Best Legal Document Management Software for Microsoft Excel

WaiverFile's Online Waiver Forms allow you to electronically sign your liability agreement. You can sign on any device, from anywhere! WaiverFile is designed to be simple to use and rich in features. It will help you ensure compliance by ensuring all waivers are signed. WaiverFile's check-in tracking and event features make it much easier to keep track of all signed waivers than one long list. WaiverFile is more than just a place to store forms. It streamlines your customer intake process.

CaseFox is a cloud-based, cloud-based legal billing software and case management software for lawyers, CPAs and consultants. It helps law firms with key features like client, case, document, expense tracking, timekeeping, expense tracking, billing, client intake form, billing and payments, and more. CaseFox is compatible with many top legal softwares including Quickbooks, LawPay, Xero and DropBox.

Manage & grow your platform - through a single platform. From a client's first website visit to their final bill - we power your firm every step of the way. Centerbase is a subscription-based legal software solution founded in Dallas that supports the management and growth of small and midsize law firms through client lifecycle management, automation, and marketing tools. Personalized to user-types and practice areas, Centerbase helps law firms meet the modern expectations of clients and legal professionals while reaching their optimal productivity and profitability levels. To book a demo call (214) 987-9000.

HoudiniEsq, a browser-based web-based law practice management system for modern law firms, is advanced and flexible. HoudiniEsq is available in the cloud and on-premise. It offers a rich feature set that allows law firms to streamline workflows and capture and classify all documents. It also automates billing, task scheduling, group calendaring, and automates billing. The platform integrates with solutions like LawPay, Microsoft Office and Outlook. It also integrates with Evernote, QuickBooks.

Case Master Pro is a legal management software that aids debt collectors and law firms in managing their case files and accounting operations. It allows lawyers to store important documents in a central database, assign task list to specific employees, track case files with information about opponents, accounts, litigation, or judgments. Case Master Pro's key features include bookkeeping, scheduling and check printing. Invoicing, transaction management, and account reconciliation are some of the other key features. Administrators can set up security settings and create reports to gain insight into the performance of their organization. It also includes a self-service portal that allows clients to access documents, images, and claims related online to their individual case files.

Your legal operations and workflow can be strengthened. An integrated digital workspace allows you to connect with your legal professionals. You can increase productivity, collaborate seamlessly with others, share valuable insight, and engage with clients and fellow lawyers to provide world-class legal services. Integrate your platform to collaborate with colleagues, manage projects, and interact with clients. Automate tedious work and processes to make teams more productive and efficient. Manage complex projects and matters, assign tasks and collaborate on documents. HighQ's secure technology platform is trusted by leading organizations to protect their sensitive data and securely exchange information. HighQ combines enterprise-grade capabilities with simple concepts to create an exceptional experience for clients and you.

Legal Suite provides solutions for corporate legal departments and law firms. Legal Suite is part of the Septeo Group which is a major player in technology serving lawyers, real estate managers and IT departments. Septeo's expertise can be found all over the globe to 120,000 users. No more playing hide-and-seek with your documents and emails Turn your paper into data by scanning all documents, so they are searchable and findable. Get a 360-degree view of all interactions with a client in one place to respond quickly to every request. Automate document naming for consistency. Have you noticed if ten different people name their documents, it might result in ten different document names? (Unless, of course, you are a machine). Our software creates consistent names so everything is easier to find. Protect your communications. Access a private and interactive workspace portal that allows you to exchange information with internal clients and external partners. Securely chat

Expert Sierra is the most comprehensive, cloud-based, legal practice management solution available for mid to large-sized law firms across the globe. With Aderant managing Expert for your firm, you’re able to cut the cord on multiple systems and remove the burden of managing on-premise hardware, updates, security and performance.

It is difficult to manage legal entities using spreadsheets and old software. Learn why Fortune 1000 law firms and AMLaw 100 law offices trust Athennian to manage global entity governance and automate compliance. Athennian + iManage Cloud simplifies managing entities and maintaining documents. It allows products in your daily workflows to communicate with each other. Our cloud-based workspace streamlines day-to-day tasks and keeps transactions organized, so you can concentrate on increasing your revenue. You can manage more entities with less effort and improve accuracy. Access to all information, templates, minute books, as well as other resources, is available in real-time. Cloud platforms provide the most stringent security protocols, with servers and fail-safes that are certified to the highest standards. Athennian is SOC 2 Type II Certified, giving organizations across North America reliability and peace-of-mind.

Legal Files is used every day by legal professionals to increase efficiency and improve workflow. Our software is a preferred choice for leading law firms, legal service clinics, insurance companies, universities, and corporate legal departments around the world.

OpenText™, eDOCS, is a cost-effective, flexible, and light-footprint enterprise content management (ECM), solution for companies producing high-touch, high value work product in a variety of industries including Legal, Corporate Legal and Energy as well as Professional Services. eDOCS secures sensitive work product throughout its lifecycle while remaining accessible for day-today operations. This allows users to provide exceptional enterprise content services to clients. OpenText eDOCS InfoCenter's new user interface places accessibility, usability, and personalization at forefront of today’s work-anywhere experience. eDOCS InfoCenter gives users more control and flexibility by offering a modern, customizable interface that allows users to choose the application tiles that best suit their work environment. eDOCS InfoCenter can be accessed on all devices, including mobile and web.