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A Tech Adoption Guide for Lawyers

in partnership with Legal Tech Publishing
Legal Document Management Software

When you’re not writing emails, you’re creating documents. The latest tech will revolutionize how you create, store, edit, format, and organize them. What to do with all the time you’ll be saving? Check out our buyer’s guide — and you’ll be well on your way to finding out.

The LegalTech Publishing Buyer's Guides and the products and services listings below are supported by vendor sponsorships.
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Reviewed Products & Services


AbacusLaw is a comprehensive practice management tool that provides a central location to manage day-to-day activities as well as the financial business of the firm. Host the system on-premises or securely in a private cloud. The platform is easily customizable for whatever a firm needs, including input screens, automation rules, documents, reports, and more.

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DocStyle is an intelligent solution for automatically creating and managing Styles within Microsoft Word. Documents aren’t always received in Word though, and all too often show up as a PDF. Legal PDF files, such as Agreements or Pleadings, can be converted from PDF to Word cleanly by DocStyle, creating flowing Word documents ready for editing.

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Filevine is the leading cloud-based collaborative work solution for law firms. Powering everything from case management and document management to client communication and business analytics, Filevine’s custom and bespoke tools simplify and elevate practice management and growth.

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iManage transforms how professionals in legal, accounting and financial services get work done by combining artificial intelligence, security and risk mitigation with market-leading document and email management. iManage automates routine cognitive tasks, provides powerful insights and streamlines how professionals work, while maintaining the highest level of security and governance over critical client and corporate data.

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Moxtra powers your OneStop Customer Portal – your digital branch, with continuous collaboration experiences, helping you retain and grow customers, manage your distributed organization, and lower your costs for doing business. Moxtra’s Customer Collaboration Platform can power your branded OneStop Customer Portal as a fluid extension of your existing website, web or mobile app, or as a standalone web and mobile app.

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MyCase is a complete law practice management solution that helps firms run efficiently from anywhere, provide an exceptional client experience, and easily track firm performance so that they can reach their business goals.

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Storing, managing, and protecting millions of documents that are created and shared by thousands of people is never easy. All too often, they become a chaotic, obtrusive, and risky burden on your organization. NetDocuments changes the equation, with a content platform that removes the barriers and transforms all your documents into an unstoppable engine for collaboration, productivity, growth, and inspired work—without limitations or restrictions.

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VIQ Solutions

At VIQ, it is our mission to assist legal professionals across the globe to gain efficiency and streamline workflow processes. VIQ’s end-to-end solution can support legal professionals with recording events, preparing real-time draft transcripts, and managing case documents collaboratively with key stakeholders.

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Additional Products & Services

  • TeamConnect
  • LawVu
  • Exizent
  • InfoFlo
  • Amberlo
  • Factbox
  • eCounsel
  • Monday.com
  • Wrike
  • Freshsales
  • Quickbase
  • LEAP
  • Nextpoint
  • Smokeball
  • Servemanager
  • Bill4time
  • Tabs3
  • HoudiniESQ
  • Actionstep
  • Jubilee
  • Casefox
  • Trialworks
  • Meruscase
  • Prevail Case Management Systems
  • uLaw Practice
  • Docketwise
  • PCLaw
  • Firm Central
  • CoCounselor
  • Time Matters
  • A1 Tracker
  • Lawtoolbox
  • Soluno
  • CasePEER
  • Lawcus
  • ProLaw
  • Xakia
  • Everlaw
  • App4Legal


ATL Non-Eventcast:

Jared interviews representatives from Filevine, Foxit, MyCase, and Pathagoras, who provide high-level tips on everything from document assembly to establishing one “source of truth” in your system.


  • Presenting the guests’ of today’s episode – 2:03
  • A word processing tool – 4:00
  • One of Jared’s favorite subjects and how it works – 5:17
  • Personalizing the document – 6:26
  • About document assembly – 7:56
  • What’s the Portable Document Format (PDF) – 8:37
  • PDF as a tool – 9:39
  • The security benefits of using PDFs – 10:19
  • Combining reporting and management systems – 11:39
  • The notion of a system of records – 12:53
  • The best document management system tip – 16:36
  • Using document management tools – 18:05

Jared welcomes Cain Elliott, Jenni Davenport, and Chris Cangero to talk about documentation. They talked about some tips and best practices as well as trends in document management for firms, as well as software features available.


