
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.
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
Leverage a branded client portal for secure file sharing
Simplify document collection through folder templates and automation
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
2 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.