For almost two decades, M-Files has delivered information management solutions and accumulated a wealth of expertise around industry-specific best practices. Our Client Information Management solution covers the business processes and data governance related to the management of clients, client engagements, and client confidential information. While our solution forms the foundations based on best practices, the final solutions can always be tailored to the unique requirements of your business.
Organize client information for quick discovery and reuse in different contexts and roles.
Support client engagement delivery with workflows, document templates, and version control.
Simplify confidential client data governance with automated permissions and built-in process controls.
Provide a superior client experience with seamless exchange of data and a collaborative workspace.
Stearns Bank specializes in small business lending and equipment financing. To support corporate growth, Stearns Bank turned to M-Files for a centralized, easy-to-use document management system.
Find out why Crowe UK chose to implement M-Files for fully connected content, an intuitive user experience, and intelligent workflow automation.
Up to 270% return on investment with low cost of initial entry and fast time to value.
Do more with less by reducing the non-billable time spent searching for documents and by automating the flow of everyday work.
Spend more time pitching new business, building client relationships and leveraging firm experts – with the right data at your team’s fingertips.
Spend less time tracking and reporting security compliance and protect sensitive data through role-based permission controls.
Give clients a more engaging experience with secure real-time portals that increase transparency and accelerate turnaround.
Work quality goes up when errors from use of incorrect data are eliminated and reviews are automatically routed to your firm’s experts.
Get up and running quickly to realize immediate productivity gains without having to migrate data.
Seeing is believing. Schedule a demo to learn more about simplified search, automatic workflows, intuitive user interfaces, and built-in integrations with existing applications and file systems.