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Document Management Software with Client Management (2026) - Page 2

Last updated: April 2026

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83 software options

RazorSign logo

AI-powered, Contract's-driven Legal Operations Platform

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AI-Powered, Contracts-Driven Legal Operations Platform. Discover a single unified platform for managing Contracts, Matters, Queries, Legal Spends, Compliances, and more.

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Fieldguide logo

AI Platform for Advisory and Audit

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Fieldguide's AI Platform for Advisory and Audit is built for practitioners by practitioners. The AI-powered software helps clients and teams streamline any type of engagement, including SOC 2, PCI, HITRUST, and more.

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HighQ logo

Cloud-based legal case management tool for legal teams.

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HighQ's intelligent solution combines automated workflows, document automation, and secure collaboration to transform the way professionals work and engage with clients and colleagues.

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Docsvault logo

On-premise document management for legal & business teams

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Docsvault is an on-premise document management software for law firms and businesses to organize, secure, and manage documents and emails. With workflow automation, OCR, AI-powered data capture, and Office & Outlook integration, it improves productivity while ensuring full control and compliance.

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Screendragon logo

AI-powered Work Management System for Enterprise & Agencies

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Screendragon is an all-in-one AI-powered marketing work management platform built for enterprise marketing and marketing agencies. The platform is the orchestration engine that busy marketing and agency teams need to work at speed while unifying AI, automation, and humans in one ecosystem.

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Aptien logo

Employee management and office collaboration suite

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Enables you to keep your contracts, meeting minutes, job descriptions or any document with your project, employee or whatever you need. Aptien's flexibility shares information across business processes.

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Esker logo

Unlocking Positive-Sum Growth with AI-Driven Solutions

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Esker is a global cloud platform built to unlock strategic value for Finance, Procurement and Customer Service professionals, and strengthen collaboration between companies by automating the cash conversion cycle.

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Efficy CRM logo

Pay-less for more. Europe's most flexible CRM

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Known as Europe’s most flexible CRM, Efficy offers a completly customisable Customer Relationship Management solution. With us, you'll centralize your customer data, empower your employees, and grow your business.

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DocuXplorer logo

Your Intelligent Document Solution Partner

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Ensure your team has fast and secure access to the information they need, wherever they’re working. Stop wasting time filing and searching for documents. You'll automate mundane data entry and manual processes, increasing accuracy and your bandwidth.

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SurePoint Practice Pro logo

Legal Practice Management for Mid-Sized Law Firms

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SurePoint Practice Pro is modern practice management software for any size law firm, streamlining matters, documents, billing, and productivity with automation, AI-powered time capture, and centralized collaboration.

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Content Central logo

On-premise & in-cloud document management software

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Eliminate repetitive and tedious processes with Content Central’s powerful workflow engine and integrations, intelligently sort and store your documents, and ensure eSignatures and forms are filed or sent securely and on-time with unmatched automation and compliance tools.

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OneDeck logo

Business management platform

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Smart, intelligent and automated platform for all your business management needs

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Summize logo

Digital contracting, done differently

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Summize is a game-changing software for businesses that work with contracts. Intelligent automation makes contract workflows smarter and simpler, uniting legal teams and business stakeholders.

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Legal Files logo

Cloud-based legal case management solution for lawyers

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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.

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LegalSurf logo

Legal document management software

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LegalSurf is a legal document management software that helps law firms and legal departments digitize operations. It centralizes case management, streamlines collaboration and communication within the team, and automates various legal tasks. LegalSurf integrates with tools like Google Calendar and WhatsApp and provides detailed reports and metrics to help monitor team performance.

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UniFi logo

UniFi — One system, limitless use cases.

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UniFi is one platform with limitless use cases across every department. With limitless use cases, innovative features, and the ability for end users to create bespoke apps without coding knowledge, UniFi is the one system that does it all.

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Teamogy logo

All-in-one cloud platform for projects, finances & teams

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Teamogy is a secure all-in-one cloud platform for managing projects, finances, documents and teams. Includes budgeting, time tracking, invoicing, reporting, integrations and automation. Accessible anytime, scalable for startups to enterprises.

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Mango Practice Management logo

Everything accountants need, all in one place.

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Mango Practice is a cloud-based practice management solution designed to help accounting firms, tax professionals, bookkeepers, and CPA practices manage their workflows, documents, client communication, billing, time tracking, and payments more effectively.

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dMACQ DMS+ logo

Document management system for legal, HR & finance teams

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dMACQ DMS+ streamlines document management with AI-powered features, including auto-indexing, metadata customization & secure storage. It supports bulk operations, advanced search & seamless third-party integrations, ensuring efficient document lifecycle management.

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Dibcase Legal Case Management logo

Cloud-based legal case management solution

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Dibcase Legal Case Management is a cloud-based solution crafted for social security practitioners. It offers all the features users need with no compromises. With hundreds of integrated forms and templates, it does the formatting for its users.

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Docusoft CloudFiler logo

Cloud-based document and collaboration management software

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Docusoft CloudFiler is built with businesses at the fourth front of its mind. The system is made with key applications to help businesses save, amend, and collaborate on documents internally and with their outbound contacts.

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Moxo logo

Streamline service orchestration processes for customers.

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Moxo offers robust document management tools for secure file sharing, storage, and collaboration. Businesses can streamline document-heavy processes while maintaining compliance with global regulations.

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Doc.It Suite logo

Document and workflow management solution

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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.

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ParaCode logo

Straightforward insurance technology from straight talking

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ParaCode is a cloud-based policy administration and claims management software platform that is product agnostic and is aimed at anyone in the insurance market including MGA’s, Brokers and Insurers who want to take advantage of our Broker portal, Marketplace and Online sales functionality.

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Intalio logo

Turn your data into knowledge with Intalio Solutions.

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Intalio's Document Management System (DMS) enables users to manage and track electronic documents across the entire organization with seamless information governance.

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