Best Legal Document Management Apps for iPhone

Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today.

Trusted by thousands of law firms in over 35 countries, PracticePanther is a robust law practice management software that helps firms get more done in less time. PracticePanther unifies tools such as CRM, communication, billing, and integrations with leading business apps in one platform. Get a demo and save 50% off the first 2 months.

Smokeball is your partner to drive your law firm into the future. As the industry’s leading cloud-based legal practice management software, Smokeball empowers you to run your firm specific to your area of law, with insights and tools that help you work smarter, not harder. From first client conversation to case closed, Smokeball’s platform gives you the resources you need to succeed, no matter how you bill or where you work, like: -automatic time tracking and invoicing -streamlined workflows for your specific practice area -extensive library of over 20,000 standard legal forms and documents -actionable reports that summarize your firm’s activities and highlight areas of opportunity. Founded in 2016 by leaders with over 20 years of legal technology experience, more than 50% of our staff are experienced lawyers and legal professionals who intimately understand the goals and challenges of our customers.

WaiverFile is the industry leader in online waiver form software. Our focus on building beautiful, well-designed features means that our system is easier to use for both you and your customers. This means you can take advantage of all the benefits of electronically signed waivers without frustrating your customers and staff. Signing on any device from anywhere means customers can sign in advance and check in faster! Our check-in tracking and event features make verifying signed waivers far easier than searching through one huge list of everyone. WaiverFile doesn't just store forms, it helps streamline your entire customer intake process. Use the WaiverFile app to setup a kiosk for on-site signing, and print and display QR codes so customers can sign on their own smartphone. The WaiverScan app speeds checkins by providing signees with a QR code upon completing a waiver that can be scanned with the app for quick verification.

Centerbase is a subscription-based legal software solution founded in Dallas that supports the management and growth of small and midsize law firms through client lifecycle management, automation, and marketing tools. Personalized to user-types and practice areas, Centerbase helps law firms meet the modern expectations of clients and legal professionals while reaching their optimal productivity and profitability levels. Only with Centerbase can you: -Potentially capture up to 200 extra billable hours per month -Save hours per week with Automated Workflows -Bill up to 20x faster -Save 3 days per billing cycle with ePre-bill -Increase cashflow up to 100% To book a demo call (214) 987-9000.

Schedule a demo with Clio—the leading cloud-based law practice management software trusted by over 150,000 legal professionals. Access your law firm securely from anywhere, and manage your work in one central system—with matters, contacts, billing, and everything you need in one place.

SmartAdvocate is a fully customizable, award-winning legal case management system with built-in Artificial Intelligence and made to handle the challenges of today’s fast paced, highly competitive and technologically demanding legal landscape. SmartAdvocate’s robust, exclusive Internet-based built-in features, enable firms to manage, store, track and communicate like never before, ensuring that they achieve the highest level of success. With 150+ integration partnerships, firms can customize SmartAdvocate to fit their needs with integrations like eSignature, AI, accounting, texting, medical records retrieval and much more. This revolutionary software will increase your firm's efficiency and profitability.

Onehub is the secure file storage and sharing service built for businesses of any size. Bank-level encryption of your data as well as our granular, role-based permission structure means you can control who has access to your content and share critical business files with confidence. Onehub offers a suite of robust business tools such as virtual data rooms, client portals, Google Docs integration, automatic watermarking, branded workspaces, and custom agreements to enhance and expand your file sharing. Customize your Onehub Workspace to give content sharing a more professional, polished look and create your own Client Portal. Onehub’s virtual data rooms allow your business to send proprietary information to clients while keeping collaborators anonymous.

uLaw Practice is a cloud-based practice management (PM) software solution designed specifically for sole practitioners, paralegals, and small law firms. Developed by Superfluid Software, uLaw Practice integrates legal accounting, general accounting, and trust accounting with powerful analytics tools and practice management in one unified suite. By leveraging uLaw Practice, law professionals can be more productive and foster greater control of their practice while saving time and reducing costs. Voted as the cloud best software for 5 years in a row by Canadian Lawyer's magazine, uLaw sublimely integrates complex legal accounting features and practice management into a single pane of glass. uLaw features and integration with payment solutions, any Canadian bank brings all aspects of cash flow into a single flow thus allowing your practice to analyze and optimize both top-line and bottom-line of your business. With uLaw you have court form automation for your province as well.

