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Top Rated Legal Document Management Software with Client Management in 2026

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Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: February 2026

Client management in legal document management software enables efficient tracking of client interactions, managing multiple cases per client, and secure communication. It organizes information, automates follow-ups, and supports document sharing through client portals. Our reviewers in legal document management software rated this feature as highly important.

3 Best Legal Document Management Software with Client Management

  • MyCase - Highest rated for client management
  • Clio
  • LEAP

See other top Legal Document Management products with client management

How we picked the 3 top rated products

We chose the high-performing solutions on this list based on verified user ratings on our site. Depending on available data, qualifying products either had to be among the most user-reviewed or the most searched-for products in the legal document management software category. They also needed to have sufficient reviews about client management, have a minimum user rating of 3 out of 5 for that feature, and show evidence of U.S. market presence. We then added a distinction for the product with the highest rating for client management based on our proprietary ratings and reviews. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 3 best products

MyCase logo

MyCase

4.6
(775)
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User insights about the client management feature

Users find MyCase's client management tools helpful for consolidating client data, managing communications, and sharing documents. They appreciate the portal for client interaction, though some clients prefer traditional communication methods. Reviewers indicate that the platform's user-friendly design and secure messaging improve efficiency and client satisfaction. They report that MyCase's ability to track client information and case status in one place is beneficial, despite some challenges with customization and client participation.
“It is important that you are able to manage a client's file and I feel that MyCase allows this. The portal is awesome. The client and I can provide documents through a secure portal. The size of the document so far has not been an issue. Unlike when trying to send it via email. We don't have to worry about it accidentally being sent to the wrong person because everything is sent through the portal.”
KT

Kimberly T.

Attorney

“Clients really like being able to go to one spot to communicate, upload documents and review information about their case. It also allows me to track client engagement and respond quickly and efficiently to their needs. ”
SL

Scott L.

Investigative Paralegal

Legal Document Management key features coverage

MyCase offers 5 out of the 5 key features for Legal Document Management software identified by reviewers:

Case Management4.6
Document Management4.1
Billing & Invoicing4.5
Electronic Signature4.9
Document Storage4.4

Pros and cons based on 775 verified reviews

77% of users rated MyCase 5 out of 5 stars, while 4% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 775 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive law firm management

Efficient practice management

Responsive and helpful support

Effective client communication

Cons:

Limited reporting capabilities

Cumbersome document management

Inefficient call and message management

See pros and cons details

Pricing

Starting price:$49 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

Clio logo

Clio

4.7
(1.6K)
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User insights about the client management feature

Reviewers appreciate Clio's client management capabilities, highlighting its effectiveness in storing contacts, managing matters, and tracking communications. They find the customizable fields and easy conflict checking particularly valuable. Users report that Clio's integration with email and text messaging enhances communication, while the client portal facilitates document sharing and keeps clients informed. They say the platform's organization helps manage client data efficiently, though some wish for better integration with tools like Google Calendar.
“I have had clients assert that they have not received something and the messaging system completely saves me. Also the billing system does too. Everything is time and date stamped and set up to protect you from false allegations. Outside emails can also be saved in the system, contributing to both case and client management. ”
MD

Marcella D.

Owner/Attorney

“We use the Clio platform to track EVERYONE. Not only do we manage our clients through the Clio platform (and all their past matters) we also manage other relevant parties i.e. opposing parties/counsels, witnesses, and businesses. ”
PM

Peggy M.

