Case Study: Lloydbottoms modernises document management with Workiro

Lloydbottoms migrates 15 years of documents to Workiro with no downtime

Lloydbottoms, an accountancy firm based in Bristol, faced significant challenges as its on-premise server and legacy document management system, Virtual Cabinet, neared end-of-life. The firm needed to migrate hundreds of thousands of documents accumulated over 15 years without disrupting client service. Their existing setup was inefficient, involving separate systems for document storage and a client portal that was difficult for clients to use. The challenge for Lloydbottoms was to modernize its infrastructure with a cloud-native solution from a vendor like Workiro that could consolidate its tools and simplify workflows.

Workiro provided a cloud-based document management system that replaced Virtual Cabinet, handling the entire assisted migration of historical data. The solution introduced tag-based filing, a frictionless client portal for eSignatures without required logins, and integrated with existing software like Bright Manager. As a result, Lloydbottoms achieved a complete, disruption-free migration to the cloud, leading to faster internal filing, a simpler client experience, and reduced IT overhead. The firm reported that Workiro provided a fast, efficient, and reliable unified system.

Lloydbottoms