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What is legal document
management for in-house team?

Discover what in-house legal tech is, why it matters, and how to buy it. Build your legal tech stack, secure budget, and access free tools to get started.

Definition of legal document management

Legal document management is the practice of securely storing, organizing, finding, collaborating on, and auditing legal documents and emails in a centralized system that connects to the legal work (matters, contracts, workflows) those records belong to.

Why document management matters to in-house legal

In-house legal teams are under pressure to move faster, reduce costs, and show value – yet a surprising amount of time disappears into searching for documents and emails. IDC reports 83 percent of legal teams say low-value admin takes time from strategic work, with 69 percent spending over an hour per day hunting through emails and other systems. That’s productivity lost, risk increased, and credibility eroded.

This guide pulls together everything an in-house team needs to know: the problems with scattered storage and emails, the business impact, the must-have capabilities of modern document management systems, and why document management and matter management go hand-in-hand. Throughout, you’ll find links to deep-dive articles in this cluster you can use right away.

The problem: why finding and organizing documents and emails is a challenge to legal teams

Typical pain pattern (and why it persists):

  • Scattered storage
    Files and emails live across inboxes, personal drives, SharePoint/drive, point tools, and desktop folders
  • Version sprawl
    Duplicates, “final_v7(2).Docx”, and attachment chains
  • No context
    Files are separated from the matter/contract they belong to
  • Weak search
    Generic search returns noise; if a file isn’t tagged or it’s an email attachment, it often doesn’t surface
  • Institutional memory
    Important documents, information, and context can be surfaced in the absence of team members (being on vacation or leaving the business)

Business impact: productivity, risk, cost, trust

  • Productivity
    hours a week lost to finding the “right” version (often in email)
  • Risk
    Obligations missed, audits failed, decisions made on outdated drafts
  • Cost
    Duplicated outside counsel work; re-drafting what already exists
  • Trust
    Slow responses and opaque file locations make legal look like a blocker

Essentials features of legal document management systems

Essential features for in-house legal document management systems (make this your checklist):

  • Centralized, secure repository for documents and emails/attachments
  • Contextual links to matters, contracts, parties, and workflows
  • Advanced search + metadata (matter type, BU, jurisdiction, dates) with full-text across files and emails
  • Version control + audit trails to eliminate “which version?” debates and satisfy compliance
  • Granular permissions + secure sharing (internal stakeholders and outside counsel)
  • Workflow automation (template generation, approval routing, auto-filing into the right matter/contract)
  • Integrations (Outlook/Gmail, Word, SharePoint/drive, e-signature, CLM, matter/spend tools)
  • Reporting/analytics on volume, cycle time, usage, risk indicators
  • Emails, not just documents – the legal record isn’t complete without them
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Document management + matter management = complete system of record

Documents without matters lack context; matters without documents lack substance.

When you combine them:

  • Faster search
    Find by matter context (type, BU, deadline) not just file name
  • Meaningful reporting
    Find by connect documents to outcomes, cycle time, cost
  • Streamlined work
    Create, review, approve, and file in one flow. Work in one place
  • Lower risk
    The “story” of each matter (docs, emails, decisions) is complete and auditable

The role of email in legal document management

Email is part of the record, not just a communication channel. A legal document management system should:

  • Ingest emails and attachments into the repository (automatically or in-flow from Outlook/Gmail)
  • Link emails to the relevant matter/contract, preserving conversation context
  • Make full-text email search available alongside documents
  • Apply the same metadata, retention, permissions, and audit as documents

Return on investment (ROI) of a legal document management system

  • Time saved
    Fewer hours lost to hunting files and emails → more strategic capacity

According to a recent IDC study, “legal teams spend up to 1.7 hours per day searching emails or other systems (e.g. matter history, outside counsel advice).”

  • Cost avoided
    Less duplication and rework (internal and external)
  • Risk reduced
    Clean version history, obligations surfaced, audits simplified
  • Perception improved
    Faster, clearer responses build trust with the business

Next steps

If your team is struggling with scattered documents and endless email chains, you’re not alone – and you don’t have to stay stuck. Depending on where you are in your journey, here are a few ways to keep exploring:

Learn about the five winning features of document management in LawVu – and why legal teams say they can’t live without them.

Frequently Asked Questions

It’s a centralized, secure way to store, organize, search, collaborate on, and audit legal documents and emails, with links to the matters, contracts, and workflows those records belong to.

Generic storage treats files in isolation. A legal document management system adds matter/contract context, full-text + metadata search (including emails), version/audit controls, permissions, workflows, and reporting suited to legal.

You need both – ideally in one legal workspace. Matters track the work; the document management system is the compliant record of documents and emails. Together they create legal’s system of record. Think of the matter as an organizing principal, the virtual filing folder for the documents and emails.

Yes. Look for native integrations and syncing capabilities so filing, tagging, editing, and search happen in-flow without breaking lawyers’ habits.

Begin with current matters and high-value document types; adopt email-to-matter filing; set metadata standards; measure search time saved to prove value.

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