  • Introducing the phenomenal guests. – 1:18
  • It’s essential for modern law firms to manage documents using robust systems that are accessible to both staff and clients. – 2:54
  • What’s your favorite font? 3:27
  • Formatting tips and best practices for law firms and lawyers. – 6:27
  • How to organize these documents and keep them organized? – 12:24
  • Tips and suggestions on using templates and template maintenance accessibility. 21:20
  • The future trends of document management. – 28:57

Jared sits with VIQ Solutions Executive Vice President of Product and Strategy Elizabeth Vanneste, and NetDocuments co-founder and Chief Technology Officer Alvin Tedjamulia to discuss document management.


  • Starting off with Ground Hog Day – 2:00
  • Stuck in the time loop with document management – 2:37
  • Managing workflows through software – 4:05
  • Evolution of document management over the past 3 decades – 6:11
  • Pressing on heightened data security: protection of users – 11:07
  • Attorneys are not technologists – 13:10
  • Incorporating more document management technology on courts and law firms – 14:00
  • Artificial Intelligence in simplifying evidence management – 19:10
    Future of document management – 21:02

Jared speaks with two representatives from MyCase and DocStyle about document management best practices for law firms.


    • What their favorite television productions are and why people should be watching them. – 2:48
    • What MyCase: What to expect and what it means for the industry. – 5:12
    • With the acquisitions happening in the legal space, how do they stay on top of what’s happening with the companies? – 7:03
    • What should you follow in terms of styling and formatting? – 9:56
    • Where to store the documents: The best practices and software to use. – 12:55
    • Is the client portal a good and effective file-sharing solution? – 15:15
    • Law firms moving from desktop legacy applications into the cloud: How does it work and why it shouldn’t be daunting for lawyers? – 17:23
    • How to manage integration with document management tools for law firms. – 22:38
    • What an integrated experience looks like from the perspective of a case management software user. – 24:49
    • What’s their favorite document management tip? – 27:24

Legal Document Management Software FAQs

What is legal document management?
There is one universal truth for all lawyers: You have many, many documents. Legal document management refers to the process by which you create, edit, manage, access, store, and share them.

What is in-app editing?
In-app editing is a feature in document management software that allows lawyers to use their word processing software of choice and have it seamlessly integrate with their legal document management software. These types of features also track revision history and other data.

How do legal document assembly programs work?
Document assembly programs allow users to assemble clauses together into a complete document. This can include a templated approach in which users are guided through a series of questions that create a personalized layout. Document assembly programs can also put together packages of documents: a real estate closing package, for example.

The ultimate goal is to build documents quickly, have them fit the firm’s templates and style guides, and provide these deliverables as quickly and easily as possible.

What is a PDF and how can law firms best manage these documents?
“Portable document format” allows the document to look exactly the same no matter what device it is opened on. PDFs are the standard in courts around the world, and also throughout the business community. PDFs also have varied security benefits, such as the ability to scrub metadata that can show a document’s revision history and other information.

What is case file management (and how does it relate to legal document management software?)
Practice management software brings varied aspects of a lawyer’s practice into one centralized system. Because lawyers tend to work primarily in documents, the document management system is a key component of any practice management tech stack.

What are the best document management systems?
The No. 1 concern of law firm owners is revenue generation, and the best way to maximize that is to lean into efficiency. The best document management systems — such as those listed in our buyers guide — allow lawyers to work faster, get through more work, and generate more value for their clients and firm. The more quickly lawyers can locate, share, revise, and finalize documents, the better off they are.

Legal tech
Document Management Software
By Jared Correia

There’s a term for when attorneys use Latin and other arcane languages to describe legal processes to consumers: “legalese.”

But there’s no similar term for when vendors use technical and other arcane languages to describe their legal software operations to lawyers.

True, this dynamic may seem unfair. But now we have The Legal Tech-to-English Dictionary to help us cope.

Here, we explore some common doc management terms — and provide a few scenarios in which they may arise in a lawyer’s day-to-day.

Jared Correia is the host of the Non-Eventcast.

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