Case Study: Antrams Financial Services achieves a paperless, secure document workflow with Virtual Cabinet

Antrams Financial Services - Customer Case Study

Antrams Financial Services, a West Sussex financial planning firm, wanted to maintain a true paperless office while improving document security, traceability, and ease of recovery across its two sites. To support this, the company used Virtual Cabinet document management software and its client portal.

Virtual Cabinet worked with Antrams’ IT team to implement a streamlined document management and cloud portal solution integrated with Intelligent Office, enabling secure client communication, full audit trails, and easier document retrieval. The firm reported no missing documents after testing, faster searches, and time savings that Mark Robinson estimated could add up to a full eight-hour day every few weeks; Antrams said it would never go back to paper.

Antrams Financial Services

Mark Robinson

Financial Planner