Document Management products within this legal category assist law firms in automating, saving, organizing and accessing word processing documents and other computer files such as spreadsheets, scanned images, and presentations. The software typically includes the ability to perform a full-text search of all documents as well as a method for categorizing the documents.

Legal Document Management Systems typically include a database of document profile records, each of which can record a document name, author, creation date, last change date, version number, related client name, related matter name, type of document (agreement, letter, brief, presentation, etc.), document serial number, customizable fields, and other metadata. They often support a variety of productivity features such as a list of most recently accessed documents, access to document templates, form-based search, and lists of documents by client, matter and other criteria. Integrating with applications for law practice management, case management, word processing, spreadsheets, and presentations, these products facilitate the process of naming, profiling, categorizing, interrelating, saving, retrieving and reusing documents of all types.