Give your customers a better experience

With documents in order and digital processes in place, you can win and retain business more easily.

Do more with less

Your customers have new demands. They want custom products and services. They want information on tap 24/7. They want choice. And to win more business, you need to be able to offer all that at a competitive price. That’s challenging when documents are all over the place and processes like client onboarding and case management are manual and lengthy. We help you with that.

What our customers say

Our customer is a CPA and advisory firm serving customers across the US. They were struggling finding documents and sharing them, as they had several places to store data. With M-Files, they solved this problem and improved the customer experience. “The impact on our turnaround time, that is the ability to produce a product that we provide to customers, is big. And there is a reduced risk for our customer, as we control our documents and data so much better than we did before.”

Related Solutions

Accounting companies

Bring order to your documents, move from paper to digital copies, and automate repetitive tasks.

Business consulting companies

Take better care of your customers and ensure you can manage cases more efficiently.

Client Document Management

Enable your staff to focus on servicing your customers, instead of having them dig for lost documents and emails.

Project Document Management

Keep projects on track and ensure things get done by the right person at the right time.

Our Customers

We help professional services companies worldwide

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Stearns Bank
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Will it work for your tech stack?

With integrations, add-ins, and API we are confident it will.

Featured content

Why Professional Services firms
should ditch folders

If you want to dedicate more resources to serving
customers, you need to enable your staff to find
information quickly and easily. Folders are no help.

7 Problems Professional Services
Firms Have (and How to Solve Them)

In this eBook, we go over the top seven problems
plaguing the professional services industry. And we
present a solution.

Want to know more about M-Files?



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