SmartVault empowers law firms and
clients 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 Customer Documents
  • Customized Folder Templates
  • U.S. Based Support

Business Pro
For businesses with heavy document workflows and advanced security needs
$50
per user / month, billed annually. 2 user minimum $70 per user/month billed monthly

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.

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Streamline case handling with cloud-based document management

Enjoy stable and secure remote access to all files at your law firm with an online document storage solution that works better than on-premise servers.

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Leverage a branded client portal for secure file sharing

Simplify file sharing with clients and co-counsels by giving them access to a secure document portal to upload or download files as needed.

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Simplify document collection through folder templates and automation

Reduce non-billable admin hours by using customizable folder templates that auto populate when you onboard a new client or start a new case.

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