Future-Proof Your Consulting Firm
Efficiently identify experts and locate key files from previous projects with M-Files. Spend less time searching and more time delivering valuable insights to your clients.
Unlock More Profit and Growth for Your Firm
Information management improves top-line and bottom-line results for consulting firms. Efficiently identify experts and locate key files from previous projects with M-Files.
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
Efficient Management Provides Quick Access To Critical Client Data, Supporting Informed Decision-Making
Leveraging knowledge work automation, M-Files enhances document management efficiency, offering unmatched value to consulting firms. For nearly two decades, M-Files has provided information management solutions and industry-specific expertise. M-Files covers business processes and data governance for managing clients, engagements, and confidential information.
How Client Information Management Helps Win More Business
Winning new business requires staying relevant, but as your firm grows, keeping track of past successes, thought leadership materials, and client insights becomes overwhelming. M-Files ensures quick, precise access to case studies, industry insights, and past project data, giving your team the knowledge they need instantly. Watch this video to see how M-Files empowers your firm to work smarter and maintain a competitive edge.
Work Smarter with M-Files
The M-Files Impact
Up to 294% return on investment with low cost of initial entry and fast time to value.
How Successful Consulting Firms Use M-Files
PKF Francis Clark
By centralizing content in one place and maintaining a reliable version history, M-Files has proven invaluable to PKF Francis Clark, streamlining operations and ensuring data integrity.
Crowe UK
Find out why Crowe UK chose to implement M-Files for fully connected content, an intuitive user experience, and intelligent workflow automation.
The Smarter Way to Work with Automation and AI
Industry Use Cases
Client Information Management
- Win new clients and deliver on promises.
- Secure client information exchange with a single source of truth.
Knowledge Management
- Promote knowledge capture and re-use.
- Build intellectual capital and a comprehensive knowledge base that accelerates delivery.
Project Information Management
- Maximize billable work and delivery speed.
- Minimize deliverable errors and rework.
- Guide project processes based on client needs.
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.
Consulting Leaders Endorse the M-Files Advantage
"The team can put in a few keywords and 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 at REA
“We can easily link documents to the corresponding client and case. Only selected people can access and edit them.”
Mikko Pippuri
Digitization Manager at 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 at Crowe UK