With task automation and a full view of project documents, your staff can focus on delivering value faster.
Project estimates, plans, schedules, reports, deliverables. It can be a pain to manage all of this efficiently when documents are saved in endless folders and different systems. Your staff spends time searching and double-checking information, avoiding errors, and stressing about what is the most recently approved version. We solve this for you.
We help companies manage project documents and automate key project tasks
No matter if documents on a given project are in network folders, in the cloud, in your inbox. M-Files ensures your staff can find and access them in their most recent version — when and where they need them.
With automation to simplify project set-up, reviews, signatures, close-out, and archival, your staff can focus on meeting the client’s expectations. Standard processes also mean less mistakes and more consistency.
We only store one copy of every document, so you always know what the latest version is. You can share the link with clients and partners, instead of embarking in a strenuous back-and-forth via email.
With the right tools, your staff can do their work wherever they are. And if they don’t have to worry about tedious and repetitive tasks, they can truly deliver the best possible experience for your clients.
Our customer provides accounting, tax, and business consulting services to more than 900 clients in the US. “In our business, meeting deadlines is crucial to ensuring superior customer service. With the powerful workflow capabilities of M-Files, we’ve streamlined processes for completing tax filings, preparing financial statements and paying invoices, which enables us to keep our customers happy.”
From first draft to archiving, every stage can be managed with workflows and tracked for future audits.
Enable your staff to focus on servicing your customers, instead of having them dig for lost documents and emails.
We help companies worldwide with project document management
M-Files works well with most popular tools, to make sure all client documents are accessible and managed.
Make sure no important project plan or report is left in an inbox for no one to find.
With one click, save emails from clients and partners to M-Files for long-term retention.
While your staff collaborates on a project, ensure documents and information are safe.
In this eBook, find out how smart law firms are enhancing operational efficiency, keeping casework within budget, and minimizing risk.
In this infographic, we uncover 10 hidden consequences of information sprawl and inefficient workflows and provide concrete solutions to solve potential problems.