- Saving/OpeningSaving/Opening
- ProfilingProfiling
- Forced ComplianceForced Compliance
- Easy ComplianceEasy Compliance
- Version ControlVersion Control
- CommentingCommenting
- Optionally Require Profile FieldsOptionally Require Profile Fields
- Major Software IntegrationsMajor Software Integrations
- Word, Excel, PowerPointWord, Excel, PowerPoint
- Integration with Office Online (i.e. Word Online)Integration with Office Online (i.e. Word Online)
- AcrobatAcrobat
- Nuance PowerPDF AdvancedNuance PowerPDF Advanced
- Foxit (check version)Foxit (check version)
- pdfDocs (check version)pdfDocs (check version)
- CompareDocs (Comparison Tool)CompareDocs (Comparison Tool)
- Workshare Compare (Comparison Tool)Workshare Compare (Comparison Tool)
- Litera Change Pro (Comparison Tool)Litera Change Pro (Comparison Tool)
- Workshare Secure (Metadata Cleaner)Workshare Secure (Metadata Cleaner)
- Clean Docs (Metadata Cleaner)Clean Docs (Metadata Cleaner)
- Payne Metadata Assistant (Metadata Cleaner)Payne Metadata Assistant (Metadata Cleaner)
- Email IntegrationEmail Integration
- OutlookOutlook
- Drag & Drop FoldersDrag & Drop Folders
- Save Upon SendingSave Upon Sending
- PDF on Fly within EmailPDF on Fly within Email
- Suggestive Filing based on User HistorySuggestive Filing based on User History
- Predictive Filing based on All Users & ContentPredictive Filing based on All Users & Content
- Can See in Outlook if YOU Save an emailCan See in Outlook if YOU Save an email
- Can See in Outlook if others Save an emailCan See in Outlook if others Save an email
- GmailGmail
- SearchingSearching
- In-text SearchingIn-text Searching
- Boolean SearchingBoolean Searching
- Fuzzy SearchFuzzy Search
- Saved SearchesSaved Searches
- Symphony OCRSymphony OCR
- Built-In OCR EngineBuilt-In OCR Engine
- Filter Search ResultsFilter Search Results
- CollaborationCollaboration
- Client PortalClient Portal
- Deliver Secure LinkDeliver Secure Link
- MiscellaneousMiscellaneous
- Unlimited Custom FieldsUnlimited Custom Fields
- Foldering/SubfolderingFoldering/Subfoldering
- Legal HoldLegal Hold
- Categories/TaggingCategories/Tagging
- Document WorkflowsDocument Workflows
- Audit HistoryAudit History
- Check-in / Check-outCheck-in / Check-out
- APIAPI
- General Firm SizeGeneral Firm Size
- SupportSupport
- Killer FeaturesKiller Features
- EncryptionEncryption
- SecuritySecurity
- IntegrationsIntegrations
- Additional StorageAdditional Storage
Link
Link
iManage Cloud
(Cloud)
(Cloud)
$10.00 - $80.00 /mo.
- Saving/Opening
- Profiling
- Forced Compliance
- Easy Compliance
- Version Control
- Commenting
- Optionally Require Profile Fields
- Major Software Integrations
- Word, Excel, PowerPoint
- Integration with Office Online (i.e. Word Online)
- Acrobat
- Nuance PowerPDF Advanced
- Foxit (check version)
- pdfDocs (check version)
- CompareDocs (Comparison Tool)
- Workshare Compare (Comparison Tool)
- Litera Change Pro (Comparison Tool)
- Workshare Secure (Metadata Cleaner)
- Clean Docs (Metadata Cleaner)
- Payne Metadata Assistant (Metadata Cleaner)
- Email Integration
- Outlook
- Drag & Drop Folders
- Save Upon Sending
- PDF on Fly within Email
- Suggestive Filing based on User History
- Predictive Filing based on All Users & Content
- Can See in Outlook if YOU Save an email
- Can See in Outlook if others Save an email
- Gmail
- Searching
- In-text Searching
- Boolean Searching
- Fuzzy Search
- Saved Searches
- Symphony OCR
- Built-In OCR Engine
- Filter Search Results
- Collaboration
- Client Portal
- Deliver Secure Link
- Miscellaneous
- Unlimited Custom Fields
- Foldering/Subfoldering
- Legal Hold
- Categories/Tagging
- Document Workflows
- Audit History
- Check-in / Check-out
- API
- General Firm SizeSmall to Large
- Support
- Killer FeaturesAPI available and GUI Business Process
- Encryption256 AES encryption in transit
- SecurityHIPAA compliant, document encryption, password protection, security reporting, web security
- IntegrationsOffice, Lotus Notes, Outlook, Adobe, iOS, Sharepoint, etc.
