# Top 3 Legal Document Management Software  | Capterra

> Looking for legal document management software? Check out this list of the top three document management software for your law firm.

Source: https://www.capterra.com/resources/top-legal-document-management-software

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LegalLegal Services

# Top 3 Legal Document Management Software

By Ashish Upadhyay

Ashish Upadhyay

Ashish Upadhyay is a writer at Capterra. He provides insights to help small businesses identify the right software for their needs by analyzing over 550,000 ...

[See bio & all articles](https://www.capterra.com/resources/author/aupadhyay/)

  

Published February 27, 2023

6 min read

## Digitize and manage paperwork with legal document management software.

Law professionals work with loads of paper documents every day—from contracts and licenses to emails and notices. Manually managing and tracking such large numbers of documents can be challenging. But with legal document management software, law firms can simplify this process and make document management easier for their staff. 

Document management software allows legal teams to convert paper-based documents into digital copies, store and organize their documents in a central repository, quickly search and retrieve the files they need, and collaborate in real time on crucial paperwork.  

This article alphabetically highlights the top three document management software for legal services firms based on verified software reviews. For each product, we’ve included overall user ratings along with the highest-rated parameter, review excerpts from industry professionals, and product pricing. [Read more](#methodology).

## 1\. Dropbox Business: Remotely deletes sensitive files from lost or stolen devices

#### Trial/Free Version

-   Free Trial
-   Free Version

#### Highest-rated parameter

Ease of use - 4.75/5

#### Commonly used by

Small businesses

#### Starting price

$15 per user, per month

#### Device Compatibilty

#### Screenshots

File management in Dropbox Business ([Source](https://www.capterra.com/p/143068/Dropbox-Business/))

\* Analysis Accurate as of February 2023

**Here are some review excerpts from legal services professionals who have used Dropbox Business for document management:**

_"The ease of use, the "Send for Signature" feature, the cloud sharing, working remotely.It is an all in one product that is absolutely amazing and reliable."_

_"It's easy to use when needing to view documents securely and share.It provides a great piece of mind knowing that a group of employees can view and share documents via a secure option."_

_"This is a great package for those we can afford such.The additional add in for e-sign has made the dropbox stand out from day 1.It is simple to install and most time (90%) it does it thing and sync the file to the cloud.The ability to view file without having some pre-installed software is a great feature as compared to other tools that forces the users to have installed application to open or view files. We can have conversations about file, to put ideas into context, as compared to a track change, which is also fully available. As IT I now believe for the same fee the whole PC desktop and related files can be backedup with little hassle or intervention. My users loves the idea of taking a photo on a word mobile device and having this photo in their desktop without having to email or find alternative transfer means.”_

[Read all Dropbox Business reviews here](https://www.capterra.com/p/143068/Dropbox-Business/reviews/).

## 2\. Google Drive: Syncs documents so you can work offline

#### Trial/Free Version

-   Free Trial
-   Free Version

#### Highest-rated parameter

Value for money - 5/5

#### Commonly used by

Small businesses

#### Starting price

$1.99 per user, per month

#### Device Compatibilty

#### Screenshots

Accessing files and folders in Google Drive ([Source](https://www.capterra.com/p/161425/Drive/))

\* Analysis Accurate as of February 2023

**Here are some review excerpts from legal services professionals who have used Google Drive for document management:**

_"In my honest opinion is the best for cloud storage and document sharing/managment.One of its best features  is the live editing of google sheets, and you can do it simultaneously with othe collaborators with editing permits.The customer service is top notch, I once accidentaly deleted some files, and they recover them within an hour of my help submission."_

_“Drive is an excellent storage software.5 year ago I was still using external memories for my work documents, but an unfortunate evet (office theft) made me lose my backup and I decided to look for other options such as Google Drive, this allowed me to save all my work and personal documents, giving solution to the problems of data backup.Now I am not worried because I know that my information is stored in the cloud and I can access it at any time."_

_"I love that GDrive is free (if you're not using business), and that it integrates with all the other google apps I use in life.”_

[Read all Google Drive reviews here](https://www.capterra.com/p/161425/Drive/reviews/).

