M-Files
UnclaimedAI-powered, metadata-driven document management for context-first work.
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TL;DR - M-Files
- Metadata-driven document management eliminates folder-based chaos.
- AI-powered automation streamlines workflows and enhances document search.
- Secure collaboration and compliance features support various industries.
Pricing: Paid only
Best for: Enterprises & pros
Pros & Cons
Pros
- Eliminates information silos and improves document discoverability with context-first approach
- Enhances workflow efficiency and accuracy through automation
- Strengthens security and compliance with robust access controls and audit trails
- Seamlessly integrates with existing Microsoft 365 environments
- Offers dedicated client collaboration portals via Hubshare for improved external engagement
Cons
- Pricing is subscription-based and requires direct contact for a custom quote, which may not be transparent upfront
- Requires integration and setup, which might involve a learning curve for new users
Key Features
Metadata-driven document organizationAI-powered document classification and metadata suggestionAutomated document-centric workflows (creation, collaboration, approval)Automated document access rules and audit trailsSecure external sharing and collaborationNative integration with Microsoft 365 (Teams, Outlook, SharePoint)Hubshare for branded client collaboration portalsSupport for compliance frameworks (ISO 27001, HIPAA, GDPR)
Pricing Plans
Free TrialEssentials
€65/seat
- Native Microsoft 365 experiences
- Built-in, trusted AI from M-Files Aino
- Secure collaboration and lifecycle management
- Context-first document management foundation
- Microsoft 365 native experiences
- Trusted AI from M-Files Aino: Everyday assistance in context
- Workflow automation: Automated graphical workflows
- Security and access controls
- Version control and lifecycle management
- Auditability and compliance
- Aino usage capacity included
Enterprise
Contact Sales
- Everything in Essentials
- Advanced compliance, reporting, and process automation
- Stronger security controls and analytics
- Additional AI capabilities
- Aino agents: Purpose-built AI automations that extract metadata and classify documents
- Advanced security: Federated authentication + enterprise key management
- Advanced version control: Custom versioning schemes, parallel workflows
- Extended audit log: Additional events + exports for compliance evidence
- Advanced rendering: Automate repetitive and time-consuming formatting
- No-code document automation
- Secure external collaboration: Access to M-Files for external clients and partners
About M-Files
By Toolradar Team·
M-Files is an AI-powered, metadata-driven document management system designed to help businesses organize, find, and trust their documents. It eliminates information chaos by organizing documents based on their context rather than traditional folders, making them easily discoverable and ready for AI integration. The system automates document-centric workflows, from creation and collaboration to approval, significantly improving process efficiency and accuracy.
This platform is ideal for business and IT leaders across various industries, including accounting, consulting, wealth management, scientific research, manufacturing, energy & utilities, engineering, and insurance. It helps reduce business risk through automated access rules, secure external sharing, and comprehensive audit trails, ensuring compliance with standards like ISO 27001, HIPAA, JCIA, and GDPR. M-Files offers flexible deployment options including cloud, on-premise, or hybrid models, and is natively integrated with Microsoft 365, enhancing existing workflows within familiar applications like Teams, Outlook, and SharePoint.
Beyond core document management, M-Files includes Hubshare, a seamless collaboration solution that connects client information in branded, customizable dashboards. Hubshare enables real-time collaboration, manages unlimited hubs, and enhances transparency for both internal teams and external clients, boosting the digital client experience and productivity.
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M-Files FAQ
How does M-Files' metadata-driven approach differ from traditional folder-based document management systems?
M-Files organizes documents based on 'what they are' (metadata) rather than 'where they are' (folders). This means documents are not confined to a single location but can be found through various attributes, regardless of their storage location, eliminating duplication and improving search accuracy. This context-first approach ensures documents are always presented in the relevant business context.
Can M-Files integrate with my existing CRM and ERP systems, such as Salesforce and SAP?
Yes, M-Files offers extensive integration capabilities. It can integrate directly with Salesforce to manage contracts and automate approvals, and with SAP to classify ERP data, enhance search, and organize documents across SAP systems. This allows for a unified view of information across your critical business applications.
What specific AI capabilities does M-Files offer beyond basic document search?
M-Files leverages AI to automatically classify documents, suggest relevant metadata, and even answer questions about your content. This goes beyond simple keyword search by understanding the context and content of documents, making them more intelligent and easier to manage and retrieve.
How does M-Files Hubshare enhance client collaboration and data security compared to standard file-sharing methods?
Hubshare provides branded, customizable client portals where all relevant information and interactions are centralized. It offers real-time collaboration, unlimited hubs, and enhanced transparency. For security, it includes easy authentication, data encryption, and granular user rights management, ensuring sensitive files are secure while facilitating interaction, which is a significant upgrade from generic file-sharing platforms.
What are the deployment options for M-Files, and how do they cater to different IT strategies?
M-Files offers flexible deployment options including cloud, on-premise, or a hybrid model. This allows organizations to choose the setup that best aligns with their security policies, data compliance needs, and existing IT infrastructure, providing adaptability for various business requirements.
Beyond general document management, does M-Files provide specialized solutions for highly regulated industries like scientific research or finance?
Yes, M-Files provides industry-tailored solutions. For scientific research, it optimizes document management with AI-powered automation and compliance features. For wealth management and other financial services, it helps automate processes and improve client experiences by leveraging intellectual capital. These specialized offerings address the unique needs and regulatory requirements of specific sectors.
Source: m-files.com