Finding software can be overwhelming. Software Advice has helped many legal practices choose the right document management software so they can digitize files and improve document security.

Showing 1-20 of 46 products

Clio

Clio is a cloud-based legal practice management solution suitable for small to large law firms. The platform enables legal firms to track important deadlines, manage cases and documents and bill and collect from clients. The time... Read more

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Recent recommendations: 87 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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PracticePanther Legal

PracticePanther Legal Software is a legal management solution for small to midsize practices specializing in areas including bankruptcy law, personal injury, divorce, estate planning, litigation, criminal law and many more. The system... Read more

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Recent recommendations: 76 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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MyCase

MyCase is a cloud-based legal management solution that helps attorneys in small size law firms to manage communications with their clients and carry out daily business operations. The solution also provides functionalities for accounting... Read more

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Recent recommendations: 56 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Tabs3

Tabs3 Software offers practice management, case management and financials for small to midsize firms in any practice area. Tabs3 enables legal professionals to manage their schedule and matters as well as track their time and bill... Read more

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Recent recommendations: 50 recommendations

Platforms: MacWinLinux
Deployments: On premise
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TimeSolv Legal

TimeSolv is a cloud-based legal time tracking and billing solution that caters to law firms, accountants, consultants, architects, and freelancers, helping them manage daily business operations. TimeSolv integrates project management... Read more

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Recent recommendations: 21 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Needles Case Management

For over 35 years Needles has successfully supported the legal industry with case management software solutions. With 30,000+ users and over 2,000 law firms, this application includes 20+ case type libraries and provides reporting... Read more

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Recent recommendations: 17 recommendations

Platforms: Win
Deployments: On premise
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CloudLex

CloudLex a cloud-based legal management solution built exclusively for plaintiff personal injury law firms of all sizes. CloudLex’s Matter Manager enables users to collaborate through matter-specific communication tools and organize... Read more

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Recent recommendations: 13 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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CASEpeer

CASEpeer is a cloud-based case management platform suitable for law firms of all sizes. It offers intake, case and task management tools, document management, negotiation and litigation tracking, reporting, search tools, case timelines... Read more

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Recent recommendations: 8 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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ProTempus

ProTempus is an on-premise practice management solution designed for small law firms. Key features include timekeeping/billing, contact management, document management, case management, AR, AP, GL and trust accounting. Two clicks make... Read more

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Recent recommendations: 8 recommendations

Platforms: Win
Deployments: On premise
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AbacusLaw

Abacus Law is both cloud-based and on-premise case automation solution designed explicitly for legal practices. The system works as a practice management tool that helps in managing workflows including billing, time and accounting... Read more

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Recent recommendations: 5 recommendations

Platforms: Win
Deployments: On premise
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Smokeball

Smokeball is a complete cloud-based legal productivity software to automatically record time for you, allowing you to increase your firm’s profitability and productivity by over 30%. Whether you bill hourly, fixed fee, or on contingency,... Read more

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Recent recommendations: 4 recommendations

Platforms: Win
Deployments: On premise
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SmartAdvocate

Conceptualized by a partner at a personal injury law firm, SmartAdvocate is a legal management platform that offers flexible deployment options and a modular suite of applications.  In addition to case management, attorneys and their... Read more

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Recent recommendations: 4 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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GrowPath

GrowPath is a cloud-based case management and client intake solution designed for attorneys and paralegals in midsize and large legal firms. Features include document management, matter trackers, market measurement tools and more. GrowPath... Read more

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Recent recommendations: 3 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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LegalEdge

LegalEdge is a cloud-based case and matter management solution for government, city and county attorneys, agencies and school districts as well as prosecutors and public defenders.   Case screens include claims, contracts, litigation... Read more

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Recent recommendations: 3 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Law Ruler

Law Ruler is redefining what legal practice management and intake software should be for personal injury and mass tort law firms. It is built specifically for lawyers to acquire more cases and manage them better. With Law Ruler, you... Read more

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Recent recommendations: 1 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Logikcull

Logikcull is a cloud-based system for managing the process of legal discovery. With Logikcull, practices are able to drag and drop files, search, cull and create discovery productions within a secure system. Logikcull makes documents... Read more

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Legal Files

Legal Files is an on-premise legal case and matter management solution for corporations, government agencies, universities and insurance agencies. The solution enables legal professionals and others to manage vital information, including... Read more

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Legal Track

Legal Track is used by in-house counsel and is designed specifically for the ever changing needs of the corporate legal department. Our system allow the legal departments to handle Contracts, Litigations (including outside counsel),... Read more

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Platforms: MacWinLinux
Deployments: Cloud, On premise
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Essential

Essential by Anaqua is a cloud-based legal management solution that helps law firms of all sizes to manage their patents, inventions. Key features include case management, document management, calendaring, docketing, time tracking,... Read more

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Platforms: MacWinLinux
Deployments: Cloud, On premise
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Mitratech

Mitratech is a legal management system suitable for midsize to large corporate law firms. Key features include case management, contact management, document management, calendaring and docketing, time tracking, billing and invoicing... Read more

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Platforms: MacWinLinux
Deployments: Cloud, On premise
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Buyers guide


Last Updated: May 17, 2019

Law firms face unique document management challenges. Largest among them: the very high quantity of paper documents legal practices use. Legal documents are also subject to varying confidentiality and privacy regulations, which mandate how these documents can be accessed, stored, changed and distributed.

Within the broad genre of content management software (CMS) is a category that addresses the specific challenges law firms face: legal document management software. To help your law firm better understand this software and make a more informed purchase decision, we’ll cover the following:

What Is Legal Document Management Software?
Common Features of Legal Document Management Software
Key Considerations
Pricing and Purchasing Options

What Is Legal Document Management Software?

It's is a form of document management software made specifically for lawyers, law firms or any entity operating in the field of law. It is distinct from legal practice management software, which has a broader set of functionality, including tools to keep the firm’s internal processes and external filings on time and on track.

Legal document management software is intended to help firms achieve a variety of goals. Speaking broadly, these goals include:

  • Increasing productivity by making documents easier to find, search, access and share;
  • Improving the security and confidentiality of important documents by preventing unauthorized access; and
  • Adding consistency to internal and external documents by managing all of them through a common platform.

Common Functionality of Legal Document Management Software

To achieve the above-listed goals, software products will include some or all of the following features and tools:

Document capture tools Scan paper documents and convert them into digital files, including image files, PDFs and text files.
PDF tools PDF is the file format of choice for most legal document management systems: PDF tools help create, edit, manage and add signatures to such files.
Advanced search Helps users find documents quickly by looking for specific text strings within documents and by filtering with metadata.
Access control Controls who can access, change and distribute digital documents. Keeps logs of access activities and summarizes them in reports.
Organizational tools Automates the documentation and management of cases, including approvals, role permissions and other necessary steps.
Version control Ensures that changes to documents do not delete older versions, preserving them in case they need to be used again.
Integration tools Incorporate document management functionalities directly into other software tools, such as email clients, CRM systems and court filing systems.

Some specialized software may also include, or integrate with, electronic signature functionality, which facilitates the legally-binding signing of documents on computers or mobile devices.

Key Considerations

Here are some key points to keep in mind during your search for a legal document management system:

Data security. Along with health and financial information, legal information is subject to some of the strictest regulatory oversight, and its management can be subject to local, state and federal statutes. Protecting digital information from theft and unauthorized access should be the primary concern for law firms considering implementation of a document management system.

Legal document management platforms increase data security in a number of ways. Many mak