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 all 59 products

PracticePanther Legal

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

Price:

Recent recommendations: 90 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

Clio

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

Price:

Recent recommendations: 80 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

Filevine

Filevine is a cloud-based case management solution for small and midsize legal firms and legal professionals. It helps in managing case documents, communication and project management. Key features include bill and expense tracking,... Read more

Price:

Recent recommendations: 66 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

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

Price:

Recent recommendations: 42 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

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

Price:

Recent recommendations: 27 recommendations

Platforms: MacWinLinux
Deployments: On premise
Business Size:
Learn More

Amicus Online

With Amicus Online legal practice management software you can access your practice 24/7 from any computer or mobile device. Combine your contacts, cases and calendar in an intuitive system that helps you stay efficient. This next-generation... Read more

Price:

Recent recommendations: 25 recommendations

Platforms: Win
Deployments: Cloud
Business Size:
Learn More

MerusCase

MerusCase is a cloud-based legal practice management solution for small, midsize and large legal firms and businesses. It is HIPAA compliant and offers document management, time tracking, billing, calendaring and communication tools. The... Read more

Price:

Recent recommendations: 23 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

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

Price:

Recent recommendations: 15 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

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

Price:

Recent recommendations: 13 recommendations

Platforms: Win
Deployments: CloudOn premise
Business Size:
Learn More

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

Price:

Recent recommendations: 12 recommendations

Platforms: Win
Deployments: On premise
Business Size:
Learn More

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

Price:

Recent recommendations: 5 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

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

Price:

Recent recommendations: 4 recommendations

Platforms: Win
Deployments: On premise
Business Size:
Learn More

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

Price:

Recent recommendations: 3 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

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

Price:

Recent recommendations: 2 recommendations

Platforms: MacWinLinux
Deployments: CloudOn premise
Business Size:
Learn More

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

Price:

Recent recommendations: 2 recommendations

Platforms: MacWinLinux
Deployments: CloudOn premise
Business Size:
Learn More

LegalLeaf

LegalLeaf is a Tailored case management software that provides Law Firms with the flexibility of any workflow. The software comes with the ability to have diverse intake forms broken down by practice areas. LegalLeaf has a comprehensive... Read more

Price:

Recent recommendations: 2 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

Prevail Case Management

Prevail is a one-stop-shop for managing your legal matters. The tools available to Prevail users are tightly integrated. This integration gives Prevail the ability to do multiple things automatically as a result of one action taken... Read more

Price:

Recent recommendations: 1 recommendations

Platforms: Win
Deployments: CloudOn premise
Business Size:
Learn More

CoCounselor

CoCounselor provides a cloud-based legal management solution tailored specifically to the needs of plaintiff’s lawyers. With CoCounselor, users gain access to a suite of solutions that provide information on the performance of their... Read more

Price:

Recent recommendations: 1 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

Litify

Litify is the all-in-one, next-generation legal software solution. Designed for medium to large-scale law firms, Litify enables every team member to do their best work.  Our robust legal software combines intakes, matter management,... Read more

Price:

Recent recommendations: 1 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

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

Price:

Recent recommendations: 1 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

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

Price:

Recent recommendations: 1 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

LegalEdge

LegalEdge is a Case and Matter management solution for government; city and county attorneys, agencies, tribal government and school districts as well as prosecutors and public defenders. Civil Case screens include claims, contracts,... Read more

Price:

Recent recommendations: 1 recommendations

Platforms: MacWinLinux
Deployments: CloudOn premise
Business Size:
Learn More

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: CloudOn premise
Business Size:
Learn More

AbacusLaw

AbacusLaw is case automation software designed explicitly for law firms. The system works as a complete practice management solution that helps in managing workflows including time tracking, billing, and accounting operations. AbacusLaw... Read more

Platforms: Win
Deployments: On premise
Business Size:
Learn More

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

Price:

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

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

Price:

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

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

Price:

Platforms: MacWinLinux
Deployments: CloudOn premise
Business Size:
Learn More

eFileCabinet

eFileCabinet is a document management solution (DMS) that is suitable for companies of all sizes and in a wide range of industries such as accounting and financial services, manufacturing and healthcare. The solution can be hosted... Read more

Platforms: MacWinLinux
Deployments: CloudOn premise
Business Size:
Learn More

CosmoLex

CosmoLex is a cloud-based legal management solution that offers features including time tracking, billing, trust accounting, task and document management. The solution connects all modules so that users do not have to enter information... Read more

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

HoudiniEsq

HoudiniEsq is a hybrid law practice management solution that caters to law practices of all sizes and provides them the functionalities to manage various business routines which include cases, billing, invoicing and several other... Read more

