Document Management for Business Consulting Firms

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

Win and retain new customers

Customers want a simple and collaborative experience at an affordable price, and to meet their expectations, you are often asked to do more with less. You have to empower your staff to deliver, but that is a challenge when they spend time and energy figuring out where the engagement stands. Where is that SOW? Who should I forward this to for approval? Did someone already send this to the client? We have just the solution.

M-Files for Business Consulting

We help business consulting and other professional services companies manage documents and automate key business processes.

All customer documents in one place

We give you a single point of access where all information about customers can be organized, safely stored, and accessed. Everything you need to deliver a memorable experience is just a click away.

Automate manual processes

With M-Files, processes like customer onboarding and contract management can be standardized. Errors and wait times are reduced, and you can deliver value more quickly.

Secure your customer data

Your customers’ data is protected by 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 to protect your reputation.

5 Digital Transformation Challenges for Business Consulting Firms

In this eBook, we go over five challenges business consulting firms have to face when digitizing their business.

Our Customers

We help consulting firms worldwide

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.

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