Client and matter management
Group documents around engagements and practice areas. Use assigned-client access and ethical walls to control who can work on each matter.
FOR LEGAL & CHARTERED ACCOUNTANCY PRACTICES
Document management
for law firms.
Built around your matters.
Keep client records, document reviews and filing deadlines together. LawDMS gives your team a structured workspace with controlled access and a traceable record of activity.
Client & matter organizationRole-based accessEncrypted document storage
ONE WORKSPACE, CLEAR RESPONSIBILITIES
From document intake to review and retention
Legal files need context—not just folders. Organize records by client and matter, assign ownership, and keep the next action visible.
Document organization
Upload PDF, Word, Excel and image files with consistent naming, fiscal-period information and security classifications. Maintain a structured document register.
Review and approvals
Route document reviews to a line manager, a named reviewer or a designated role. Track pending decisions and finalized records.
Tasks and deadlines
Assign work, set priorities and follow upcoming matter deadlines through task boards and calendar views.
Reports and audit trails
Review matter portfolios, workload and document activity. Permission-controlled reports support operational reviews without opening every file.
Repository choices
Start with encrypted local storage or an isolated demo repository. Configure Google Drive or Dropbox connections for supported cloud-storage workflows.
ACCESS SHOULD FOLLOW RESPONSIBILITY
Your firm’s records.
Your access rules.
Organization administrators manage roles, hierarchy and client assignments. Individual users work within their assigned scope.
Controls built into the workspace
- AES-256-GCM encryption for stored document payloads
- Document integrity checks and tamper-evident audit records
- Tenant isolation, role permissions and client-scoped access
- Device binding and configurable session limits
- Retention policies and legal-hold controls
Security and compliance depend on deployment, configuration and operating practices. Product features are not a certification or a guarantee of regulatory compliance.
FOR THE WAY YOUR PRACTICE WORKS
Legal documents and CA workstreams, organized together
Law firms can organize agreements, pleadings, notices and evidence by matter. Chartered accountants can group audit records, returns, KYC and financial-year documents by client.
A reusable demo organization lets your team explore workflows with sample records before configuring production access and storage.
COMMON QUESTIONS
Before you choose a document management system
What is a document management system for a law firm?
A legal document management system organizes files alongside clients, matters, permissions and review steps. LawDMS combines these records with tasks, deadlines and activity history.
Can associates be restricted to assigned clients?
Yes. Organization administrators can give users assigned-client access, select their roles and configure document access. Ethical-wall matters require explicit membership.
Can LawDMS use Google Drive or Dropbox?
Administrators can configure supported Google Drive and Dropbox repositories. Existing files are not automatically migrated when a new repository is selected; plan data migration and access testing before production use.
Will my client documents appear in Google Search?
The DMS workspace requires authentication and its application responses carry no-index directives. Public search content is kept separate from client documents. Your hosting configuration must also prevent direct access to private storage and credential files.
How does a demo differ from production?
A demo uses an isolated organization with sample records and a simulated repository. Production requires approved hosting, credentials, storage connections and access policies.
See how LawDMS fits your firm
Discuss your team’s document workflows and request a demo.
Request a demo