Software For Legal Documents: Our Top Picks

Managing legal documents can be overwhelming, with piles of paper and complex filing systems. LexWorkplace and Worldox are just two examples of software that can transform this chaos into order.

This article will guide you through the benefits and features of different document management systems, making your legal work smoother and more secure. Keep reading to discover how to streamline your firm’s document handling effortlessly!

What Is Legal Document Management Software?

Legal document management software is a tool that helps lawyers keep track of all their files. With this software, they can save documents like contracts or court forms in one place on their computer or in the cloud.

This makes it easy to find and work with different files when they need them. The software also keeps important papers safe so only the right people can see them.

This kind of program has special features just for legal work. Lawyers can search through lots of words in documents quickly to find what they need. They can also change documents while making sure old versions are saved correctly.

Now let’s talk about why law firms should use document management software to make their work even better!

Why Law Firms Should Use Document Management Software

Law firms have lots of papers and files to keep safe and easy to find. Document management software helps them do this well. It makes sure important papers are not lost and that people can work together better, no matter where they are.

This software keeps different versions of a document, so changes don’t get mixed up. People at the law firm can set who is allowed to see or change documents.

Using this kind of software means lawyers spend less time looking for files. They can find what they need with just a few clicks. The system works fast and keeps everything in order which saves money by cutting down on mistakes and wasted time.

Lawyers can share documents safely with others, like clients or other lawyers, using secure links instead of risky emails. This way, everyone stays on the same page during a case or project without risking private information getting into the wrong hands.

Key Features of Legal Document Management Software

Legal document management software offers essential features such as document storage, full-text search, version management, email management, and access control to ensure efficient legal document handling.

To learn more about these key features and how they can benefit your law firm, continue reading the blog.

Document & File Storage

Law firms have lots of important files. They need a safe place to keep them. Document and file storage in legal document management software lets lawyers put all their digital files like PDFs, Microsoft Word documents, emails, and more into one secure spot.

This means they can find everything fast when they need it.

Software like LexWorkplace helps by putting all the data for a case or project together in one place. It makes sure only the right people can see these files with things like passwords and special permissions.

Lawyers don’t have to worry about losing papers or mixing up cases because everything is neat and easy to reach on their computers or even on phones and tablets if they’re out of the office.

Full-Text Search

Full-text search lets you find words in all your legal documents fast. Think of it like a super-powered search engine for your files. You can type any word or phrase and it shows up, even if it’s buried deep in pages of text.

This feature is a must-have because lawyers need to get to the right information quickly.

LexWorkplace has this great tool. It means less time looking for stuff and more time doing important work. When you use full-text search, everything gets easier. You save time, find exactly what you need, and can stay organized without stress!

Document Version Management

Document version management is a crucial feature of legal document management software. It ensures that different versions of the same document are tracked and organized, allowing users to access and revert to previous iterations when necessary.

This feature helps law firms maintain accuracy and compliance in their documentation processes, reducing the risk of errors or unauthorized changes.

Incorporating document version management into legal DMS enhances collaboration by providing an efficient way for team members to work on documents without confusion about which version is the latest.

Email Management

Legal Document Management Software (DMS) offers robust email management capabilities, allowing law firms to seamlessly save and organize email messages within the system. This feature enhances overall organization and accessibility, as emails can be easily associated with specific matters or cases.

With legal DMS, collaboration is streamlined through centralized storage of documents and emails, real-time collaboration tools, and version control. By integrating email management into the same system as document storage, legal DMS boosts productivity while preventing confusion and improving efficiency in managing crucial content such as documents and emails.

Incorporating multi-factor authentication for added security ensures that only authorized personnel have access to sensitive information. Furthermore, by streamlining the process of saving emails to relevant cases or matters, legal DMS minimizes time-consuming tasks while maximizing organizational efficiency.

Permissions & Access Management

Ensuring proper permissions and access management is crucial for legal document management software. It allows law firms to control who can view, edit, and delete documents within the system, maintaining data security and confidentiality.

