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Legal Document Management Software with CRM (2026)

Last updated: April 2026

Key features of Legal Document Management Software

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

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.