Matter-Based Folders
Organize files automatically per matter.
Document Management
Law Firm Document Management Software
Securely store, share, and search files across your legal practice. No more lost versions, unsecured attachments, or hours spent hunting for the right file.
Key features
What you get with Document Management
AI Tagging & Search
Use tags and OCR to locate any document instantly.
Role-Based Access
Set viewing, editing, and sharing permissions.
Version Control
Track document changes and rollback history.
Secure Sharing
Share files with clients and counsel without email risk.
Audit History
See who opened, edited, or shared every document.
Keep exploring
Pairs well with
Smart Intake
Convert prospects into clients with intelligent forms and real-time conflict checks.
Matter Management
Trigger deadlines, checklists, and document templates automatically based on matter stages.
Document Generation
Use pre-set templates to generate agreements, motions, and more using case data.
The Future of Legal Practice Management, Today
From intake to invoicing, streamline workflows, automate tasks, and delight clients, all in one unified platform.