Best Legal Document Management Software for Windows of 2024

Shape Software's purpose-built sales and marketing automation software empowers you to manage all aspects of your business from one platform. The cloud-based software from Shape offers many tools to help you manage and automate your online marketing, promotions via text, email and digital marketing ads, capture leads from online sources, nurture prospects and customers and project manage your day. You can also offer customers a secure portal to streamline your intake processes, systematically score leads with ShapeIQ, and run detailed custom reporting. Start growing your revenue with Shape's flexible suite of services today.

DWR eDiscovery allows legal professionals to review, process, and produce documents that could be relevant to litigation. Our Software and hosted Subscriptions offers a wide range of document review tools, including AI search, keyword search, keyword highlight, metadata filtering and marking documents. It also has privilege log, redactions and analysis tools to help users better understand their document corpus. These features can all be done by the user themselves, so they can do the standard eDiscovery tasks without consulting. DWR eDiscovery offers subscriptions to both hosted and on-prem eDiscovery. DWR Pro desktop software can be downloaded to your computer or server. DWR Pro costs $1995per concurrent use license/year. Cloud subscriptions are charged per-GB for hosting and there are no hidden fees. The entry-level Single Matter subscription costs $10/GB/Month and has a minimum of $250 per month. Private clouds allow multiple matters and multiple users for no more than $4/GB/month moving quickly to $1/GB/month.

PracticePanther, a robust law practice management system that is trusted by thousands of law firms across 35 countries, has been praised for its ability to help firms get more done in fewer hours. PracticePanther combines tools such as communication, billing, CRM, and integrations with top business apps into one platform. Save 50% on your first 2 months by downloading a demo.

uLaw Practice is a cloud-based practice management (PM) software solution designed specifically for sole practitioners, paralegals, and small law firms. Developed by Superfluid Software, uLaw Practice integrates legal accounting, general accounting, and trust accounting with powerful analytics tools and practice management in one unified suite. By leveraging uLaw Practice, law professionals can be more productive and foster greater control of their practice while saving time and reducing costs. Voted as the cloud best software for 5 years in a row by Canadian Lawyer's magazine, uLaw sublimely integrates complex legal accounting features and practice management into a single pane of glass. uLaw features and integration with payment solutions, any Canadian bank brings all aspects of cash flow into a single flow thus allowing your practice to analyze and optimize both top-line and bottom-line of your business. With uLaw you have court form automation for your province as well. This enables you to just download any court form for your province and we fill in 90% of the content thus saving time and money for your business. uLaw also has Android and iOS native app to manage docketing and downtime analytics.

Secure corporate governance software for advanced contract management, secure board meeting management, intuitive entity management, and effortless virtual data rooms (VDR). ContractZen is the #1 solution for effective corporate governance, due diligence readiness, and peace of mind and is already loved by hundreds of customers in over 30 countries. With ContractZen, you're able to: 1. easily save and instantly discover contracts with automatic reminders 2. securely share meeting materials and sign meeting minutes electronically 3. clearly visualize organizational structure with ownership chart and corporate records 4. automatically organize files and easily manage access rights in due diligence

Smokeball is your partner to drive your law firm into the future. As the industry’s leading cloud-based legal practice management software, Smokeball empowers you to run your firm specific to your area of law. Our platform gives you all the insights and tools you need to work smarter, not harder: automatic time tracking and invoicing, streamlined workflows for your specific practice area, a library of over 20,000 standard legal forms and documents, and actionable reports that summarize your firm’s activities and highlight areas of opportunity. Learn how to Run Your Best Firm at smokeball.com.

CobbleStone's award-winning contract management software uses artificial intelligence to track and manage contracts. CobbleStone allows organizations to automate and streamline their entire contract lifecycle. It includes enterprise-wide contract tracking and administration, contract drafting and custom report design tools. Task and checklists, security, document and check-in management, financials, cost control, financials and more. Contract Insight Enterprise, Contract Insight Express and Contract Insight Workgroup are available. Call us today at 866-330-0156 to get a free demo or pricing.

