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Legal Document Management Software with Document Automation (2026)

Last updated: April 2026

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156 software options

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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Clio logo
Category Leaders

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
Category Leaders

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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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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TimeSolv Legal Billing logo
Category Leaders

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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PracticePanther Legal Software logo
Category Leaders

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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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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CosmoLex logo
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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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Jotform Sign logo

Powerful Forms Get It Done

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Jotform Sign is the automated e-signature experience designed to streamline your workflow. With field detection, an intuitive builder, and integrations with great automation tools, Jotform Sign is the most efficient way to collect e-signatures.

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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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LEAP logo

Cloud-based and AI-enabled legal software for law firms

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LEAP provides secure document management. Easily create, store, and share documents, correspondences, and forms from one searchable location. With instant data syncing, integrations with Microsoft Word and LawConnect, and version control, staff have access to the latest files anywhere, anytime.

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Closing Folders logo

Legal transaction management software

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iManage Closing Folders helps legal professionals improve client service by centralizing, automating, & securing legal transaction management.

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Filevine logo
Category Leaders

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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M-Files logo
Category Leaders

Cloud-based document management platform.

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M-Files: Legal powerhouse. Centralize contracts, automate workflows & secure client info. Faster deals, less risk, exceptional service.

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LiquidText logo

Multi-touch document manipulation system

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LiquidText brings all documents with your highlights, annotations, observations and notes into a unified workspace and allows you to make live connections among, between and within anything in the project by just drawing lines.

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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

Legal practice management and billing software

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Rocket Matter is a cloud-based legal practice management software designed for law firms of all sizes. The platform includes case management, time tracking, legal billing, document automation, contact management, and trust accounting capabilities. It offers mobile applications for iOS and Android devices, integrates with QuickBooks Online, and features a client portal for secure communication and document sharing.

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Amberlo logo
Category Leaders

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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Neos logo
Category Leaders

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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SeedLegals logo

Faster fundraising and effortless admin solution

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Quick and easy customisable contracts, with unlimited help.

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CARET Legal logo

Cloud-based law practice management tool for attorneys

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CARET Legal’s document management software provides you with the tools to create, manage, store, and share documents within your firm and with clients securely. Our document management capabilities make your document processes smoother, more consistent, and less time-consuming, with fewer errors.

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EisenVault logo

Document management and digital storage

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EisenVault is a document management and storage solution that can be deployed on-premise or within the Microsoft Azure cloud. The platform allows users to securely store, encrypt, and edit documents, as well as organize folders and department workspaces to facilitate collaboration.

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DocuWare logo

Document management and workflow automation software

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DocuWare digitizes and secures your documents to flow effortlessly between your colleagues — anywhere, any device, any time.

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CloudLex logo

Legal case management tool for personal injury law firms.

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CloudLex is a case management software designed specifically for personal injury law firms. The platform offers comprehensive tools including matter management, client intake, document automation, and settlement calculators. Built on Microsoft Azure with HIPAA compliance, CloudLex integrates with Microsoft Office, Gmail, and e-signature services while providing mobile access through iOS and Android apps.

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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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