Spend More Time Delivering Value to Clients

When a new project begins, you need to identify the staff members who have institutional knowledge on specific topics and locate useful files from past projects.

Unlock More Profit and Growth for Your Firm

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

Website designer, Creative planning phone app development template layout framework wireframe design, User experience concept, Young asian man UX designer working on smartphone application at office

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
community

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
marketing

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
financial-3

Improve customer service with collaborative workspaces

  • Share with confidence across service teams no matter where documents are stored
  • Capitalize on investment windows by communicating and collaborating across teams and with clients in real-⁠time
  • Implement a “single source of truth” by ensuring advisors and clients are working from the correct document
  • Accelerate new client or product onboarding through immediate document availability for review, approval and signatures between firm and client

Consulting Leaders Endorse the M-Files Advantage

"The team can put in a few keywords and 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
REA

"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

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

Mikko Pippuri
Service Manager
Berggren

 

Two happy mature business men shaking hands in office. Successful african american businessman in formal clothing closing deal with handshake. Multiethnic businessmen shaking hands during a meeting.
shutterstock_2022462209

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

Boost Productivity

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

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.

The Most Productive Accounting 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-1

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.

Trusted by Over 5,000 Customers Worldwide

The M-Files Impact

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

shutterstock_1469687855

Win More Business

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

#image_title

Create Growth Capacity

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

#image_title

Reduce Business Risks

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

Two happy mature business men shaking hands in office. Successful african american businessman in formal clothing closing deal with handshake. Multiethnic businessmen shaking hands during a meeting.

Delight Clients

Give clients a more engaging experience with secure real-time portals that increase transparency and
accelerate turnaround.

shutterstock_1416844700 (1)

Upgrade the Quality of Deliverables

Work quality goes up when errors from use of incorrect data are eliminated and reviews are automatically routed to your firm's experts.

Young steel worker examining manufactured rod cylinder while using digital tablet in distribution warehouse.

Transform quickly

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

See M-⁠Files in Action

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.