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About

M-Files is a Context-First document management system that uses metadata-driven architecture, workflow automation, and AI to improve visibility, compliance, and efficiency. By organizing information based on what it is rather than where it resides, M-Files reduces manual handling, improves document reliability, and strengthens governance across industry-specific processes. M-Files is the only document management system native to Microsoft 365. This unified approach brings Microsoft collaboration, Copilot, and Purview governance directly to curated M-Files content, creating a secure, connected environment that protects Microsoft investments while improving productivity and policy-driven consistency.

About

The modern client portal for innovative businesses. Let clients login on your own website to share files, sign docs, make payments, send messages, and more. One app for everything required to run a virtual business including billing, file sharing & eSignatures, messaging, intake forms, and a knowledge base. Portal lets you define precisely what your clients see. You can host Portal on your own domain and make every pixel look on-brand. Connect an existing marketing website or use our website builder to create a page optimized for professional services. Add the secure file-sharing and eSignatures module to your client portal. Replaces Google Drive, Dropbox, ShareFile, and DocuSign. Add the billing module to your portal. Give clients a branded payment experience. Replaces Bill.com and FreshBooks. Add the intake forms module to your client portal. Streamline the client intake process. Replaces Formstack and Microsoft Forms.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

M-Files serves a variety of industries and business needs for mid-market to Enterprise global B2B companies. The M-Files platform is especially suitable for knowledge workers that need to quickly find, collaborate, and process a large number of documents every day.

Audience

Businesses interested in a portal solution for their clients, so they can share files, sign docs, make payments and send messages

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$69 per month
Free Version
Free Trial

Reviews/Ratings

Overall 4.8 / 5
ease 4.5 / 5
features 4.2 / 5
design 4.0 / 5
support 4.5 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • I have been using M-Files for over 4 years now and I can say it is one of the best. First, I like that the interface is amazing and that it is easy to understand the many features. Secondly, I like that the tool is very secure. Thirdly, I like the ease of uploading, retrieving and sharing files.
  • There is a lot I like about M-Files. First, the tool is secure which is amazing. The tool comes with an intuitive User Interface. This software makes content collaboration seamless.
  • M-files is easy to deploy and comes with great security features. I like the ease of archiving, retrieving and sharing documents. Accessing files is easy. I like that there is both mobile and web version.
  • Easy to use, if you can use Google, you can use M-Files. The idea of using metadata instead of a file structure is very intelligent. Everything I need to know about my customers, their bills and emails are all in one place. No going to multiple programs/applications to get the full scope of their business.

Cons

  • With my great encounters using M-Files, I cannot think of any flaw. This software is more than great.
  • My only concern is that M-Files is not the most affordable. However, it works well.
  • The user interface is not the best. The vendor should improve on this.
  • Takes a little bit of time to re-think document management.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

M-Files
Founded: 1989
United States
www.m-files.com

Company Information

Portal
United States
www.joinportal.com

Alternatives

UnForm

UnForm

Synergetic Data Systems, Inc.

Alternatives

Nuxeo

Nuxeo

Hyland
Microsoft 365

Microsoft 365

Microsoft

Categories

Categories

File Sharing Features

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Integrations

Adobe Acrobat Sign
ArcGIS
AutoCAD
AutoCAD LT
Cadcorp
ChronoScan
CloudOffix
DMSFACTORY DocumentsPipeliner
Docusign
Docusign Identify
Google Workspace
Microsoft 365
Microsoft Dynamics 365
OpenText CEM
SAP ERP
SaaShop
Salesforce

Integrations

Adobe Acrobat Sign
ArcGIS
AutoCAD
AutoCAD LT
Cadcorp
ChronoScan
CloudOffix
DMSFACTORY DocumentsPipeliner
Docusign
Docusign Identify
Google Workspace
Microsoft 365
Microsoft Dynamics 365
OpenText CEM
SAP ERP
SaaShop
Salesforce
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