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Top Rated Document Management Software with Clio

Last updated: July 2026

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4 software options

Formstack Documents logo

Document generation tool for teams

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Formstack Documents is a web-based document creation tool for teams that provides features such as customizable document templates, auto-generated forms, advanced data routing, document storage, and more. It allows businesses to transform their data into custom, branded documents.

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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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Intaker logo

AI-enabled conversational platform for lead conversion

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Intaker is an AI-enabled conversational platform that transforms lead conversion and client engagement. With fully automated, customizable chatbots and seamless integrations, Intaker helps law firms, home service companies, and local businesses capture, qualify, and retain clients on autopilot.

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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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