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Legal Document Management Software System

Need to securely store, manage, and share all legal files from every case and client? SmartVault’s cloud-based legal document management software has been customized to meet the needs of legal professionals and law firms.

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, and when

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.

Streamline case handling with cloud-based document management

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.

Leverage a branded client portal for secure file sharing

Simplify file sharing with clients and co-counsels by giving them access to a secure document portal to upload or download files as needed.

Simplify document collection through folder templates and automation

Reduce non-billable admin hours by using customizable folder templates that auto populate when you onboard a new client or start a new case.

SmartVault empowers teams and customers 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 Client Documents
  • Customized Folder Templates
  • U.S. Based Support
Business Pro
Small to medium-sized businesses needing secure storage and client collaboration.
$50
per user / month, billed annually
3 user minimum $70 per user/month billed monthly

Ready to See the SmartVault Difference?

Book a 15-minute demo to see exactly how SmartVault can work for your business.

Schedule a 15-minute Demo