# Legal Document Management

AI-Powered Legal Document Management Built for Law Firms

Draft, analyse, and summarise legal documents with AI-powered cloud-based software. Manage access, add to a case, integrate, and more.

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★★★★☆ 4.5/5
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CaseFox UI - Legal Document Management Software
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Trusted by 25000+ law firms
across the world

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Legal AI That Drafts 10+ Documents Every Minute

CaseFox AI generates a document in multiple languages within seconds, adds it to the case research, attaches it with time entries, or collaborates with the team using a document management system.

Save 2+ Hours Every Day

Spend less time generating and formatting documents with legal AI. Do research, create invoice templates, and summarize documents within seconds.

Built-In Security and Compliance

Keep all your docs protected according to industry standards with ISO-certified encryption, role-based access, and audit-ready logs with CaseFox.

Draft in Multiple Languages

Create documents in multiple languages within seconds and manage global clients across jurisdictions with a legal document management system.

Client Intake Custom Fields LEDES Billing Multilingual Bills Conflict Check Client Portals Integrations Client Intake Custom Fields LEDES Billing Multilingual Bills Conflict Check Client Portals Integrations
Client Intake Custom Fields LEDES Billing Multilingual Bills Conflict Check Client Portals Integrations Client Intake Custom Fields LEDES Billing Multilingual Bills Conflict Check Client Portals Integrations

One Secure Document Management for Legal Teams

Draft professional documents, advance search with tags, access free cloud storage, and integrate with Dropbox, Google Drive, OneDrive, and Office. You’ll never lose track of a case file again.

  • Access your case documents anytime

    Upload, edit, and store all your legal documents, from pleadings to research, on a cloud platform. Work on your documents anytime, anywhere, on any device.

  • Prepare documents within minutes

    Draft court-ready legal forms, notices, and letters, autofill information, and customize information according to the practice area within minutes with AI.

  • Instant access to every legal document

    Search for files, sort them by category, case, or client. Restrict access to documents according to role to ensure only the right members can access.

Access your legal case documents anytime and anywhere
CaseFox Streamlined UI Legal Document Management Features

    DMS to Draft & Analyse Documents in Seconds

    Leverage legal AI to generate documents, analyze, and summarize them in minutes. Create multiple document templates and stay compliant with industry regulations.

  • 2X faster document review

    CaseFox legal document management helps extract clauses and identify critical legal terms. Save hours spent in the review process.

  • Create custom templates

    Generate documents using CaseFox legal AI. Export and customize according to firm preference, dynamically adjust content, conditional logic, and more.

  • Secure & compliant documents

    Keep legal documents safe with ISO-certified encryption and role-based access. CaseFox helps you meet IOLTA, ABA, and regulatory standards.

    Store, Share, Sync, & Export, All in One DMS

    Sync files with various third-party document management tools. Edit documents on the go and keep every doc secure on the drive, and export when needed.

  • Sync legal documents with other tools

    View, edit, or sync documents with third-party tools like Google Docs, OneDrive, Google Drive, Dropbox & BoxNet and automatically update across platforms.

  • Share documents across teams & clients

    Quickly share documents via email or a secure portal with clients & team. Set permissions to authorize specific document access within the law firm.

  • Export documents in multiple formats

    Export cases and client documents in PDF, Word, or Excel in just a few clicks. Whether you want to print a court bundle or send it to clients with CaseFox.

sync legal documents with third-party tools

Who Can Use CaseFox Legal
Document Management Software?

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    Document storage, sharing
    Document syncing
    Tag, retrieve, export
    Document editing, bulk upload

    Premium Services for All Users at ‘NO’ Additional Cost

    CaseFox is not just another legal software; it creates an experience for all users with personalized demos, advanced training, seamless data migration, and expert support that is available 24/7.

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    1. Data Migration

    Our team seamlessly migrates your data into the system at no additional cost.

