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Top 10 Document Management Systems for Law Firms: Boost Your Daily Legal Workflow

Top 10 document management systems for lawyers

The legal industry is full of routine work challenges. One of the most difficult and yet unsolved issues in legal matters is case paperwork. While working with paper documents, lawyers spend too much time and energy on manual reviewing and managing each file iteration.

Here arises a big question – how to save time for clients and have all the necessary information at hand?

Fortunately, document management software systems, or DMS in brief, are an extremely helpful tool for law firms to organize their daily work routine. DMS streamlines your document workflow and makes all document operations faster. Besides, to streamline the contract drafting process and manage your document workflow like a hero, you can always try legaltech like Loio. Give it a try for free to enjoy the future of contracts directly in your Microsoft Word.

So why is it important to have a DMS? How exactly will it optimize your ordinary document workflow?

Legal document management software allows for solving the following most common pain points that lawyers face every day: 

  • unorganized document file storage 
  • lack of instant access to documents and signature options 
  • communication breakdown between the colleagues 
  • poor file integration with other software.

When choosing legal document management software, consider key features like automated file sorting, storage, access, retrieval, and integration with other applications.

Here are the top 10 of the most advanced document management systems that you can launch easily in your workflow.

1. Clio 

Perhaps Clio is one of the most integrated and easily accessible legal document management software applications. You can reach all your document files from any device at any time and use unlimited storage. Furthermore, the application accepts video, audio & image files that are automatically backed up as well. In fact, backup copies can make search and filtering easier for lawyers, and there is no need to create new files all the time. Plus, to store your documents, you can always use other integrated applications with Clio, e.g. Google Drive, OneDrive, Dropbox, etc. 

Unique features: high level of data security, diverse legal form library, and e-signature options.

2. MyCase

MyCase has already helped many law firms in the US easily shift to remote work during the COVID-19 pandemic. So it is no wonder that MyCase is an all-in-one legal document management software for law firms.

With this DMS, you don’t need to shift to another software. It merges free data storage and easy file access with user collaboration. When working with documents, attorneys can edit, comment, see the document history and share them even with clients. To make the needed files centralized, legal professionals can customize folders for specific users.

Unique features: high level of data security, multiple e-signature options, integration with DropBox.

3. Rubex by eFileCabinet

Rubex, a more advanced and secure document management system for multiple industries, including legal. It perfectly automates workflow in law firms and allows for multiple document operations: robust sorting, tracking, archiving, sharing files of any size and formatting, etc. Within its systems, Rubex also has profound searching algorithms which definitely make retrieval of documents and other files much simpler. Also, lawyers can upload ready legal templates and customize them right in Rubex. Your location doesn’t matter – you can access the needed files instantly from any device.

Unique features: visual workflow dashboards, email import, multiple signature options.

4. Smokeball

Smokeball offers document management solutions for multiple legal practice areas like family, real estate, business, crime, etc. The more practice areas are served, the more up-to-date the legal document management system is. With this DMS, lawyers can have their documents automatically filled with the details from file templates and, if needed, customize them. Smokeball provides a diverse library of more than 20,000 public forms that are commonly used in many legal practice areas.

Unique features: time & activity monitoring, easy offline access, integration with Microsoft Word.

5. LogicalDoc 

LogicalDoc is regularly awarded “the best document management software,” “customer choice,” and “great user experience” titles by Capterra and other software marketplace platforms. 

This cloud-based and stand-alone system provides unlimited file storage of any size and formatting. Moreover, it can save scanned paper documents and sort them into the needed folders. All your legal documents are safe and collected in one storage. Therefore, LogicalDoc allows for extensive information search and tracking within the whole document workflow. 

Unique features: collaboration with other users, email integration, multiple user interfaces.

6. Worldox 

Worldox was the first software to offer document management solutions back in 1988. These days it has three complete types of document management system applications – Professional, Enterprise, and Cloud. Since all their features are pretty similar, you can choose what’s best for you in a demo call.

All Worldox editions enable lawyers to save documents automatically and integrate them with emails. Before you send the file, you’re enabled to preview it. Since the software is integrated with Microsoft Office, you can search all the needed details right in its toolbar and set personal interface settings.

Unique features: robust email management, access customization, user-friendly interface.

7. OpenKM 

OpenKM is a legal document management software of an enterprise type that in detail explains the technical aspects of its solutions to clients.

Besides document management, the software can be fully deployed in all important business processes of your law firm. It means that attorneys can track their document workflow at all cycles and be sure of total file security. Moreover, OpenKM software can monitor compliance with all established legislative requirements.

Unique features: document restoring, digital signature options, contribution to corporate values.

Legal Practice Management Software

The following document management systems in this list are legal practice management (LPM) software. The main difference is that LPMs manage databases of client cases, calendaring, accounting & billing operations. The built-in option of document management is additional, though, as well important for lawyers at work. Let’s see what LPM applications can offer your law firm.

8. AbacusLaw 

AbacusLaw is a legal practice management software with innovative document management features.

With this LPM system, your law firm can become more organized and competitive in your legal practice area. All the information on cases, clients, dates, deadlines, billing, accounting, and more, is stored in one database. Speaking of document management features, lawyers can customize legal forms and simultaneously work on them. This LPM also enables legal professionals to access the needed files on the cloud, in the browser, and on the server, making it a flexible solution.

Unique features: remote access from mobile devices, work time tracking, integration with multiple applications.

9. Cosmolex 

This legal practice management software allows for performing multiple operations with documents, such as storage, retrieval, and assembly with other documents and formats. Every legal document that you need is freely available at any time and easily accessed from any device. Furthermore, Cosmolex file storage can also be integrated with other applications like Google Drive, OneDrive, Dropbox, NetDocuments, etc. You can create all your legal documents in Microsoft Word and then upload them to Cosmolex to avoid making a mess of your desktop folders.

Unique features: privacy settings, simple user interface, customer support. 

10. Practice Panther 

Practice Panther can be considered automatic from all sides. Firstly, it can fill in all the needed details in your document. Secondly, the collaboration between your colleagues feels far more up-to-date and easier when you all can preview, edit, archive your legal documents and discuss them in real-time. Finally, this legal practice management software has its own payment system with lower prices, faster processing, and a cashback bonus.

The software developers believe that thanks to Practice Panther’s user-friendly interface, these optimized features will help legal professionals save a lot of time for more important tasks.

Unique features: centralized document storage, easy access, integration with multiple applications.

Also read:A Complete Guide to Law Firm Management

If you want to build a successful law firm, you need to manage it effectively. The legal industry is changing rapidly, and law firm ma...

In conclusion, all of these document management systems can make your daily legal tasks with documents easier and more time-saving. Just imagine how fast and time-saving contract reviewing (that’s where Loio can also add more convenience), deadline meeting, email sorting, preparing invoices, and many more can be with DMS! 

Treat them as auxiliary tools in your area of practice. Try to filter what the DMS offers you to automate and take up what works for you.

We hope that one of the DMS on our list will become a game-changer in your work and help your team improve their daily legal workflow.

Article by Yevheniia Savchenko

Yevheniia Savchenko is a Legal Writer at Lawrina. Yevheniia browses through the most interesting and relevant news in the legal and legaltech world and collects them on Lawrina’s blog. Also, Yevheniia composes various how-to guides on legaltech, plus writes product articles and release notes for Loio, AI-powered contract review and drafting software.

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