DMS software: Lawyers, Notaries, and Court Clerks
Optimize your firm’s document management!
Streamline Client File Management with DMS for Law Firms
As an addition to your firm’s management system and to handle numerous document exchanges (minutes, appraisals, supporting documents, tax declarations, certificates of incorporation, etc.). It is important to provide your employees with a solution to optimize the management of client files and cases.
Find out how Open Bee™ DMS solutions can be used to scan and archive your documents at a single point and share all of your information, both internally and externally.
Your authentic deeds are digitized
The solution enables the digitization of all your authentic deeds to simplify processing, particularly through electronic signatures.
Your notarial minutes benefit from enhanced traceability
Electronic minutes require reinforced traceability. The solution dynamically applies a timestamp and server seal compliant with the eIDAS regulation.
Notarial documents are archived with ease
Proof-oriented archiving ensures compliance with legal obligations by preserving your contractual documents.
Enhance Collaboration Within Your Notary or Legal Firm
Your firm benefits from virtual collaborative spaces that centralize all your document management. Easily publish and securely share information with selected internal or external collaborators, while maintaining confidentiality — essential for notaries and legal professionals.
Document Security for Notaries and Legal Practices
- Access control based on user profiles
- Full traceability of consultations and modifications
- End-to-end data encryption
Automated Backups and Cloud-Based Recovery for Legal Documents
- Secure storage and sharing of client files
- Remote and secure access for travelling professionals
- Dedicated client portals for secure document exchange
- Streamlined internal collaboration within your legal office
- Digitization of paper files piling up in your notary or legal firm’s offices
With a Document Management Software for lawyers
Optimize your employees’ performance
You will no longer need to bother your assistant to bring you a paper copy of a file, immediately access it on your PC or mobile device.
Give your employees access to client files or cases anywhere, at any time thanks to the mobile application, and optimise their responsiveness.
Rapidly build legal knowledge databases and notify your employees in real time as soon as they are updated.
Archive with Full Legal Compliance
In accordance with the NF Z42-013 France standard and the Notarial Digital Charter, the electronic safe is a secure solution to store your legally binding documents (such as deeds of sale, inheritance documents, powers of attorney, etc.).
Boost Productivity and Ensure Optimal Organization
Centralize all your documents in electronic format and avoid time-consuming searches and trips to the archives. Our intelligent search engine guides you efficiently.
Automatically categorize and identify documents using an indexing system tailored for notary document management (EDM for notaries).
Access your documents and information at any time from your workstation and simplify communication by sharing with just one click. Implement validation workflows for your documents to track case management, assigning specific roles to each collaborator. This way, you can monitor the progress of your files in real time.
Legal Archiving with Open Bee
- Pre-programmed legal retention periods for your documents
- Timestamping and electronic signatures ensuring data integrity
- Legally compliant archiving (digital safe)
- Automated alerts for managing the destruction of expired documents (storage management)

Differentiate Your Law Firm with Secure Electronic Document Exchange
Set up an electronic exchange portal with your clients in a simple way.
Publish all documents related to corporate law, tax, property, employment, the court system or asset management, while ensuring security and confidentiality.
Bring dynamism to your firm’s brand image and develop a new business model.
Turn to a cloud DMS to protect your documents

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A Digital Platform for Law Firms
The legal profession is particularly concerned with securing document exchanges. For sensitive projects, the secure workspace and collaborative platform we provide to law firms ensures that they can work with full security and confidentiality.
In a highly volatile market, law firms are seeking to strengthen ties with their clients, and building a digital relationship allows them to offer added-value services. One example is the implementation of a secure extranet platform for document sharing — such as K-bis extracts, general meeting minutes, and more.
Read the full article: detailed interview published in Entreprendre magazine.
Documentation
- Catalogue: Make document management a breeze

With a proven expertise in paperless and workflows operations, we will help you digitizing your document related business processes to gain agility, visibility, scalability and profitability
- DataSheet: Streamline your business processes

Build customised Workflows in minutes using the WYSIWYG drag and drop interface to interact with your business contacts and speed-up document communication, notification…
- Simplify record keeping & improve operational efficiency

You can capture and manage electronic health care records to free up space in your office, improve information access but also help your whole practice run more efficiently
FAQ Document Management Software for lawyers
What is a DMS in the context of the legal industry ?
Beyond document management, a DMS in the legal industry enhances workflow efficiency. Open Bee’s DMS offers workflow modules for inter-departmental task management, electronic signature for secure document signing, and electronic forms for data collection and evidentiary documentation.
The latest V7 version brings a newly designed dashboard equipped with widgets that allow legal professionals to analyze data for strategic insights into their practice.
How does Open Bee™ enhance document management for legal firms?
Open Bee™ enhances document management by providing scanning and archiving solutions that streamline the filing and retrieval of client files and cases. This optimises internal and external information sharing, ensuring full control over document flows and secure exchanges.
What are the key features of Document Management Software for lawyers that benefit lawyers?
The key features include simplified filing systems, fast document searches, compatibility with business software, enhanced traceability, and secured sharing, which collectively improve operational efficiency and client service delivery.
Can Open Bee™ solutions integrate with my existing legal software?
Yes, Open Bee™ solutions are designed to be compatible with a wide range of business software, streamlining data management and workflows within your firm’s existing digital ecosystem.
How can Open Bee™ solutions help to optimize my legal team’s performance?
Open Bee™ solutions provide immediate digital access to files, even on mobile devices, eliminating the need for physical document handling. This facilitates quicker access to information, allowing your team to respond rapidly to client needs and build legal knowledge databases efficiently.
In what ways can Document Management Software for lawyers differentiate my law firm from competitors?
By implementing Open Bee™’s electronic exchange portal, you can offer clients a secure and confidential platform to access documents related to corporate law, tax, property, employment, and more. This not only enhances security and confidentiality but also elevates your firm’s brand image and business model.