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    2. Free Onboarding

    Fast-track your legal operations with FREE online onboarding demo sessions.

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    3. Staff Training

    Onboard staff efficiently with our on-demand training session with a dedicated account manager!

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    4. 24/7 Support

    We are available for you 24/7 via phone, email, or chat to raise tickets and get immediate answers.

    Not just another ‘Document Management System’

    Explore all the features of CaseFox within one pricing plan and run your law firm smoothly without any unnecessary add-ons.

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    Legal Case Management Software

    Manage all your cases in one place. Organize files, track progress, and collaborate with your team efficiently.

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    Legal Time and Expense Tracking

    Track billable hours from anywhere, customize rates, and segregate time and expense entries. Log billable hours by simple text with SMS support and more

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    Legal Document Management

    Securely store, organize, and access all legal documents with smart tagging and AI-powered legal drafting tools.

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    Conflict Check Software

    Quickly identify potential conflicts of interest across clients, cases, and contacts to stay compliant and avoid legal risks.

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    Legal Client Portal

    CaseFox offers automatic online payment functionality so that your clients can view and pay invoices online. Clients can view their payment history and the amount due.

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    Legal Trust Accounting

    Manage multiple trusts and operating accounts conveniently. You can also bulk pay invoices from Trust funds. Integration with QuickBooks and Xero.

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    Legal Calendaring Software

    From events, tasks, to time entries, manage all of it with a legal rule-based calendar. Manage firm and staff-wise calendars, send emails for upcoming events.

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    AI Document Generation & Analysis

    Generate legal documents, professional emails, cover letters, contracts, agreements, and more in minutes with AI multilingual support.

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    Automated Billing & Bulk Invoicing

    CaseFox streamlines billing and invoicing by setting recurring billing for cases. And one-click bulk invoicing to generate invoices in seconds.

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    Integrate CaseFox with Tools You Use & Love

    Bring everything together by connecting your calendar, email, Office 365, Google Workspace, accounts, and payments to CaseFox.

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    Trusted by 25000+ Law Firm

    See What Our Clients Are Saying

    Here’s what other legal professionals and law firms are saying about us. Be a part of leading legal tech with CaseFox.

    User 1 User 2 User 3 User 4 User 5
    4.5/5
    Reviews on Capterra & G2

    “CaseFox is easy to use and good document management software. We do not need to install and set up CaseFox software on our system because it's maintained on the cloud, so we and the client and access CaseFox software on any platform.”

    “Can access from anywhere and easily able to import documents into the invoice, easy to transfer to clients. Good value for the price, support is always available. ”

    “I previewed/used the free trial of several billing and document management software systems in the market. I personally use Google Drive for my document management and with CaseFox, it connects my employees to the drive through the software so we’re all working on the same document and there’s no overlap. ”

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    Frequently Asked Questions

    Couldn’t find what you were looking for ?
    Contact us at

    service@casefox.com

    What is a legal document management system?

    A legal document management system is an application designed to assist law professionals in storing, organizing, and accessing documents faster, with more security in one place. It acts as a centralized platform for law firms to manage all case and client-related data. This results in increased efficiency of document search, editing, and sharing.

    What are the essential features of legal document management software (DMS)?

    Some of the key features of legal document management software include:

    AI-Powered Document Analysis: CaseFox employs AI to swiftly analyze and summarize legal documents.

    Document repository: The software uses ISO-certified encryption standards and role-based access controls to protect all the sensitive documents and files.

    Advanced Search and Tagging: Effortlessly search for documents using smart tags and categories. Filter them based on clients, cases, or document types.

    Integration: CaseFox has third-party integrations with software such as Google Drive, Dropbox, OneDrive, and Office 365 for real-time document syncing.

    File Sharing and Collaboration: Share your documents with your team or securely with your clients via portals or email, and set access permissions.

    Cloud and Mobile Access: Because CaseFox is a cloud-based software, you can access and manage all your documents remotely anytime from any device.

