FileHold vs. Josef Comparison


FileHold FileHold Document Management Software	Josef	+	+
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The AI assistant automatically extracts key metadata, categorizes contracts by type, and answers plain-language questions about contract content, with no configuration required. Every plan includes unlimited users, automated renewal and key-date alerts, and a dedicated Customer Success Manager. Higher-tier plans add approval workflows, redlining, built-in e-signature, and Salesforce integration. Implementation takes hours, not months. No professional services fees, no IT project required. Free trial available, no credit card needed. 326 Ratings Visit Website Process Street Process Street is an AI-powered compliance operations platform that automates complex workflows, enforces standards, and tracks audit data in real time. Teams use it to create structured SOPs, assign tasks, collect data, and monitor execution with intelligent oversight. From onboarding and audits to vendor management and document control, Process Street ensures every step is followed and every action is logged. 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About The FileHold Azure cloud deployment provides a secure, backed up cloud environment. All IT services are included as part of the program. FileHold is an enterprise grade document management and document workflow solution that helps large organizations transition to a paperless work environment. When requested, FileHOld can be deployed on-premises or in a secure private or public cloud. FileHold offers a suite of features for document scanning, indexing, versioning, searching, document linking, and more. FileHold supports all browser types, a rich desktop environment and is mobile ready. Out of the box integration with MS Office, SharePoint, Teams and Active Directory. Free fully documented API.	About Documents are at the heart of what we do as legal professionals. With Josef, you can easily automate the production of any legal document. Just upload your templates, apply the logic, and share the bot with colleagues or clients. Stop wasting time producing the same documents and contracts over and over. Keep information and documents organized and available in a central location. Standardise low-risk documents and reduce input errors. Reduce turnaround times by allowing your clients to self-serve. Build one bot that can generate multiple legal documents from one interaction. Upload your template documents easily, keeping the original format and styling.
Platforms Supported Windows Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Supported iPhone Supported iPad Supported Android Supported Chromebook Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience For larger organizations that need document workflow and approval. Caters to high tech companies, manufacturers, healthcare organizations, and more.	Audience Legal teams looking for a legal automation platform to save time and scale services
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported
API Offers API Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $15.00 / user / month FileHold can be purchased as a perpetual license or on a month to month subscription (minimum of 5 users). Free Version Not Supported Free Trial Supported	Pricing No information available. Free Version Not Supported Free Trial Not Supported
Reviews/Ratings Overall 5.0 / 5 ease 5.0 / 5 features 4.5 / 5 design 4.5 / 5 support 4.5 / 5 Read all reviews	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
Pros & Cons from Real Users Pros It is very user friendly Very customizable Easy to create workflows Installation and implementation was nothing short of easy. The team at FileHold walked us through all stages and we were up and functioning within an hour. Cons Font is a little small and it is not adjustable There is not a collapse all for the folders - do not love having to click the - sign when I have 20 folders open Cant identify any cons to address. We had zero issues with the install and so far, no issues in using the tool.
Training Documentation Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Not Supported Live Online Supported In Person Not Supported
Company Information FileHold Document Management Software Founded: 2005 Canada www.filehold.com	Company Information Josef Founded: 2019 Australia joseflegal.com
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Categories Archiving Supported Contract Management Supported Document Collaboration Supported Document Management Supported Document Version Control Supported Document Workflow Supported Legal Document Management Supported Workflow Management Supported	Categories Contract Management Supported Decision Support Supported Document Generation Supported Forms Automation Supported Legal Document Drafting Supported Legal Document Management Supported Low-Code Development Supported No-Code Development Supported Workflow Management Supported
Contract Management Features Buy Side (Suppliers) Not Supported Completion Tracking Supported Compliance Tracking Supported Contract Lifecycle Management Supported Electronic Signature Supported Full Text Search Supported Government Contracts Supported Pre-built Templates Not Supported Sell Side (Customers) Not Supported Specialty Contracts Supported Version Control Supported Workflow Management Supported Legal Document Management Features Access Controls Supported Archiving & Retention Supported Collaboration Supported Contract Management Supported Document Assembly Supported Document Indexing Supported Document Tagging Supported Full Text Search Supported Version Control Supported Workflow Management Features Access Controls/Permissions Supported Approval Process Control Supported Business Process Automation Supported Calendar Management Supported Compliance Tracking Supported Configurable Workflow Supported Customizable Dashboard Supported Document Management Supported Forms Management Supported Graphical Workflow Editor Supported Mobile Access Supported No-Code Not Supported Task Management Supported Third Party Integrations Supported Workflow Configuration Supported Show More Features Archiving Features Access Control Supported Data Deduplication Supported Document Management Supported eDiscovery Supported Email Archiving Supported Multimedia Archiving Supported Retention Management Supported Storage Management Supported Version Control Supported Web Archiving Supported Document Version Control Features Access Controls/Permissions Supported Approval Process Control Supported Archiving & Retention Supported Audit Trail Supported Commenting / Notes Supported Document Check-in / Check-out Supported For Engineering Documents Supported Revision History Supported Version Comparison Supported Version Rollback Supported
Integrations Actionstep Not Supported Dazychain Not Supported Docusign Not Supported Google Analytics Not Supported Microsoft SharePoint Supported SAP CRM Supported Sage CRM Supported Salesforce Not Supported Slack Not Supported Xakia Not Supported View All 3 Integrations	Integrations Actionstep Supported Dazychain Supported Docusign Supported Google Analytics Supported Microsoft SharePoint Not Supported SAP CRM Not Supported Sage CRM Not Supported Salesforce Supported Slack Supported Xakia Supported View All 7 Integrations
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