Best Legal Document Management Software for 2021

By  //  May 21, 2021

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One of the few positive side effects of the COVID-19 pandemic is its reveal of shortcomings in the legal sector. 

Lawyers had to think on their feet and figure out how to solve multiple challenges that appeared as a result of remote work. One of those major challenges was the reduced accessibility to important legal documents. 

Manual management was no longer an option so the logical conclusion was the adoption of a cloud-based legal document management software.

But how can you benefit from this software and how do you choose the perfect solution to fulfill your document-related needs?

The characteristics and benefits of good software

Even without the remote-work shenanigans, paperwork tends to take a lot of time and energy. If that wasn’t enough, it doesn’t take long for communication lines to break down and for your employees to be left waiting on a colleague to make a quick little edit to a document.

This is the reason why legal software for law firms is always relevant, especially when managing documents, regardless of if you’re dealing with a viral outbreak or not.

An effective document management software helps you with document storage but it also has to offer you a robust toolset to search, assemble, and organize files.

Some of the key features of this software are:

Automatic file sorting

■ File storage

■ Retrieval

■ Document version control

■ Access

Software that has these capabilities allows you to streamline your entire process of document management, which will ultimately make your law firm faster and more efficient.

Taking these features into consideration, here is some of the best document management software around which may (or may not) be right for you:

LexWorkplace

Document management software is somewhat limited in its availability on different platforms. However, LexWorkplace is one of the rare cloud-based solutions of this type available for both macOS and Windows. 

With LexWorkplace, it’s easy to make sure your documents, emails, and other files are grouped, recorded, and searchable. It’s also amazing for its ability of document versioning, robust searching proficiency, and file tagging. 

What makes it even more useful for legal professionals is its optical recognition integrated into the software. This feature can help you scan text and convert it into documents, saving you a lot of time as you won’t need to type out anything manually ever again.

Last but not least, it can integrate with Outlook and increase security with measures such as data encryption or two-factor authentication.

MyCase

MyCase is a great all-around solution that also gives your law firm a centralized secure cloud-based storage that simplifies collaboration and increases accessibility.

This solution makes it simple to create libraries and folders for every case. With MyCase, it’s easy to share the latest versions of documents with all of your teammates. Employees can also make quick edits, add comments, and view edit or comment history.

This product can be integrated with Dropbox and it’s also available on every device so you can access your files on the go whenever you need them. 

The only somewhat lacking aspect of using MyCase is its limited integration capabilities with third-party software. If your law firm relies on different types of legal tools, you might consider other options.

Worldlox

Worldlox has always been one of the most popular options in the area of legal software and lawyers have been using it for decades.

It still is a worthy choice as it can store almost anything: from spreadsheets and emails all the way to voicemails. Worldlox enables you to supervise and organize all of your information that your employees can access freely when needed.

It also lets you export documents and integrate them with emails. So aside from getting value from a robust document management software, you can also benefit from its handy email management features.

Worldlox is cloud-based and it integrates well with Microsoft Word.

Rubex

A document management software that can help law firms establish more automation in their day-to-day operations, Rubex offers a multitude of important document functions.

This particular tool makes file retrieval a quick process as searching for files using keywords is made easy by its dependable search algorithms.Rubex also has two notable features. One is that it gives its users security tools for external and internal use that can keep documents safe from unauthorized access. The other is that it also lets you store document templates that can be customized within the program itself.

LogicalDoc

LogicalDoc allows your employees to collaboratively create and coordinate large volumes of documents. It also provides you with the option of unlimited storage for all kinds of files.

Furthermore, users have the ability of scanning paper legal documents and arranging them into folders, allowing for a large-scale search in every step of your document management process.

Integration-wise, LogicalDoc supports the integration with Microsoft Office and Outlook. 

ProLaw

While we are going to mention it in regards to document management, ProLaw also acts as an accounting solution, as well as a credible option for practice management.

If you want to get the most bang for your buck without getting different kinds of software, ProLaw might be a good choice as it is perfectly capable of fulfilling most of your document management demands.

The only downside is the fact that ProLaw is a strictly server-based solution. If that isn’t a big deal for you, you’re going to need a private cloud or a server to make it work.

Organizing made easy

The pandemic might be coming to a stop but the law profession is still facing different challenges and inefficient processes.

Document management software is a good start to mitigating the negative effects, as handling legal documents is one of the most time-intensive tasks that often create bottlenecks.

For example, if you’ve ever wondered how to amend a contract without needing to update or share multiple instances of the file, document management software will help you with this issue and keep all of your contracts up to date.

Any of these legal software solutions will help you finally organize your files and get rid of shortcomings that are caused by the lack of accessibility. Make sure to evaluate which one will be a good fit for your law firm and the hard/tedious part of your work will be largely done.

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