    What is the best legal document management software?

    CaseFox is one of the best software systems law firms can implement out of all available. The platform provides AI tools to assist with the drafting, assembly, analysis, and summarization of documents.

    It has secure cloud storage with role-based access controls, advanced search and tagging features for easy retrieval, and integrates with platforms like Google Drive and Dropbox. It also enables document version control and allows for the use of customizable templates.

    How can legal document management software benefit my law firm?

    Legal document management software for law firms assists in drafting, organizing, storing, and accessing files and records.

    AI-Powered Drafting & Assembly: Use AI to generate and assemble legal documents fast, reducing time spent on repetitive tasks.

    Secure Document Storage: Store all case documents in the cloud with role-based access.

    Third-Party Integration: Effortlessly connect with Google Drive, Dropbox, OneDrive, and Office 365 for syncing and collaboration.

    Remote Work Capabilities: Enable you and your team to securely access, edit, and collaborate on case files and documents from any location or device.

    Faster document searches: Reduce the time spent searching for and accessing important files through organized and easily searchable digital document systems.

    Is cloud-based law firm document management software secure?

    Yes!! Cloud-based law firm document management software like CaseFox is safe because it has security measures to guard your legal files.

    CaseFox protects your data with strong ISO-certified encryption to keep it safe from anyone who shouldn't see it.

    Cloud Storage: Documents are stored in the cloud, safe from physical damage or loss.

    CaseFox follows important industry standards like ABA to make sure your legal documents are always secure and compliant with the data centres being constantly monitored by a dedicated team. This means your documents stay safe and confidential

    How many legal documents can be stored for a case or client?

    CaseFox offers 10 GB of free file and document storage to add pleadings, contracts, and correspondence related to your cases and clients, in one place on the same platform, so you can easily retrieve them when needed.

    Can I migrate my documents into CaseFox?

    Users can connect their existing accounts from popular cloud storage services like Google Drive, Dropbox, OneDrive, and BoxNet through integrations. This allows seamless access to all your documents directly within CaseFox, so you can view, edit, and manage your files without moving them. This approach helps to keep your documents in their secure locations with full access while giving you the convenience of centralized management inside CaseFox.

    How does CaseFox ensure legal document compliance?

    CaseFox ensures document security and compliance with ISO and ABA standards. It uses ISO-certified encryption and role-based controls to ensure that only authorized persons can access data. There are useful AI tools built right in that help draft and review documents, making sure all the necessary clauses and legal requirements are included so you can avoid costly mistakes.

    How does CaseFox protect sensitive data?

    CaseFox makes sure that your legal documents are securely stored and comply with ISO, SSL, and data encryption standards for proper management. It uses ISO-certified encryption techniques to secure sensitive client data. The built-in AI tools check documents for terms and regulatory requirements to ensure accuracy and eliminate errors.

    How can legal document management software (DMS) help my team collaborate more effectively?

    Centralized Storage: CaseFox stores all legal documents in one platform, all stored according to their cases.

    Secure Sharing and Permission Controls: Share documents with colleagues and clients via portals or emails.

    Third-party syncing with Google Drive, Dropbox, OneDrive, and Office 365.

    With cloud-based tools, your team can jump in and get work done from anywhere, whether it's from home, the office, or on the go using any device remotely.

    These features ensure that your legal team is always on the same page regarding crucial documents, potentially reducing administrative delays.

    How can legal document management software help me stay on top of deadlines?

    CaseFox legal document management software ensures that you keep track of your evidence and documentation. It also has a calendar for important date set up with timely reminders. Automated notifications and alerts keep you on top of things so that you never miss important deadlines, events, or tasks. Furthermore, detailed deep search capabilities provide you with an effortless way to find and access your documents. Detailed reports and the repository of all your cases will help you meet deadlines.

    Create, Analyze, and Summarize Legal Docs Faster with AI

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