With features like access controls/permissions, activity tracking, alerts/notifications, API, archiving & retention, and audit trail, legal DMS provides robust security measures tailored for the sensitive nature of legal documents.

Moreover, these permission settings help prevent unauthorized changes or access to critical documents while also ensuring compliance with data privacy regulations. By implementing such a system, law firms can maintain the integrity of their documents and mitigate the risks associated with unauthorized access or modifications.

Multi-Factor Authentication

When it comes to securing sensitive legal documents and client information, multi-factor authentication plays a crucial role. This feature, offered by modern cloud-based legal document management software, requires users to provide multiple verification methods for access.

Typically encompassing something the user knows, has, or is, multi-factor authentication provides an additional layer of protection against cyber threats and unauthorized access. For law firms aiming to comply with industry standards for data security and prevent data breaches, implementing legal DMS with multi-factor authentication is essential.

Legal document management software with multi-factor authentication helps to enhance data security by adding extra layers of protection. By requiring multiple forms of user verification for accessing sensitive documents and client information, this feature serves as a powerful safeguard against cyber threats and unauthorized access while enabling compliance with industry regulations and standards for data security.

Best Legal Document Management Software for 2024

There are several top legal document management software options for 2024, including LexWorkplace, Worldox, iManage Work, ProLaw, and NetDocuments. These software offer a range of features to streamline document management for law firms.


LexWorkplace is a cloud-based document and email management software tailored specifically for law firms. It seamlessly integrates with the Microsoft Office suite, including Word and Outlook, streamlining document creation and tracking.

Notably, it offers robust features such as email management for easy saving of emails within matters, permissions and access management to control data access within the firm, full Windows and Mac OS compatibility, end-to-end data encryption, geographic data redundancy, and multi-factor authentication for enhanced security.

LexWorkplace has received high user ratings and holds a significant market share among legal document management software options in 2024.

Uptime Legal Systems, the company behind LexWorkplace, is renowned in the legal tech landscape for its innovative approach to providing technology services for law firms. Its adaptability and focus on meeting the specific needs of legal professionals have solidified LexWorkplace’s position as a leading choice in legal document management solutions.


Worldox stands out as a pioneer in document management software, offering Professional, Enterprise, and Cloud applications tailored for legal professionals. With its inception dating back to 1988, Worldox remains at the forefront by providing robust email management, customizable access controls, and an intuitive interface.

Legal firms benefit from Worldox’s comprehensive solutions that prioritize data security and seamless integration with other essential applications. This tool is particularly valuable for lawyers seeking to streamline their document management processes while ensuring high levels of efficiency and security.

Moving on to “iManage Work,” this software solution offers..

iManage Work

iManage Work is a premise-based document and knowledge management software designed for large law firms. It offers unique document ID assignment for every document, ensuring efficient organization and tracking.

Integration with the Microsoft Office suite allows seamless collaboration and editing. The software also facilitates automatic creation and tracking of document versions, streamlining the editing process.

Its email management feature enables easy saving of crucial email messages to specific matters, enhancing overall productivity within the firm.


ProLaw is a comprehensive software designed for law firms, combining practice management, document management, and accounting solutions. It offers features like document storage, profiling, full-text search, version management, email management, and permissions control.

ProLaw prioritizes compliance and data protection with industry-specific solutions tailored to the needs of law firms. It stands out from basic file storage systems and standard practice management applications by providing robust tools to efficiently organize and manage documents.

Ideal for modernizing document management processes and enhancing productivity in law firms, ProLaw comes highly recommended as a legal document management software.


NetDocuments is a cloud-based legal document management software that provides secure document storage, e-signature options, and a user-friendly interface. It offers collaboration tools for multiple users and integrates with other applications.

With advanced search functionality, legal professionals can quickly access the documents they need. This makes NetDocuments an efficient solution for law firms looking to streamline their document management processes and enhance productivity.

Moving on to “eDOCS”, this legal document management software also offers robust features tailored for law firms and legal professionals.


eDOCS, previously known as Hummingbird, is an ECM system utilized across various industries, including law firms. It is notably favored by in-house legal departments within large companies for its user-customizable tile-based interface.

