Document Management & Collaboration
Manage, edit, and share legal documents from one centralized workspace.
Centralized document storage with case-level organization, version control, fast search, secure sharing, and real-time collaboration.

KEY BENEFITS
What you unlock with Document Management & Collaboration
Centralized Storage
Every document organized at the case level — no more scattered files.
Version Control
Edit history and version tracking for accountability on every document.
Fast Search
Find any document or attachment across cases in seconds.
Secure Sharing
Share internally or with clients using access controls — no unprotected attachments.
COMMON USE CASES
How law firms use Document Management & Collaboration with Docktix
- Store all case documents in one place with automatic organization
- Track who edited a document and when with version history
- Search across all cases to find a specific exhibit or filing
- Share documents with clients through secure access-controlled links
- Collaborate on drafts in real time with co-counsel
PRICING PLANS
Transparent Plans for Every Firm
Scalable solutions designed to grow with your practice.
Starter
- Up to 3 Users
- Basic Case Management
- Standard Intake Forms
- Email Support
Professional
- Everything in Starter
- Full AI Workforce Access
- Medical OCR & Chronologies
- QuickBooks Integration
Advanced
- Unlimited Users
- Custom AI Fine-Tuning
- White-Glove Onboarding
- Dedicated Account Manager
Ready to connect Document Management & Collaboration?
Set up the Document Management & Collaboration integration in Included and start automating your case workflows today.