- Additional Storage
iManage
(On-Premise)
(On-Premise)
Undisclosed - Contact Vendor
- Saving/Opening
- Profiling
- Forced Compliance
- Easy Compliance
- Version Control
- Commenting
- Optionally Require Profile Fields
- Major Software Integrations
- Word, Excel, PowerPoint
- Integration with Office Online (i.e. Word Online)
- Acrobat
- Nuance PowerPDF Advanced
- Foxit (check version)
- pdfDocs (check version)
- CompareDocs (Comparison Tool)
- Workshare Compare (Comparison Tool)
- Litera Change Pro (Comparison Tool)
- Workshare Secure (Metadata Cleaner)
- Clean Docs (Metadata Cleaner)
- Payne Metadata Assistant (Metadata Cleaner)
- Email Integration
- Outlook
- Drag & Drop Folders
- Save Upon Sending
- PDF on Fly within Email
- Suggestive Filing based on User History
- Predictive Filing based on All Users & Content
- Can See in Outlook if YOU Save an email
- Can See in Outlook if others Save an email
- Gmail
- Searching
- In-text Searching
- Boolean Searching
- Fuzzy Search
- Saved Searches
- Symphony OCR
- Built-In OCR Engine
- Filter Search Results
- Collaboration
- Client Portal
- Deliver Secure Link
- Miscellaneous
- Unlimited Custom Fields
- Foldering/Subfoldering
- Legal Hold
- Categories/Tagging
- Document Workflows
- Audit History
- Check-in / Check-out
- API
- General Firm SizeMedium to Large
- Support
- Killer FeaturesAPI available and GUI Business Process
- Encryption256 AES encryption in transit
- SecurityHIPAA compliant, document encryption, password protection, security reporting, web security
- IntegrationsOffice, Lotus Notes, Outlook, Adobe, iOS, Sharepoint, etc.
- Additional Storagen/a
Microsoft 365 SharePoint Online
(with Epona)
(with Epona)
Included with Office 365 Enterprise
- Saving/Opening
- Profiling
- Forced Compliance
- Easy Compliance
- Version Control
- Commenting
- Optionally Require Profile Fields
- Major Software Integrations
- Word, Excel, PowerPoint
- Integration with Office Online (i.e. Word Online)
- Acrobat
- Nuance PowerPDF Advanced
- Foxit (check version)
- pdfDocs (check version)
- CompareDocs (Comparison Tool)
- Workshare Compare (Comparison Tool)
- Litera Change Pro (Comparison Tool)
- Workshare Secure (Metadata Cleaner)
- Clean Docs (Metadata Cleaner)
- Payne Metadata Assistant (Metadata Cleaner)
- Email Integration
- Outlook
- Drag & Drop Folders
- Save Upon Sending
- PDF on Fly within Email
- Suggestive Filing based on User History
- Predictive Filing based on All Users & Content
- Can See in Outlook if YOU Save an email
- Can See in Outlook if others Save an email
- Gmail
- Searching
- In-text Searching
- Boolean Searching
- Fuzzy Search
- Saved Searches
- Symphony OCR
- Built-In OCR Engine
- Filter Search Results
- Collaboration
- Client Portal
- Deliver Secure Link
- Miscellaneous
- Unlimited Custom Fields
- Foldering/Subfoldering
- Legal Hold
- Categories/Tagging
- Document Workflows
- Audit History
- Check-in / Check-out
- API
- General Firm SizeAll
- Support
- Killer FeaturesCollaboration
- EncryptionAzure Storage is encrypted and decrypted transparently using 256-bit AES encryption, one of the strongest block ciphers available, and is FIPS 140-2 compliant
- SecurityAzure adheres to security controls for ISO 27001, ISO 27018, SOC 1, SOC 2, SOC3, FedRAMP, HITRUST, MTCS, IRAP, and ENS
- IntegrationsMS Office
- Additional StorageYes - part of M365 subscription
NetDocuments
(Cloud)
(Cloud)
$70/user/mo.
