Construction Case Studies and Success Stories with Virtual Cabinet
Case Study Cleverseal
Cleverseal Sealing Systems selects Virtual Cabinet Document Management Software to replace insecure hard drives, automate internal processes and provide off site access to documents for staff.
Cleverseal Sealing Systems selects Virtual Cabinet Document Management Software to replace insecure hard drives, automate internal processes and provide off site access to documents for staff.
Cleverseal Sealing Systems selects Virtual Cabinet Document Management Software to replace insecure hard drives, automate internal processes and provide off site access to documents for staff.
Cleverseal Sealing Systems selects Virtual Cabinet Document Management Software to replace insecure hard drives, automate internal processes and provide off site access to documents for staff.
Virtual Cabinet helped Evolve Financial Planning move away from paper files. The firm needed a user-friendly document management system to improve client service and reduce costs. Virtual Cabinet int...egrated with their existing software and offered easy access to documents. Staff now save six weeks per year. The system improved efficiency, customer service, and compliance.
Virtual Cabinet helped Seven Investment Management improve document management. The company needed a fast, easy-to-use system with strong search features. Virtual Cabinet made it easy to find client ...documents and manage access. The 150-person team quickly learned the new system. Staff now locate documents faster and use features like importing from Word, Excel, and email. The client portal and e-signature tools make document handling secure and simple.
Virtual Cabinet helped Boolers, a financial services firm, eliminate paper filing. They digitized thousands of documents and freed up space for 8 extra desks. The team used Fujitsu scanners and set m...onthly targets for staff to scan files. The project finished in 14 months, faster than planned. The Client Portal made secure data sharing easy and supported GDPR compliance.
Virtual Cabinet helped ReSolve improve their document approval process. The company faced time constraints, inefficiencies, and IT infrastructure issues. Virtual Cabinet was chosen for its user-frien...dly layout and configuration. Staff use the Tasks feature to manage document approvals. The solution made the approval process faster and more efficient.
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.
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.
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.
Education Case Studies and Success Stories with Virtual Cabinet
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.
Accounting Case Studies and Success Stories with Virtual Cabinet
CASE STUDY Duncan & Toplis
Virtual Cabinet helped Duncan & Toplis, a top 40 firm of chartered accountants, solve their document management challenges. Integration with existing IRIS software and secure client data exchange wer...e key needs. The firm chose Virtual Cabinet for its easy-to-use interface and strong integration features. Staff now use a modern document portal to share files securely with clients. The solution improved workflow and enhanced client service.
The Carley Partnership selects Virtual Cabinet Document Management Software to retain the information, remove the paperwork and yet have quick, easy access to information.
The Carley Partnership selects Virtual Cabinet Document Management Software to retain the information, remove the paperwork and yet have quick, easy access to information.
Virtual Cabinet helped Gibson Booth, an accountancy and insolvency firm, improve secure client communication and document management. The firm switched from an expensive, inefficient system to Virtua...l Cabinet, making document retrieval possible in 5 or 6 seconds. Going paperless saved them significant storage costs and freed up office space. Staff now use fast desktop scanners, making remote work easier and ensuring no documents are lost. Integration with existing systems kept workflows smooth and compliance strong.
Virtual Cabinet helped P.B. Syddall & Co. move from paper files to electronic document management. Staff now scan all correspondence and emails are automatically filed. The system integrates with the...ir existing Iris practice management suite. This improved business efficiency and made storage and backup easy. The installation was simple and staff quickly adapted to the new system.
Virtual Cabinet helped Lever Business Accountants improve document security and workflow. Before, the firm wasted time searching for documents and emails. There was little security for stored or sent... documents. With Virtual Cabinet, Lever sends documents for review and e-signature quickly and securely. The firm tracks documents easily and reduces time spent on emails. Security is much stronger, and staff spent little time on implementation.
Virtual Cabinet helped Parfrey Murphy, a Cork-based accounting firm, move from paper to a secure document management system. Security concerns and the risk of intercepted client emails drove the swit...ch. The firm chose Virtual Cabinet for its integrated document portal and strong reviews. After implementation, tax returns could be finalized in hours instead of days. The portal also saved time on follow-up and improved efficiency.
Virtual Cabinet Client Portal helped Larking Gowen handle tax time faster and more securely. The firm needed a way to cut turnaround delays, track documents, and boost security. The portal let them p...ublish tax returns, request digital signatures, and see when clients viewed documents. Some returns came back in just 45 minutes. The system replaced slow, manual email and post processes. Clients liked the secure, easy access to their files. Larking Gowen now finishes jobs faster and meets GDPR compliance with end-to-end encryption and audit trails.
Virtual Cabinet helped Pitcher Partners, a large accounting firm in Australia, replace their unsupported document management system. They needed a solution with a strong client portal and easy integr...ation with Outlook and MYOB. Virtual Cabinet stood out for its ease of use, advanced features, and cost. The firm now has a single source of truth for client documents and improved productivity. The solution also reduced document storage in multiple locations and made reporting easier.
The Carley Partnership selects Virtual Cabinet Document Management Software to retain the information, remove the paperwork and yet have quick, easy access to information.
