Legal Document Management Software & System

Simplify Business and Legal Document Workflows with SmartVault
Want to improve efficiency and reduce non-billable administrative work? Streamline your law firm’s workflow with an online document management solution for all your legal documents.
Work efficiently from anywhere at anytime
- Access, store, manage, and share documents from a secure cloud-based system
- Onboard clients quickly and get documents signed instantly with built-in eSignature integration
- Reduce admin hours through pre-built folder templates that auto populate when you start a new case

Deliver better client experiences through a secure, branded client portal
- Strengthen your law firm’s image with a branded client portal linked directly to your website
- Upload or download legal documents in a secure and password-protected environment
- Set automatic email alerts for when someone has uploaded or downloaded files from your secure client portal

Maximize security and compliance for your law firm
- Protect your clients’ and your firm’s sensitive case and legal documents with our bank-grade security
- Stay in compliance with major consumer and data privacy regs such as HIPAA, CCPA, and GDPR
- Maintain a clean audit trail with time stamped activity reports that track exactly who did what, when

SmartVault empowers law firms and clients to work better together.
Optimized for law firms and legal organizations with extensive document workflows, advanced security requirements, and a commitment to exceptional customer experiences.
Business Pro Plan Includes:
- Unlimited Cloud-Based Document Storage
- Secure Customer Portal Branded with your Logo
- Advanced Security, Compliance, & Governance (FINRA, HIPAA, SEC, GLBA, CCPA)
- Audit Reporting & Activity Logs
- Request, Track, and Collect Customer Documents
- Customized Folder Templates
- U.S. Based Support
Boost Law Firm Productivity through a Centralized Platform
SmartVault is a cloud-based document management system that allows legal professionals to easily and securely scan, store, and share all relevant documents with ease.
Enjoy stable and secure remote access to all files at your law firm with an online document storage solution that works better than on-premise servers.
Simplify file sharing with clients and co-counsels by giving them access to a secure document portal to upload or download files as needed.
Reduce non-billable admin hours by using customizable folder templates that auto populate when you onboard a new client or start a new case.
See Why More Than 2 Million Users Trust SmartVault
See SmartVault in Action
Book a 15-minute demo to see exactly how SmartVault can work for your business.
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