Platforms: MacWinLinux
Deployments: CloudOn premise
Business Size:
Learn More

Actionstep

Actionstep is a cloud-based legal practice management solution designed for growing and midsize firms. The integrated solution offers tools for managing cases, billing, invoicing and accounting as well as enables businesses to automate... Read more

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

Rocket Matter

Rocket Matter is a cloud-based legal billing and management solution designed to cater small and midsize law practices. It features time and billing management, calendar, document management, payments and collaboration management modules. Rocket... Read more

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

ContractSafe

ContractSafe is a cloud-based content management system (CMS) suitable for businesses of any size. Key features include document management, contract management, key date alerts, permissions and reporting and analytics. ContractSafe... Read more

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

Firm Central

Firm Central by Thomson Reuters is a cloud-based legal management solution. It features matter management, time and billing, scheduling and document assembly. All Firm Central packages offer client, matter, document and task management.... Read more

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

PracticeMaster

PracticeMaster is an on-premise solution that helps small to midsize law firms manage and track phone records, costs and research notes, among other case information. It provides a firm-wide calendar, which allows users to filter and... Read more

Platforms: Win
Deployments: On premise
Business Size:
Learn More

ProLaw

Suitable for midsize and large legal practices, ProLaw by Thomson Reuters Elite helps users to manage the law firm management process. The financial management application automates the time tracking and expense management process... Read more

Platforms: MacWinLinux
Deployments: CloudOn premise
Business Size:
Learn More

Centerbase

Centerbase is the leading cloud-based legal accounting, billing and practice management application for mid-sized firms in any practice area. By integrating GL accounting, law firm billing and practice management into a single system,... Read more

Platforms: MacWinLinux
Deployments: CloudOn premise
Business Size:
Learn More

App4Legal

App4Legal is a law practice management solution designed for lawyers, paralegal, assistants and managers. The product caters both to law firms, as well as in-house legal departments. It offers corporate law, contact management, litigation... Read more

Platforms: MacWinLinux
Deployments: CloudOn premise
Business Size:
Learn More

Coyote Analytics

Coyote Analytics is a comprehensive financial software system specifically built to meet the needs of law firms. The solution is available in both cloud-based and on-premise deployment formats. It features modules for managing contacts,... Read more

Platforms: MacWinLinux
Deployments: CloudOn premise
Business Size:
Learn More

Soluno

Soluno is a Cloud-based time, billing, and accounting solution designed for law firms of all sizes. Soluno streamlines back-office processes – from time and expense entry, to receiving payments, to financial reports – while remaining... Read more

Platforms: MacWinLinux
Deployments: CloudOn premise
Business Size:
Learn More

dealcloser

dealcloser is a cloud-based legal transaction processing solution designed for corporate lawyers. It helps law firms to process transactions, manage deals and handle administrative tasks. dealcloser provides a Dynamic Closing Agenda... Read more

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

Aderant

Aderant is a cloud-based legal solution for law firms of all sizes, designed to manage legal cases and billing. It is a modular solution comprising of integrated applications for practice management, project management, case management,... Read more

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

LegalTrek

LegalTrek is a legal practice management solution designed for midsize law firms and legal departments. Key features include office management, time tracking and schedule management. The solution offers a centralized document storage... Read more

Platforms: MacWinLinux
Deployments: CloudOn premise
Business Size:
Learn More

Amberlo

Amberlo is a cloud-based solution that enables small to large law firms to manage clients, records, timesheets and more. It helps create contracts, manage framework agreements and store original documents in a centralized location. Amberlo... Read more

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

Case Master Pro

Case Master Pro is an on-premise legal billing solution designed for law firms of all sizes. Features include case management, document management, billing and accounting, custom reporting and more. Case Master Pro’s case management... Read more

Price:

Platforms: Win
Deployments: On premise
Business Size:
Learn More

LawGro

LawGro is a cloud-based business management solution for small to midsize legal practices. Key features include contact management, case management, task management, time and expense tracking, billing and invoicing, document management,... Read more

Price:

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

Jarvis Legal

Jarvis Legal is a legal practice management system designed for small law firms and solo practitioners. The software features include automatic time tracking, document management and reporting, client and case management. The application... Read more

Price:

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

Exterro

Exterro Project Management is a cloud-based project management solution which helps law firms and in-house legal teams with legal and e-discovery processes. The software provides customized project orchestration along with the user-defined... Read more

Price:

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

DISCO

DISCO is a cloud-based legal management solution that helps law practitioners analyze and manage litigation. Key features include end-to-end discovery, budget planning, documents review and price prediction. Designed for corporations,... Read more

