Want to cut right to the case? The best legal document management software right now is signNow.
Legal Document management software commonly referred to as a Document Management System is a type of application that keeps and manages your files. Documentation Management Software is needed to maintain your company’s records structure and accessibility.
Document management software differs from implementing a conventional on-premise document store or internet bandwidth because of its ability to administer.
However, when it relates to solicitor practice documentation, there are many possibilities. There are both old and new options available. Both on-premises and online options are available. Here are the best legal document management software to choose from.
Top 11 Best Legal Document Management Software
| Brand | Starting price | Best for |
|---|---|---|
| 1. signNow | $8/month | Signing and managing documents |
| 2. App4Legal | $19/month | Business law |
| 3. Zoho Books | $15/month | Financial reporting |
| 4. Trello Board | $12.50/month | Presentation management |
| 5. EntityKeeper | $50/month | Securing internal data |
| 6. Quickbooks Online | $20/month | Reconciliation |
| 7. TimeSolv Legal Billing | $35.96/month | Legal time management |
| 8. MyCase | $49/month | Legal administration |
| 9. Clio | $39/month | Legal practice administration |
| 10. PracticePanther | $39/month | Time tracking |
| 11. CosmoLex | $69/month | Legal management |
1. signNow – Best for signing and managing documents
Pricing: starting from $8 per month
signNow is a document management software that excels at quick and easy signing. It offers many features at a great starting price, such as sending documents for eSignatures via a link, fillable fields in PDF documents, requiring recipients to type a new signature and much more. SignNow is a lightweight software best suited for small and mid-sized businesses. It is also backed by strong mobile software, good security features, and compliance.
signNow streamlines the HR function and incorporates a robust audit trail to make things legally binding. SignNow can be integrated into popular platforms and cloud computing software. This gives customers the ability to leverage the power of signNow. It also has competitive pricing compared to its most direct competitors, DocuSign and Adobe Acrobat Sign.
Templates and personalized branding make the process quicker, all while saving your business important time. There is a refund policy for unsatisfied customers that contact support within 30 days, but there are some circumstances that make your case non-refundable so make sure to check the terms of service.
| Pros | Cons |
| Easy for the client to use and understand. | Have to send the same document multiple times for bulk signings. |
| Excellent mobile app. | Weak interaction with other software. |
| Communicates the status of the signing well between the sender and receiver. | |
| Keep track of audit trail and legally binding. |
2. App4Legal – Best For Business Law
Pricing: starting from $19 per month
Solicitors, paralegals, clerks, and administrators will benefit from App4Legal, a legal management software application. Legal corporations and in-house regulatory bodies can both benefit from the offering. It is a package that includes business law, client control, legal proceedings, record maintenance, financial planning, performance monitoring, and project planning. Subscribers can maintain their regulatory and personal information with App4Legal. Users can create case lifespans, keep a record of comments, appointment timers, and manage information, mail, voicemails, and model predictive control.
Administrators can engage with customers, distribute duties amongst their group, publish their itinerary and arrange activities, and control their overview and statistics through the subscriber gateway. Subscribers can also maintain a log of expenditures, receipts, and moments spent on each event with the help of this system. The solution integrates with Outlook and is offered in multiple web and on-premise hosting choices. Users can get help from the supplier via emails and electronically.
| Pros | Cons |
| Use is simple and intuitive. | There are too many options accessible. |
| Accessibility, data availability out behind the workplace, and versatility with some data management | |
| Excellent at keeping a record of project schedule and project phases and issues | |
| It aids your advancement as a lawyer and a corporation manager. |
>>MORE: Legal Case Management Software | Attorney Billing Software | Law Firm Time Tracking Software | Attorney Time Tracking Software
3. Zoho Books – Best For Financial Reporting
Pricing: starting from $15.00 per month
Zoho Books is an internet financial reporting software for small and medium-sized businesses. Client managing, payments, costs, purchases and procurement procedures, assignment schedule monitoring, and stock control are among the functionalities. Instant bank flows, a shared user platform, accountancy and taxes, digital transactions, statement layouts, and statistical analysis are all included in Zoho Books. Charging, payments, automated payment, and transaction thank you notes are just a few of the recurring actions that can be automated.
