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.
As a leading mid-sized tax consulting business, B&B Concept is a catalyst for digitalizing its customers‘ financial processes by increasing efficiency through business process automation.
Up to 270% return on investment with low cost of initial entry and fast time to value.
Increase your win rate by more effectively leveraging your firm’s expertise in new business pitches and building client relationships.
Enable business expansion by enabling your highly skilled consultants and partners to manage more projects through workflow automation.
Spend less time tracking and reporting security compliance and protect sensitive data through role-based permission controls
Give customers a better engagement experience through secure, real-time portals that increase transparency and accelerate turnaround.
Improve work quality by eliminating errors from use of incorrect data and automatically routing documents for review by your firm’s experts.
Eliminate the disruption of data migration and improve productivity faster – in clicks, not code.
Seeing is believing. Schedule a demo to learn how to give your consulting firm a competitive edge by automating processes, enforcing information control, and improving the client experience.