Legal Document Automation Software for Lawyers

Legal document management software improves law firm collaboration by allowing attorneys to easily create, store, and share legal documents, forms, correspondence, and searches in one intuitive, secure location.

A legal document management system is a cloud-based or on-premises solution that stores your law firm's documents and provides a comprehensive set of tools to find, organize, and manage your documents and legal forms.

Legal document management systems create a single version of the truth to store all relevant documents, forms, emails, and files related to a client or matter. In addition, cloud-based legal document management systems make retrieving, referencing, and updating documents easier to improve productivity and reduce errors.

An effective legal document management software will offer all the integrated features needed for a law firm to simplify document management and collaboration. These features include:

• Unlimited storage for your firm to store all the documents, forms, emails, and files related to a particular client or matter as your firm scales and takes on more clients and cases.

• World-class legal security ensures that you and your clients can rest assured that all sensitive information is protected and that your firm meets compliance and regulatory standards.

• User-based permission controls ensure control over who can view and edit shared files.

• Search functions to quickly find legal documents across multiple file types to access what you need without wasting time searching through hundreds of paper files.

• Auto-filled fields for common documents like letters, forms, and emails to reduce the time spent on document creation.

• Collaboration tools for internal and external stakeholders to collaborate, comment, reply, and e-sign documents.

Yes, to protect the confidential and sensitive information related to your clients and cases, you can set user permissions to control who can access and edit files stored in LEAP.

LEAP is hosted on Amazon Web Services (AWS), the #1 cloud provider in the world. All your documents will be stored and backed up in the cloud with the highest levels of security.

Sending legal documents safely to colleagues or clients is essential, especially while working from home or remotely. Sending sensitive material by email alone is a no-go and requires secure file encryption. A secure way to send documents over the internet is by using a service designed to store documents for lawyers without transferring between servers and is compliant with ABA standards of security. This service should handle the encryption for you. Additionally, secure legal software allows you to control who can view and edit documents and how long they can be accessed. Proper legal practice management software will have built-in secure document collaboration, allowing for easy communication between staff and secure document sharing between you and your clients, making sure you are not breaching legal ethics.

Legal document management software for small to medium-sized legal practices should fulfill the law firm's needs. Quality software will allow attorneys to import and automate documents, organize files and correspondence by case, access files from anywhere, securely store and share documents, and collect electronic signatures, all in an intuitive and up-to-date interface that is easy for attorneys, staff, and clients.