MyCase is a case management software that offers readily available training, committed customer support, and continuous product updates. It allows users to store all their case information and paperwork in one place.
It has a robust feature set from real-time updates, texting, document sharing, and task management to time tracking, creating invoices, and collecting payments. They also offer the MyCase Client Portal to organize client interactions and securely share data.
Closing Folders is a legal document management software. Its primary focus is enabling users to close cases and track documents throughout their life cycle. It is a centralized platform that helps manage and collaborate on various legal transactions. It has a diverse feature set consisting of tools like version control, schedule manager, online signature, and many more. to organize documents, streamline workflow and improve compliance.
Process Street is a business process management platform. Its main objective is to facilitate effective team collaboration. It assists teams in sharing their fundamental procedures and converting them into effective no-code workflows.
It offers various functionalities, including employee onboarding to prepare new hires for success and establishing workflows, including employee and client onboarding and tenant screening. Process Street provides a free trial for users wanting to test the platform.
LexWorkPlace is a cloud-based document and email management software. It enables users to manage documents and email and enhances collaboration. LexWorkPlace can be used for teams that may do many things, like manage workflows, delegate tasks to team members, monitor time and payment, and store data.
Some of the features that LexWorkplace provides are full-text search, document version management, document indexing & profiling, permissions & access management, and end-to-end data encryption.
Pricing: $395/month (3 users)
Free Trial: No
Ideal for: Document Classification, Archiving & Retention
- Version Control
- No Downtime
- Inability to Save Emails
Clio is a legal practice management software that enables efficient running, organizing, and collaborating on cases. Users can use it to safely edit, store, and manage documents on the cloud.
Case and document management, scheduling, accounting, time tracking, task management, and billing are some of its main features. Additionally, Clio includes a mobile app that enables users to review, share, or upload documents, update case statuses, and connect with clients and team members.
Pricing: Starts from $39/month/user
Free Trial: Yes
Ideal for: Tracking Leads and Managing Cases
- Comprehensive Lead & Case Management
- Easy Integration
- Separate Offerings (Grow & Manage)
- No preset templates
LogicalDOC is free software packed with an open-source database.
Although it supports all popular DBMS, developers still advise MySQL for use in production systems. LogicalDoc enables users and organizations to securely and reliably organize, index, retrieve, control, and distribute crucial business documents, focusing on business process automation and quick content retrieval. Additionally, it supports automated import from shared files and integration with Microsoft Office and Outlook.
Pricing: On Request
Free trial: Yes, it also has Free Version
Ideal for: Indexing and Quick Retrieval of Documents
- User Friendly
- Open Source Plugins to improve functionality
- Customization requires Programming Knowledge
- Difficult to create backup files
Efile cabinet is a document management software that enables users to manage documents, create workflows and customize processes to suit their needs. With features like advanced text search, secure sharing, e signatures, it aims to help organizations create, manage and efficiently share documents and take care of compliance. It also has the option of a mobile application for users.
Pricing: $699/ year/user
Free Trial: Yes
Ideal For: Content Management
- Easy to Use, Accessibility
- Drag and Drop
- Complex Search Functionality
- Limited Integration
SharePoint is a web-based platform for collaboration that seamlessly integrates with Microsoft Office. Although SharePoint’s primary function is as a document management and storage system, the way each business uses it will vary greatly. Groups can create a central, password-protected area for document sharing with this tool.
Its features can be accessed through web applications and a web user interface (UI). It offers various features across the spectrum, like expanded file names, large file support, information rights management, folder sharing, and document library accessibility.
Pricing: It is available as part of Microsoft Office 365 Suite
Free Trial: Has Free Version
Ideal For: Collaboration
- Sharing & Collaboration
- Data Synchronization
- Multi-Device Use
- Difficult to Navigate
- Steep Learning Curve
Imanage is a comprehensive content management system that securely creates and collaborates documents. They also provide an ecosystem of partners and integrations like Google Workspace. With features like email management, AI-based contextual search, and encryption, it aims at assisting organizations in efficient knowledge management.
Pricing: On request
Free Trial: No
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Comparison of the top legal document management systems
We’ve compared the legal document management mentioned in the blog above. Here’s a snapshot view of all software in brief.
Nanonets – The Best legal document management software
Nanonets is an extremely easy-to-use document management system with no-code workflow management, best-in-class OCR software, and reliable, secure cloud storage. You can set up Nanonets in one day, use them without writing a single line of code and automate every manual process within minutes.
Apart from these, here are three reasons why Nanonets is an excellent option for a legal document management system:
- Workflow Automation – Automate emails, document capture, PDF lookup, match legal documents, and more with simple no-code workflows.
