Why a Global Professional Services Firm Needed a New Information Strategy

How a Top Professional Services Firm Tapped M-Files to Streamline Operations and Enhance the Customer Experience outlines the journey of a multinational advisory, tax, and accounting organization whose legacy document management system was no longer meeting business needs. As the case study shows, the firm struggled with high licensing costs, low user adoption, poor alignment with core processes, limited collaboration features, and an aging system approaching end-of-life. With knowledge as their core product, the lack of a reliable, unified system for storing, securing, and finding client information slowed delivery, increased operational friction, and risked damaging the firm’s reputation.

How M-Files Delivered a Unified, Scalable Information Management Foundation

After evaluating multiple vendors, the firm selected M-Files for its ability to centralize client records, automate workflows, integrate with key business systems, and provide secure, metadata driven content control. As described in the case study, M-Files now serves as the firm’s single source of truth across more than 10,000 users and 35 million documents. Automated review and approval workflows improved quality control, including the firm’s four-eye review process. Real-time collaboration tools eliminated version conflicts, and client portal integrations provided 24/7 access to engagement materials. M-Files also strengthened information security with dynamic permissions, detailed audit trails, breach detection, and flexible deployment options to meet regional data sovereignty requirements.

What’s Inside

• The key problems with the firm’s legacy document management platform
• How M-Files unified global client records into one system of record
• How automated workflows improved accuracy, reviews, and turnaround time
• How integrations reduced context switching and improved productivity
• How M-Files strengthened information security and protected sensitive client data

Why It Matters

As the case study illustrates, professional services firms depend on fast access to accurate information, secure collaboration, and consistent execution across global teams. Without a unified system, engagement delivery becomes slow, error-prone, and difficult to scale. M-Files helped this firm streamline operations, protect sensitive information, automate key processes, and deliver a more seamless client experience — ultimately supporting growth and strengthening long-term competitiveness.

Streamline Operations and Elevate the Client Experience

See how M-Files helps professional services firms modernize information flows, improve process consistency, and secure sensitive client work. Begin transforming your operations today with a free M-Files trial.