Best Document Management Software for Clio

Docubee, an Accusoft brand, is an intelligent contract automation platform that lets businesses create, manage, sign, and track digital contracts in one secure platform. Docubee powers contracts by enabling users to gather vital customer data, create contracts using tools like generative AI or pre-built templates, and connect pieces of the process with dynamic workflows. Users can integrate Docubee with their existing site or platform via the API or connect to thousands of apps and CRMs using native and webhook-powered integrations. For more information, visit docubee.com.

Automate any part of your legal practice. Create smarter ways to work, take control of your time, and better serve more clients. Gavel is powerful document automation software to create custom webforms that populate data into your Word or PDF documents. Users save 90% of drafting time. Features include: Elevated documents: Automatically generate accurate, customized, and perfectly formatted documents. Powerful workflows: Streamline and collaborate on any internal or client-facing process. Seamless client collaboration: Effortlessly onboard and interact with clients through client intake and client portal. New revenue opportunities: Package, deliver, and charge for digital legal services. Secure, centralized data: Organize, search, and connect client data from anywhere.

Document reviews can be simplified by making it easy for everyone to view, annotate and share documents in real time. Facilitate centralized feedback, comments and discussions on documents without ever having to remove them from your secure NetDocuments environment. Margin Notes allows you to communicate content changes clearly and quickly refer to feedback. You can quickly add comments directly from the preview window to a document, allowing your team to collaborate without having to download or open the actual document. You can collaborate in real-time, and communicate with your team around the document without having to edit it. This allows you to avoid waiting for a colleague or creating a duplicate of a document that may not contain someone else's edits.

Microsoft 365 (formerly Microsoft Office 365) is now available. Outlook, OneDrive and Excel, Word, PowerPoint, Excel, PowerPoint and OneNote allow you to be more creative and achieve the things that matter with Microsoft 365 (formerly Microsoft Office 365). You get the latest Office apps, both online and desktop, when you subscribe to Microsoft 365. You can access Office apps on your desktop, tablet, and phone. * Microsoft 365 + your device + Internet = productivity wherever and whenever you are. OneDrive makes it easy to access the work you have done from anywhere, and to others when you share or collaborate. There is help at every turn. Chat, email, or call to speak with a live person. Get Office today - choose the right option for you

Secure collaboration with anyone, anyplace, on any device. It is our top priority to protect your cloud files. We have developed advanced security controls, intelligent threats detection, and complete information governance. We also know that your needs are not limited to these security controls. Strict data privacy? Check. Check. Check. Check. You should check. Collaboration is key to your business. This includes customers, partners, vendors, and teammates. Everyone can work together on your most important content easily if they are in the same place. You should not be sharing files but frustration. You should be able to rest assured that your data is safe. It is a waste of time to work on cumbersome, manual processes every day. We let anyone automate repeatable workflows that are important to your business, such as HR onboarding and contract management. Your workflows will move faster. You have more time for what is most important.

Formstack's workplace productivity platform helps over 27,000 companies digitize what is important, automate workflows, and fix problems--all without writing code. Everything you need for digital work acceleration Formstack's platform combines all of our workplace productivity products into one integrated solution. Create custom forms quickly and easily, input data into digital documents and collect eSignatures. Forms. You can create powerful forms and workflows in a matter of minutes that automate processes and allow you to collect information from anywhere. No IT or coding skills required. Documents. A document generator can transform data into beautiful documents that can be sent anywhere. Sign. You can eliminate paperwork with an easy-to-use eSignature solution. This allows you to collect digital signatures on forms and documents from any device. Workplace Productivity Report.

Documati is a high-volume document generation software that can be integrated with any ERP or CRM. Our scalable REST API is available from Zapier, RPA platforms and no-code or low-code platforms. You can also use it to build custom applications. Simply open your CRM in Chrome browser and select a template. Then click the button. Now you can create a Word, PowerPoint or PDF document with the data from your CRM. It's amazing how a tedious task can be transformed into a quick activity in just a few minutes. Connect to any CRM without having to start a costly CRM integration project. You can create 100s of documents in a matter of minutes by merging data into a template. Connect your CRM system and click on the button. Documati will fill out your document.