- Document Management – Find every reference, contract, or agreement with just one word. You can use Nanonets to find documents, document annotation, digitization, storage, and more.
- Excellent Customer Support – Our team is on standby to help you throughout your journey. Nanonets provides 24×7 support, technical assistance, and free training sessions for all our clients.
Nanonets offers a feature-packed platform to automate everything from complex financial processes to routine data entry. With seamless integrations, a no-code platform, and workflow automation, Nanonets is perfect for law firms looking to eliminate manual processes.
How to select the best legal document management software?
While selecting a Legal Document Management System.
Identifying your needs
Before you embark on shortlisting possible software, review the current systems and processes to identify key gaps the software will help you solve. Once these are identified, make a thorough list that can be used for reference.
Three key factors that you should keep in mind are
Security and Compliance
Regarding law firms, security is of paramount importance as they carry a lot of sensitive, confidential data of their clients. Data privacy and security are a must for corporate and personal clients. Even a minor data breach can lead to disastrous consequences. Thus, enterprise-grade security is a must for legal document systems to protect the data from hackers, phishers, and other cyber attacks. Thus, when choosing a document software, it’s encryption and compliance features should be verified.
Ease of Access
The work in a law firm involves a lot of collaboration. Multiple parties may be affected, and documents can change many hands throughout the process. Thus, in such cases, it becomes essential to ensure that documents can be accessed from the database quickly and efficiently. It offers great freedom and flexibility as teams can serve clients anytime and anywhere. This also goes a long way in boosting productivity and overall efficiency.
Different permission/access levels or approval mechanisms must be required to ensure security. Documents should be encrypted so sharing and collaboration can be done securely. Some software also has provisions to set passwords or secure sharing links.
The next step is to shortlist various software that suits your needs. You can consult people already using that software and check for reviews on portals like G2 and Capterra. Once you’ve zeroed in on some of them, do an in-depth analysis via product demos, trials, etc.
What are the common features of Legal Document Management Software?
Some of the features that legal document management software should have are as follows.
The primary problem that a Legal document management platform aims to solve is document storage – having unlimited space for all the documents is a must. The system must have provisions to store all data from text files, audio recordings, video clips, and images. It should allow for efficient document archiving to store legal documents in secure cloud storage.
Security & Compliance
Security features like password protection, permission management, and multi-factor authentication are necessary, and so is compliance with various regulations as law firms deal with sensitive data.
This is also not one of the necessities but helps a lot if present. Having a centralized system that can manage all your documents and emails helps reduce friction and save time lost between the to and fro, which is done when these two are managed on different software. Look for legal document management software with email parsing capabilities to extract information from emails on the go.
This will especially come in handy for legal firms who already use various tools to manage different processes and want to continue using them/their data. A legal document management software that offers seamless integration with various applications will enable a smooth flow of information.
The management requirements for your company can include document tagging, editing, altering roles and permissions for documents, moving a document across folders, creating new documents, and updating documents.
Thus if the software provides workflow automation, many of these tasks can be automated.
Optical Character Recognition
The majority of law companies still work with a lot of paper documents. Legal offices require an automated scanning and document indexing solution to effectively manage the information contained in these documents. Software with OCR Technology can help solve this problem effectively.
Since there is a lot of data across multiple files, searching for a particular data point often becomes a monumental task. The presence of advanced search enables users to use multiple techniques when searching and makes document retrieval faster.
Legal documents need to be approved before they’re sent to clients. Make sure your legal document management system has approval workflows or allows you to create one.
With automated workflows, task management, time tracking, signature management, collaboration, and secure sharing, Legal Document Management Software can go a long way in getting the activities of your law firm in order and boosting efficiency in the process.
Thus, with time adoption of legal document management software will only rise as more and more firms realize their value.
With a plethora of options available in the market, do ensure you select the one best suited for your needs and budget.
What is a legal document management system?
A legal document management system is software that enables users to capture, scan, organize, create and securely share documents.
Which is the best document management software?
The best document management software is Nanonets. It is among the highest-rated document management software on Capterra (4.9). With its AI-powered model, it keeps learning and capturing data with greater accuracy with every new document processed.
How do you organize legal documents?
Legal documents can be organized digitally with the help of legal document management software. Legal document management software helps cut down the paperwork and reduce the physical space required to store documents.
What are the benefits of legal document management software?
Document Management Software helps get rid of all the paperwork. It eliminates the need for dedicated physical space for storage by providing unlimited storage digitally. It also helps increase productivity and efficiency by automating repetitive tasks and improving collaboration.
What are the types of legal software?
There are five types of Legal Software: Billing and Time Tracking, Productivity Management, Document Management, Legal Citation Generator, and Online Payment Processing Software.
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The blog was originally published on 11 December 2022 and was updated on 12 January 2023.
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