Contra is all you need to automate legal documents and manage them in one place. You can either create contracts from scratch or use configurable templates to automatically populate your contract. Negotiate and collaborate on legal documents in real time. Assign permission-based access to collaborators according to entity, department, and role. You can create an approved center or authority matrix that will allow you to allocate who can approve contracts and view documents in any format. Integrate with DocuSign tools to create authentic Electronic Signatures. This will save you a lot of time and effort. Keep track of important responsibilities like renewals, notice periods, and automatic increases. Also, ensure that the right people get notified at the right moment. All documents and contracts should be stored in a central repository that can be searched. You can access them securely from anywhere.

FileHold, an enterprise-grade document management and workflow solution, is designed to help large organizations transition to a paperless workplace. FileHold can be deployed on-premises, in a secure public or private cloud and offers a range of features including document scanning, indexing. versioning, searching, document linking, as well as document indexing. FileHold is compatible with all browsers, has a rich desktop environment and is mobile-ready. Integration with MS Office, SharePoint Teams, Active Directory, and Teams is possible right out of the box. Fully documented API.

MyCase provides a complete solution for managing your case files. It gives you the tools to improve organization, efficiency, and scale up your firm's operations. MyCase makes it easy to access all your case details, including documents, contacts, emails, tasks and invoices.

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.

SmartAdvocate, an award-winning, fully customizable legal case management software with built-in Artificial Intelligence and designed to meet the demands of today's fast-paced, highly competitive, and technologically demanding legal environment. Originally designed by and for personal injury and mass tort law firms, SmartAdvocate is now used by many different practices. SmartAdvocate’s exclusive Internet-based built-in features enable firms to manage and store information, track it, classify it, and communicate in a way they have never done before. This ensures that they achieve success. SmartAdvocate can be customized to suit the needs of firms with 150+ integration partners. These include integrations such as eSignature, accounting, texting and medical records retrieval. This revolutionary software will increase the efficiency and profitability of your practice. SmartAdvocate is a smarter way to manage your cases and your firm.

Onehub is a secure file storage and sharing platform that can be used by businesses of all sizes. You can secure your data with bank-level encryption and our granular, role-based permissions structure. This allows you to control who has access to your content as well as share sensitive business files with confidence. Onehub provides a range of powerful business tools, including virtual data rooms, client portals and Google Docs integration. It also offers automatic watermarking, branded workspaces and custom agreements to increase and expand file sharing. You can customize your Onehub Workspace to give content sharing a professional, polished look. You can also create your own Client Portal. Onehub's virtual data room allows your business to send confidential information to clients and keep collaborators anonymous.

FileCenter is the fastest way to organize documents. It is easy to use, learn, and install. FileCenter DMS combines file scanning, file organization, and powerful PDF creation and editing. It integrates with the majority of Cloud services and Windows programs that you already use. FileCenter AUTOMATE converts documents to searchable PDFs using its powerful OCR, and then automatically names them and routes them. FileCenter RECEIPTS allows you to track expenses, manage receipts, and create reports that will ensure accurate reimbursements. FileCenter is ideal for all offices. FileCenter runs on Windows PCs and uses the Windows file system. It does not use complex databases. FileCenter offers a feature-for-feature experience at a price that is unbeatable. Get your free trial now! Call 801-722-798 to get your free trial.

Soluno is a cloud-based accounting software and billing software that helps law firms to be more efficient. Law firms can easily manage their business with a complete, intuitive suite of time/expense, billing, accounting and trust features. Soluno's trust accounting, billing and usability, as well as 5-star customer service, will help you work more efficiently and maximize your productivity. Soluno offers data conversions for free from 14 of the most popular solutions in the industry.

Professional Service Firms need fast, secure data rooms. Hosting in the EU, UK, USA, Asia, or 24 other countries - ISO27001 certified - Free until You Need It - Auto numbering and auto export from any online source Pricing is simple and flat.

