If you're looking for a full-featured legal practice management system that can automate documents and house all the related data, Rally is a good option. Rally has a feature-rich platform with document automation, CRM and eSigning. It lets you create documents, send them for signature, and house all the data in a central data room for due diligence. It also tracks deal and contact information, stores templates and has customizable modules for different roles.
Another strong contender is NetDocuments, a cloud-based document management system geared for lawyers. It automates document and email processes to boost productivity and free up time for more important work. NetDocuments integrates with Microsoft Office, Google Workspaces and Adobe Acrobat, and uses AI through PatternBuilder MAX to automate common legal workflows and provide predictive filing.
If you want an AI-infused option, Filevine is worth a look. It automates tasks like intake, legal drafting, calendaring and document management to help law firms work more efficiently. Filevine has AI tools for different practice areas like personal injury and immigration law, and has a focus on security and compliance with best-in-class programs.
If you're looking for something more enterprise oriented, check out M-Files. This metadata-based document management system uses AI to automate document processes and is geared for industries like energy, construction and financial services. M-Files promises strong return on investment and efficiency improvements, making it a good option for boosting productivity and cutting risk.