Zoho Books helps customers to monitor refundable charges and handle various records for various tasks. Savings and credit cards records can also be linked, and computerized reports can be matched to purchases. The amount and worth of things supplied and acquired are updated in Zoho Books. When inventories dip beneath a set threshold, it broadcasts a message to acquire things. The widget provides insights on collections, accruals, liquidity, earnings, and bills. Expertise and customer support are available.
| Pros | Cons |
| If you’re conducting simple accountancy, it’s straightforward to use. | Zoho entices customers by offering extremely low prices for the first year, but charges skyrocket in subsequent years. |
| Supports comprehensive finance features and is an excellent choice for any small business. | There is no payroll integration. |
| Its product is reliable, and the company provides excellent technical assistance. | For customer support and tracking, Zoho Books includes stock control and other management features. |
| On price level, no other software comes close to Zoho. |
4. Trello Board – Best Presentation Management Software
Pricing: starting from $12.50 per month
Trello is a legal and presentation management software with a graphical interface. The software is applied in different areas such as branding, retail, assistance, and Human resources, in addition to swift software developers. The web-based system includes tools for defining projects, their regulations, and the workflow, ensuring that projects are finished in a logical order.
Trello is an online platform that allows you to build, manage, and set priorities. Supervisors and team leaders can also create routines, schedule activities for participants or groups, time frames, and set goals. Subscribers can team up with one another using Trello MasterCard. Subscribers can give feedback on duties, add participants, and append records to them.
Trello features a legal solution that incorporates the protection and management controls that bigger companies want. Atlassian Cloud, Gitlab Cloud, Dropbox, Git, and Slack are just a few of the online apps Trello interacts with. Link your team’s existing applications to your Trello operation, or integrate a Load to assist you with fantastic and unique requirements. Your team’s process requirements are supplied with dozens of Power-Ups.
| Pros | Cons |
| Trello is used to maintain a check of the state of income taxes, new buyers, and procedure lists by category. | Trello is incapable of managing large projects that require frequent updates. |
| The pricing is affordable. | There are no automated capabilities for filtering task columns by tag. |
| With a staff of five to ten members, Trello can handle many new projects. | |
| simple to use with some great features |
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5. EntityKeeper – Best For Securing Internal Data
Pricing: starting from $50 per month
EntityKeeper is an internet service that assists small and midsize businesses to track and handle their internal data in a protected manner. To prevent unapproved access to information collected, this application employs data encryption. EntityKeeper can guide companies to reduce data redundancy while streamlining compliance audits. It’s also capable of producing and viewing administrative structures.
Entity keeper comes with an authentic integrated server where subscribers may maintain and browse all company entities and legal information. Subscribers can design customized cap tables to control entity ownership, monitor the number of assets, and examine existing investment returns, among other things, using organizational features. To guarantee that compliance deadlines are not ignored, computer-controlled mail alerts can be established.
| Pros | Cons |
| Useful in terms of structuring entity documents and automating processes that previously had to be completed manually. | If you don’t start using it straight away, you’ll waste a lot of time. |
| The software is simple to operate. | – |
| Good customers support | – |
6. Quickbooks Online – Best Reconciliation Software
Pricing: starting from $20 per month
QuickBooks Online is an internet financial reporting software aimed at limited companies and independent accounting firms. Bank reconciliation, stock control, receipt writing, and income statement tracking are just a few of the functions that the software can assist with. Subscribers can access and balance credit card payments using QuickBooks Online.
Companies can also use it to keep a record of cash savings and arrange invoices every week. Subscribers can photograph expenses and send them as detriment evidence or distribute them to the relevant parties. To create receipts, statements, and statistics, QuickBooks provides custom layouts that may be personalized with the company’s logo and preferred information.
Profits and losses, income statements, cash flow reports, and other accounting statistics can all be generated using this software. Companies can use access controls to guarantee safe access to cash flow information based on the contribution of the company.
| Pros | Cons |
| It is an excellent administration application for busy business owners who want to manage all of their bills, invoicing, cost management, and transaction handling in one place. | For unspecified reasons, accounts are disconnected, and retrieving information takes a few hours. |
| The software’s dashboard is simple to use, and it’s simple to set up for a new firm. | Sometimes it takes a while to work. |
| Great customers service | – |
7. Timesolv Legal Billing – Best Legal Time Management Software
Pricing: starting from $35.96 per month.
TimeSolv is an internet legal time management and invoicing service that helps law organizations, bankers, specialists, designers, and contract workers handle their day-to-day activities. TimeSolv combines operation administration functions like audit trails and task assignment with payment capability, enabling customers to keep check of chargeable periods and cost in full detail.
