Legal Document Management Software

Legal document management software allows lawyers and legal professionals to store, organize, and easily access documents. It is designed to help increase productivity at law firms by making documents easier to find, edit, access, and share. 

Legal document software also improves the security and confidentiality of important documents by preventing unauthorized access. It also allows firms to reduce paper, printing, and document storage costs.

Want to see how easy Clio makes document management? Try Clio for free.

Clio is widely considered to be the best legal document management software, with thousands of positive ratings on G2 Crowd, SoftwareAdvice.com, Capterra, and Lawyerist.

Clio is also trusted by over 150,000 legal professionals, and approved by more than 90 bar associations and law societies worldwide.

Before selecting a legal document management solution, ensure it has the following features:

Unlimited document storage: You should be able to store everything you need for every case in a secure location.

Security: Your legal document management system should store and back up all of your files securely.

Permissions controls: You should be able to control who can view and edit documents in your system.

Advanced search: Your system should be able to search text within documents of various file types (Word, PDF) so you can quickly find what you need.

Version control: Easy tracking of the last updated version of a document as well as previous versions.

Document automation tools: Your legal document management software should help you quickly create letters and other key documents automatically from templates.

Electronic signatures: You should be able to have clients easily sign legal documents electronically.

Integrations: Your document management tool should integrate with other document creation and storage programs such as Box, DropBox, OneDrive, or Google Drive

Clio’s legal document management software stores your files securely in the cloud. 

Instead of hosting files on your own servers, the cloud lets you access information from anywhere with an internet connection.

An unlimited amount. Clio offers a document management solution for the cloud as well as for your desktop computer. Documents you work on in the cloud will be mirrored to your computer desktop as well.

You can use Clio’s user permissions to restrict access to specific users at the Matter level. Only those who have permission to a Matter will be able to access the documents within that Matter.

The only system requirement for Clio’s cloud-based legal document management software is your internet browser (with an internet connection).

Yes. You can add documents into Clio from another system. Learn how to do it in 5 steps here. 

We also integrate with popular document systems such as OneDrive, Box, Dropbox, Google Drive, and NetDocuments—making the migration process that much easier. 

Clio is more than just a legal document management system. In addition to document management, Clio provides all legal case management functionalities in one solution, including client intake, time tracking, billing and payments, and more. When you work within one tool, you can see all of your law firm’s documents next to the notes, events, time entries, and financial details for an individual case, and you can reduce lost billable hours, context switching, and human error.