The Best Legal Document Management Software

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LogicalDOC Screenshot

LogicalDOC

★★★★★
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(2)
LogicalDOC is an electronic document management system that can be used by small and large companies alike as a flexible and low-cost way to effectively manage records. Thanks to a system like this, companies can effectively control employee access to resources. This leads to a medium-term increase in productivity. Using a system of electronic document management, the information and knowledge generated within an organization can be made universally available to its employees. This software
Client OS
Windows, macOS, Web
Deployment
Cloud Hosted
MyCase Screenshot

MyCase

★★★★★
★★★★★
(2)
MyCase provides affordable, intuitive, and powerful web-based practice management software designed for modern solo and small firm legal professionals. Get the time-saving benefits of MyCase so you can spend less time managing your practice and more time practicing law. Easily organize your cases, contacts, time tracking, billing, calendaring, and much more with this secure all-in-one solution. Video Overview Practice Management: ;; Document Management and Collaboration: ;; Workflows: ;; and
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Starting Price
$49/user/month
Client OS
Web
Deployment
Cloud Hosted
Revver Screenshot

Revver

★★★★★
★★★★★
(1)
Revver, formerly eFileCabinet, empowers businesses to reinvent their most common processes to be more efficient.
Price Range
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Starting Price
$699/user/year
Client OS
Windows, macOS, iOS, Android, Web
Deployment
Cloud or On-Premises
CosmoLex Screenshot

CosmoLex

★★★★★
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(1)
CosmoLex is a user-friendly legal practice management software for small firms to large law practices. CosmoLex will take care of Billing, Business Accounting, Trust Accounting (IOLTA), Calendaring, Task & Document Management — all in one web-based system that is easily accessible from any computer, tablet, or even your mobile phone. CosmoLex legal billing software and timekeeping system features end-to-end, integrated coverage of all your law practice management needs — saving time, eliminating
Starting Price
$69/user/month
Client OS
Web
Deployment
Cloud Hosted
Contentverse Screenshot

Contentverse

★★★★★
★★★★★
(7)
Contentverse is file management for every department in every industry. Securely store, organize, find, and share files with colleagues or partners outside of your organization. Documents can automatically enter workflows based on your day-to-day business processes, where they will be sent to all relevant coworkers for review, editing, approval, or collaboration. You can add an electronic signature to files, including metadata for the name of signer, as well as the time and date of signing. Need
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Starting Price
$250/user (perpetual license)
Client OS
Windows, iOS, Android, Web
Deployment
Cloud or On-Premises
PracticePanther Screenshot

PracticePanther

★★★★★
★★★★★
(2)
Accurately track billable hours, fees, and expenses with PracticePanther. This legal billing software streamlines scheduling, coding, invoicing, payments, and more. And firms can track billable items by costs, time, employees, cases, and clients. PracticePanther also saves time and resources by combining pre-made templates with client data to create auto-generated documents. These documents can then be stored and shared through secure networks. @youtube The features of PracticePanther can be
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Starting Price
$49/user/month
Client OS
Web
Deployment
Cloud Hosted
Clio Screenshot

Clio

★★★★★
★★★★★
(2)
Clio is a web-based practice management system that is specifically designed for solo practitioners and small law firms. Your important client data is securely accessible anywhere—from your PC, your Mac, and even your iPhone. Video Overview ; Features DOCUMENT MANAGEMENT ;; BANK GRADE SECURITY ;; TIME TRACKING ;; SIMPLIFIED BILLING ;; TASK SCHEDULING ;; and 100% WEB-BASED ;. ; Collaboration Tools SECURE COLLABORATION ;; Secure ;; Online Bill Payments ;; Document Sharing ;; DOCUMENT MANAGEMENT ;;
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Starting Price
$39/user/month
Client OS
Web
Deployment
Cloud Hosted
AirDesk Legal Screenshot

AirDesk Legal

★★★★★
★★★★★
(3)
Airdesk Legal is a cloud-based legal document management software from Airdesk. With automated document generation and advanced search tools, Airdesk Legal helps firms focus more on their legal work and less on administrative work. Airdesk Legal integrates with different case management, practice management software, and other software, like CaseMap, Office 365, Tabs3, Salesforce, and more. Use Airdesk Legal to store files, share files, create templates for complaints, and more. Easy File
Client OS
Windows, iOS, Android, Web
Deployment
Cloud Hosted
LEX247 Screenshot