## 3\. Microsoft 365: Offers personalized suggestions for document search

#### Trial/Free Version

-   Free Trial
-   Free Version

#### Highest-rated parameter

Functionality - 4.67/5

#### Commonly used by

Small businesses, enterprise businesses

#### Starting price

$6.99 per user, per month

#### Device Compatibilty

#### Screenshots

File templates in Microsoft 365 ([Source](https://www.capterra.com/p/227157/Microsoft-365/))

\* Analysis Accurate as of February 2023

**Here are some review excerpts from legal services professionals who have used Microsoft 365 for document management:**

_"Microsoft 365 offers you a combo of applications, it gives you Word, Excel, Power Point, all for handling documents, organization presentations.There is not much more to say about these apps, they work as a benchmark for office automation in the world, One Note, Outlook, One Drive and Skype also included.The family plan can also be used for small businesses at an affordable cost, but paid annually.In addition, the cloud storage and its multiplatform option makes your life easier."_

_"Microsoft 365 is overall a great software to use and it integrates well with other products.You are able to use Teams for making video calls and conducting conference calls and you can use PowerPoint to make great presentations with it's excellent features.You can also integrate with Outlook making communication within a business more efficient."_

_"Overall experience is great.For my personal use, I would most likely use one of the free options that would work just as well for my needs.However, if utilizing software from a business standpoint, it's unbeatable."_

[Read all Microsoft 365 reviews here](https://www.capterra.com/p/227157/Microsoft-365/reviews/).

## What features does legal document management software offer?

Legal document management software offers the following core features:

-   **Document capturing**: Scan and convert legal documents into digital files and move them to the software for storage or processing.
    
-   **Document storage**: Store legal documents in a centralized location for easy access.
    
-   **Full-text search**: Look for specific text in the entire document, not just sections. 
    

All products listed in this article include the features mentioned above. 

**Besides these core features, legal document management software also commonly tends to offer:**

-   Access controls and permissions
    
-   Archiving and retention
    
-   Collaboration tools
    
-   Compliance tracking
    
-   Document classification
    
-   File conversion
    
-   File sharing
    
-   Audit trail
    
-   Optical character recognition
    
-   Records management
    
-   Version control
    

## How to choose the best document management software for your law firm

Here are some considerations to keep in mind when choosing a document management solution for your legal firm:

-   **Opt for the document search-and-retrieve function**. This feature allows you to use keywords such as document name, date, author, and metadata to quickly search through the content repository and locate the file you need. 
    
-   **Check the collaboration capabilities.** Facilitate real-time collaboration between your legal team and clients by shortlisting software that lets multiple users work on a document simultaneously, track the changes made, and add comments or feedback. 
    
-   **Evaluate the document security feature**. Look for robust security features such as document storage encryption, access controls, and multifactor authentication to protect sensitive information within your legal documents. 
    

## Common questions to ask software vendors before purchasing document management software

Here are some questions to ask vendors when buying a document management system for your legal firm:

Does your software offer document indexing?

Handling and searching through a bulk of documents can be challenging for your legal team. The document indexing feature organizes documents based on various attributes or meta tags, such as client name, case number, document type, and creation date, so your teammates can quickly locate the file they need.

Does your software support version control?

The version control feature enables your legal department to track different versions of a document, which is necessary to ensure document accuracy and compliance.

Does your software provide a digital signature feature?

Having a legal document management system with digital signature capabilities makes it easier for your law firm to speed up the signature process and ensure document authenticity.

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**Methodology**

To be considered for this list, products had to:

-   Have at least 20 unique product reviews from users in the legal services industry, published on Capterra between February 2020-22. We selected the three products with the highest ratings to feature in this article.
    
-   Offer the following core document management features: document storage, document capture, and full-text search.
    

To determine which size businesses each product is commonly used by, we check if at least 20% of reviewers come from a particular business size and only then classify the product as having customers from that business size.

Review excerpts are passages extracted from longer reviews written by verified reviewers. We obtain these excerpts by applying an algorithm that considers factors including, but not limited to: length, topic coverage, and thematic relevance. Excerpts are evaluated for positive or negative sentiment and receive a sentiment score.

Excerpts represent user opinion and do not represent the views of, nor constitute an endorsement by Capterra or its affiliates. Excerpts are not edited for clarity or grammar.

Read more about our editorial independence.

* * *

Looking for Legal Document Management software?Check out Capterra's list of the [best Legal Document Management software](https://www.capterra.com/legal-document-management-software/) solutions.

### Was this article helpful?

* * *

## About the Author

[### Ashish Upadhyay](https://www.capterra.com/resources/author/aupadhyay/)

Ashish Upadhyay is a writer at Capterra. He provides insights to help small businesses identify the right software for their needs by analyzing over 550,000 Capterra user reviews and nearly 48,000 interactions between Capterra software advisors and buyers. Ashish has written about insurance, fintech, and real estate sectors and his work has been featured in MAST The Magazine and Medium.

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