Case Study: Spears Abacus Advisors achieves a 30% efficiency boost and streamlined document workflows with M-Files

Abacus Streamlines Workflows With Enhanced Document Management

Abacus Advisors, a Georgia-based bookkeeping firm serving plaintiff law practices, needed a better way to manage settlement support and hundreds of thousands of documents. Stored on a legacy Windows file server, files suffered from inconsistent naming, poor searchability, disconnected workflows and insecure client sharing that slowed collaboration and risked compliance.

Working with partner 5i Solutions, Abacus deployed M-Files’ metadata-driven document management to automate intake-to-reconciliation-to-disbursement workflows, improve searchability, and integrate with Zoho CRM. The new system added document-level permissions and secure client sharing, boosting overall efficiency by about 30% and strengthening collaboration and information security.

Spears Abacus Advisors

David Paventi

Chief Technology Officer