With documents in order and automated processes in place, you can focus on serving your customers.
When a new project starts, you need to figure out who has done similar work in the past and where to find knowledge from old projects. Get that served to the consulting staff right when they need it, so they can focus on what your client values.
We give you a single point of access where all knowledge from past and present projects can be organized, safely stored, and accessed. Everything you need to work with your clients is just a click away.
With a fully customized and secure client portal, consulting staff can collaborate with clients, share project updates, and answer questions on the spot. The perfect way to build stronger relationships.
“We can easily link documents to the corresponding client and case, and only selected people can access and edit them.”
“The team can put in a few keywords and find whatever documents are on file, easily sort through them, and quickly find out everything they need about the piece of advice.”
Legal Projects Administrator
“Being able to provide factual evidence in a matter of seconds is so important. Not only does this help with customer satisfaction, but it alleviates stress for our staff.”
Director of Operations
Southern Hills Title
“The lack of collaboration between offices and functions is now a thing of the past. M-Files has been an important tool in solving this problem.”
M-Files works well with most popular tools, to minimize the impact on day-to-day operations.
Make sure no important piece of client correspondence is left in an inbox for no one to find.
Connect information about your customers with related contracts and property documents.
Find information stored in different places directly from a SharePoint online view.
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.
In this eBook, we detail how M-Files can help business consulting firms streamline engagement management and win more customers.