Unlock More Profit and Growth for Your Firm

Information management improves top-line and bottom-line results for consulting firms.

Make information easy to find and use

  • Increase project win rates by easily tapping into knowledge from past engagements that demonstrates your superior expertise
  • Improve client outcomes by building on your firm’s knowledge from past project challenges and opportunities
  • Reduce non-⁠billable time wasted by staff searching for the right folders, files, and versions of documentation
  • Accelerate onboarding of new staff by effortlessly locating training materials, records, and company policies
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Build your firm’s intellectual capital

  • Reinforce your unique value by automating proprietary processes for data gathering, analysis, reporting and advising
  • Streamline and shorten project cycles by ensuring critical information is immediately available as soon as staff are assigned
  • Optimize IP reuse by making past project data, analyses, documentation, reporting, and processes readily available
  • Increase consistency and reduce errors through systems that automatically ensure your firm’s procedures are followed
  • Increase growth capacity through automation that enables more projects to be handled without adding staff


Automate compliance and ensure confidentiality

  • Keep content secure wherever it’s stored − make sure every document is only available to the right people
  • Improve records retention by ensuring regulatory and client policies are reliably executed across all storage systems
  • Protect your brand from negative publicity associated with data leaks by maintaining tight information control
  • Build trust by confirming that only the right people have access to the sensitive information your team uses or produces


Delight clients with collaborative workspaces

  • Share information seamlessly with your clients through an intuitive and secure sharing portal
  • Reinforce your image through client-⁠specific branded workspaces that showcase your firm’s unique capabilities
  • Build relationships by making it easier to connect with consultants for collaboration, project updates, and answering their questions
  • Accelerate approvals as documents are immediately made available for reviews between firm and client
  • Avoid project delays with the ability to communicate and collaborate on information in real time

Consulting Leaders Endorse the M-Files Advantage


We can easily link documents to the corresponding client and case. Only selected people can access and edit them.

Mikko Pippuri
Service Manager

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.

Alexia Reedy
Legal Projects Administrator
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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.

Ian Norman
Technology Director
Crowe UK
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Make the most of your client information and manage it efficiently.


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.

Optimize your processes and reduce the risk of non-compliance

Compliance Enforcement

Boost productivity

Organize client information for quick discovery and reuse in different contexts and roles.

Document Management

Improve quality and consistency

Support client engagement delivery with workflows, document templates, and version control.


Enforce client confidentiality

Simplify confidential client data governance with automated permissions and built-⁠in process controls.


Improve client satisfaction

Provide a superior client experience with seamless exchange of data and a collaborative workspace.

The Most Productive Consulting Firms Use M-Files

EN BBConcept

Case Study: B&B Concept

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.

EN Crowe

Case study: Crowe UK

Find out why Crowe UK chose to implement M-Files for fully connected content, an intuitive user experience, and intelligent workflow automation.

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The M-Files Impact

Up to 270% return on investment with low cost of initial entry and fast time to value.

Win more business

Increase your win rate by more effectively leveraging your firm’s expertise in new business pitches and building client relationships.

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Create growth capacity

Enable business expansion by enabling your highly skilled consultants and partners to manage more projects through workflow automation.

Reduce business risks

Spend less time tracking and reporting security compliance and protect sensitive data through role-based permission controls

Delight clients

Give customers a better engagement experience through secure, real-time portals that increase transparency and accelerate turnaround.

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Upgrade the quality of deliverables

Improve work quality by eliminating errors from use of incorrect data and automatically routing documents for review by your firm’s experts.

Transform quickly

Eliminate the disruption of data migration and improve productivity faster – in clicks, not code.

Featured Resources

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See M-⁠Files in Action

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.