- Saving/Opening
- Profiling
- Forced Compliance
- Easy Compliance
- Version Control
- Commenting
- Optionally Require Profile Fields
- Major Software Integrations
- Word, Excel, PowerPoint
- Integration with Office Online (i.e. Word Online)
- Acrobat
- Nuance PowerPDF Advanced
- Foxit (check version)
- pdfDocs (check version)
- CompareDocs (Comparison Tool)
- Workshare Compare (Comparison Tool)
- Litera Change Pro (Comparison Tool)
- Workshare Secure (Metadata Cleaner)
- Clean Docs (Metadata Cleaner)
- Payne Metadata Assistant (Metadata Cleaner)
- Email Integration
- Outlook
- Drag & Drop Folders
- Save Upon Sending
- PDF on Fly within Email
- Suggestive Filing based on User History
- Predictive Filing based on All Users & Content
- Can See in Outlook if YOU Save an email
- Can See in Outlook if others Save an email
- Gmail
- Searching
- In-text Searching
- Boolean Searching
- Fuzzy Search
- Saved Searches
- Symphony OCR
- Built-In OCR Engine
- Filter Search Results
- Collaboration
- Client Portal
- Deliver Secure Link
- Miscellaneous
- Unlimited Custom Fields
- Foldering/Subfoldering
- Legal Hold
- Categories/Tagging
- Document Workflows
- Audit History
- Check-in / Check-out
- API
- General Firm SizeSmall to Large
- Support
- Killer FeaturesClient collaboration
- EncryptionAES-256 encryption with private and public keys for content at rest, SSL-128 encryption for content in transit
- SecuritySEC, FINRA, and HIPAA Compliance, Data Encryption Across Federally Regulated Datacenters, SSAE 16 - SOC II audit, two factor authentication, FedRAMP Authorized
- IntegrationspdfDocs, cleanDocs, contentCrawler, compareDocs, Symphony, Adobe, SharePoint, iOS, Office 365, Microsoft Office
- Additional StorageInformation available upon request.
OpenText/eDocs
(On-Premise or Hosted)
(On-Premise or Hosted)
Undisclosed - Contact Vendor
- Saving/Opening
- Profiling
- Forced Compliance
- Easy Compliance
- Version Control
- Commenting
- Optionally Require Profile Fields
- Major Software Integrations
- Word, Excel, PowerPoint
- Integration with Office Online (i.e. Word Online)
- Acrobat
- Nuance PowerPDF Advanced
- Foxit (check version)
- pdfDocs (check version)
- CompareDocs (Comparison Tool)
- Workshare Compare (Comparison Tool)
- Litera Change Pro (Comparison Tool)
- Workshare Secure (Metadata Cleaner)
- Clean Docs (Metadata Cleaner)
- Payne Metadata Assistant (Metadata Cleaner)
- Email Integration
- Outlook
- Drag & Drop Folders
- Save Upon Sending
- PDF on Fly within Email
- Suggestive Filing based on User History
- Predictive Filing based on All Users & Content
- Can See in Outlook if YOU Save an email
- Can See in Outlook if others Save an email
- Gmail
- Searching
- In-text Searching
- Boolean Searching
- Fuzzy Search
- Saved Searches
- Symphony OCR
- Built-In OCR Engine
- Filter Search Results
- Collaboration
- Client Portal
- Deliver Secure Link
- Miscellaneous
- Unlimited Custom Fields
- Foldering/Subfoldering
- Legal Hold
- Categories/Tagging
- Document Workflows
- Audit History
- Check-in / Check-out
- API
- General Firm SizeMedium to Large
- Support
- Killer FeatureseDOCS InfoCenter
- Encryption256 AES encryption in transit
- SecurityHIPAA compliant, document encryption, password protection, security reporting, web security
- IntegrationsOffice, Lotus Notes, Outlook, Adobe, IOS
- Additional Storagen/a
Worldox
(Acquired by
NetDocuments
Oct 18, 2022)
(On-Premise)
(Acquired by
NetDocuments
Oct 18, 2022)
(On-Premise)
$499.00 /License
- Saving/Opening
- Profiling
- Forced Compliance
- Easy Compliance