LEX247

★★★★★
★★★★★
(2)
LEX247 is a modern legal practice management software on the cloud, designed to help busy lawyers thrive. Enjoy the power, security and features of an enterprise practice management platform available to law firms of all sizes. With LEX246, you can drastically reduce time spent on non-billable tasks with intelligent and intuitive AI powered automation, designed to reduce administrative processes and increase productivity. Automatically capture time of calls with clients. Input, edit, approve or
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Starting Price
$49/user/month
Client OS
Windows, macOS, iOS, Android, Web
Deployment
Cloud Hosted
Worldox Screenshot

Worldox

★★★★★
★★★★★
(1)
Worldox GX3 is comprehensive, practical, sensible document management for the real world& your real world. Using Worldox GX3, you can give your people fast, easy access to all the information and knowledge you own, from word processing files and spreadsheets to emails and scanned documents even voice mails — virtually anything that can be stored as a file. @youtube More than 5,000 companies now utilize Worldox — Worldox has the broadest installed base of any document management system. Right
Client OS
Windows, Web
Deployment
Cloud Hosted
iManage Screenshot

iManage

★★★★★
★★★★★
(2)
iManage offers a number of tools to help organizations generate, manage, collaborate, edit, and archive documents and emails inside and outside of the office. All of iManage’s products offer different tools and features for a company’s needs, and they all integrate seamlessly with each other. iManage provides legal document management software through several products. iManage Work focuses on secure, compliant, and organized filing of documents, files, contracts, communications, video, audio,
Client OS
Windows, macOS, iOS, Android, Web
Deployment
Cloud or On-Premises
Smokeball Screenshot

Smokeball

★★★★★
★★★★★
(2)
Smokeball is an all-in-one legal case management software. Centralize and easily search and share complaints, documents, pleadings, discovery, correspondence, and more with its legal document management software. And manage your legal team’s workflow, from intake to matter completion to archiving the information according to certain compliances. Assign tasks to users, have completed tasks automatically move on to the next user in the workflow; and see who performed what tasks and when. Automatic
Client OS
Windows, iOS, Android, Web
Deployment
Cloud Hosted
AbacusLaw Screenshot

AbacusLaw

★★★★★
★★★★★
(5)
Unlike competing software that forces you to work within the constraints of the program, AbacusLaw is designed to let you choose how you want to practice, then configures to your unique needs. So whether you practice in one area of law or many, you seamlessly move from one matter to another. You won’t feel trapped or limited by what you can and cannot do and you’ll always have the right screens, information, rules, reports and terminology you choose for the types of matters you handle. All
Starting Price
$87/user/month
Client OS
Windows
Deployment
Cloud or On-Premises
LEAP Screenshot

LEAP

★★★★★
★★★★★
(1)
LEAP is a complete practice management software system. Combine case management, legal document management, accounting and billing tools, and more. Use LEAP’s automated court forms library to auto-populate those forms with appropriate names, dates, and other data. LEAP integrates with Microsoft Outlook, Word, Excel, and Adobe PDF to make document generation simple and fast. Client Billing Tools; Integrated Accounting Software; Document Management System; Library of Court and Legal Forms;
Client OS
Windows, macOS, iOS, Android, Web
Deployment
Cloud Hosted
Amberlo Screenshot

Amberlo

★★★★★
★★★★★
(1)
Amberlo is a full-suite case management system. Create customized workflows for cases, assign tasks, and communicate with clients. Amberlo also helps create accurate invoices when a matter is complete, leading to quicker payment. And its legal document management systems helps users find, store, generate, edit, and archive documents. Amberlo works to improve time management for firms of any size. By removing administrative work, firms can spend more time on billable work and improving their
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Starting Price
$30/user/month
Client OS
Windows, macOS, iOS, Android, Web
Deployment
Cloud Hosted
Logikcull Screenshot

Logikcull

★★★★★
★★★★★
(1)
Logikcull is a matter management software that focuses on electronic discover, or “eDiscovery.” Its legal document management software keeps all documents, audio, video, and other data in a centralized location. Its advanced search tools helps reduce time finding relevant documents, make sharing data simpler; and lets users tag documents in a variety of ways. Logikcull also helps with records requests. Share documents in a number of ways, and allow access to certain documents with different
Price Range
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Starting Price
$250/month
Client OS
Windows, macOS, iOS, Android, Web
Deployment
Cloud Hosted
NetDocuments Screenshot