The Carley Partnership selects Virtual Cabinet Document Management Software to retain the information, remove the paperwork and yet have quick, easy access to information.
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.
Virtual Cabinet helped SRLV Accountants replace their old document management system. SRLV needed a simple, flexible solution that could integrate with their practice management software and support ...secure client communication. Virtual Cabinet deployed the new system in just six weeks, after months of failed attempts with another provider. The team provided hands-on support, training, and a custom filing structure. SRLV quickly closed down their legacy system and went live with Virtual Cabinet, making the transition smooth and effective.
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.
Virtual Cabinet helped Richard J Smith & Co automate email filing. The firm struggled with too much paper and email correspondence. They chose Virtual Cabinet after seeing it at a conference and hear...ing strong recommendations. The automatic email capture feature now files emails to the correct client, saving staff time. The task functionality improved their review process and reduced manual filing. Staff now spend less time on paperwork and more time on important work.
Virtual Cabinet helped Lovewell Blake, a leading accountancy firm with 240 staff, move to a new document management system. The firm needed a user-friendly solution with a client portal for secure do...cument sharing. Virtual Cabinet provided a smooth transition and improved internal processes by enabling electronic document handling. Staff and partners gave positive feedback, noting better security and easier client communication. The integrated portal allows secure, on-demand access to key documents for clients.
Virtual Cabinet helped Heelan Associates, a family accounting firm, cut printing costs by 50% using the Client Portal. The firm also saw a 20% increase in workflow efficiency and a big drop in postag...e costs with e-signature features. Staff can now find documents quickly with a central storage system. The switch to digital filing freed up office space and saved time. Clients like the secure portal for fast document approval.
Legal Services Case Studies and Success Stories with Virtual Cabinet
CASE STUDY Heritage Legal
Virtual Cabinet helped Heritage Legal solve file storage and remote work challenges. The legal firm needed a secure client portal and automated workflows for 40,000 clients. Staff now access document...s instantly, improving client response times. Automated workflows made processes easier for the Probate, Trust, and Solicitor teams. The company plans to repurpose filing space, reducing the need for new offices.
Virtual Cabinet helped Atkins Thomson, a legal firm, manage large volumes of documents with complex approval needs. The firm struggled with slow, costly paper storage and retrieval. Virtual Cabinet e...nabled fast electronic searches, secure document storage, and easy collaboration. The team now finds documents in seconds, prints less, and works more efficiently. The system reduced filing cabinets, improved client service, and supports remote access. Atkins Thomson is moving closer to a paperless office with better security and productivity.
Real Estate Case Studies and Success Stories with Virtual Cabinet
CASE STUDY Priory Estates
Virtual Cabinet helped Priory Estates manage 400 properties with less paper. The team used to spend hours finding documents. Now, they find files quickly with the quick search feature. The company sa...ved space equal to a double garage by removing filing cabinets. Staff are more productive and spend less time on paperwork. Priory Estates plans to use the Client Portal for secure document sharing.
Virtual Cabinet helped Belvoir, a large UK property franchise, manage documents faster and more securely. The team now finds, signs, and sends documents in 2 minutes instead of 30. The system removed... paper-based tasks like scanning and filing. Staff can access documents quickly and save storage space. Virtual Cabinet's security features support GDPR compliance and give peace of mind. Belvoir rarely needs support because the system works so well.
Virtual Cabinet helped Strettons Chartered Surveyors manage thousands of documents for a 100-person team. The company struggled with manual filing and email management. Virtual Cabinet automated docu...ment storage and made searching for files fast. The system integrated with TRAMPS property management software. Strettons now finds files in seconds and tracks all variables in one place. The solution improved compliance and productivity.
Virtual Cabinet helped Clear Insurance Management Limited manage documents better. The company wanted to reduce paper use and save office space. They needed a system that worked with their existing s...oftware. Virtual Cabinet offered low costs, strong integration, and good support. Clear saw better efficiency, improved customer service, and stronger compliance. The solution helped them move closer to paperless offices.
Virtual Cabinet helped Illingworths move to a paperless office. The company integrated Virtual Cabinet with their OpenGI back office system. Illingworths saw faster access to documents and improved c...ustomer service. They saved tens of thousands of pounds in office space. Productivity increased, and the software paid for itself within 12 months. Staff now handle over 500 records per day using Virtual Cabinet.
Banking Case Studies and Success Stories with Virtual Cabinet
CASE STUDY United Trust Bank
Virtual Cabinet helped United Trust Bank move to a new document management system. The bank needed a way to handle workflow and security issues with lots of paper from deposits and finance. Virtual C...abinet made it easy for staff to review files and reduced the need for paper storage. The migration was smooth and all staff now use the system. The document portal will help with secure communication and digital signatures. United Trust Bank is now more effective and manages costs better.
Manufacturing Case Studies and Success Stories with Virtual Cabinet
CASE STUDY Cleverseal Sealing Systems
Virtual Cabinet helped Cleverseal Sealing Systems replace insecure hard drives with a secure document management system. The company needed better document storage, automation, and off-site access as... it grew. Virtual Cabinet provided automatic organization, advanced OCR search, and improved security. Staff can now find files quickly, even when someone is absent. The business saw a big boost in administrative efficiency and transparency.