Thousands of successful practices run on Assembly solutions – and have for decades. Now, we’re matching a generation of experience with next-gen cloud technology. Assembly Neos is a powerful, work-from-anywhere platform built to optimize tasks and communications, generate caseload insights, and boost firm profitability like never before. With Assembly Neos you gain access to: a live activity feed, real-time dashboards, automated reports, world-class support and much more. Leverage rich document management and work with staff together on documents to save time and gain efficiency. Access templates for dozens of case types and customizable case libraries. With Neos you can win more cases with less work. Now available - Intake Pro! - Automatically process incoming leads from call-ins or web sources, and send notifications to clients - Generate and send a retainer, referral, or rejection letter with the click of a button - Generate reports that track marketing campaigns and provide insight into ROI and pipeline activities - Schedule automated emails, send SMS messages, and keep leads warm

This is true for both individuals and organizations. A streamlined document management system is essential to increase efficiency at the home office or to digitally transform processes in order to become more agile and connect. Tungsten paperPort is a simple and integrated solution that allows individuals and businesses to scan, share and search documents. Tungsten paperport is the ultimate digital filing system that can help you take your information management to a new level of productivity and security.

Transforming the way professionals work by combining artificial intelligence with security and risk mitigation with market-leading document and email management. The iManage Cloud, a modern cloud architecture, is designed to meet the needs of professional product management. Users can work efficiently on both high-speed and low-bandwidth connections, as well as when they are disconnected. iManage Cloud provides a user-friendly experience when working with large files. It is fully secured and has back-up across a network worldwide. Rapid onboarding, a proven deployment method, and annual subscription pricing will increase your organization's agility.

You can build the high-performance law firm you have always envisioned. Law practices, no matter how big or small, have plenty of potential to grow. Now is the right time to take advantage of this opportunity. Amberlo's powerful Case Management Platform allows firms to scale faster, deliver the highest value for clients at low costs, and maximize profitability. Get started today on building your dream law practice. It only takes 10 minutes to get started. You can bill up to 20 hours per month per lawyer! All client work is accessible 24/7 in a secure cloud environment. You can bill wherever you are on your computer or mobile phone with centralized case management. Amberlo's active management of tasks and calendars allows you to reduce wasted time on non-billable tasks, so you can spend more time on billable activities. Smart file links, tags, and notes make it easy to find, process, and collaborate across large volumes of case material, no matter where you or any of your colleagues are located.

LEAP streamlines workflows and saves time. It also reduces clerical errors in the production of forms, motions and other case-related documents. LEAP's integrated platform allows for real-time updates across all business areas. Reduce overhead and simplify IT for legal offices. Reduce administrative time and human clerical errors. You can instantly create legal documents and enjoy the benefits of a mobile office. You can work from anywhere and at any time. You can work from anywhere, with or without an Internet connection. Increase productivity by having everything you need for your business in one place. Securely work online with clients and colleagues to collaborate on documents and case files. You can automatically record the time spent on client calls, access documents, clients, and cases with one sign-on to all devices. LEAP allows you to create, store, organize, track, track, and share legal documents. This will allow you to be a paperless law office.

Time Matters is a flexible solution that firms rely on to improve information sharing, collaboration, and process workflows. You can fully customize your workflows, precedents and forms. A centralized database of matters allows staff to share information more efficiently. Merge Templates make it easy to create documents quickly and reduce errors that can be caused by manual creation. To reduce malpractice risks, keep an automated record of all work related to a case.

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.

PoseidonCM, a cloud-based contract management platform, integrates the best-of-breed technology to address all aspects of contract management across your entire organization. Start small and grow at your own pace Use out-of the-box, or give us your process and workflow vision Alert and reminder for Belt n' Suspenders -- Never miss a renewal or deadline again! Allowing restricted access users-groups to read only, read-write, segmented by contract type, ...) are easy-to-use permissions You can create and customize your own dashboards and reports Record Types and List views allow you to track user-definable fields that are specific for that contract type Workflows and review/approval processes can be either automated or manually created Multiple search options -- within fields or documents Intake forms provide the right information every time! From internal and external resources Contract creation, redline, version management, clause library and electronic signature

Draftable is an Enterprise-Grade Document Comparison Software that lets users easily spot changes between documents. The Draftable product suite includes Draftable Online for browser-based document comparisons, Draftable Desktop for secure computer-based document comparisons, and Draftable API for integrating our dynamic technology into your app. The software features a side-by-side view and a change list that presents all modifications in the one place. Users can export comparisons to a PDF, and compare different file types including PDF, Word, PowerPoint, and Excel.