Review Management
  • Engaging And Following Up
  • Compliance & Governance
  • Products & Pricelist Management
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Business Priorities

Enhance Customer Relationships and Improve ROI are the most popular business priorities that customers and associates have achieved using Virtual Cabinet.

Other priorities:

  • Improve Internal Communications
  • Acquire Customers
  • Manage Risk
See all business priorities See less business priorities

Virtual Cabinet Use-Cases and Business Priorities: Customer Satisfaction Data

Virtual Cabinet's features include Recording, Personalization, Capture Email, etc. and Virtual Cabinet support capabilities include 24/7 Support, Email Support, Chat Support, etc. also Virtual Cabinet analytics capabilities include Custom Reports, and Analytics.

Reviews

"When someone is absent or sick we don’t have to go searching for information on specific PC’s." - Marcus Temu

Virtual Cabinet offers document management software and a client portal. It is utilized by top professionals and businesses for efficient office tools.

Popular Business Setting

for Virtual Cabinet

Top Industries

  • Financial Services
  • Accounting
  • Hospitality

Popular in

  • Mid Market
  • Small Business
  • Enterprise

Virtual Cabinet is popular in Financial Services, Accounting, and Hospitality and is widely used by Mid Market, Small Business, and Enterprise.

Comprehensive Insights on Virtual Cabinet Use Cases

What makes Virtual Cabinet ideal for Sales Document Management?

What Are the key features of Virtual Cabinet for Workflow Management?

How does Virtual Cabinet address your Content Management Challenges?

How does Virtual Cabinet address your Collaboration Challenges?

What benefits does Virtual Cabinet offer for Communication Management?

13+ more Business Use Cases

13 buyers and buying teams have used Cuspera to assess how well Virtual Cabinet solved their business needs. Cuspera uses 772 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific business needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS
Virtual Cabinet testimonial

Marcus Temu

Director

Clever Seal
When someone is absent or sick we don’t have to go searching for information on specific PC’s. Testimonial By Marcus Temu
Virtual Cabinet testimonial

Andy Manning

Director

LPi
We took a good look around the marketplace and it was Virtual Cabinet that stood out as offering the ideal solution. Testimonial By Andy Manning
Virtual Cabinet testimonial

Darren Kelly

Director

Illingworths
I believe Virtual Cabinet has paid for itself in increased productivity within the first 12 months of installation. Testimonial By Darren Kelly
CUSTOMERS TESTIMONIALS
Virtual Cabinet testimonial

Marcus Temu

Director

Clever Seal
When someone is absent or sick we don’t have to go searching for information on specific PC’s. Testimonial By Marcus Temu
Virtual Cabinet testimonial

Andy Manning

Director

LPi
We took a good look around the marketplace and it was Virtual Cabinet that stood out as offering the ideal solution. Testimonial By Andy Manning
Virtual Cabinet testimonial

Darren Kelly

Director

Illingworths
I believe Virtual Cabinet has paid for itself in increased productivity within the first 12 months of installation. Testimonial By Darren Kelly

Case Studies

Education

CASE STUDY Nottingham Trent University

Virtual Cabinet helped Nottingham Trent University manage student records. The law school had problems with paper storage and slow document searches. Virtual Cabinet replaced paper files with digital... storage. Staff learned the new system quickly. The university saved 70% in document storage space. Now, staff find documents in seconds. The system improved efficiency and record security.

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Financial Services

CASE STUDY Antrams Financial Services

Virtual Cabinet helped Antrams Financial Services go fully paperless. The firm used the client portal for secure document sharing and full audit trails. Staff found the system easy to use and more ef...ficient than their old solution. Document recovery became faster, saving four to five minutes every hour. The team trusts the system and would not return to paper. Virtual Cabinet is seen as a valuable investment for time and money.

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Financial Services

CASE STUDY Harvard Financial Ltd

Virtual Cabinet helped Harvard Financial Ltd, a team of independent financial advisors, manage countless client files. They needed a document management system that would work with their existing sof...tware. Virtual Cabinet integrated with their back office system and Quay, making it easy to attach emails and documents. The new system made finding and accessing files faster. The support service was appreciated and the installation was straightforward. Harvard Financial saw immediate and ongoing benefits from using Virtual Cabinet.

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Accounting

CASE STUDY Grunberg & Co

Virtual Cabinet helped Grunberg & Co, a top UK accounting firm, go paperless. They needed a solution that integrated with their Iris accounts software. After reviewing several options, they chose Vir...tual Cabinet for its usability. The firm now stores all documents in one place and has more office space. They reduced print and computer consumable costs by over 20%. Automated tasks made invoice approvals faster and easier.

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Accounting

CASE STUDY Candor

Virtual Cabinet helped Candor, a Galway-based accounting firm, go paperless and save space. They removed 10 large filing cabinets and created room for 2 new desks. The firm now uses e-signatures in t...he Client Portal, cutting tax return turnaround time to just 5 minutes. Staff can find documents faster and work more efficiently. Candor aims to have 50% of tax returns signed electronically next year.

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Financial Services

CASE STUDY Metis Wealth

Virtual Cabinet helped Metis Wealth automate quarterly valuation delivery. Before, the team relied on manual, paper-based processes that took too much time. With Virtual Cabinet's client portal and a...uto-publishing, Metis Wealth now sends reports instantly and securely. The process is simple and avoids extra systems. Remote work is easier, and clients get statements faster. The audit log tracks every delivery for full transparency.

Read more →

Frequently Asked Questions(FAQ)

for Virtual Cabinet

What is Virtual Cabinet?

Virtual Cabinet is a global provider of digital document management, task management, and electronic signature software. With Virtual Cabinet businesses of all sizes can intelligently capture and manage their entire document control process. Businesses can streamline information management, automate document-based business processes, and collaborate between employees, partners, and clients. Virtual Cabinet currently serves over 45,000 users worldwide.

Its is an enterprise content management solution that provides secure client communication, sharing files, and accepting electronic signatures to enable frictionless collaboration with anyone, anywhere, on any device.

Some of its features include powerful file searches, automatic email filing, Microsoft office plugins, automatic workflows, content collaboration, sharing files securely, upgrading email security, sending large files and more.

What is Virtual Cabinet used for?

Virtual Cabinet is mainly used by its customers to Enhance Customer Relationships and Improve ROI by Sales Document Management, Workflow Management and Content Management .

What are the top features of Virtual Cabinet?

Recording, Personalization and Capture email are some of the top features of Virtual Cabinet.

Who uses Virtual Cabinet?

Virtual Cabinet is used by Financial Services, Accounting and Hospitality among other industries.

What are Virtual Cabinet alternatives?

Intelligencebank DAM, Responsive (Formerly RFPIO), Hyland Governance and IntelligenceBank are popular alternatives for Virtual Cabinet.

Where is Virtual Cabinet located?

Virtual Cabinet is headquartered at Suite 8, The Works, Unity Campus.
lightning

Peers used Virtual Cabinet for sales document management and workflow management

Virtual Cabinet Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.54/5 ★

Read Reviews (77)
Analytics

3.17/5 ★

Read Reviews (1)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.54/5 ★

Read Reviews (77)
Analytics

3.17/5 ★

Read Reviews (1)

Software Failure Risk Guidance

?

for Virtual Cabinet

Overall Risk Meter

Low Medium High

Top Failure Risks for Virtual Cabinet

Virtual Cabinet Profile

Company Name

Virtual Cabinet

Company Website

http://www.virtualcabinet.com/

HQ Location

Suite 8, The Works, Unity Campus

Employees

11-50

Social

Facebook Linkedin Twitter

Financials

PRIVATE