Document management for business consulting

With documents in order and automated processes in place, you can focus on serving your customers.

A smarter way to use your intellectual capital

When a new project starts, you need to figure out who has done similar work in the past and where to find knowledge from old projects. Get that served to the consulting staff right when they need it, so they can focus on what your client values.

Consulting should not be about searching for documents

We give you a single point of access where all knowledge from past and present projects can be organized, safely stored, and accessed. Everything you need to work with your clients is just a click away.

Trust your clients with the information they want to see

With a fully customized and secure client portal, consulting staff can collaborate with clients, share project updates, and answer questions on the spot. The perfect way to build stronger relationships.

What our customers say

berggren

“We can easily link documents to the corresponding client and case, and only selected people can access and edit them.”

Mikko Pippuri
Service Manager
Berggren

berggren

“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
REA

berggren

“Being able to provide factual evidence in a matter of seconds is so important. Not only does this help with customer satisfaction, but it alleviates stress for our staff.”

Jim Ashmore
Director of Operations
Southern Hills Title

berggren

“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

Will it work for your tech stack?

With integrations, add-ins, and API we’re confident it will.

Featured content

Why Professional Services firms should ditch folders

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.

How Business Consulting Firms are Winning New Business

In this eBook, we detail how M-Files can help business consulting firms streamline engagement management and win more customers.

Want to know more about M-Files?

SCHEDULE A DEMO

or

contact us with questions

+