Executive Director

Legal Document Management key features coverage

Clio offers 5 out of the 5 key features for Legal Document Management software identified by reviewers:

Case Management4.7
Document Management4.3
Billing & Invoicing4.5
Electronic Signature4.8
Document Storage4.5

Pros and cons based on 1,687 verified reviews

76% of users rated Clio 5 out of 5 stars, while 3% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 1,687 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive client tracking

Robust practice management

Intuitive user interface

Continuous efficiency improvements

Convenient mobile access

Cons:

Slow issue resolution

Weak accounting integration

Limited reporting capabilities

Basic note management

Inefficient email management

See pros and cons details

Pricing

Starting price:$59 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

LEAP logo
3.9
(305)
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User insights about the client management feature

Reviewers indicate that LEAP's client management is efficient, with easy access to client information and integrated document management. They appreciate the platform's ability to consolidate data across multiple cases and the transparent organization of client contacts. Users report that the system's ease of use and mobility access enhance their workflow, though some note limitations in assigning support staff and managing phone messages. They find the secure messaging and email integration valuable for client communication.
“My approach to managing client relationships and interactions has changed as a result. I no longer require dispersed paper files or different software platforms since LEAP makes it simple to store and retrieve all customer information in one single area. I can give individualized and effective service because to my capacity to keep thorough notes on my clients, keep track of communications, and check on the status of my cases. I can easily save and access client-related papers because to LEAP's integrated document management system, which saves me a lot of time. The integrated client communication options, such secure messaging and email integration, have also expedited my communication process and increased customer satisfaction. Within the LEAP platform, documents may be easily created and edited.”
Verified reviewer profile picture

Joseph M.

Associate

“LEAP pull all information together, so if you have multiple cases for one client it can pull the information over, and if you need to change any information, you can go into one matter and it will update them all.”
VA

Vida A.

Business Development Manager

Legal Document Management key features coverage

LEAP offers 5 out of the 5 key features for Legal Document Management software identified by reviewers:

Case Management4.1
Document Management4.1
Billing & Invoicing3.5
Electronic Signature --
Document Storage4.6

Pros and cons based on 305 verified reviews

47% of users rated LEAP 5 out of 5 stars, while 15% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 305 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive case management

Efficient client management

Cons:

High costs and hidden fees

Frequent technical issues

Complex billing management

See pros and cons details

Pricing

Free version:Not available|Free trial:Not available

Prices may vary depending on the number of users and features.

Other Top Rated Legal Document Management Software with Client Management in 2026

Filevine logo

Filevine

Category Leaders

Cloud-based legal case management platform for attorneys.

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

Read more about Filevine

Users also considered
8am MyCase logo

8am MyCase

Category Leaders

Cloud-based law practice management tool for law firms.

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

Read more about 8am MyCase

Users also considered
backdocket logo

backdocket

Law practice and legal document management software

visit website
backdocket is a law practice and legal document management software that helps organizations track tasks, manage calendars, monitor leads, define approval workflows, and more from within a unified platform. With the claims management module, staff members can create claims-specific tasks, schedule events, upload claim documents, manage relevant record requests, and monitor claim ledger, including fees, settlements, and expenses.

Read more about backdocket

Users also considered
Clio logo

Clio

Category Leaders

Cloud-based legal practice management tool for law firms.

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

Read more about Clio

Users also considered
CobbleStone Contract Insight logo

CobbleStone Contract Insight

Managing contracts just got easier.

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

Read more about CobbleStone Contract Insight

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Plexus logo

Plexus

Cloud-based contract management tool for legal teams.

visit website
The world's most advanced Legal Operating System. Plexus Gateway is Contract Management, Legal Automation, and Matter Management in one integrated platform. Adopt one at a time or all together, and implement the legal transformation strategy of your dreams today.

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PracticePanther Legal Software logo

PracticePanther Legal Software

Category Leaders

Cloud-based law practice management tool for law firms.

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Easy & secure law practice management software. Highest rated legal case management software on GetApp. Perfect for lawyers and law firms of all sizes. Try it free, no credit card needed.

Read more about PracticePanther Legal Software

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TimeSolv Legal Billing logo

TimeSolv Legal Billing

Category Leaders

Time, expense & billing management software for legal firms

visit website
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.

Read more about TimeSolv Legal Billing

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CosmoLex logo

CosmoLex

Category Leaders

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.

