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AI-Powered Document Management Software for Legal Teams

Where Legal Documents Find Their Power

Legal teams can easily manage, upload, share, E-Sign, and store documents all in one place with our legal document management solution. Centralize documents, link them to matters and workflows, and simplify your processes.

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Document Repository
Microsoft Integration
E-Sign
Google Drive Integration
 

Cut time spent on managing, finding, & sharing documents

Store

Upload & view documents within the software, create a matter repository, and get access to unlimited robust file storage solutions. Create a document folder for better storage management.

Search

Search documents easily within the software using full-text document search. Eliminate the need for navigation with AI Search. And retrieve documents fast and with ease.

Share

Share documents with clients and team members through secure messaging and client portal. Or share not so sensitive documents through emails.

Discover the document management features that legal teams can’t work without

Manage, organize, and store documents hassle-free with our cloud-based solution for legal teams—featuring unlimited storage, AI search, Office 365 integration, and more

Fast, Secure E-Signatures for Your Documents

Get a digital signature on your legal documents securely in no time. Upload documents, send to signers, and stay on track with signature updates.

  • Access signature audit trail and metadata.
  • Stay compliant with industry-standard regulations
  • Review signed documents and get it ratified if needed
  • Add multiple signers to your documents.
  • Get notified about signer action on documents.
 

Effortlessly Manage Your Files and Legal Docs

With an in-house legal document management system, upload files, share, sync, and keep track of versions. Ditch multiple software, and switch to MatterSuite for all document needs.

  • Upload multiple files seamlessly
  • Create folders with specific document categories
  • Export matter-related documents
  • Edit, view, and archive corporate legal files
  • Track document versions and stay updated.
 

Get Your Documents Organized Like Never Before

Easily link and organize documents for clients, matters, and contacts. Streamline your documents, centralize document access, and ensure compliance with our DMS.

  • Link documents to events, tasks, and matters
  • Create matter-specific document folders
  • Tag documents for quick access
  • Locate files instantly
  • Enable role-based access
 

Smarter Search, Faster Document Management

DMS’s full AI search functionality redefined how legal teams & law firms access information, allowing you to spend less time searching, and more on matter management.

  • Access matters, tasks, and documents in one search
  • View prioritized daily task lists
  • Summarize tasks, events, and deadlines
  • Identify client and third-party conflicts
 

Seamless Integration with Leading Cloud Services

MatterSuite offers integration with other document management tools, which makes syncing more seamless and saves you from juggling multiple tools at the same time.

  • Integrate seamlessly with Dropbox, OneDrive & Google Drive.
  • Enable real-time document syncing
  • Upload files directly from integrated platforms
  • Share securely via encrypted messaging
  • Ensure compliance with government policies
 

See how it works to make documents searchable, actionable, and powerful

Store and Organize Documents in No Time

Use document templates to standardize documents within MatterSuite. Categories documents on matters or client bases, or create document categories for a better organization.

Link Documents to Matters

Link documents to matters, tasks, and events to make them more informative, and ensure easy access to relevant documents.

Tag, Search & Find What You Need in Seconds

Use AI-driven search or tagging to easily locate documents related to tasks, events, and matters.

Collaborate Securely with Your Team

View stored documents, and share them with clients, legal team, law firm, or outside counsel through messaging or client portal.

Matter of fact- more than 1000+ legal teams streamlined their legal workspace!

5.0 rating based on 1,234 ratings

With MatterSuite, we can upload a massive number of files and documents within the software. The unlimited storage is my favorite part

Phillip N.

Senior Legal Counsel

4.0 rating based on 1,234 ratings

The back-and-forth paperwork was time-consuming, and we often struggled with keeping all files in one place. But with MatterSuite, we shifted all our documents to one place. After using document features, the process becomes easier. We used to upload all documents, share them with staff, and even send them to clients through a portal

Betty.

Operations Manager

5.0 rating based on 1,234 ratings

Full AI search is my favorite feature, although there are many other features that make my job easier, this one gets me everything within seconds. It’s easy to give prompts and access all the data without navigating within the software

Adil M.

Chief Administrative Officer

Sync MatterSuite with the Tools You Love

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Frequently Asked Questions

The legal document management system software is a specialized tool that helps legal professionals organize, manage, store, and share documents efficiently. The software offers features such as file storage, edits, export, version control, integrations, and search functionality. This software streamlines document workflow, ensures compliance, and syncs collaboration for legal teams.

The best way to organize documents is by using document management software for legal teams. It allows legal teams to centralize all files, and documents in a secure repository making it easily accessible and more organized. Documents can be categorized as matters, events, and tasks. With the help of robust search functionality powered by AI, it is easy to access all your documents, and this makes the organization better.

Legal teams & departments need robust document management software for various reasons, such as:

  1. Managing all the sensitive and complex documents related to matters.
  2. To ensure compliance with industry standards and data protection laws like GDPR.
  3. To automate the document management process and create workflow.
  4. To streamline the retrieval of matter-related documents.

DMS and general document management solutions are different in many ways. A DMS is more document-centric in comparison to general document management solutions. The software includes tools such as contract management, legal research tools, e-discovery, and conflict checks. On the other hand, general software doesn't come with all such tools.

DMS is specially tailored for legal industry standards like GDPR, HIPAA, and SOC 2 but general software has some basic compliance which is not enough for legal professionals.

Document storage and management seamlessly integrate with legal software such as billing, accounting, and more. But the general software doesn't provide all such integrations.

Some of the key features of the in-house legal document management system (DMS) include:

  1. Centralized legal department document storage.
  2. Third-party integrations with other legal software.
  3. Advance AI search for quick access to documents within the software.
  4. Document version control and real-time collaboration.
  5. Cloud storage for all documents and files.
  6. Automated workflow for document management process.
  7. Role-based access and data encryption for documents.

The online legal document management has various features to ensure the security of sensitive documents:

  1. Providing role-based access for all sensitive documents to ensure only authorized personnel access specific documents.
  2. Proper encryption of data to protect it at rest and in transit.
  3. Compliance with industry regulations to ensure data security.
  4. Constant data backups to prevent any data loss.

Having a DMS can significantly improve the workflow of the legal team.

  1. Legal teams can securely send documents to clients and other members of the firm.
  2. It helps to optimize document management processes and have an automated workflow.
  3. Reduce repetitive tasks like filing and version tracking.
  4. Save time with an advance search for documents.
  5. Team members can work on the same documents simultaneously.

There are a few things that legal teams should consider while choosing efficient document storage and management software:

  1. Customization is one of the most important factors to consider when choosing any DMS software.
  2. Ease of use of the software to reduce the learning curve.
  3. Security is another crucial factor to consider while choosing software.
  4. Training and support should also be the crucial factor impacting your choice.
  5. A software must offer third-party integrations.