Simplified document management for law firms

All your case files at your fingertips

Boost productivity and streamline your team’s workflow with our legal document management software. Enhance the way you store, edit, sign, and share case documents thanks to our centralized cloud database.

Streamline workflows with MyCase legal document management software
Keep legal agreements organized with law firm document management software
Request eSignatures with document management software for law firms

Keep legal documents organized and accessible

Give the team relevant access to the files and documents in our cloud-based legal document management system, creating secure, easy collaboration and eliminating the need for another login.

  • Keep everything in one place with unlimited data storage 
  • Share, tag, and comment on documents in real-time
  • Fast-track your work with templates that automatically populate documents with case information
  • Find exactly what you need with our customizable filtering system
Keep case documents organized in one place with MyCase legal document management
MyCase legal case management: document storage feature

Build and update documents together – anywhere, anytime

Collaborate on a document with colleagues or clients and align on one single source of truth with File Sync and MyCase Desktop. With real-time updates on mobile and desktop, everyone will always have access to the most up-to-date versions of all essential legal documents. Collaboration is made simple with document management software for lawyers.

“MyCase allows me to practice virtually anywhere in the world since I can access all of our firm’s documents and case files in the cloud.” 

Attorney Al Provinziano, Provinziano & Associates

 

Attorney Al Provinziano, Provinziano & Associates
Use MyCase File Sync for legal document collaboration
How to use MyCase File Sync

Streamline document execution

Preparing and signing routine case documents is seamless and simple with eSignature, included with MyCase Pro and Advanced subscriptions. Store and securely send encrypted files for clients to sign from any device, and get the signed form linked to your case file immediately.

  • Electronically sign important case documents from any device, with no third-party integration required
  • Use eSignature templates for forms that you send out on a regular basis
  • Automatically populate eSignature requests with case and contact data that is already stored in MyCase
MyCase legal electronic signature software feature: Create reusable signature request forms
MyCase legal case management: esignature feature

Integrate with your existing document tools

MyCase works alongside multiple integration partners your firm already relies on. Integrate with Dropbox so that you can easily access your case documents directly from MyCase. With File Sync you can use Microsoft Word, Adobe, and other desktop software outside of MyCase, with the changes automatically reflected in MyCase.

“I really needed a way to store case information and documents in a central place. MyCase, to a t, is the software I had envisioned.”

Michael Burton, McFarling Law Group

Michael Burton from McFarling Law Group
Sync Microsoft Word, Adobe, and other desktop software with MyCase to automatically reflect case document changes in MyCase
Use MyCase File Sync for legal document collaboration

MyCase Drive: Fast File Management

Work directly from your desktop file explorer to save and edit documents with MyCase Drive.

  • Organize case documents and folders with drag-and-drop functionality
  • Automatically sync changes made within MyCase or from your desktop, saving you valuable time while providing greater accuracy
MyCase Drive: Fast file management that integrates with your desktop

Find Documents Easily with Full Text Search

MyCase legal document management software makes it easy to find the documents you are looking for with Full Text Search. Search the contents of .pdf and .doc files to quickly run conflict checks or easily find the documents you’re looking for.

  • Save time and find the content you are looking for with ease
  • Run conflict checks quickly and easily
Search, save, and edit your law firm’s documents directly from your desktop file explorer with MyCase Drive

Legal Document Management Software FAQs

What is the definition of legal document management?

Legal document management is the practice of filling, creating, managing and facilitating signing of legal documents like contracts, agreements, invoices, reports, letters, notices, and more. Legal document management helps you keep your firm organized and ensure you know where to find important documents that pertain to your clients’ cases. Additionally, it ensures that private information contained in the documents is safe and secure. 

How is legal document management software beneficial for law firms?

Document management software for law firms is a great tool to centralize your legal documents onto one platform, helping you easily find and retrieve important documents and information faster than manual processes. This provides organization and efficiency, especially when your document management software is on the same platform as your case management software.

What is the best way to manage and organize legal documents?

Everyone has their preferred way of managing and organizing legal documents. The best practices in the legal industry include the cloud for storage and security, templates you can customize and reuse, and eSignature capabilities. 

Law firm document management software makes it easy to streamline workflows because it allows you to store, organize, and access documents when you need them. Legal document management for law firms increases efficiency and convenience, enabling lawyers to find documents quickly without wasting time searching for hard copies in their filing cabinet. Additionally, legal document management software improves confidentiality by preventing unauthorized digital access.

Is legal document management software suitable for small law firms?

No matter the size of your law firm, documents and case files are a crucial part of running your practice. Thus, efficient and reliable document management software is vital to all law firms.

What are some examples of legal documents MyCase software can handle? Are there limitations?

MyCase legal document management solution is designed to store all types of legal documents pertaining to your cases. A few types of documents you can store and organize include legal agreements and contracts, case documents and notes, client intake forms, and more. There are no limitations to the types of legal documents you can manage. Additionally, our law firm document management software integrates with tools like Microsoft Word, Dropbox, and Adobe, allowing you to access and edit your documents directly from the MyCase platform.

MyCase legal document management software can support most file types and allows you to organize documents and files by case and/or client. MyCase also syncs with Dropbox to take advantage of their powerful document storage and editing tools.

How much does MyCase legal document management software cost?

MyCase legal time document management software features vary in availability based on plan. See the MyCase pricing page to view available options.

What about MyCase’s legal document management software makes it the best?

MyCase legal document management software is unlike any other on the market because it’s part of our robust legal case management software solution. Your documents will be stored with other important case information, including client intake forms, time tracking, other uploads, and more, to ensure everything you need for your case is in one place. 

Depending on your MyCase plan, you’ll have access to key features and integrations such as: 

  • Woodpecker: You can use Woodpecker to generate Word-based legal documents, utilize Word templates, and create online questionnaires that streamline client intake. Automatically generating legal documents and other Word-based assets can save you significant amounts of time while improving accuracy, organization, and client satisfaction. 
  • MyCase Drive: This cloud-based feature allows you to quickly and securely access documents at any time, from virtually any place. Instead of manually uploading and sharing documents with colleagues, updates and changes made to documents are automatically synced across your firm. At the same time, you gain access to unlimited and secure cloud-based storage. 

With legal document software, you can keep your legal documents organized and accessible but secure, allowing you to share, tag, and comment on documents in real time. You can collaborate on documents with colleagues and clients with real-time updates so everyone has the updated version available to them. 

In addition to document storage, MyCase legal document management software helps you find your documents in less time with Full-Text Search. 

Is legal document management software secure?

MyCase implements state-of-the-art security measures to protect your important case documents. With bank-grade encryption, our document management software prevents the risk of lost data and protects sensitive information while allowing you to control who has access.