Document management has become a big concern for modern businesses. Activities that can be made simpler by the cloud document management software for law firms include:
- Data security
- Client communications
- Team collaboration
- Access control
- Document organization & retrieval
Luckily, there are many solutions to organize, share, and secure legal documents at your legal firm. To simplify your options, here are the top cloud document management programs for law firms in 2025.
Clio
Clio is a specialized cloud platform lawyers use for cloud document management. Some of the features of this software include:
- Unlimited document storage
- Automation features for data entry and document drafting
- Secure storage and backup
- Electronic signatures
- Change tracking on documents
In addition to these features, files can be sorted and retrieved by a number of fields including author, date, and custom categories.
Clio does not come without drawbacks, though. Reviews have pointed to integration, system management, and customization limitations.
CosmoLex
Although it encompasses most collaborative activities involved in legal firm management, CosmoLex offers some great features in document management. Some tools to expect with this platform include:
Integrations with cloud storage providers including Google Drive, One Drive, and Dropbox
- Secure file sharing right from Outlook
- Permissions and access control settings for enhanced data protection
- Easy document assembly
- Customizable templates for streamlined workflows
Some reviews point out some drawbacks to this software, including complicated initial setup, a lack of integrations, and difficulty with intakes.
Filevine
Filevine is a legal software designed to help lawyers manage caseloads securely through accessible cloud file management. Reviews list benefits that include:
- Enhanced workflows
- Easy document retrieval & organization for case management
- Document accessibility & security
Despite the raving reviews, some have reported initial difficulty getting the hang of the software in their firms.
Therefore
If your practice uses Canon products, Therefore is another excellent platform for document management for legal firms. With customizable fields and countless advanced features, Therefore is specifically designed to simplify documents and integrate with Canon devices.
Users report easy drag-and-drop features, and intuitive edit checks so you always have the most recent version of any document.
Despite its popularity among Canon printer users, one con listed by reviewers is that deployment can be labor-intensive.
How to Find the Best Document Management System For Law Firms
To learn about other good options available for document management for law firms, read our blog: Top 7 Cloud Storage Systems For Small Businesses.
It's also important to know what to look for in legal document management software as you do your research. To spot the best document management software for law firms, look at reviews that mention key features such as:
- User-friendliness and easily accessible audit trails for team members
- Workflow automation to save time and labor
- Enhanced security measures for backing up and storing documents
If you're ready to explore the benefits of cloud document management for your small law firm, click the button below to speak with an expert about your needs.
