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Document Management Software with Process/Workflow Automation (2026) - Page 3

Last updated: April 2026

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170 software options

OnBase logo

Enterprise content management solution

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Automate & integrate the management and control of documents, business processes & records using one application

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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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Excel-to-Word Document Automation logo

Automatically merge Excel content into your Word or PPT docs

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Excel-to-Word Document Automation is document generation software designed to help businesses update information and calculations from a Microsoft Excel worksheet into a Microsoft Word document or a PowerPoint presentation.

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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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iTacit logo

Workforce communication software to engage & train employees

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iTacit is a workforce communication software that enables businesses in the healthcare, banking, and manufacturing industries, as well as public sector organizations, to manage employee communications, recruiting, onboarding, engagement, training, and more.

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AIDA logo

Artificial intelligence (AI) powered document automation

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Revolutionize document management with AIDA. Effortlessly extract fields from any document after just a single example. Experience seamless data management, automatic archiving, and document relations. Boost productivity with our user-friendly platform. Start today with the free forever plan!

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Klyck logo
Category Leaders

Everything in one place for documents in motion

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Klyck is a modern AI-powered content and document management platform with a Netflix-style library, Amazon-like filters, and workflows.

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Woodpecker logo

Document automation app for solo or small legal firms

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Woodpecker automatically populates templates for legal documents with specified client data. It can populate single or multiple templates with input from forms and questionnaires or via API access. Woodpecker works with DOCX and PDF documents. Output files can be downloaded or shared via a web link.

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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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BNC IBIS logo

Cloud CRM for selling on construction projects.

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BNC IBIS Document Management module simplifies managing and organizing documents, and maintains document integrity.

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Zoho Writer logo

Online word processor for collaborative work

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Powerful word processor designed for today's workflows

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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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Etrieve logo

Enterprise content management software

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Etrieve is an enterprise content management software that helps businesses eliminate paper to save time and money and reduce errors ensuring the best student, staff, and faculty experience.

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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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Mitratech HotDocs logo

Template-driven, automated document & form assembly software

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HotDocs is a document automation solution that turns frequently used documents or forms into intelligent templates for faster reproduction with greater accuracy

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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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ACE logo

Enterprise Quality Management System

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Adaptive Compliance Engine (ACE) is a cloud-based quality management system designed to help businesses in biotechnology, cosmetics, pharmaceuticals, healthcare, manufacturing, and other industries manage compliance, quality, and efficiency across all operations in real-time.

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Rosmiman logo

Software for asset management and maintenance.

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Software for asset management and maintenance with a powerful and complete document management system in combination with a graphic documentation system of space, use and occupation plans, turning the assets lifecycle into an area with a measurable return and impact on company's income statement.

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Digital Integrated Management System logo

Quality, compliance, governance, improvement & digitization

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Digital Integrated Management System is an AI-powered IMS that connects QMS, DMS, BPM, and GRC to standardize processes, strengthen compliance, and surface real-time insights. Purpose-built for regulated sectors and certified to ISO 27001 with CSV validation, it ensures full traceability and audit readiness.

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WorkTogether logo

A workflow-based intranet solution for companies in Italy

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WorkTogether is a collaborative intranet program for Italian companies with over 100 employees. It provides business leaders with over 40 customizable modules, enabling them to engage staff, restructure internal communications, manage projects, build knowledge bases, and create approval processes.

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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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Genie AI logo

Meet your new Legal AI Assistant.

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Genie AI is a contract assistant powered by legal AI. Draft, review, edit, and negotiate contracts from start to finish using natural language, smart templates, and AI-powered risk review - without delays, legal blockers, or expensive external counsel.

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Email Manager for Microsoft 365 logo

Capture & classify emails from Outlook 365 to SharePoint

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Colligo Email Manager for Microsoft 365 is ideal for mid- to enterprise-size businesses using SharePoint Online in industries with regulatory or policy compliance requirements. The SharePoint add-on lets you capture and auto-classify emails and attachments right from Outlook to SharePoint and Teams.

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altaFlow logo

No-Code Workflow Automation Platform

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AirSlate is a no-code business automation platform that can configure and automate any business process. The platform allows users to create and automate complex workflows using robotic process automation (RPA), document process automation (DPA) and a drag-and-drop flow creator.

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