It also includes trial management and document control techniques to aid in the organization and storage of information. File management allows customers to fill out standard prepared papers automatically.
It has several features, including invoicing, serial billing, and a LawPay implementation that allows customers to deposit their bills electronically. Users can attach receipt photos to invoice files. TimeSolv also generates estimates that allow law firms and lawyers to monitor their charging periods across weeks or even months.
| Pros | Cons |
| Simple to work with. | When utilizing the website to measure time, getting timed out is a big problem. |
| TimeSolv has been a fantastic tool for keeping records of time and fees in client matters. | |
| The software generates comprehensive billing reports. | |
| Customers’ support responds quickly. |
8. MyCase – Best Legal Administration Application
Pricing: starting from $49 per user/month $49 per user
MyCase is an internet legal administration application that assists solicitors in small to medium-sized legal organizations with customer interactions and day-to-day activities. Finance and planning functions are also included in the application. Deadlines and milestones, billing, case administration, contacts management, and docketing are just a few of the features available in MyCase. Laptops and numerous smartphones can use the software. The software is also available for download on the Google Play Store and the Apple Store for mobile phones.
Subscribers can team up with customers and work colleagues by managing and synchronizing their schedules. MyCase offers mobile and desktop applications for digital payment processing and reminders. It’s also QuickBooks-compatible. Personalized message formats, a case file structure, messaging systems, cost monitoring, and a dedicated customer page are among the extra features. MyCase likewise offers on-demand instructional lectures as well as chat, text, and virtual knowledge base client assistance. It charges subscribers every month for its services.
| Pros | Cons |
| It’s simple to operate. | The charges are extremely expensive, much beyond those of any other provider. |
| It does away with the requirement for a paper document. | The latest Dropbox integration is perplexing. |
| Excellent customer service. | – |
9. Clio – Best Legal Practice Administration Software
Pricing: starting from $39 per user/month
Clio is an online legal practice administration software for small to mid-sized law organizations. Legal offices and various law enterprises can use the software to keep records of crucial dates, monitor client affairs, and files, charge clients, and receive money. The Clio interface shows billable hourly estimates and objectives, as well as accomplishment metrics relying on them. Clio Transactions enables attorneys to accept funds straight into a client’s credit bank or an operational bank.
Subscribers can design unique bill packages, control charge patterns, record time automatically or manually, bill through message, and give clients accessibility to details through electronic mail or the encrypted client page using the billing tool. File synchronization, custom field generation, digital signature verification, and other document management functionalities are among the available options.
| Pros | Cons |
| Clio’s user-friendly interface makes it simple to use for everyone. | It’s a little difficult to get in touch with customer service. |
| Maintains your ability to bill clients on time and accurately. | Its monthly fee is expensive. |
| Its QuickBooks integration allows data to be seamlessly transferred to accountants. |
10. Practicepanther – Best Legal Management Software
Pricing: starting from $39 per user/month
PracticePanther Legal Software is a legal control system for medium to big firms specialized in liquidation, property damage, marriage, divorce, investment management, disputes, a common procedure, and other fields. The software is available as an internet product and is accessible with both Windows as well as Mac. PracticePanther provides iPhone and Android phone applications that enable customers to browse the platform from anywhere and synchronize data with numerous devices.
Project management, contacts management, records management, content management and docketing, task management, billing and order management, trust banking, Customer relationship management, and cash management are some of the most important components.
Subscribers can manage project and event processes, payment card transactions, alerts and conversations, and a client page through the software. Calendars and electronic mail, as well as Box, Dropbox, QuickBooks, Payoneer, and a variety of other services, can all be embedded into the software. The monthly fee is based on the number of users.
| Pros | Cons |
| PracticePanther is simple to use and understand. | When dealing with several invoicing and payment issues, the software slows considerably. |
| Customer service responds quickly. | – |
11. Cosmolex – The Best Time Tracking Software For Legal Management
Pricing: starting from $69 per user/month
CosmoLex is an internet legal administration software with time monitoring, invoicing, trust management, task, and records management among its functionalities. The software integrates all components, removing the need for subscribers to enter data into several structures or correct double-entry mistakes. CosmoLex is a flexible software that lets customers integrate and replicate data across various components in real-time.
| Pros | Cons |
| The software is user friendly | Error correction is a difficult task on the software |
| Regular updates are made to the software. | The billing features were a little clumsy. |
| Outstanding client service |