Read more about CosmoLex

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Neos logo

Neos

Category Leaders

Cloud-based legal case management tool for law firms.

visit website
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.

Read more about Neos

Users also considered
Centerbase logo

Centerbase

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.

Read more about Centerbase

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Lextree logo

Lextree

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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Actionstep logo

Actionstep

Cloud-based legal practice management tool for law firms.

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

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Curo365 logo

Curo365

Legal practice management based within Microsoft 365

visit website
Curo365 is a legal practice solution which utilizes cloud applications within the Microsoft 365 cloud suite to improve productivity for international, regional & local law firms, & solo-practitioners.Curo365 is built to handle cases/matters, documents, communications, calendaring, & financial/ERP.

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Celant Document Automation Engine logo

Celant Document Automation Engine

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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Jotform logo

Cloud-based form builder tool for digital forms.

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Jotform is a cloud-based form builder platform that helps businesses streamline form creation via ready-made templates, integrations with third-party applications, and design features that cater to organizations globally.

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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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Smokeball logo
Category Leaders

Cloud-base legal practice management tool for law firms

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Smokeball is a cloud-based practice productivity software designed to help users manage small law firms with email, document, calendar and task management functionality, plus time tracking and billing technology. With native mobile apps for iOS and Android, Smokeball affords users the flexibility to access and manage practice information anytime, anywhere.

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Logikcull logo

Cull the noise. Find the signal.

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Cull the noise. Find the signal. Logikcull automates discovery and legal hold for investigations & disputes of all kinds.

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8am CasePeer logo

Law practice management tool for personal injury firms.

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8am CasePeer is a case management software designed specifically for personal injury law firms. The platform offers comprehensive tools for case management, client intake, document automation, and reporting, all integrated within a cloud-based system.

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ServeManager logo

Cloud-based legal case management solution

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ServeManager is a cloud-based legal case management solution that enables law firms to streamline affidavit management, invoicing, job routing, automated notifications, and more. Users can track job statuses and access job history using GPS and timestamp data, files, or service photos.

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Quickbase logo

No-code collaborative work and project management platform.

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Quickbase is a no-code collaborative work management platform that empowers citizen developers to improve operations through real-time insights and automations across complex processes and disparate systems.

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Tabs3 logo
Category Leaders

Cloud-based law practice management solution for law firms.

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PracticeMaster - Gives your firm more than Outlook.

An electronic case file organizes each matter’s contacts, appointments, emails, documents, fees, and research – making all of the information easy to find. Your practice has never been so organized.

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SmartAdvocate logo
Category Leaders

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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Rocket Matter logo

Cloud-based legal practice management tool for law firms.

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Rocket Matter offers legal practice management software tailored to the needs of growing law firms, helping them streamline operations and enhance efficiency. The platform consolidates client matters, documents, emails, tasks, and billable activities into a centralized system. It includes features such as Kanban boards for task visualization and management, as well as advanced reporting tools that provide detailed, customizable insights to support informed decision-making.

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Key features for Legal Document Management software

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

  • Case Management: Reviewers value the ability to manage cases comprehensively, including tracking deadlines, running reports, and organizing documents and communications in one place. 96% of reviewers rated this feature as important or highly important.
  • Document Management: Users highlight efficient organization and retrieval of case documents, integration with email, and secure sharing with clients as key benefits. 96% of reviewers rated this feature as important or highly important.
  • Billing & Invoicing: Reviewers appreciate the ease of tracking billable hours, generating invoices, and managing payments, which streamlines the billing workflow. 94% of reviewers rated this feature as important or highly important.
  • Electronic Signature: Reviewers emphasize the convenience of quickly obtaining signatures, tracking the signing process, and maintaining secure, legally binding documents. 90% of reviewers rated this feature as important or highly important.
  • Document Storage: Users appreciate having centralized, secure access to documents, which improves organization and retrieval across multiple devices. 85% of reviewers rated this feature as important or highly important.