As a premise-based system, eDOCS necessitates an onsite server to operate and offers essential document management and records management features like file storage, version control, document check-in/out, profiling, tagging, Outlook collaboration, and user permissions.

With functionalities geared towards basic document management needs along with record maintenance capabilities, eDOCS serves as a reliable choice for organizations seeking efficient content management solutions tailored to their specific requirements.


SharePoint is a top legal document management software for 2024, known for its collaboration and version control features. It integrates with Outlook for comprehensive email management, enabling law firms to organize and access documents efficiently.

With refined search options, it allows users to search across millions of pages, documents, folders, emails, and notes in seconds. Additionally, SharePoint offers multi-factor authentication for secure file access.

In summary, SharePoint stands out as an effective legal document management solution due to its robust collaboration tools and advanced search capabilities.


Moving on from SharePoint, SmartVault is a cloud-based document management system and client portal, focusing on online document management and secure file sharing. It offers industry-specific solutions that emphasize compliance and data protection.

SmartVault integrates security features with client portal accessibility, making it one of the best legal document management software for 2024. Key features include storing files and folders, full-text search, version management, profiling and tagging, user permissions, and encryption.

This makes SmartVault a reliable choice for law firms seeking efficient document management solutions while prioritizing data security.


When it comes to legal-centric document management software, OpenKM stands out as a robust cloud-based solution tailored specifically for law firms. It offers a comprehensive Document Management System equipped with features such as automatic cataloging, metadata capture, and Optical Character Recognition (OCR) functionality.

One of the critical aspects highlighted by OpenKM is its emphasis on robust search capabilities essential in a legal Document Management System. This includes the ability to search through all data and filter or search by matter, document type, author, and more.

When to Implement Legal Document Management Software

If your law firm is dealing with fragmented and scattered documents, unstructured folders, and the need for robust search capabilities, it may be time to implement legal document management software.

Additionally, if you’re aiming for a paperless law firm or require document annotation features, it’s worth considering the switch to a digital solution.

Fragmented and Scattered Documents

Fragmented and scattered documents within law firms can lead to confusion, inefficiency, and security risks. Multiple versions of legal documents stored across various locations make it challenging to ensure the accuracy and integrity of the information.

This disorganization can result in wasted time as employees struggle to find the correct document version, ultimately impacting productivity. Furthermore, scattered documents pose security risks as sensitive information becomes harder to monitor and protect against unauthorized access or data breaches.

Implementing legal document management software is crucial for addressing fragmented and scattered documents effectively. By centralizing document storage and enabling robust search capabilities, this software ensures that all relevant files are consolidated, easily accessible, and secure.

Unstructured Folders

Law firms dealing with unstructured folders face challenges in managing and retrieving important legal documents efficiently. The implementation of legal document management software is crucial for bringing order to fragmented and scattered files, addressing the issue of unstructured folders in a paperless law firm.

By utilizing the features of DMS such as full-text search and document version management, legal professionals can easily organize and access critical information while enhancing overall productivity.

Transitioning to a paperless law firm can significantly improve the organization’s ability to manage unstructured folders effectively through robust search capabilities and centralized document storage.

With the right DMS in place, law firms can streamline their operations, mitigate compliance risks, and ensure that vital legal documents are securely stored and easily accessible.

Need for Document Annotation

Legal document annotation is essential for effective collaboration and communication among legal professionals. In a fast-paced environment, where accuracy is crucial, annotations provide a means to highlight important details, add comments, and suggest changes within documents.

Moreover, such collaborative features help in streamlining discussions on complex legal matters by allowing users to easily reference specific sections or clauses within the document.

With the increasing need for real-time collaboration and remote work capabilities in the legal industry, document annotation acts as a vital tool that facilitates seamless communication amongst team members spread across different locations.

Aim for a Paperless Law Firm

To aim for a paperless law firm, it is essential to embrace legal document management software that facilitates secure storage, diverse form library, and e-signature options. By adopting such software, law firms can significantly reduce their reliance on physical paperwork and transition towards a more efficient and environmentally friendly digital workflow.