Price:

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

FullCourt

FullCourt is a cloud-based legal solution that assists courts and prosecutors' offices with case management. It is primarily designed to help users prioritize tasks and record details on court cases. Key features include case management,... Read more

Price:

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

Legal CRM

SuiteCRM Legal CRM is a cloud-based and on-premise solution. It caters to lawyers, paralegals, attorneys and support staff in a legal firm. Primary features include case management, contact management, billing and invoicing, calendaring... Read more

Price:

Platforms: MacWinLinux
Deployments: CloudOn premise
Business Size:
Learn More

The Legal Assistant

The Legal Assistant is a cloud-based and on-premise legal management solution available for either cloud-based or on-premise deployment. It is suitable for legal practices of multiple sizes. Different modules are available for specific... Read more

Price:

Platforms: MacWinLinux
Deployments: CloudOn premise
Business Size:
Learn More

TrialLine

TrialLine is a cloud-based mediation, trial presentation and legal timeline solution that helps attorneys to organize and share case events and related documents with staff, experts, juries and opposing counsel. Users can create multiple... Read more

Price:

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

BHL Insight

BHL Insight is a cloud-based and on-premise legal management solution that helps law firms manage workflows, accounting operations and marketing activities. It enables users to store customer contacts in an in-built database and create... Read more

Price:

Platforms: MacWinLinux
Deployments: CloudOn premise
Business Size:
Learn More

Case.one

Case.one is a cloud-based case management solution designed for legal businesses of all sizes. Key features include a client portal, time tracking, workflow automation, reporting, billing and invoicing. Case.one helps practitioners... Read more

Price:

Platforms: MacWinLinux
Deployments: CloudOn premise
Business Size:
Learn More

Family Law Software

Family Law Software is a cloud-based and on-premise solution designed to help family law professionals manage child support, financial affidavits, and property division issues. Key features include remote access, equalization payments,... Read more

Price:

Platforms: MacWinLinux
Deployments: CloudOn premise
Business Size:
Learn More

Jusnote

Jusnote is a cloud-based professional legal practice management solution that helps lawyers manage all litigation processes and analyze team performance. Lawyers and partners of law firms can create invoices, bill time and court plans,... Read more

Price:

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

LawGeex

LawGeex is a cloud-based legal management solution that helps businesses of all sizes automate processes related to contract review and approval based on predefined criteria. It uses machine learning and deep learning technologies... Read more

Price:

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

PartUs

PartUs is a cloud-based solution that enables legal practices to streamline divorce processes including managing assets, debt worksheets, negotiations between parties and more. It helps lawyers manage case documents, communicate with... Read more

Price:

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

Buyers guide


Last Updated: March 27, 2020

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 make use of a centralized portal through which all access to the system is controlled. Others use two-step authentication methods to ensure that new logins have been authenticated through two different means (e.g., email, phone or text message).

Extent of digitization. When implementing legal document management software, many law offices mistakenly believe that all existing and future paper documents will be converted to digital. This incorrect assumption can lead to problems and delays down the line.

As suggested by the American Bar Association, law offices should use document management systems to increase the number of “low paper workflows.” Working toward an entirely “paperless office” can be practical in some industries, but because of the sheer volume of paper documents involved, this is an impractical goal for law firms. Instead, firms should identify which processes stand to gain the most from digitization, and began with the documents associated with those.

Pricing and Purchasing Options

Legal document management software is available in both cloud-based and on-premise solutions:

Cloud-based products are typically sold via subscription license, meaning law firms would pay a recurring fee to use the software. Subscription licenses are commonly priced per user per month (some vendors offer discounts for annual contracts). This fee includes the cost for support, maintenance, annual updates and hosting.

Hosting on the vendor’s servers means that law firms won’t incur the IT costs associated with maintaining legal files on their own internal servers. As such, cloud-based software generally is less expensive upfront, although over time the costs of on-premise and cloud-based systems may converge.

Due to data security requirements, law firms should make certain that any cloud-based system they consider offers encryption services, bank-grade security and frequent data backups to ensure the safety and confidentiality of their clients’ legal documents.

Examples of cloud-based legal document management systems include:

On-premise solutions are most-often sold via perpetual license, meaning law offices pay an upfront fee to own the software. Firms would also be responsible for the costs associated with maintaining client data on their own internal servers, a responsibility that would likely necessitate on-site IT staff.

Examples of legal document management software available as on-premise solutions include:

Additionally, law firms can purchase document management software as a standalone, or best-of-breed solution, or as an application within a larger practice management platform. Firms purchasing a standalone system should check that the product integrates with the other software they are currently using, such as their case management solution or legal accounting system.