What features should legal document management software have? 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 See Clio in Action.