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Your documents organised by what they are, not by where they are
M-Files replaces the folder tree with metadata: a document belongs to a client, a project and a document type all at once, without ever being duplicated.
What we do
What the service covers
A single copy of every document
The same contract appears in the client view, in the project view and in the financial year view. Yet only one copy of it exists.
Search covers the content too
Text recognition (OCR) makes the text of scanned documents readable. You find a document by typing a clause or a name, even in a scan.
M-Files where you already work
Integration with Microsoft 365 and Google Workspace is native. You save from Word or Outlook without changing your habits.
Approval workflows that never get forgotten
Each document follows its path with tasks, deadlines and statuses. You know who has it and since when.
Legally compliant archiving and qualified signatures
The Swisscom Trust Services organisation certificate enables legally compliant archiving and qualified electronic signatures, recognised under Swiss law.
Connected to your management software
M-Files connects to your business tools, from Abacus to SAP, including the CRM systems on the market, so that the client record and its documents are one and the same.
How it works
How an engagement unfolds
What we do, and what we ask of you, step by step.
Scoping workshop
We list your document types and the questions you want to be able to answer in three seconds.
Mock-up using your documents
You see the filing applied to a real sample, not to a generic demo.
Migrating existing documents
We derive the metadata from the current folder paths, run the scans through text recognition and validate the result on a test batch.
Go-live and follow-up support
Team training, then two follow-up sessions a month apart. This is the step that projects underestimate the most.
What you gain
The expected results
- A supporting document can be found in a few seconds, even when it is a scan.
- Duplicates disappear: there is only one current version.
- Taking over a file during someone’s absence is no longer a problem.
- Retention obligations are met without going back through binders.
Frequently asked questions
Frequently asked questions about Digitalisation
Do we need to scan all our archives before we start?
No. Most organisations start with their current files and leave the paper as it is. Archives are brought in as requests arise, at your own pace.
Where are our documents hosted?
On your own servers or with a hosting provider in Switzerland, as you prefer. Access rights follow the document, not its location.
Does M-Files talk to our accounting software?
In most cases, yes. We check compatibility before any commitment, and we develop the connector if it does not exist.
The rest of our offer
Our other services
Audits and engagements
- External review
- Off-the-shelf software selection
- Data flows
- nFADP compliance
Custom development
- Business applications
- Windows, web, mobile
- Interfaces and web services
- Data migration
Ready to go paperless?
We will show you the solution applied to your own documents.