Document Management Software with Client Management

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15 apps

Doc.It Suite   

22
Document and workflow management solution
Doc.It Suite helps businesses streamline document management, workflows, data backup, and more. The platform comes with an archiving functionality, which lets users securely store indexed PDF files with bookmark tags or retention policies and share copies with teams across departments. Read more about Doc.It Suite
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Document and workflow management solution
Doc.It Suite helps businesses streamline document management, workflows, data backup, and more. The platform comes with an archiving functionality, which lets users securely store indexed PDF files with bookmark tags or retention policies and share copies with teams across departments. Read more about Doc.It Suite
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Communifire by Axero   

18
Intranet software and collaboration solutions.
Axero provides easy-to-use document management software that boosts productivity, unifies your people, and helps your company thrive. Increase productivity. Unite employees. Improve culture. Read more about Communifire by Axero
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Intranet software and collaboration solutions.
Axero provides easy-to-use document management software that boosts productivity, unifies your people, and helps your company thrive. Increase productivity. Unite employees. Improve culture. Read more about Communifire by Axero
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Huddle   

42
Secure document collaboration & project management
Cloud-based workspaces make it easy to manage your documents across multiple stakeholders. Read more about Huddle
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Secure document collaboration & project management
Cloud-based workspaces make it easy to manage your documents across multiple stakeholders. Read more about Huddle
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Shelf   

45
Knowing Made Easy
Shelf is a an award winning knowledge sharing platform that has the best search in the industry and is a leader in usability. Read more about Shelf
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Knowing Made Easy
Shelf is a an award winning knowledge sharing platform that has the best search in the industry and is a leader in usability. Read more about Shelf
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Legito   

27
Automate drafting and managing your documents. 120K+ users
Legito is a cloud-based documents automation solution that helps small to midsize businesses automate document management, allowing users to manage documentation, negotiation, collaboration, drafting, revisions, and more through custom templates, notifications, analytics, and managerial reports… Read more about Legito
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Automate drafting and managing your documents. 120K+ users
Legito is a cloud-based documents automation solution that helps small to midsize businesses automate document management, allowing users to manage documentation, negotiation, collaboration, drafting, revisions, and more through custom templates, notifications, analytics, and managerial reports… Read more about Legito
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Nimbus   

4
Cloud document management (CDM)
Document Management with Secure Client Portal. Read more about Nimbus
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Cloud document management (CDM)
Document Management with Secure Client Portal. Read more about Nimbus
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Bitrix24   

419
100% free CRM, collaboration and communication tool suite
Bitrix24 is a 100% FREE document management platform used by over 4 million businesses worldwide. Available in cloud and on-premise (open source code access). Personal, group and company drive, file sync, file sharing, mobile access, online and offline document editing, multiuser editing, more. Read more about Bitrix24
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100% free CRM, collaboration and communication tool suite
Bitrix24 is a 100% FREE document management platform used by over 4 million businesses worldwide. Available in cloud and on-premise (open source code access). Personal, group and company drive, file sync, file sharing, mobile access, online and offline document editing, multiuser editing, more. Read more about Bitrix24
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Canopy   

92
Tax resolution & practice management
Canopy helps accountants & tax professionals to gather client information and documents, asses tax resolution scenarios, and auto-complete IRS forms. Read more about Canopy
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Tax resolution & practice management
Canopy helps accountants & tax professionals to gather client information and documents, asses tax resolution scenarios, and auto-complete IRS forms. Read more about Canopy
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Smokeball  

82
Legal productivity software for small law firms.
Smokeball cloud-based legal productivity software for PCs automatically records time and activity for you. Smokeball boasts full billing capability, an industry-leading document automation library with over 14,000 legal forms, Daily Digest, powerful integrations and a robust mobile app. Read more about Smokeball
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Legal productivity software for small law firms.
Smokeball cloud-based legal productivity software for PCs automatically records time and activity for you. Smokeball boasts full billing capability, an industry-leading document automation library with over 14,000 legal forms, Daily Digest, powerful integrations and a robust mobile app. Read more about Smokeball
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Clust  

50
Client document collection & collaboration platform
Clust is a document collection platform for businesses which offers tools for sharing documents, collaborating with partners, building forms, and storing files within the cloud. Clust aims to automate the document collection process for sales, financial services, contractors, consultants, and more. Read more about Clust
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Client document collection & collaboration platform
Clust is a document collection platform for businesses which offers tools for sharing documents, collaborating with partners, building forms, and storing files within the cloud. Clust aims to automate the document collection process for sales, financial services, contractors, consultants, and more. Read more about Clust
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OneSoft Connect  

23
Simple team collaboration and backoffice software
Enables keep your contracts, meeting minutes, job descriptions or any document with your project, employee or whatever you need. Read more about OneSoft Connect
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Simple team collaboration and backoffice software
Enables keep your contracts, meeting minutes, job descriptions or any document with your project, employee or whatever you need. Read more about OneSoft Connect
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Legal Files  

19
Legal case and matter management software
Legal Files offers a complete and fully functional document management assembly program as a standard component of its case & matter management application. Fully integrated with Word, Legal Files also offers document assembly. Read more about Legal Files
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Legal case and matter management software
Legal Files offers a complete and fully functional document management assembly program as a standard component of its case & matter management application. Fully integrated with Word, Legal Files also offers document assembly. Read more about Legal Files
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Liscio  

10
Secure messaging, file sharing & eSignature platform.
Liscio is a secure sharing solution that simplifies communication and collaboration by creating a safe digital space to connect and work together. Read more about Liscio
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Secure messaging, file sharing & eSignature platform.
Liscio is a secure sharing solution that simplifies communication and collaboration by creating a safe digital space to connect and work together. Read more about Liscio
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enVisual360  

5
Compliance solution for wealth management firms
enVisual360 is a cloud-based wealth management solution that helps small to large enterprises manage accounting operations and streamline communication across the business. It comes with a centralized dashboard, which enables users to gain insight into business operations using charts. Read more about enVisual360
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Compliance solution for wealth management firms
enVisual360 is a cloud-based wealth management solution that helps small to large enterprises manage accounting operations and streamline communication across the business. It comes with a centralized dashboard, which enables users to gain insight into business operations using charts. Read more about enVisual360
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PHC FX  

2
PHC FX is a complete business solution, 100% online.
Integrated Document Management. Read more about PHC FX
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