NetDocuments

★★★★★
★★★★★
(4)
NetDocuments is a multi-platform service that offers document management software, email management software, governance software, and collaboration software. Choose one or create custom combinations to tackle information storage and communication. NetDocuments is the leading cloud document management software (DMS) that provides a reliable and secure way to create, edit, store, locate, and collaborate on documents anywhere using any device, so you can stay focused on clients and outcomes.
Client OS
Web
Deployment
Cloud Hosted
Aderant Expert Screenshot
Aderant Expert is a legal practice management software solution that delivers global financial management, case and matter management, time and expense capture, fully featured billing and e-billing, and enabling practice tools with secure, mobile access. Improve efficiency and increase profitability with the only legal software that incorporates outside counsel rules and guidelines (OCGs) throughout the platform. Global Financial Management; Financial Reporting; Budgeting; Accounts Payable;
Client OS
Windows, iOS, Android, Web
Deployment
Cloud or On-Premises

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Buyer’s Guide

Legal Document Management Software (Legal DMS) combines case management with document management. Legal document management systems help legal practices generate, search, edit, and archive documents and data of all kinds.

Legal DMS help organizations store and share documents internally, but they can also be accessed by outside parties. Users can add the email addresses of clients, vendors, opposing counsel, and more, granting them access to certain documents or certain parts of certain documents. Legal document management solutions also include portals for guests to upload documents to the organization’s system. Those documents will be tagged by the entity that sent them, the dates they were sent, etc.

Many legal document management systems will also help organizations create documents. Users can create and edit templates, generate invoices, pull from vast libraries of public forms, and more. Moving forward, all legal practices—from small law practices to international law firms to corporate legal departments—will need fast, easy, and robust legal documents management systems to succeed.

LEAP
Search documents by case with LEAP

Legal Document Management Software Features

  • File Storage: Use internal or third-party servers to store documents, files, and other data. Many software include disaster storage, as well, with back-ups on multiple servers in multiple locations. Most legal document management software offer storage as a part of their services.
  • Advanced Search Tools: Allow users to search for documents by subjects, keywords, other users, clients, date, and other customizable factors. Easily find emails, contracts, discovery, precedents, court forms, and much more.
  • Metadata and Indexing: Classify documents through metatags for easy organization and search. Tag documents by keywords, users, clients, dates, document codes, and more. These tools can also be used to auto-tag incoming documents and emails.
  • Imaging and Optical Character Recognition (OCR): Scan in documents with imaging technology to store digitally. And use OCR technology to turn printed or handwritten documents into machine-encoded text documents. This way, handwritten and other documents can be more easily read, searched, copy-and-pasted, and edited. And OCR can automatically pull relevant data off of one document and insert it into the appropriate regions of another. This automates things like quotes, invoices, human resources forms, and contracts.
  • Version Control: Save, restore, and view multiple versions of the same document. This is also known as “versioning.” Compare versions side-by-side or reference who made what changes to which version and when.
  • Governance: Assign automated actions tied to files, teams, or dates. Have files auto-delete after some time, move to a certain user, or get sent to archive, among other actions. Allow documents to be edited only during certain time frames.
  • Security and Access Control: Secure documents by deciding who can view and/or modify documents. Require passwords and customize the necessary password complexity. Add two-factor authentication or security questions. Only allow documents to be accessed during certain time periods. And/or only allow certain IP addresses to access certain documents.
  • Audit Trails: View a complete history of each document. See which users viewed, shared, and/or revised each document. See what kinds of actions were made, at what times, on which dates.
  • Automated Court Forms Library: Many legal document management software will host a library of court forms and other public legal documents. Search by state, subject
  • eSignatures: Allow electronic signatures on documents by authorized users. This can be used by both internal staff and external clients.
Smokeball
Tag documents by matter, and then see the details as you view and create those documents, with Smokeball.

Benefits of Legal Document Management Software

Legal DMS helps law firms keep matters up-to-date and with all of the necessary information close by. Legal practices can create specific templates and workflows for attorneys, paralegals, and other staff to follow for certain types of cases and matters. Those workflows and templates can be revise and adapted from case to case, making improvements when possible. And if a change does not lead to improvement, legal DMS save previous versions of documents and workflows, leading to easily picking up where you had left off.

Another great benefit of a centralized document management system is creating continuity and consistency within an organization. Documents, workflows, approvals, revisions, invoicing, and archiving can be customized to most firms’ needs. And keeping documents ready and available, where they are expected to be, saves time, increases efficiency, and improves customer satisfaction.

