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Legal Document Management Software with Process/Workflow Automation (2026)

Last updated: April 2026

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57 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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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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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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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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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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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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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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Litify logo
Category Leaders

Cloud-based legal practice management tool for law firms.

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Litify provides an integrated platform designed to improve business performance for law firms and in-house legal teams. The platform incorporates a range of features tailored to enhance legal operations, including matter and intake management, document generation, timekeeping and billing, corporate e-billing, and a "legal front door" for streamlined workflows. Additional capabilities such as real-time analytics and mobile accessibility further support organizations in optimizing processes.

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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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Actionstep Legal Accounting logo
Category Leaders

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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CaseFox logo

Web-based legal billing software for lawyers, CPAs, & more

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CaseFox Document Management – Centralize your legal documents in a secure repository with AI-powered search, automated generation, and smart analysis. Easily organize, access, and manage files while streamlining workflows for firms of all sizes.

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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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Conga Composer logo

Create, track, and manage on-brand documents automatically.

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Conga Composer automates the generation of legal documents like contracts and NDAs using CRM data. Ensure accuracy, reduce risk, and streamline legal operations with secure, compliant outputs.

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Docupilot logo

Document generation and management software

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Docupilot is an innovative, cloud-based document automation software designed with affordability and usability in mind. The platform is built to seamlessly integrate with various data sources such as CRM, forms, online databases, human resources, and surveys, as well as additional services such as email, storage, and signing for efficient distribution.

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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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Jove logo

Clarity and control for ambitious personal injury firms.

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Jove Legal is an integration-ready platform built for personal injury firms that need clearer visibility, stronger control, and more co

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Lexzur logo

Enterprise Capabilities End-to-End

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Lexzur is an AI solution for contract & matter workflow automation—built for any team.

It combines two robust modules:
Contra by Lexzur: AI-powered contract lifecycle management and document automation
Practice by Lexzur: Ai-powered legal practice management solution

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HighQ logo

Cloud-based legal case management tool for legal teams.

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HighQ's intelligent solution combines automated workflows, document automation, and secure collaboration to transform the way professionals work and engage with clients and colleagues.

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Docsvault logo

On-premise document management for legal & business teams

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Docsvault is an on-premise legal document management system that helps law firms organize matter-based files, manage documents and emails, and maintain full control with audit trails, OCR, workflows, and AI-powered data capture ensuring secure, compliant, and efficient document handling.

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Woodpecker logo

Document automation app for solo or small legal firms

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Woodpecker automatically populates templates for legal documents with specified client data. It can populate single or multiple templates with input from forms and questionnaires or via API access. Woodpecker works with DOCX and PDF documents. Output files can be downloaded or shared via a web link.

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NetDocuments logo

Cloud-based document management tool for teams.

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NetDocuments provides a cloud-native document and email management system designed specifically for legal professionals. The platform features intelligent document organization, automated email filing, and secure collaboration tools with real-time editing capabilities. NetDocuments integrates with over one hundred fifty technologies including Microsoft Teams and offers AI-powered tools that help legal teams automate workflows while maintaining document security and compliance.

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Bigle logo

AI-powered Contract Lifecycle Management (CLM) Platform.

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End-to-end AI-powered CLM platform with a mission to make legal operations easy and liberate professionals from manual tasks.

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