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Legal Document Management Software with Archiving & Retention (2026)

Last updated: April 2026

Why is archiving & retention important for legal document management software users?

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

Archiving and retention ensure secure and accessible storage of past documents, support compliance, facilitate audits, and allow easy retrieval of records for legal references, personnel changes, and future needs. Of the 70 reviewers who rated archiving & retention, 80% rated this feature as important or highly important.

Key features of legal document management software based on insights from 1079 verified reviews

  • Case Management: Reviewers appreciate centralized platforms that manage all case aspects, including documents, communications, tasks, and deadlines, ensuring everything is in one place. 97% of reviewers rated this feature as important or highly important.
  • Document Management: Users highlight the ease of organizing, storing, and retrieving documents, with features like templates, secure sharing, and integration with other tools. 95% of reviewers rated this feature as important or highly important.
  • Billing & Invoicing: Reviewers value the efficiency in tracking time, generating invoices, and managing payments, with options for different billing rates and automated reminders. 95% of reviewers rated this feature as important or highly important.
  • Client Management: Users find it beneficial to have all client-related information easily accessible, with tools for communication, document sharing, and tracking interactions. 94% of reviewers rated this feature as important or highly important.
  • Electronic Signature: Reviewers appreciate the ability to quickly and securely collect signatures, track signing processes, and store signed documents in one place. 88% of reviewers rated this feature as important or highly important.
  • Document Storage: The importance of secure, centralized storage for easy access and organization of documents is highlighted by users, with emphasis on cloud storage and searchability. 85% of reviewers rated this feature as important or highly important.
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137 software options

Clio logo

Cloud-based legal practice management tool for law firms.

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Edit, store, and organize your legal documents securely and directly in the cloud.

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CobbleStone Contract Insight logo

Contract lifecycle management system

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

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8am MyCase logo

Cloud-based law practice management tool for law firms.

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8am MyCase is a legal practice and case management software designed for law firms of all sizes.

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Filevine logo

Cloud-based legal case management platform for attorneys.

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With Filevine, you can save thousands on storage costs with the UNLIMITED legal document management solution trusted by 125,000+ users.

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TimeSolv Legal Billing logo

Time, expense & billing management software for legal firms

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TimeSolv Legal Billing helps legal firms manage payments, invoices, budgets, tasks, and more. The built-in trust accounting functionality lets users create trust accounts to automatically process payments, update replenishment amount in invoices, and transfer funds between different trust accounts.

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Actionstep logo

Cloud-based legal practice management tool for law firms.

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Actionstep is a cloud-based law practice management platform designed to streamline processes and enhance productivity for legal professionals.

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backdocket logo

Practice management software for law firms

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BackDocket is a practice management software designed for law firms that combines case management with business analytics capabilities. The platform offers customizable fields and reporting tools that allow firms to organize data, track cases, and manage client intake processes. BackDocket includes document management, communication tools, accounting functions, and a notes section to help legal professionals maintain updated case information and streamline their firm operations.

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Actionstep Legal Accounting logo

Cloud-based accounting and billing for law firms

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Soluno is a cloud-based accounting and billing software designed to accelerate law firms. With a full, easy-to-use suite of time/expense entry, billing, accounting, trust, and reporting features, law firms get everything they need to master their business.

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Neos logo

Cloud-based legal case management tool for law firms.

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Neos is the reimagined cloud-based case management solution that makes legal document management a breeze. OCR, advanced search, document tagging, custom case layouts and more will boost productivity and efficiency. Try it and you'll wonder how you ever lived without it.

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Xakia  logo

Your In-House Legal Toolkit. Simple. Powerful. Affordable.

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Xakia is an in-house legal toolkit that is simple, powerful and affordable: matters, contracts, spend, intake, analytics & automation.

Get started in minutes, whether you’re a team of 2, 20, or 200.

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Centerbase logo

Cloud-based legal practice management tool for law firms.

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Centerbase offers comprehensive legal practice management software that centralizes firm operations. The platform includes document management, automated workflows, and advanced reporting tools for efficient firm management. It features client portals, automated time capture, and electronic billing capabilities that streamline client interactions and financial operations. The solution integrates with popular tools like QuickBooks, Office365, and NetDocuments.

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CosmoLex logo

Web-based legal practice management & accounting software

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CosmoLex simplifies legal document management with smart integrations (Dropbox, Box, OneDrive) that file documents with their proper matter. Nothing gets lost.

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Lextree logo

Protect Every Branch of Your Business with Lextree.

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Never Miss Another Legal Deadline. Control risk from business entities, contracts, and compliance with software as a service that is secure and easy to use.

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Celant Document Automation Engine logo

Full-service document automation solution

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Document Automation Engine is a document automation solution focused on loan officers in CDFI’s, attorneys in small-to-medium sized law firms, and in-house counsel in corporations who deal with drafting multiple document sets over and over based on form agreements.

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LEGALFLY logo

AI legal operating system for corporate workflows

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LEGALFLY is a legal operating system for corporate teams that streamlines contract review, document drafting, due diligence, and regulatory monitoring through AI-native workflows. The platform integrates with existing tools like Microsoft Word and Teams while maintaining security through data anonymization and ISO 27001 certification, allowing legal departments to apply consistent playbooks and maintain clear audit trails.

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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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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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Jubilee logo

Affordable Legal Practice Management Software

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Jubilee is a provider of practice management software for law firms. In one place, attorneys can file bankruptcy cases, record case details, use secure text messaging with clients, track court notices, attach documents, send invoices, and process payments.

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FORDATA VDR logo

Virtual Data Room solution for businesses & advisers.

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Fordata Virtual Data Room is a web-based solution which helps small to large organizations store and transfer confidential data over a secured connection. Key features include access control, file protection, activity monitoring, two-factor authentication, and user behavior analysis.

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Appara logo

Transforming the Legal Industry with an All-in-One Ecosystem

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Appara is a document automation, workflow automation, and entity management Platform for legal professionals. Appara’s suite of Solutions enables legal professionals in the corporate, estate planning, estate admin, and real estate sectors to save time, reduce errors, and increase productivity.

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VaFirma logo

Cloud-based solution for digital signatures.

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VaFirma is a cloud-based digital signature solution that helps businesses legally validate electronic signatures from start to finish. VaFirma allows users to upload and sign one or multiple documents from any location. Its cross-border digital signature aggregator lets members use digital certificates in a single platform.

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PDFelement logo

Cloud-based and on-premise PDF editor tool for teams.

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PDFelement is a cloud-based and on-premise PDF editor that assists users in creating, editing, protecting, and signing PDFs across desktop, mobile, and web platforms. The tool allows users to modify PDF content similar to a word processor, incorporating text, images, shapes, and the ability to import and edit layers. Users can also adjust the size, color, and font styles, insert links, and apply watermarks to their documents.

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Process Street logo

AI-enabled compliance operations platform.

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Process Street is an AI-powered compliance operations platform that turns policies into automated workflows, enabling teams to manage controlled documents, run no-code processes, and stay audit-ready.

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SmartAdvocate logo

Cloud-based legal practice management tool for lawyers.

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SmartAdvocate is a comprehensive legal case management software available in both cloud and server-based versions. The system features built-in artificial intelligence tools that summarize cases, refine documents, and transcribe audio, while offering extensive document management capabilities with unlimited storage. SmartAdvocate integrates with various applications and includes automated workflows, client portals, and mobile apps for efficient case tracking.

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CloudNine logo

Cloud-based Simplified eDiscovery Automation

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Cloud-based eDiscovery automation software that simplifies litigation, investigations, and audits for legal and business professionals.

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