List of the Top 6 Legal Document Management Software for Clio in 2025

Soluno is a cloud-based solution designed specifically for law firms, enhancing their efficiency through comprehensive accounting and billing capabilities. With an intuitive suite of features for time and expense tracking, billing, accounting, and trust management, law firms can streamline their operations effectively. The platform's strong focus on trust accounting and billing, coupled with exceptional usability and top-notch customer support, empowers users to boost their productivity significantly. Additionally, Soluno provides complimentary data conversions from 14 leading industry solutions, making it easier for firms to transition to their software without any hassle. This commitment to support and functionality positions Soluno as a valuable tool for legal professionals seeking to optimize their business management processes.

Transform your legal practice by automating various processes, enabling you to manage your time more effectively, and enhancing your ability to serve a greater number of clients. Gavel is an innovative document automation tool designed to create tailored web forms that automatically fill in data for your Word or PDF documents, allowing users to reduce their drafting time by an impressive 90%. Key features include: Enhanced document creation: Instantly produce precise, tailored, and impeccably formatted documents. Robust workflows: Optimize and collaborate on both internal operations and client-facing tasks seamlessly. Effortless client engagement: Simplify the onboarding process and maintain communication with clients via a client intake system and online portal. New revenue streams: Bundle, deliver, and monetize digital legal services efficiently. Secure and centralized information: Manage, search, and link client data from any location, ensuring accessibility and organization. By embracing these solutions, legal professionals can not only improve their efficiency but also elevate the overall client experience.

TrialLine is a web-based application designed for trial presentations, mediation, and effective storytelling. This software is particularly beneficial for lawyers and legal practices seeking to enhance their understanding of their cases. Users can develop tailored legal timelines that effectively illustrate the critical aspects of their cases, allowing for straightforward interpretation of events. Each event in the timeline can have supporting documents attached, with the platform accommodating all file types for seamless uploads. TrialLine also facilitates collaboration, enabling users to efficiently manage and distribute case events, documents, and information with colleagues, experts, and juries, enhancing overall communication within legal teams. With its user-friendly features, TrialLine helps streamline the legal process and ensures that all parties involved have access to the necessary information.

We transform the workflows of corporate legal professionals involved in transactions by eliminating the monotonous manual tasks that typically overwhelm the legal deal process. With dealcloser, you have the flexibility to work from any location while maintaining high levels of efficiency and ensuring that your tasks are completed on time. Say farewell to the times spent manually assembling closing books or tracking down signatures. Instead, you can focus on what truly counts: representing your clients effectively. We handle the cumbersome elements of a deal, enabling you to leave the office at a reasonable hour. As North America's fastest-growing transaction management firm, we are committed to enhancing your experience. Start your journey with us by building your deal's closing checklist using dealcloser, moving away from the outdated methods of Word documents. Effortlessly upload your documents and observe your clients sign them in real-time! Moreover, dealcloser streamlines the signing process by automatically generating signature pages, ensuring that every step is seamless and efficient. Step into a new era of legal transaction management with dealcloser, where enhancing your productivity is our top priority, and experience the difference that innovation can make in your daily workflow.

Connect vital details to the primary documents and pertinent issues in your case, guaranteeing that everything is seamlessly organized and coherent. The days of disjointed chronological records are over; now, all inputs are interrelated, readily accessible, and methodically structured. This method cultivates a cooperative atmosphere, allowing team members to smoothly explore collective knowledge and resources. Furthermore, it enhances communication and collaboration, leading to more efficient project outcomes.

Epona365 serves as an all-encompassing solution for the effective management of documents and emails. It leverages the powerful capabilities of Microsoft 365 and SharePoint, catering specifically to the unique requirements of legal professionals and corporate counsel. With Epona365, users can collaborate seamlessly and organize essential information from virtually any device, no matter the location. This cutting-edge platform brings together a variety of data into a centralized hub that is readily available through Outlook or Teams. As a result, it streamlines daily operations, promoting a more efficient workflow that allows you to move past chaos and embrace increased productivity. Furthermore, it equips your team to work together more harmoniously and effectively, fostering a culture of collaboration that can significantly enhance overall performance.