Legal Document Management Software for Lawyers
Create, Automate and Manage Documents – Integrated on Office 365
Legal Document Management Software on cloud with offline access on demand. Create documents and collaborate with external parties securely
Document Solution for Law Firms
Create forms for client onboarding, one for every Practice, by simple drag and drop. Forms can be sent to potential clients, or published in your public Website
Save Emails from Outlook
Drag and Drop Emails and Email Attachments to correct Matter Center workspace. Use Outlook to view documents and emails stored in PageLightPrime categorized by Client Matter through Outlook legal DMS integration
Full Document Management Support
Create, Tag and Search documents. Manage major and minor versions, check in, check out of documents from browser or outlook. Automatic OCR for indexing of scanned documents in any image or pdf format
Legal Document Search
Innovative AI powered search transforms case management solution into legal knowledge management system. Search results are security trimmed, based on user role. Use clauses and precedents from search results to create documents
Create documents based on Document Templates from Office Apps
Document Assembly will allow you to create Contracts, Forms and Retainers based on PageLightPrime’s automation
Law Firm Document Storage
Cloud storage for firms to archive case files for compliance requirements. Contents can be purged with proof of deletion to satisfy PDPA or GDPR requirements. eDiscovery becomes easier when search can be applied on PageLightPrime matter files, with additional possibility of applying legal hold
Offline convenience
PageLightPrime DMS is integrated with OneDrive for Business and case documents are available offline without compromising security. Data Loss Prevention (DLP) and Right Management (RM) guaranteed
Collaborate securely
Share documents with clients and opposing counsels through legal client portal. Specific permissions can be set and revoked.
SharePoint Solution on Office 365
Client, Matter and Person Centric Solution for managing Document and Emails. Predictive filing of emails in the correct case files without manual intervention
Keep all your legal case document organized in PageLightPrime
Create, edit, save, and sync Word documents, Emails, PDFs in legal document software
Identify documents with ease
Powerful search feature helps lawyers to identify any types of documents, emails, precedents, and legal research. Refine the search results by document title, contents, labels, or metadata. Filter and sort files further by document types, authors, and dates.
Integrated electronic signature
External parties can sign the documents electronically, shared through email or client portal. Documents scanned, signed manually, and sent through email can be saved directly from Outlook to the case folders.
Legal DMS from desktop
Outlook integration and PageLightPrime connect integrates DMS with your favorite mail client and desktop. Files in cloud are available in local drive, synced automatically and always secure.
File contents from source
Paper documents can be scanned automatically to case folders in the cloud. OCR will be applied to scanned documents and searchable immediately.
Collaborate on legal documents with team members or external clients
Secure platform to annotate, review and share documents
Teams integration
Start a conversation with team on a document by creating a channel automatically. Invite external attorneys or co-counsels to track the discussion thread.
Share documents
Easily share documents with clients through client portal for their review, subsequent approvals and electronic signature.
Sync documents offline
OneDrive for Business support for syncing case documents to local system securely. Make changes to local copy and upload to cloud automatically.
Change notifications
Paper documents can be scanned automatically to case folders in the cloud. OCR will be applied to scanned documents and searchable immediately.
Frequently Asked Questions
What are the features in the best legal document management software
Legal DMS will have the following features
Matter centric software: Core of Legal DMS is the ability to support legal matter workflow. Portal must support hierarchy as defined by firms - multiple clients, practice area and matters.
Offline access of matter documents: Documents can be synced to local machine for offline editing with full support for rights management, so contents are encrypted, and data leaks are prevented if laptop is lost.
Security: Case team members can manage internal and external access to folders and documents.
Document tagging and advanced search: Metadata must be tagged to documents during creation for the system to identify the documents during search of document contents and/or document types.
Control and Coauthoring: Legal document software must be a collaboration platform for multiple users to edit at the same time. All changes must be tracked separately as either minor or major versions. Check in and Check outs can be configured as per business requirements.
Document automation tools: Legal professionals must generate and assemble documents from templates, precedents and process as defined by practice and firm.
Electronic signatures: Ability for clients and external parties to review and signs the document electronically.
How to organize case documents
File plan will be customized to firm’s requirements. Case folders can be organized under Client or Practice Area. Case folders can contain sub folders for different document types like correspondence, court submissions or discovery. Labels can be added to documents as tags which avoid cumbersome folder structure. Logically grouping the documents has added advantage with search, security, and compliance.
What is the best legal document management software
PageLightPrime meets all the requirements needed to manage their documents by attorneys in a law firm. PageLightPrime is hosted in Office 365, your documents are never stored in our data center and is always under your control.
Where are documents stored in PageLightPrime legal document software
Documents are stored in SharePoint online, so there is no limit to number of matters or documents which can be managed in PageLightPrime Legal DMS.
How is permission managed for case documents in PageLightPrime
Permissions and access to team members within law firm or external parties can be customized and applied automatically based on practice area, work division or case type. Matter team can also manage folders and individual documents with ease.
Can I migrate documents from other legal document software
Documents with permissions and meta data can be migrated from legacy vendors and from local network share.
Document Management for Modern Law Firms
Solutions for lawyers to work Smart, safe and efficient. On cloud, accessed from web, mobile apps, outlook and desktop
Legal Document and Email Management on Cloud