- Version Control
- Commenting
- Optionally Require Profile Fields
- Major Software Integrations
- Word, Excel, PowerPoint
- Integration with Office Online (i.e. Word Online)
- Acrobat
- Nuance PowerPDF Advanced
- Foxit (check version)
- pdfDocs (check version)
- CompareDocs (Comparison Tool)
- Workshare Compare (Comparison Tool)
- Litera Change Pro (Comparison Tool)
- Workshare Secure (Metadata Cleaner)
- Clean Docs (Metadata Cleaner)
- Payne Metadata Assistant (Metadata Cleaner)
- Email Integration
- Outlook
- Drag & Drop Folders
- Save Upon Sending
- PDF on Fly within Email
- Suggestive Filing based on User History
- Predictive Filing based on All Users & Content
- Can See in Outlook if YOU Save an email
- Can See in Outlook if others Save an email
- Gmail
- Searching
- In-text Searching
- Boolean Searching
- Fuzzy Search
- Saved Searches
- Symphony OCR
- Built-In OCR Engine
- Filter Search Results
- Collaboration
- Client Portal
- Deliver Secure Link
- Miscellaneous
- Unlimited Custom Fields
- Foldering/Subfoldering
- Legal Hold
- Categories/Tagging
- Document Workflows
- Audit History
- Check-in / Check-out
- API
- General Firm SizeSmall to Medium
- SupportWith AMP
- Killer FeaturesLocal desktop integraion with most applications
- EncryptionDepends on the local host environment
- SecurityDepends on the local host environment
- IntegrationsAmicus Attorney, Caseflow, LawBase, AgentLegal, Legal Anywhere, Bundledocs, Orion, PracticeMaster, Time Matters, Citrix ShareFile, Needles, West Case Notebook, Fujitsu ScanSnap, Sony Digital Paper, Symphony, Contentcrawler; pdfDocs, cleanDocs, contentCrawler, compareDocs, Symphony, Adobe, SharePoint, iOS, Office 365, Microsoft Office
- Additional Storagen/a
Worldox Cloud
(Acquired by
NetDocuments
Oct 18, 2022)
(Cloud Hosted)
(Acquired by
NetDocuments
Oct 18, 2022)
(Cloud Hosted)
$55.00 / user /mo.
- Saving/Opening
- Profiling
- Forced Compliance
- Easy Compliance
- Version Control
- Commenting
- Optionally Require Profile Fields
- Major Software Integrations
- Word, Excel, PowerPoint
- Integration with Office Online (i.e. Word Online)
- Acrobat
- Nuance PowerPDF Advanced
- Foxit (check version)
- pdfDocs (check version)
- CompareDocs (Comparison Tool)
- Workshare Compare (Comparison Tool)
- Litera Change Pro (Comparison Tool)
- Workshare Secure (Metadata Cleaner)
- Clean Docs (Metadata Cleaner)
- Payne Metadata Assistant (Metadata Cleaner)
- Email Integration
- Outlook
- Drag & Drop Folders
- Save Upon Sending
- PDF on Fly within Email
- Suggestive Filing based on User History
- Predictive Filing based on All Users & Content
- Can See in Outlook if YOU Save an email
- Can See in Outlook if others Save an email
- Gmail
- Searching
- In-text Searching
- Boolean Searching
- Fuzzy Search
- Saved Searches
- Symphony OCR
- Built-In OCR Engine
- Filter Search Results
- Collaboration
- Client Portal
- Deliver Secure Link
- Miscellaneous
- Unlimited Custom Fields
- Foldering/Subfoldering
- Legal Hold
- Categories/Tagging
- Document Workflows
- Audit History
- Check-in / Check-out
- API
- General Firm SizeSmall to Medium
- SupportWith AMP
- Killer FeaturesLocal desktop integraion with most applications
- EncryptionAES 256 encrypted in transit
- SecurityHIPAA, SOC2, ISO9001, ITAR, FedRAMP JAB P-ATO, SSAE18
- IntegrationsWindows, Mac, MS Office, pdfDocs, cleanDocs, contentCrawler, compareDocs, Symphony, Adobe, SharePoint, iOS, Office 365, Microsoft Office
- Additional StorageInformation available upon request.
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