Beyond LegalKEY: The Best Legal Records Management Software Options For Your Law Firm

If you’re still using LegalKey for records management, it’s time to switch to new software. In 2023, your firm needs to utilize the best legal document management software available to stay competitive. With the right document management system, you can enable efficient workflow and access to your database. Whether your firm is large or small, cloud-based or on-premise, there’s a software solution for your needs.

As you search for the perfect document management system, look for compliance, lifecycle management, billing, and automation features. Cloud-based legal management solutions are an excellent choice for small law firms. A more robust law practice management software may be best for larger firms.

No matter your document management system, it should help you increase efficiencies, reduce costs, and improve client service. Investing in the best legal document management software can help your firm stay ahead of the competition in 2023.

What Is Legal Document Software and How Does It Help Law Firms?

Legal document management software is invaluable for law firms and legal departments. It allows you to securely store, organize, and access legal documents from one central repository. This software helps law firms increase efficiency and collaboration, reduce costs, and improve the security of sensitive documents.

Legal document management software lets you quickly retrieve documents from anywhere and on any device, making accessing essential documents in court or other legal proceedings easy. You can also use the advanced search functionality to locate information instantly rather than manually searching through stacks of paper. Additionally, legal document management systems allow you to generate letters and other documents quickly and accurately using standard templates.

Viewing and updating documents in real time also facilitates greater collaboration between lawyers. This way, everyone can contribute to the same document without worrying about issues such as outdated versions. Document automation also helps save time and allows lawyers to focus more on client work.

Legal document management software is powerful for law firms and legal departments. It provides the convenience of quickly and securely accessing legal documents and collaborating on them in real time. It can also help reduce costs and improve the security of sensitive documents.

What Is LegalKey?

LegalKEY Records Management is an advanced records management system designed for the legal industry. It features a powerful, flexible, and accurate search facility that allows firms to quickly locate files, subfolders, and documents with a keyword search and view associated information. It also provides features such as scanning barcodes, creating files and performing global searches to improve departmental efficiencies.

Additionally, it includes a secure attorney desktop interface with limited and controlled access that allows users to request, view, and select files, request delivery of physical items, and transfer records.

Why You Need to Switch From LegalKey

Law firms should switch their records management systems from LegalKey to a more modern approach to save money, automate their information governance, integrate their document management system, and easily scale it.

A modern records management system offers a lower total cost of ownership, dashboard-based IG tools, and integrations with document management systems and security products.

Additionally, a modern system can easily scale with the firm’s growth and changing needs. Staying with an outdated system like LegalKey can be costly and inefficient, and firms should switch sooner rather than later to remain successful.

Who You Should Switch To

Here is a list of excellent records management software companies your law firm should use after LegalKey.

LexWorkplace

I used LexWorkplace for a legal document management project. It was easy to install and use, and the full-text search capabilities made it simple to find documents quickly. I appreciated that it works on Windows and Mac computers and integrates easily with Clio. The customer service team at LexWorkplace was also helpful throughout the onboarding and implementation process.

I highly recommend LexWorkplace for larger law firms seeking a comprehensive document management solution. The features are robust, and the integration with Clio makes it an excellent choice for firms that use that platform. However, the scope of the product and the price may be prohibitive for solo practitioners or one-person law firms.

Clio

Clio’s records management software is an efficient and easy-to-use solution for legal professionals. Its cloud-based platform and intuitive user interface make it easy for users to store, manage, and access unlimited documents—from anywhere.

The Global Search functionality allows users to quickly find the necessary information, while automated templates and electronic signatures save time on manual data entry. Clio’s stringent security measures ensure that confidential documents remain secure and private.

All these features make Clio an excellent choice for legal professionals who need a reliable and secure records management system.

CosmoLex

CosmoLex is a tremendous cloud-based legal practice management solution. It offers a range of features that allow users to easily track time and expenses, manage emails and documents, and manage billing and accounting. With its cloud-based access and security measures, users can be sure their information is always safe and secure.

However, the basic functionality of CosmoLex is limited and the user experience can be clunky. The individual file size limit of 100MB also makes it challenging to work with large documents. But overall, CosmoLex is an excellent option for those seeking an affordable and secure legal practice management solution.

PracticePanther

PracticePanther is an excellent choice for legal professionals who need a cloud-based practice management solution. The software offers many valuable features, including document templates, integrations with third-party storage providers, and eSignature requests.

The only downside is the 20MB file limit and the lack of intake functionality. However, sharing documents via the client portal is a bit cumbersome. Overall, PracticePanther is a great option for law firms looking for a reliable and secure practice management solution.

Final Thoughts

Legal document management software is essential for law firms and legal departments. It enables firms to securely store, organize, and access legal documents and quickly and accurately generate documents and collaborate in real time.

However, LegalKey is no longer providing updates, and it’s time to switch to a more modern system. Many great alternatives offer lower total cost of ownership, dashboard-based IG tools, and integrations with document management systems and security products.

Whether you’re a large or small law firm, there is a legal document management software solution to fit your needs. Investing in the best software can help your firm stay ahead of the competition in 2023.