Spend More Time Delivering Value to Clients
When a new project begins, you need to identify the staff members who have institutional knowledge on specific topics and locate useful files from past projects.
Unlock More Profit and Growth for Your Firm
Information management improves top-line and bottom-line results for consulting firms.
Make information easy to find and use
- Increase project win rates by easily tapping into knowledge from past engagements that demonstrates your superior expertise
- Improve client outcomes by building on your firm’s knowledge from past project challenges and opportunities
- Reduce non-billable time wasted by staff searching for the right folders, files, and versions of documentation
- Accelerate onboarding of new staff by effortlessly locating training materials, records, and company policies
Build your firm’s intellectual capital
- Reinforce your unique value by automating proprietary processes for data gathering, analysis, reporting and advising
- Streamline and shorten project cycles by ensuring critical information is immediately available as soon as staff are assigned
- Optimize IP reuse by making past project data, analyses, documentation, reporting, and processes readily available
- Increase consistency and reduce errors through systems that automatically ensure your firm’s procedures are followed
- Increase growth capacity through automation that enables more projects to be handled without adding staff
Automate compliance and ensure confidentiality
- Keep content secure wherever it’s stored − make sure every document is only available to the right people
- Improve records retention by ensuring regulatory and client policies are reliably executed across all storage systems
- Protect your brand from negative publicity associated with data leaks by maintaining tight information control
- Build trust by confirming that only the right people have access to the sensitive information your team uses or produces
Improve customer service with collaborative workspaces
- Share with confidence across service teams no matter where documents are stored
- Capitalize on investment windows by communicating and collaborating across teams and with clients in real-time
- Implement a “single source of truth” by ensuring advisors and clients are working from the correct document
- Accelerate new client or product onboarding through immediate document availability for review, approval and signatures between firm and client
Consulting Leaders Endorse the M-Files Advantage
Make the most of your client information and manage it efficiently.
For almost two decades, M-Files has delivered information management solutions and accumulated a wealth of expertise around industry-specific best practices. Our Client Information Management solution covers the business processes and data governance related to the management of clients, client engagements, and client confidential information. While our solution forms the foundations based on best practices, the final solutions can always be tailored to the unique requirements of your business.
Optimize your processes and reduce the risk of non-compliance
Boost Productivity
Organize client information for quick discovery and reuse in different contexts and roles.
Improve Quality and Consistency
Support client engagement delivery with workflows, document templates, and version control.
Enforce Client Confidentiality
Simplify confidential client data governance with automated permissions and built-in process controls.
The Most Productive Accounting Firms Use M—Files
Case Study: B&B Concept
As a leading mid-sized tax consulting business, B&B Concept is a catalyst for digitalizing its customers‘ financial processes by increasing efficiency through business process automation.
Case Study: Crowe UK
Find out why Crowe UK chose to implement M-Files for fully connected content, an intuitive user experience, and intelligent workflow automation.
Trusted by Over 5,000 Customers Worldwide
The M-Files Impact
Up to 270% return on investment with low cost of initial entry and fast time to value.
Contract Management
Increase your win rate by more effectively leveraging your firm's expertise in new business pitches and building client relationships.
Contract Management
Enable business expansion by enabling your highly skilled consultants and partners to manage more projects through workflow automation.
Contract Management
Spend less time tracking and reporting security compliance and protect sensitive data through role-based permission controls.
Contract Management
Give clients a more engaging experience with secure real-time portals that increase transparency and
accelerate turnaround.
Contract Management
Work quality goes up when errors from use of incorrect data are eliminated and reviews are automatically routed to your firm's experts.
Contract Management
Eliminate the disruption of data migration and improve productivity faster - in clicks, not code.
See M-Files in Action
Seeing is believing. Schedule a demo to learn more about simplified search, automatic workflows, intuitive user interfaces, and built-in integrations with existing applications and file systems.