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

Last updated: April 2026

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114 software options

Studio Plan logo

Billing, document management, and time tracking platform

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Studio Plan helps firms, accountants and labor consultants manage finances and projects including contacts, billing rates, timesheets, and invoices. Users can use the web-based tool to customize their website for each client.

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Flowzone logo

Beautifully flexible and powerful project management.

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Beautifully simple, powerful and customisable document management.

Perfect for any team in any enterprise, large or small.

Fully customisable.

Manage your documents within projects or jobs.

Built in annotation and comparison, no Acrobat required.

Get a free demo today!

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SpreadOffice logo

Cloud-based business management tool

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SpreadOffice is a cloud-based business management tool that assists with the creation of accounting forms such as purchase orders, and invoices. Users can generate reports and customize estimates and invoices according to the organization's format.

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Centralpoint logo

Digital experience platform & content management solution

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Centralpoint by Oxcyon is a digital experience platform & content management solution for enterprises. The cloud-based tool allows users to control knowledge, data, documents, forms, emails, learning, compliance, & more whilst also providing features for managing employees, clients & partners.

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netLex logo

Simple and secure agreements

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netLex is an end-to-end platform used by leading companies to manage their contracts’ lifecycle. Gain +240% productivity by automating document creation and configuring intelligent workflows, as well as extracting data for management and intelligence panels.

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Zapa Client Portals logo

Software for sharing files and managing documents

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Zapa Client Portals is a cloud-based document management software designed to help law firms, accountants, and other businesses send, receive, and store documents in a centralized portal. The platform offers white-labeling capabilities, which enable organizations to personalize the interface with a custom logo, colors, themes, and other elements to establish brand identity with clients.

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Dart logo

Effortless human–AI project management collaboration

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Dart AI is a fully AI-native platform for work management. With built-in chat, customizable agents, and extensible skills, it helps teams automate workflows, manage projects smarter, and collaborate seamlessly in one unified workspace.

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Legal Suite logo

Leading global provider of Enterprise Legal Technology®

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Preserve your Enterprise Legal Memory®. Manage the classification of all records and guarantee the tractability of information.

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Soutron logo

Cloud-based Information Management Platform

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Soutron is a client-driven supplier of cloud-based library, archive, knowledge, and information management solutions for special libraries, corporate information centers, and physical asset handlers.

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Spruce logo

Integrated ERP software for home and building suppliers.

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Spruce is a cloud-based business management and point of sale (POS) solution for home and building supply businesses. It offers end-to-end process management for sales, accounting, purchasing, rentals, manufacturing, delivery, and more from desktop and mobile devices.

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Superlegal logo

AI contract automation platform

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Superlegal is a contract automation platform that aims to enhance the speed, efficiency, and cost-effectiveness of the contract negotiation and signing process.

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HERAW logo

Collaborative platform for content and project management.

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With HERAW, centralize and share all your content in a single secure collaborative workspace:
- Store and index any type of content
- Generate watermarks, assign team rights and track real time activity
- Customise your sharing links for internal or external, private or public use.

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IntellaQuest logo

Business process automation platform

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IntellaQuest is a cloud-based platform that enables users to manage complex business operations and plant business processes in one place. It includes a robust document management system to ensure compliance with industry standards.

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Xerox Workflow Central logo

Workflow and document management platform

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Xerox® Workflow Central is a secure, cloud-based collection of productivity-enhancing document workflows with a simple monthly subscription. Transform physical and digital files instantly and solve everyday workflow challenges: translation, redaction, file conversion, and more.

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Shipnet logo

Your shipping business. One suite of tools.

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Shipnet for Document Management – your maritime solution featuring Documents SE, a cutting-edge document management system with AI capabilities.

Safeguard your crucial files while streamlining access and collaboration. With AI search,
quickly find documents and generate content with AI assistant.

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e-automate logo

ERP for small & medium-sized field service businesses

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e-automate is a cloud-based business management solution for companies that support, sell, and service technology products, such as office equipment, banking equipment, and two-way wireless. The platform covers accounting, contracts, purchasing, inventory, sales, customer service, and more.

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CEMDO logo

Project management solution

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CEMDO is a project management solution for the German market, which helps businesses manage processes related to quote & order capturing, project planning, tasks tracking, shipping, & more. It lets organizations communicate with members via email & chat, & store data in a centralized repository.

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CrewSnap logo

All-in-one software designed for staff augmentation firms

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CrewSnap is software for staff augmentation firms to manage workflows, create branded resumes, and accelerate sales. It provides a portal for talent and client management, automates resume branding, and streamlines the submission process to help staffing firms operate more efficiently.

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MetaShare logo

Next generation document management

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MetaShare is fully integrated with Microsoft 365 and installs as a shell on top of Microsoft 365 or SharePoint 2019. In other words, MetaShare finds your documents no matter where they are stored in Microsoft 365.

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eymanage logo

Simplify your Early Years nursery management and admin

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eymanage is a nursery management software that helps simplify administrative tasks for childcare providers.

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eStudio logo

Project, document, calendar and contact management software

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Manage projects, documents, calendars, files & contacts with eStudio

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REACH logo

Interact and transact with customers at scale, in one app.

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Conduct real-time or self-service agent-customer sessions through REACH Business Cloud®. Collect digital signatures, documents, payments and verify identities. REACH allows agents to guide customers through transactions in real-time or self-service mode.

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ProjectDeck logo

Building Better Ways Of Working

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Overcome the chaos of scattered paperwork, disjointed spreadsheets, and cumbersome software by centralizing all your project needs into one streamlined solution.

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TimO logo

The modular Project-ERP Business Suite

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Digitize your processes from time tracking and resource planning to invoicing – flexible, secure, and 100% made in Germany.

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iSite Lite logo

Web-based real estate property and asset management software

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iSite covers property, assets, facilities, projects, and programs management and combines data to deliver real-time insights. Key features include CRM, billing & invoicing, data capture & management, referral & activity tracking, client & task management, tenant portal & tracking, file sharing, and more.

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