With documents in order and digital processes in place, you can win and retain business more easily.
Your customers have new demands. They want custom products and services. They want information on tap 24/7. They want choice. And to win more business, you need to be able to offer all that at a competitive price. That’s challenging when documents are all over the place and processes like client onboarding and case management are manual and lengthy. We help you with that.
We help accounting, business consulting, and other professional services companies manage documents and automate key business processes.
We give you a single point of access where all information about customers and engagements can be organized, safely stored, and accessed. Everything you need is just a click away.
With M-Files, processes like customer onboarding, case management, project hand-offs, are digital. Errors and wait times are reduced, and you can reassign resources to scale the business.
Whether you are at the office, at home, or at a client location, we make it easy for you to access the documents you need to do the work.
We protect your reputation through data encryption and access permissions. And by tracking what happens to documents at all stages, we enable you to prove you are following the right processes.
Bring order to your documents, move from paper to digital copies, and automate repetitive tasks.
Take better care of your customers and ensure you can manage cases more efficiently.
Enable your staff to focus on servicing your customers, instead of having them dig for lost documents and emails.
Keep projects on track and ensure things get done by the right person at the right time.
We help professional services companies worldwide
M-Files works well with most popular tools, to minimize the impact on day-to-day operations.
Make sure no contract or report is left in an inbox for no one to find.
With one click, save emails and attachments to M-Files for long-term retention.
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 go over the top seven problems
plaguing the professional services industry. And we
present a solution.