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Document Management Software with Client Management (2026) - Page 4

Last updated: April 2026

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83 software options

CaseGlide logo
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Claims litigation management solution

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CaseGlide’s claims litigation management solution drives collaboration through an innovative, integrated platform that brings together adjusters, attorneys, and claims leadership, streamlining processes and reducing costs. CaseGlide shortens case cycle times, lowers costs, and delivers analytics.

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TRADE.EASY Import Export logo
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Web-based tool for handling real-time import & export tasks

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TRADE.EASY Import Export redefines the landscape of real-time import-export operations management, covering various aspects such as shipping management, finance, and accounting. Specifically crafted for businesses engaged in international goods trading, import/export, back-to-back trading, physical trading, wholesale trading, and beyond, this solution serves as a versatile tool for overseeing sales and accounting operations with precision and efficiency.

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NewgenONE Digital Transformation Platform logo
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NewgenONE Low Code Digital Transformation Platform

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A unified, cloud-based, low-code platform for automating end-to-end processes and comprehensively managing content and communications, backed by AI-based cognitive capabilities and a robust integration ecosystem.

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WealthSphere logo
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Wealth management solution for entity compliance/financials

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WealthSphere is a wealth management solution that includes integrated modules, such as customer relationship management (CRM) system, entity administration, document management, and more.

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Acounta logo
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Work Incredibly

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Effortlessly manage all client documents in one secure location. Quickly upload, organize, & access files to ensure critical information is always at your fingertips. Simplify workflow & boost efficiency with our intuitive interface, making categorizing and retrieving files effortless.

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RunSensible logo
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Empower Your Law Firm & Simplify Your Practice with One Seam

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RunSensible simplifies legal management with features like time tracking, accounting tools, and case management. It's accessible on desktop and mobile, fosters collaboration, and streamlines processes for legal professionals. RunSensible also offers customizable templates and electronic bill payment

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Expodite logo
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Empower Exports with Expodite's Cloud Solution.

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Expodite is a robust cloud-based order management platform tailored for exporters in India. It simplifies inventory, streamlines documentation, optimizes shipping, and enhances communication.

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PHC Tracker logo
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Digital signature and document management solution

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PHC Tracker is a digital field supervision solution designed specifically for home healthcare agencies to streamline and automate post-visit workflows. The system enables field supervisors to conduct real-time data entry at client premises using laptops or tablets, replacing traditional paper-based processes with secure fillable forms, digital signatures, and instant PDF generation.

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