Increase Efficiency

Check-in and check-out tools, versioning systems, and audit histories help law firms avoid redundant work and correct mistakes. Legal DMS can put check-in and check-out tools on particular documents. That way, everyone can see who is working on a document at a particular time, and it avoids having two people

Attach to-do lists, workflows, and task managers to documents to help them move along customizable paths throughout an organization. Once a task is completed, the document will move along to the next person and/or task. If the document needs approval or edits, that document—along with the edits—will be sent back down the line. As approvals and tasks get completed, documents will automatically move along their life cycles. Each unique version of each document can be saved for side-by-side comparisons, training purposes, and general reference.

And as a document moves from one user to another, the new user will get a notification that it has arrived. This saves reduces communication errors, and it keeps the document in the same, centralized location for easy retrieval.

Convert Hard Copy Paper to Digital Documents

Many documents and files do come fully searchable, copy-and-paste-able, and editable (this is also known as “machine-encoded text”). Many documents, though, are simply uploaded as images of handwritten documents or copies of PDF files. Simple imaging like that just creates an electronic version of a document. Taking those images and turning them into machine-encoded text not only makes those documents more searchable and useful, but it also helps organizations go paperless. To do that, you need Optical Character Recognition (OCR).

OCR can scan non-machine encoded digital files (like PDFs, scanned-in documents, and other electronic file types) and turn their content into machine-encoded text. Once in the system, you can search, copy-paste, and/or edit those documents. You can also set up your software to only import specific data from the document, which helps save storage space and digital clutter. Log the original file as version one for future reference, and then you can make changes to that document, logging each edit as a new version.

Templates and File Generation

Not only does legal document management software help store documents, but it also helps create them. Create templates for certain documents, contracts, complaints, invoices, budgets or whatever else; and have the document management software auto-populate relevant regions like client information, case numbers, billing numbers, and more.

Attorneys can save different versions of similar complaints and compare them to one another. If one version is more successful than the other, they can continue using the strategies, precedents, and language from one complaint to the next. Simply save the template and populate the appropriate fields as each case file comes in.

Access Control

Sharing information is important, but so is data security. Administrators can decide who can view a document, who can share a document, who can edit the document, and more. Administrators can add even more security, with things like password protecting documents, redacting information, and putting time frames on when documents can be accessed.

The same access controls for internal use can be used for external use. Many legal document management software have portals for guest users, as well. Let clients upload documents to your system, and send out unique links for clients to view access-controlled document folders.

Amberlo
Edit user access with Amberlo.

Mobile Access

With cloud-based legal document management software, users can access, upload, and edit documents from wherever they are, at any time. This helps users in the field, whether that’s visiting a client or in court. And communication tools within legal document management systems let users ask for documents, instead of searching for themselves. Spend more time on the actual work, and then receive a notification when the relevant document is sent to you.

Pricing for Legal Document Management Software

Legal document management software is priced in a variety of ways, with flexibility for legal practices of all sizes. Some legal DMS charge by one-time licensing fees, monthly subscriptions, monthly subscriptions per users, storage size fees, and more.

And many legal document management software are included with case management software and practice management software. Or the legal document management software can be added on to those software, at additional costs.

Legal document management software can start at $15/month/user and go up to $250/month and higher. There are some free legal document management software, with limited users, storage space, and/or features.

Logikcull
View document metadata with Logikcull.

Legal Document Management Integrations

Many legal document management systems integrate well with legal practice management software and case management software, as well as other apps and tools. Legal DMS will read emails and automatically give them metatags based on the case mentioned, client names, and more. That will help users search for and retrieve that email in the future. Legal DMS will also integrate with scheduling software, accounting software, billing software, appointment scheduling software, and more.

Case Management Software

Legal case management software helps legal professionals manage schedules, billable hours, documents, invoices, and other matter-related assets throughout a case. So many case management systems come with built-in document management software. But most legal document management software integrate with case management software and legal practice management software, so if a case management or practice management system doesn’t have the document management features you need, you can always add another service to fill those gaps, as opposed to purchasing and retraining on a completely new software.

Many legal DMS integrate with legal accounting and legal billing software, making things like audits and invoicing simpler for both users and clients. Legal DMS have check-in and check-out tools, letting attorneys know how long they worked on a particular document; and that information will be stored on the document for future reference.

Linking legal DMS and legal accounting software can make things like invoicing simpler. Create templates for different types of invoices, and have the accounting software auto-populate names, dates, numbers, and other information.

Email

Legal document management systems integrate with existing email services to better manage file sharing and communications. Assign email addresses to certain cases or clients, and . Legal DMS can also use technology to scan a document once it’s been uploaded, and assign it metatags based on case numbers, clients, key words, and more.

iManage
Use iManage to integrate your legal DMS with email systems like Microsoft Outlook.