Recover Billable Hours
Find what you need without even looking.
Stop losing billable hours to manual filing and document management. Get back to the high-value advisory work your clients value most.
Hundreds of local businesses trust Document Imaging Partners to organize, automate, and protect their documents.
Folders are where billable hours go to die.
If you spend just 15 minutes a day clicking through folders, you’re working a full week every year for free.
Every minute you spend hunting for the right document is time you aren't billing. It’s more time sitting at your desk long after you should have gone home.
And it’s time you’re not using to provide the strategic insight your clients hired you for.
Signs your filing system is broken
When a client calls, you have to put them on hold to dig through folders.
You’ve had to apologize to clients who received the wrong version of a file.
Billable staff spend hours a week doing non-billable administrative work.
You still send and receive sensitive documents via unsecure email attachments.
If an auditor called today, it would trigger hours of frantic document gathering.
The D.O.C. Process
3 steps to 50% faster searching.
You don’t have to spend hours moving files or change how you work. Our white-glove D.O.C Process handles the messy bits, so your team doesn’t have to.
Design
We don't push the most expensive solution. We start with a focused, 30-minute discovery session to map your current document management workflows, digital client filing needs, and specific pain points.
Onboard
Our team leads the migration, organizing your existing documents and training your team. We configure metadata and AI-driven workflows, so your new system is operational from day one.
Continued Support
When you call us, you reach a real, local person you know by name. This is the Anti-Call Center Experience: no ticket numbers, no automated scripts, and no offshore agents.
If you don’t see a clear improvement in time-to-find, version control, and audit readiness within 60 days, we’ll optimize your configuration and workflows at no additional cost until you do.
Less searching, more billing.
End the "where did I save that?" cycle for good. Instead of hunting through folder trees, you locate files based on Metadata: client name, tax year, or project type. You’ll finally have that "single source of truth."
How It Works
Find what you need in seconds: Drag and drop to organize information. Use metadata to save documents in two clicks instead of navigating deep folder trees.
Simplify your workflow: Access data across multiple repositories from one window. No more jumping between programs or searching through dozens of open tabs.
End version confusion forever: When you open a file, you know it is the most current one. If you need to see what changed last Tuesday, you can go back in time with one click.
Collaborate in real time: You and a colleague can work on the same Excel sheet or Word doc simultaneously without locking each other out.
Stop starting from nothing: Use your master client data to auto-fill templates for engagement letters or reports. You get a formatted document in seconds.
50% Faster Search for Documents
With advanced contextual enterprise search capabilities and effective use of metadata, M-Files enables employees at the organization to locate documents faster and in the right business context.
*Study conducted by Forrester Consulting.
End audit anxiety.
M-Files provides the quiet, professional backbone of a firm that runs like it’s already twice its size. When an auditor calls, you'll produce a perfect history of every document in under 60 seconds.
How It Works
Automatic permissions: The system knows your role and automatically grants access to the files you need for specific engagements while blocking what you don't.
Instant audit trails: Every time a document is viewed, edited, or shared, the system takes a silent note.
Security on autopilot: Your firm’s security rules are baked into the software, managed based on your specific regulatory requirements.
Retention rules that work: Program the system to keep tax records for seven years and then delete them automatically. You stay compliant without manual purging.
Share files safely: Replace risky email attachments with a secure digital vault.
Integrated e-signatures: Send documents for e-sign through DocuSign directly from the platform.
294% return on investment (ROI) over three years
Through improved compliance and security, faster searching for documents and information, more efficient workflows and more.
*Study conducted by Forrester Consulting.
Get back to work faster.
When you call, you hear a voice you recognize. And as your firm grows, we make sure that your document management system continues to work for you.
How It Works
Get real, local, human support: Human access is a standard, not an upgrade. You have a direct line to a professional who can actually help.
25 years of local expertise: We’re certified M-Files Solutions Partners who know this system inside and out, and we have decades of experience supporting local businesses.
Neighbour-speed reliability: As local members of your community, we treat your downtime like an emergency for a friend, providing fast service without the wait of a tech from worlds away.
98% Customer Retention Rate Over 25 Years
Because we treat you like a neighbour, not a ticket number.
Add Managed Print Services
Your firm might be digital-first, but physical files still cross your desk.
You can keep your physical and digital documents in sync with reliable hardware that costs less than your current setup. With our Managed Print services, you get high-performance equipment and a support team that values your time, so your printing is as dependable as your software.
Frequently Asked Questions
We've been using regular folders for years. Why fix what isn’t broken?
Folders are passive containers that create document chaos. They force you to remember where a colleague saved something. M-Files organizes files based on what they are. This eliminates "Final_v2_EDIT_v3" file naming and replaces it with a sole source of truth.
My client data is extremely sensitive. Is this solution secure?
Yes. M-Files combines enterprise-level encryption with strict internal controls.
Data at rest encrypted with the AES-256 algorithm (compliant with FIPS 140-2)
Numerous 3rd party certifications including SOC 2/AICPA , ISO/IEC 27001:2013 , and ISO 9001:2015 .
Reduce the risk of data loss through automatically managed document permission controls based on employee role, service line, and engagement. This ensures only the right people have access to sensitive information.
I already use CRM and document management tools. Will this break my current workflow?
M-Files is built to connect, not replace. It is the only DMS native to Microsoft, allowing you to manage and collaborate on documents directly within Teams, Outlook, and Excel.
I don't have time for a massive IT project. Do I have to migrate all my data manually?
That is why we use the D.O.C. process. We handle the "messy bits" of migration. Our team organizes and transfers your documents for you, so you gain immediate productivity gains without the energy-draining commitment of managing the transition yourself.
Find your documents 50% faster.
See how Document Imaging Partners helps you save time, reduce risk, and deliver better client service.