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Top Rated Legal Document Management Software with Client management

Last updated: June 2026

Why is client management important for legal document management software?

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

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.

What do verified reviews highlight about key features of legal document management software?

  • 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.
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126 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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8am MyCase logo

Cloud-based law practice management solution 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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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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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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PracticePanther Legal Software logo

Cloud-based law practice management platform 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.

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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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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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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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Everlaw logo

Electronic discovery for litigation and investigations

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Everlaw is a litigation platform that allows legal teams to collaboratively discover, reveal, and act on information for internal investigations and litigation cases. The platform provides eDiscovery solutions using AI and data visualization to reveal hidden details in evidence and documents.

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Gavel logo

Document automation software for legal professionals

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Gavel is a document automation software for legal professionals, enabling attorneys to automate documents, streamline client intake, and generate error-free legal forms via customizable workflows. It offers secure client data collection, conditional logic, and integration with tools like Clio and DocuSign, plus pre-built templates for practice areas such as estate planning, family law, and corporate law.

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Smokeball logo

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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CloudLex logo

One connected ecosystem for personal injury law firms.

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One connected ecosystem for personal injury law firms—platform, AI, and paralegal services to run your practice from intake through settlement.

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Legistify logo

Optimizing legal tasks with AI precision

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Legistify is an end-to-end enterprise legal management software that offers an AI-enabled platform with an all-in-one solution for enterprise-level matter management, IPR, notices, and contracts. Key features include contract lifecycle management, matter tracking, IPR protection, legal notice workflow, and data analytics.

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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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Amberlo logo

Law Practice Management software for law firms of all sizes.

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Amberlo - a cloud based legal software. With centralized case management all client work is available 24/7 in a secure cloud environment. Key features include case & contact management, document management, email management, calendaring, time & expense tracking, legal billing & trust accounting.

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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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RazorSign logo

AI-powered, Contract's-driven Legal Operations Platform

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AI-Powered, Contracts-Driven Legal Operations Platform. Discover a single unified platform for managing Contracts, Matters, Queries, Legal Spends, Compliances, and more.

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legalsurf logo

Legal document management software

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LegalSurf is a legal document management software that helps law firms and legal departments digitize operations. It centralizes case management, streamlines collaboration and communication within the team, and automates various legal tasks. LegalSurf integrates with tools like Google Calendar and WhatsApp and provides detailed reports and metrics to help monitor team performance.

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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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MerusCase logo

Cloud-based legal practice management solution for law firms

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MerusCase is a customizable cloud-based law practice management solution that helps law firms streamline document automation, calendaring, time tracking, billing, and more.

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dMACQ DMS+ logo

Document management system for legal, HR & finance teams

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dMACQ DMS+ streamlines legal document management with advanced search, secure storage and automated workflows. It enables seamless contract handling, case management and compliance tracking, ensuring accuracy and efficiency.

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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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Legitigant Billing Management logo

Cloud-based legal billing software.

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Legitigant is a user-friendly cloud based software that handles billing for small to mid-size law offices. Legitigant automates the tracking and accounting of all of your firm's billable activities.

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Lawcus logo

Cloud-based legal practice management tool for law firms.

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Create, edit, store, and organize all your legal documents securely at one place. Automate your documents by quickly creating them from pre-saved templates.

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