Document management for lawyers

Catered to the needs of busy legal professionals

Getting the most out of your workflows starts with having a single source of truth

Switch to an intuitive document management system where you can create, store, and find documents with ease, as well as collaborating securely with clients.

Track everything

Improve your document review and approval process with notifications updating you on completed work. Manage legal documents using audit logs to track edits and restore previous versions.

Locate legal documents

Search for any file in your library using keywords plus filter results by file type, client and last editor. Favorite the files in your daily rotation or scroll through recents to pick up where you left off.

Secure sensitive legal information

All of your data is kept securely in a Microsoft Data Center and backed up daily. Sensitive files and folders can be protected using permissions to limit access or shared externally via our client portal.

Customer stories

No hype, just results.

Learn how SuiteFiles transforms the way teams work.

View customer stories

Time savings become second nature for Resource Accounting

Resource Accounting needed a secure, centralized cloud system to save time, improve workflow, and keep client files organized.

Minimal learning curve speeds adoption and productivity gains for Xternal Solutions

Xternal Solutions wanted an all‑in‑one tool to store, share, and manage client documents without juggling multiple systems.

75% less time spent on sharing documents for collaboration and approval for Kimberly McLaren CPA

Kimberly McLaren CPA needed a secure, all‑in‑one place to store files and share them with clients faster.

Integrations

Connect with your favorite apps

Sync client data from HubSpot to SuiteFiles to make information consistent, automate paperwork with ease, keep client records up to date and compliant, and save your team hours each week.

See Integration

Collaborate in real-time with your favorite Office apps in the cloud, including SuiteFiles’ Outlook integration to streamline email management and give you full document visibility from your inbox.

See Integration

Auto-populate document and email templates with QuickBooks Online customer data, streamline document signing, and collaborate securely with clients.

See Integration

Automatically sync company and contact details, speed up workflows with templates, secure client portals, and document signing, and file and find documents with ease.

See Integration

Create a single source of truth to improve your workflows, automate repetitive processes, manage clients and jobs, and work with documents – all populated with up-to-date, accurate data.

See Integration

Sync client and organization data seamlessly, auto-populate engagement letters and emails, and collaborate effortlessly with clients through secure portals – without leaving Karbon.

See Integration

And more...

See all integrations

Integrations

And more...

WorkGuru

View SuiteFiles documents in WorkGuru, create folders, and save files.

ATOmate

Auto-file correspondence and audit trails into SuiteFiles.

ATO SmartDocs

Auto-process and file any ATO document your practice receives.

AccountKit

View, output, and link to source documents from within AccountKit.

FuseWorks

Auto-find files and collate them into a fully formatted PDF.

Wolter Kluwer

Attach documents directly from SuiteFiles.

CAS 360

Auto-save files to your client folders in SuiteFiles, creating a single source of truth for client info.

APS Accountants’ Workspace

Access rich automation, email filing, and document management features.

MYOB Practice Management

Streamline client and document management processes with auto-populated file templates.

We do the document dance,
you take the spotlight

You didn’t get into accounting to juggle endless admin tasks. That’s why we’re here. Our powerful accounting document management software stops admin tasks from taking away your precious time.

Book a demo Take a tour

Legal document management software that frees you up for the important jobs

Saving time throughout the work week comes down to the processes supporting your firm

Without a document management system in place to track, store, and locate documents, you may find your billable hours disappearing into admin instead of being spent on client work.

SuiteFiles is a time-saving legal document management software you can use to store, share, and sign documents your way. Use familiar Microsoft 365 apps like Word, Excel, and Outlook as well as inbuilt features such as templates to complete lengthy workflows from one secure platform. SuiteFiles equips lawyers with the tools they need to manage documents and delegate to lower-cost staff with minimal oversight

No pain, no headaches – just a simple, secure cloud document management system to make your firm hum.