Best Document Management Software for Clio

Microsoft 365 is a comprehensive productivity suite that brings together essential tools like Word, Excel, PowerPoint, Outlook, and Teams in a unified cloud-based environment. Enhanced by Microsoft 365 Copilot, the platform integrates AI directly into these applications to help users work more efficiently and intelligently. Users can quickly generate documents, analyze complex datasets, and design presentations with the help of AI-driven suggestions and automation. The platform supports real-time collaboration, allowing teams to work together on files, share updates, and communicate seamlessly. With OneDrive cloud storage, users can securely store and access their files from any device at any time. Microsoft 365 also enables users to incorporate their own files into AI prompts, ensuring responses are relevant and context-aware. Copilot can assist with brainstorming ideas, summarizing content, and organizing workflows to save time. The platform is accessible across desktop, web, and mobile applications, providing flexibility for different work environments. It also prioritizes user control, giving individuals the ability to manage how AI is used within their workspace. By combining productivity tools with intelligent automation, Microsoft 365 helps users accomplish tasks faster and more effectively. Ultimately, it empowers individuals and teams to improve productivity, collaboration, and decision-making in a modern digital workspace.

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.

Dropbox Business transcends mere secure file storage by offering a dynamic workspace that integrates teams, tools, and content seamlessly. Users can create, store, and share their cloud content from various applications, including Google Docs, Sheets, Slides, Microsoft Office files, and Dropbox Paper, alongside conventional files saved in Dropbox. With Dropbox Spaces, all your files and cloud-based content are centralized, allowing you to have your PowerPoint presentations situated alongside Google Docs, Trello boards, and any other tools your team utilizes. Accessing your team's work is a breeze, whether you’re on a computer, mobile device, or any web browser. By connecting platforms like Slack and Zoom, you can keep your team's files and related conversations organized in one location. Additionally, intelligently suggested files and folders empower your team by ensuring they have access to the necessary content at the right time. A robust and secure infrastructure, coupled with administrative tools for enhanced control and visibility, ensures that your organization’s data remains protected within Dropbox. This comprehensive approach not only boosts productivity but also fosters collaboration among team members, enhancing overall efficiency.

Box (NYSE:BOX) is the leader in Intelligent Content Management. Our platform enables organizations to fuel collaboration, manage the entire content lifecycle, secure critical content, and transform business workflows with enterprise AI. Founded in 2005, Box simplifies work for leading global organizations, including AstraZeneca, JLL, Morgan Stanley, and Nationwide. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia. Visit box.com to learn more

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.

SignWell is a secure electronic signature and document workflow platform trusted by tens of thousands of businesses worldwide. We help teams sign documents online, automate approvals, and reduce paperwork with legally binding eSignatures, SOC 2 Type II compliance, and support for GDPR, HIPAA, and NOM-151 requirements. With an easy-to-use interface, a powerful eSignature API, and best-in-class customer support included on every plan, SignWell makes it simple to sign PDFs, manage agreements, and move business forward—without the enterprise price tag. For developers and technical teams, SignWell's REST API makes it straightforward to embed eSignature workflows directly into your applications, handling document sending, signer authentication, status webhooks, and completed document retrieval without building signing infrastructure from scratch. If you've ever tried to roll your own document signing flow, you know how quickly certificate management, audit trails, and compliance requirements turn a "simple feature" into a months-long project. SignWell handles that layer so your team doesn't have to. On the compliance side, SOC 2 Type II certification means SignWell's security controls have been independently audited — not just self-attested. GDPR, HIPAA, and NOM-151 support make it viable for teams operating across jurisdictions where data-handling requirements are non-negotiable, including healthcare, legal, and finance verticals. For non-developer users, the interface is built to minimize friction: reusable templates, bulk send for high-volume agreements, automated reminders, and in-person signing support cover most real-world document workflows without requiring any configuration overhead.

Streamline the process of document reviews by allowing every member of your team to easily preview, annotate, share, and markup documents in real-time, eliminating the need for emails or downloads. This method ensures that all feedback, comments, and discussions remain centralized within your secure NetDocuments environment, preventing any disruption to your workflow. With the use of Margin Notes, content edits can be communicated swiftly and feedback can be referenced effortlessly. Team members can conveniently add comments directly from the preview window, promoting seamless collaboration without the need to download or open the document itself. This approach allows for real-time cooperation and discussion surrounding the document, while avoiding direct edits within it, thereby eliminating the hassles associated with waiting for a colleague to check a document back in or creating unnecessary duplicate versions that may miss important edits. Overall, this system enhances productivity by keeping the review process organized and efficient.