Moreover, the implementation of legal document management software is crucial for going paperless while ensuring that sensitive client information remains secure and easily accessible when needed.

Implementing legal document management software not only streamlines operations but also aligns with modern technological advancements in the legal sector. It allows for better organization of documents, increases collaboration among team members, and reduces the risk of misplaced or lost files – an important step towards establishing a more sustainable and agile working environment within law firms.

Need for Robust Search

To achieve a paperless law firm, robust search capabilities are crucial in legal document management software. It allows users to efficiently search through all data and filter documents based on various criteria such as matter, document type, author, and more.

This prevents confusion among multiple document versions and ensures the integrity of legal documents. Robust search capabilities enable quick access to specific information when needed, enhancing productivity and efficiency for law firms.

Benefits of Cloud-based Legal Document Management Software

Cloud-based legal document management software offers benefits like enhanced data security, work flexibility, lower risk of data loss, reduced IT costs, and automatic software updates.

Data Security

Data security is crucial for legal document management software. Complete data encryption and multi-factor authentication enhance data security, ensuring that only authorized personnel can access sensitive information.

Automatic data replication and storage across multiple geographically dispersed data centers reduce the risk of data loss, providing an extra layer of protection. Cloud-based systems also provide automatic software updates, ensuring the latest security measures are in place to safeguard confidential legal documents.

Work Flexibility

With cloud-based systems enabling remote access to legal documents from anywhere with an internet connection, legal professionals can enjoy enhanced work flexibility. Collaboration among multiple users becomes seamless, allowing for flexible work arrangements and the convenience of accessing documents remotely.

Some software solutions also provide features for remote access from mobile devices, further enhancing the ability of legal practitioners to work flexibly and efficiently.

These software packages integrate e-signature options to enable quick and efficient signing of legal documents, providing additional flexibility and convenience for legal professionals.

Lower Risk of Data Loss

Cloud-based legal document management software greatly reduces the risk of data loss by utilizing automatic data replication and storage across multiple data centers, ensuring high availability and durability of stored information.

This approach eliminates the vulnerability to server failure, thereby maintaining the integrity and security of critical legal documents. Furthermore, cloud-based systems employ complete data encryption and multi-factor authentication to enhance data security, significantly lowering the risk of unauthorized access and potential data breaches.

Additionally, these solutions provide automatic software updates that eliminate the need for manual interventions, reducing exposure to outdated or vulnerable software.

Reduced IT Costs

Cloud-based legal document management software significantly reduces IT costs by eliminating the need for expensive hardware and infrastructure. This helps law firms save money on purchasing and maintaining servers, as well as reducing the associated energy costs.

Moreover, regular updates and maintenance provided by cloud-based systems minimize the need for in-house IT support, thus further cutting down on operational expenses. Additionally, remote access to legal documents from any device decreases the requirement for expensive office space and infrastructure.

These savings can contribute significantly to a law firm’s bottom line.

Automatic Software Updates

Automatic software updates are essential for maintaining the security and efficiency of legal document management software. These updates ensure that the system is always equipped with the latest features and security patches, reducing the risk of vulnerabilities from outdated software versions.

With seamless rollout to all users, automatic updates contribute to uniformity in both features and security across law firms. This continuous improvement not only enhances data security but also elevates overall productivity, making it a cost-effective and convenient solution for legal document management.

Cloud-based DMS benefits greatly from automatic software updates as they enable continuous enhancement without disrupting workflow. Additionally, these updates play a crucial role in contributing to the overall efficiency and productivity of law firms while ensuring that they remain at the forefront of data security measures through up-to-date software.


In conclusion, legal document management software offers law firms enhanced efficiency, security, and organization. With features like full-text search and document version management, these platforms streamline workflow and ensure document integrity.

Cloud-based options provide flexibility and cost-effectiveness while maintaining data security. By choosing the right software for their needs, law firms can improve productivity and compliance while adapting to the evolving landscape of the legal industry.