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

Last updated: April 2026

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114 software options

Planview Daptiv logo

Project portfolio management solutions

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Changepoint PPM (formerly Daptiv PPM) is an on-demand, integrated suite of PPM applications including portfolio management, project management, resource management, time & expense, document management and more.

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Basil logo

Cloud-based accounting practice management software

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Basil is an all-in-one practice management software solution designed specifically for accounting and CPA firms. With a simple user interface, Basil streamlines daily operations and client interactions to help firms work more efficiently.

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Axero logo

Intranet software and collaboration solutions.

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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.

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Clustdoc logo

Customer onboarding software for modern businesses

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Clustdoc Digital Client Onboarding Software provides your team with complete solutions to scale your onboarding process: from collecting customers information, delivering supporting documents, signing contracts, to verifying client’s identity.

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HoudiniESQ logo

Cloud or on-premise legal practice management software

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The most cost effective way to manage your legal practice from anywhere. HoudiniEsq is one integrated suite of tools that streamlines workflow, increases productivity, helps you to provide better service, and helps build your practice. All with scalable Web-accessibility at its core.

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Lexzur logo

Enterprise Capabilities End-to-End

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Lexzur is an AI solution for contract & matter workflow automation—built for any team.

It combines two robust modules:
Contra by Lexzur: AI contract lifecycle management and document automation
Practice by Lexzur: AI legal practice management solution

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CobbleStone Contract Insight logo

Contract lifecycle management system

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CobbleStone's award-winning document management solution enhances document storage and streamlines the retrieval of documents.

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LetsBuild logo

See everything. Align everyone.

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LetsBuild is a real time project management tool for professionals in the construction industry.

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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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Ideagen Collaboration Portal logo

Enterprise Collaboration with Total Control

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Cloud-based workspaces make it easy to manage your documents across multiple stakeholders.

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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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Onehub logo

Secure enterprise file sharing made easy.

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Onehub provides secure, easy-to-use file sharing for business. More than 1 million business users trust Onehub for file sharing, client portal and virtual data room needs.

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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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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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FileCenter logo

Document management, scanning, and PDF software.

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FileCenter is a document management software that helps small to large businesses organize files, edit PDFs, search documents, and more on a centralized platform. It lets staff members utilize OCR technology to automatically scan files.

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NetDocuments logo

Cloud-based document management tool for teams.

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NetDocuments provides a cloud-native document and email management system designed specifically for legal professionals. The platform features intelligent document organization, automated email filing, and secure collaboration tools with real-time editing capabilities. NetDocuments integrates with over one hundred fifty technologies including Microsoft Teams and offers AI-powered tools that help legal teams automate workflows while maintaining document security and compliance.

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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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Bigle logo

AI-powered Contract Lifecycle Management (CLM) Platform.

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End-to-end AI-powered CLM platform with a mission to make legal operations easy and liberate professionals from manual tasks.

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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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Avokaado logo

Contract intelligence platform for legal, revenue, and ops.

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Avokaado is an all-in-one contract lifecycle management platform that helps teams manage, create and collaborate on documents without ever leaving the platform. Our solution is a perfect fit for the teams who need to manage a high volume of documents in an efficient, compliant and transparent way.

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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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