Assembly provides case management solutions that 2,300+ top law firms trust to optimize workflow and maximize the bottom line. Combining legal know-how with next-gen innovation, our web-based solution, Assembly Neos, puts even more tools in your hands: a live activity feed, real-time dashboards, automated reports, world-class support and more. Leverage rich document management and work with staff together on documents to save time and gain efficiency. Access templates for dozens of case types and customizable case libraries. With Neos you can win more cases with less work. Now available - Intake Pro! - Automatically process incoming leads from call-ins or web sources, and send notifications to clients - Generate and send a retainer, referral, or rejection letter with the click of a button - Generate reports that track marketing campaigns and provide insight into ROI and pipeline activities - Schedule automated emails, send SMS messages, and keep leads warm

Ranked #1 with the largest immigration software user base in the U.S., Cerenade's eIMMIGRATION is the most comprehensive, easy-to-use, and secure legal practice management software in the immigration space. eIMMIGRATION is cloud-based, intuitive with a modern UI, and offers all-in-one functionality: Case Management, Contact Relationship Management (CRM), Workflow Automation, Document Assembly, Client Intake, Billing, Reporting, Smart Alerts, USCIS & Priority Times Tracking, e-Filing, e-Signatures and more to facilitate end-to-end practice management for organizations of any size. All this, plus Cerenade’s best-in-class customer service team, technical support for customizations and integrations, and training resources to provide immigration professionals with a seamless user experience. Contact Cerenade for a free trial and schedule a live demo to learn more.

Secure governance software with advanced contract management, board meeting management, entity management, e-signature, and virtual data rooms (VDR). Loved by hundreds of customers in over 30 countries, ContractZen is your number one solution for effective corporate governance, due diligence readiness, and peace of mind. • Contract Management: Easy-to-use contract repository with AI-powered search capabilities, and automatic and recurring email reminders. • Board Portal: 100% paperless and securely managed meeting process from assembling the meeting to creating, approving, and e-signing the minutes. • Entity Management: Effortlessly managed corporate records with a clearly visualized organizational structure and extensive search capabilities. • Virtual Data Room: Immediate readiness for due diligence during e.g., M&A and audits with secure file sharing, robust access rights management, and dynamic indexing.

CobbleStone's contract management software is an award-winning solution to track and manage contracts backed by artificial intelligence. With CobbleStone, organizations are able to automate and streamline the entire contract lifecycle with enterprise-wide contract tracking, contract administration, contract drafting, custom report design tools, task and checklists, security, document management, check-in tracking, financials, cost control, and more. Contract Insight is offered in three editions: Contract Insight Enterprise, Contract Insight Express, and Contract Insight Workgroup. Call today for a free demo and pricing at 866-330-0056.

Zapendo provides enterprise-level features for Contract Management and eSignature as a self-service platform that any company can afford. Small, medium and large businesses are all dealing with contracts. Zapendo will make sure you find your contracts with ease, know when they expire, and who the key stakeholders are. Custom workflows can enable you to establish your approval process for each contract, task, deliverable, or company that you create in Zapendo. eSignature features are included with each plan and are unlimited. All signed documents can be attached to one or multiple contracts.

TitanFile is an award-winning secure file sharing and client collaboration platform. TitanFile is as easy to use as email, resulting in increased efficiency, cost savings and higher customer satisfaction while improving security and compliance. The TitanFile platform is comprehensive and supports diverse use cases and workflows such as secure file sharing, group collaboration, customer-initiated workflows, and shared mailboxes.

Contra is an Agile Contract Lifecycle Management (CLM) and Document Automation Software designed to facilitate and speed up the generation and execution of all contracts. With Contra, any department, in any company, in any industry, can seamlessly draft, edit, redline, and collaborate on contracts, including; auto-generating legal documents from templates, designing approval centres, working with external collaborators and advisors, and even e-signing, tracking, and storing in a central searchable repository. Contra integrates seamlessly with all your favourite apps, including Google Suite, MS Word, Webex, Teams, DocuSign, Dropbox Outlook, and so many more. It’s also available in multiple languages, operating systems, and devices. Contra is made by App4Legal so it also integrates off-the-shelf with its Core Legal Management software, its Self-Serve Client Portal & its External Advisors Portal.

Simple, fast secure data rooms for Professional Service Firms. - choice of hosting in EU, UK, US, Asia or 24 other locations - ISO27001 certified - Free until you need it option - Auto numbering and auto import from any online source - simple flat fee pricing.

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.

MyCase is a complete case management solution for your law firm, providing the tools you need to improve organization, increase efficiency, and scale your firm operations. With MyCase, all of your important case details - documents, contacts, calendars, emails, tasks, invoices - are available in a single, organized location.

Gavel is powerful document automation software to create custom webforms that populate data into your Word or PDF documents. Two steps: 1. First, create your questionnaire. 2. Load your template documents and connect the questions to your documents. Add logic jumps, conditions, calculations, and formatting specifications. Then, run your workflow or share with others to generate finalized docs. Users save 90% of drafting time.

Transforming how professionals work combining artificial intelligence, security and risk mitigation with market leading document and email management. The iManage Cloud is a modern cloud architecture designed to support the unique needs of professional work product management. Users can work effectively on high or low bandwidth connections and even when disconnected. iManage Cloud delivers an optimized user experience when working with large files, fully secured and back-up across a network of worldwide data centers. Proven deployment methodology, annual subscription pricing and rapid onboarding all increase your organization's agility.

