Do more with less
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.
M-Files for Professional Services
We help accounting, business consulting, and other professional services companies manage documents and automate key business processes.
All documents in one place
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.
Automate manual processes
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.
Work from anywhere
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.
Secure your customer data
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.
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Our Customers
We help companies worldwide work from anywhere
Keep using the tools you are familiar with
M-Files works well with most popular tools, to minimize the impact on day-to-day operations.
Outlook
Make sure no contract or report is left in an inbox for no one to find.
Gmail
With one click, save emails and attachments to M-Files for long-term retention.
Teams
Add a layer of information governance and collaborate with ease in MS Teams.
Will it work for your tech stack?
With integrations, add-ins, and API we are confident it will.