Britixo Practice Management Software.
Document Management for UK Practice Professionals.
Documents are at the heart of every UK professional practice—contracts, reports, compliance forms, client records, and more. But managing them across email inboxes, shared drives, and filing cabinets wastes time and increases the risk of errors. Britixo’s Document Management tools centralise all your files in one secure, organised system, making it easy to upload, share, track versions, and even collect e-signatures without leaving your workflow.
Free 14-Day Trial - NO CC REQUIRED*
britixo The Leading
Practice Management Software UK.
Britixo gives UK practices a secure, organised, and compliant way to handle documents across their entire business. From uploading a single file to sharing project folders with clients, Britixo ensures every document is exactly where you need it, when you need it.
With secure storage, role-based permissions, and integration with other Britixo tools like Proposals, Invoicing, and Projects, your team can manage documents without duplication or confusion. Whether you’re handling sensitive legal contracts, healthcare records, or financial statements, Britixo keeps everything safe, accessible, and compliant.
All documents are stored in Britixo’s encrypted cloud storage, giving your team a central hub for everything from client contracts to project deliverables.
Unlimited File Types: Upload PDFs, Word documents, spreadsheets, images, and more.
Encrypted Transfers: Every upload is encrypted in transit and at rest for GDPR compliance.
Organised by Client or Project: Keep related files together for easy access.
Folder Structure Support: Create logical hierarchies for different service lines or departments.
With all files in one place, you eliminate the risk of losing important documents in scattered systems.
Keeping track of which document is the latest can be challenging—especially when multiple people are involved. Britixo solves this with built-in version history.
Automatic Versioning: Every time a file is updated, Britixo keeps the previous version accessible.
Change Logs: See who made updates, when, and what was changed.
Rollback Capability: Restore earlier versions if needed.
Compliance Trail: Maintain a full audit trail for regulated industries.
This is particularly valuable for UK firms that must maintain precise document histories for audits, court cases, or client records.
Britixo makes document sharing secure and effortless.
Share Directly with Clients: Send documents via secure client portals—no email attachments required.
Set Expiry Dates: Limit access to documents after a certain time.
Permission Controls: Choose read-only or full edit rights.
Instant Notifications: Clients and team members are notified when a document is shared or updated.
This gives clients easy access to the documents they need while keeping your files secure from unauthorised access.
Cut turnaround times with Britixo’s built-in e-signature functionality.
Sign Without Leaving Britixo: Clients can review and sign documents from their portal.
Legally Binding Signatures: Compliant with UK electronic signature laws.
Multiple Signatories: Add several parties to a single signing process.
Real-Time Status Updates: See who has viewed, signed, or declined a document.
For UK practices, this means faster approvals, better client experiences, and a fully digital workflow.
🔧 Why Britixo Excels at Document Management
Unlike generic file storage tools, Britixo is designed for the needs of professional UK practices.
GDPR & UK Data Compliance: Every document is stored and handled in line with UK laws.
Integration with Other Britixo Modules: Link documents to invoices, proposals, or client records.
Role-Based Access Control: Ensure sensitive files are only visible to authorised team members.
Audit-Ready: All activity is logged for transparency and compliance.
⚖️ Legal Firms: Store and share contracts, evidence, and case files securely with full audit trails.
🧾 Accountancy Practices: Manage tax returns, financial statements, and HMRC correspondence.
🏥 Healthcare Providers: Securely store patient records, consent forms, and treatment plans.
💼 Consultancy & Agencies: Organise project reports, research data, and client presentations.
Britixo protects every document with:
AES-256 encryption
Secure UK/EU hosting
Two-factor authentication
Detailed audit logs
Britixo’s Document Management tools replace messy file storage with a secure, organised, and compliant system tailored to UK professional services. You can:
Upload and store all file types securely
Track versions and changes automatically
Share documents with clients safely
Collect e-signatures directly in the system
From legal contracts to patient records, Britixo keeps your documents under control and your workflows moving.
Britixo.
Secure. Compliant.
Built for British businesses.
Free 14-Day Trial - NO CC REQUIRED*