PoseidonCM is a cloud-based contract management platform that integrates best-of-breed technologies to meet the end-to-end contract management challenges across your entire organization. Start small and scale at your pace Use out-of-the-box or provide us with your process and workflow vision Belt n’ suspenders alert and reminder approach — never miss a deadline or renewal date again! Easy-to-use permissions help create restricted access user-groups (Read Only, Read-Write, Segmented by Contract Type, …) Create and customize your own reports and dashboards Record Types and List Views help you track user-defined fields that are specific to that contract type Workflow and Review/Approval processes can be automated or manually created Multiple search capabilities — within fields and documents Intake forms deliver the right information (every time!) from internal or external resources Contract creation, redline and version management, clause library, and electronic signature

Process Street is a modern process management platform for teams. We help teams share their core processes, then transform them into powerful no-code workflows. Start with employee onboarding to set up new hires for success, then build all sorts of workflows like customer implementation, content approvals and tenant screening. Manage your team wiki and company handbook 100% free. Join Salesforce, Colliers, Drift and 3,000+ others who use Process Street today.

Zendoc is the new-generation document automation solution that enables business teams to enhance their current workflow through actionable insights. Zendoc was founded in 2019 by Laurent Lathieyre, a serial tech entrepreneur, and Olivier Colle, a senior software engineer and entrepreneur. Zendoc was created by a team of tech veterans and accelerated by Techstars Seattle, the leading global platform for investment and innovation. Our mission is to help teams locate their documents easily, find information quickly, and stay on top of their obligations with improved efficiency. With our friendly UX design, no-code technology, and popular integrations, we empower your team to turn every document into actionable data, giving you back control and visibility at every crucial moment. With Zendoc you can: ✓ Retrieve and locate documents automatically. ✓ Collaborate with team members to view, manage and organize contracts. ✓ Connect to popular integrations

Lexzur is a comprehensive Legal Practice Management Solution addressing the entire market of legal practitioners, in law firms and in-house legal departments. One solution that enables law firms and other businesses in the legal industry to manage legal matters, tasks, contracts, deadlines, clients, documents, hearings, time logs, expenses, financial records, and much more. Lexzur supports multiple languages & multiple currencies. It is available on-cloud, Private SaaS & on-server (on-premises). Lexzur's Mobile App app for iPhone, iPad and Android allows teams to carry out client interactions, document management, billable hours tracking, case management and more, from anywhere. The mobile app also offers push notifications and messaging tools to help users stay connected. Lexzur is one solution that replaces all tools used by legal professionals; it is modular, easy to use, and addresses the entire market, with clients in 67+ countries of all sizes.

Track time effortlessly and bill accurately with TimeSolv, a web-based time tracking and billing software for legal professionals. TimeSolv is an easy to use and intuitive platform that offers a wide range of features to help legal professionals improve their efficiency and profits. These include time tracking, document management, invoicing, reporting, expense tracking, and project management tools.

Transform your document-dependent work from a burdensome task to a powerful source of growth and positive impact. Leap-frog the limits of traditional document management, and transform document-dependent work from unsecure, manual and burdensome busywork to a powerful source of growth and positive impact for organizations of all sizes and across a broad range of industries. Achieve business zen with Revver (formerly eFileCabinet), an advanced document management software. Revver combines a wide array of tools in one platform, including workflow automation, advanced search, and integrations with leading business tools. These powerful purpose-built features help business keep their heads above the flood of paper documents and eliminate the chaos of scattered digital assets.

HoudiniEsq is an advanced, browser-based law practice management for today's modern law firms. Available in the cloud or on premise, HoudiniEsq offers a robust feature set that enables law firms to streamline workflows, capture and classify all types of documents, automate billing, task scheduling, and group calendaring, and more. The platform also integrates with solutions such as LawPay, Microsoft Office, Outlook, Evernote, QuickBooks, Acrobat, Calendar/Court Rules, WordPerfect, and Google Suite.

CaseFox is a cloud-based legal billing and case management software for law firms, attorneys, CPAs, consultants, investigators, legal professionals, and corporate legal departments which helps them with the most vital features such as case, client and document management, timekeeping & expense tracking, billing and payments, client intake form and many more. When it comes to integrations, CaseFox integrates with the top legal softwares such as PayPal, LawPay, Quickbooks, Xero, Dropbox, Drive, G- Suite, Box, Office 365, Calendar, and many more. CaseFox also provides enterprise legal management (ELM) software service with custom software development and white label solutions for big firms and corporate teams. It automates and streamlines the daily tasks that improves the firm's productivity.

Assembly Trialworks, powered by Assembly Software, is law practice management software and includes features such as calendar management, case notes, client management, communication tracking, conflict management, corporations, discovery management, docket management, document management, expense tracking, government, law firms, records management, task management, and time tracking. Software pricing starts at $1500.00/one-time/user. Trialworks software suite is SaaS, Windows, Android, iPhone, and iPad software. Trialworks features training via documentation, webinars, live online, and in-person sessions. Trialworks offers online and business hours support. Some competitor software products to Trialworks include Aderant Expert Sierra, BHL Insight, and Litify. This package should be extracted to your Trialworks share. Contains Microsoft Access 2010 Runtime, PDF components, and .NET frameworks.