Secured Signing is a trusted global provider of Digital Signature, Video Signing, Remote Online Notarization (RON), and In-Person Electronic Notarization (IPEN) solutions designed to help organizations across the United States and worldwide simplify document workflows, strengthen security, and deliver a seamless signing experience. Our cloud-based platform enables businesses to securely send, sign, notarize, and manage documents from anywhere, on any device. From contracts and onboarding documents to compliance forms and legal agreements. Built for businesses of all sizes, our end-to-end e-Signing and e-Forms platform includes automated reminders, real-time tracking, smart data capture, and customizable workflows to keep operations moving efficiently. Security and compliance are at the core of everything we do. Secured Signing uses tamper-proof digital signature technology protected with AES encryption to ensure every signature is authentic, secure, and legally binding. Any modification to a signed document is immediately detectable, providing complete document integrity and auditability. With secure RON and IPEN capabilities, organizations and notaries can complete compliant notarizations remotely or in person with confidence. Our platform supports compliance with the ESIGN Act, UETA, and international digital signature regulations. Why organizations choose Secured Signing: • Secure, compliant digital signing and notarization • Faster document turnaround and improved efficiency • Exceptional customer experience • Accessible from anywhere, on any device • Automated workflows and real-time visibility • Advanced Digital Signature, Video Signing, RON, and IPEN solutions

Enhance your workplace efficiency with Formstack’s productivity platform, which empowers over 27,000 organizations to streamline essential tasks, automate their workflows, and refine processes without the need for coding. It provides everything necessary to expedite digital operations effectively. Formstack combines all of its productivity tools into a single, cohesive solution, allowing users to swiftly design custom forms, populate digital documents with data, and gather eSignatures seamlessly. With its powerful form-building capabilities, you can create impactful workflows in just minutes, making it easy to automate tasks and gather information from anywhere without requiring IT assistance. The document generator eliminates tedious copy-and-paste tasks by converting data into elegantly formatted documents that are easily shareable. Additionally, the intuitive drag-and-drop eSignature tool removes the hassle of physical paperwork, enabling the collection of digital signatures for any forms or documents on various devices. This integrated approach not only optimizes productivity but also enhances collaboration within teams. By utilizing Formstack, organizations can move towards a more efficient and digitally adept workplace environment.

Our patented software will be the only tool that you ever need to protect sensitive documents. No need for complicated manuals or training, our intuitive redaction wizard will guide you through the redaction process. With us, you can redact documents with confidence. Our redactions do not mask redactions, which can be removed. You can easily redact documents in the cloud, without downloading or installing plugins. Import documents from services you use daily. Our AI technology makes it easy to redact documents. Our software finds confidential information and suggests that it be redacted with just a couple of clicks. We make it easy to manage your redactions, from task management, to setting up a hierarchy review process. Our cloud-based platform allows you to redact documents with colleagues simultaneously and collaborate on large redactions projects.

Bundledocs is a cloud-centric platform specifically designed for efficiently creating, managing, and distributing extensive document bundles, which can include court bundles, deal bibles, transaction binders, or electronic casebooks. Users can easily upload a variety of file types, such as Word documents, emails, PDFs, images, maps, and charts, allowing them to organize and rearrange sections effortlessly before generating a polished PDF that features page numbering, bookmarks, hyperlinks, a fully searchable OCR layer, and a customizable index, all at the click of a button. The platform enhances collaboration by enabling users to share links, invite external reviewers, edit documents in real-time, and accommodate last-minute changes without starting over. Additionally, Bundledocs integrates smoothly with widely-used document and case management systems like iManage, NetDocuments, Smokeball, and Tikit, facilitating easy imports from existing workflows. This combination of features not only saves time but also enhances the overall efficiency of document management processes.

Documati is an advanced document creation solution designed for high-volume needs, seamlessly compatible with any CRM or ERP system. Utilize our flexible REST API through platforms like Zapier, RPA tools, or even no-code and low-code environments, as well as your own custom applications. To generate documents, simply open your CRM in a Chrome browser, select a document template, and click a button. Instantly, you will have a Word, PDF, or PowerPoint document populated with relevant data from your CRM. Witness how a typically time-consuming task transforms into a quick, one-minute process. You can easily connect to any CRM without incurring the expenses of an elaborate integration project. In just one minute, produce hundreds of documents by merging data into your chosen template. All it takes is a connection to your CRM and a simple click, while Documati efficiently fills out your documents behind the scenes. This innovative approach enhances productivity and streamlines workflows significantly.