What is Document Management?

Document Management, also referred to as Enterprise Content Management (ECM), encompasses the processes and procedures your organization uses as it pertains to capturing, storing, securing, and retrieving documents on a daily basis. For many organizations, these processes and procedures can be greatly improved with the use of Document Management Software. It’s about more than just storing data, it transforms your business, allowing data to be shared, interacted with, leveraged, and executed in a new way!

Eliminate the endless search for the documents you need to do your job. Eliminate the endless email strings of attachment after attachment. Eliminate the hand delivery of business critical information which is prone to being lost or stuck under a pile of papers. The functionality of the DocuPhase Document Management Solution is designed to make the 5 primary components of document management - Capture, Storage, Security, Integration & Accessibility – simple, efficient, and effective.


Increased Visibility

With greater transparency, partners can efficiently monitor firm processes in real time, in order to make data-driven decisions.


Get Organized

No more searching for files that are misplaced or missing. Capture and store all documents, bills, invoices and related content required to effectively manage the team.


Enforce Business Rules

Automate business decisions and enforce business rules and controls. Reduce the demands and expense of compliance and have greater oversight into how work is getting done.


System Integration

Integrate DocuPhase with your existing systems of record to ensure all data is consistent.

Your Digital Transformation
Starts Now

Leave the tedious work behind. Our team specializes in guiding you through your journey to a paperless, automated workplace. Find out how our legal automation solution works, and how it can help you kick off your company’s Digital Transformation.


Instant Access

From anywhere, at any time, get quick and convenient access to the legal documents you depend on.


Client File Management

Advanced filtering and searching utilizing our document management system allows for easy access to all relevant information.


Contract Request

Easily pass documents between teams to review and draft new contracts. Revision control and versioning make it easy to store the entire history of a contract and its final execution.


Contract Management

Workflow automation automatically monitors and alerts you to upcoming contract dates, protecting you from inadvertent automatic renewals.



Instant Access

Is It Difficult to Access the Files You Need?

No more digging through dusty file rooms or a mess of network folders to find the supporting documentation you need. DocuPhase gives your team on-the-go access to all the documents required to get their jobs done. Find the ideal balance of security and accessibility with our legal automation solution.

With the DocuPhase legal automation solution, you can search for specific words that occur on any page, and pull them up quickly and easily.

Learn more

Work Smarter

Get Smart, Automated Solutions for Legal Industry Stressors

DocuPhase’s legal automation solution provides you with the tools you need to simplify, organize, and automate all of your processes. Our solution empowers your team to:

  • Automate Your Digital Filing
  • Tie Together Related Documents
  • Find the Records You Need, Fast
  • Create Capacity for Growth

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Capacity for Growth

Grow your organization without increasing overhead.

Processes that work just fine for your current client base may not be able to support a surge in growth. When you partner with DocuPhase, our process improvement consultants will help you identify opportunities to increase efficiency within your organization. With our legal automation solution, your team will be able to get more accomplished without sacrificing any additional time, which sets you up to accommodate future growth.

Get Started


Let's simplify your business together.

Fill out the form to schedule a discovery call with one of our automation experts today! We can't wait to connect.

Do More with DocuPhase

Partner with the enterprise automation & document management experts at DocuPhase enables you to create organizational transformation. Discover how Enterprise Automation can help your team solve your most pressing problems, while becoming more organized and consistent in your daily processes.


What Our Users Say About


I love how easy it is to make changes to a process and how easy it is to work with the software.

Christy V. - Finance Manger

We looked at many systems and this seemed to work best and was was able to be customized to our needs. We have not lost any file folders since this started!

Chandra W. - President

The DocuPhase team are fantastic collaborators, as we look for solutions together. The DocuPhase software is very intuitive yet flexible to allow for customized solutions.

Michelle P. - Corporate Controller
Want to read more from satisfied users? Our reviews speak for themselves!
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