Best Document Management Software - Page 35

LuitBiz DMS

LuitBiz DMS is easy to use web-based document management system that helps organizations digitally manage their documents over the cloud and access them from any device.

Lunr EDMS

Lunr is a cloud engineering document management system and common data environment built for organisations that own long lived physical assets, including universities, utilities, mines, ports, and government departments. Every drawing, model, and manual sits in one controlled register. Revision control covers approvals, handover, transmittals, RFIs, automated document and version numbering, and a full audit log, so the current revision is never in doubt during an audit or a shutdown. Classification runs by folder, tag, and portfolio, with tag based permissions so each person sees only what they should. XRAY search runs OCR and AI across everything stored, including decades of scanned archives, so the text inside a drawing is searchable rather than hidden behind a filename. Deep XRAY re-reads dense sheets in high resolution tiles when text is faint or crowded. Drawings and models open in the browser. Rift handles DWG, DGN, RVT, PDF, Office, and image files with markup and measurement, Foundry handles BIM models, and Nimbus handles point clouds, none of which require a CAD licence. Native apps cover iPhone, iPad, and Android, and desktop apps cover Mac and Windows. Lunr connects to Esri GIS, Archibus, MazeMap, SISfm, and OneDrive, and offers read and write CAD APIs for DWG, DGN, and Revit. Hosting is provisioned in Australia or the United States, with SAML single sign on and data export at any time.

Lyfeguard

Lyfeguard is the secure system of record where regulated firms hold their clients’ essential life and financial information. Built for wealth managers, financial advisers, IFAs, private client law firms, accountants and estate planners, Lyfeguard replaces fragmented files, static fact-finds and email-bound documents with a single, structured client record that stays current under the client’s control. Important client information — assets, liabilities, policies, pensions, Wills, LPAs, key contacts, family details, professional relationships — is typically scattered across spreadsheets, scanned PDFs, paper files, inboxes, secure portals and bank statements. Each fact-find captures a snapshot that goes stale within weeks. Advisers and lawyers rebuild the same picture at every life event, every annual review and every change of circumstance. Clients answer the same questions repeatedly. And when something serious happens — incapacity, bereavement, intergenerational transfer — families and professionals struggle to locate what they need. The cost is felt across the firm: onboarding takes longer, reviews are less informed, compliance evidence is harder to assemble, and the client experience falls short of what Consumer Duty and modern professional standards now require. Lyfeguard solves this by bringing every essential element of a client’s affairs into one structured record, organised across eight domains: Personal, Financial, Legal, Property, Health & Wellness, Digital & Subscriptions, Retirement, and End of Life. Financial data flows in automatically through Open Finance connections to 250+ UK banks, pension providers, investment platforms and insurers. Documents, key contacts and life context sit alongside, with reminders tracking expiry dates, renewal windows and statutory deadlines. The client owns and controls their record, deciding what is visible to which adviser, which family member, and at what time. Firms work from a live, accurate picture of the full situation rather than a periodic snapshot. For wealth managers, IFAs and financial advisers, Lyfeguard sits alongside your CRM and platform as the source of truth for client life and financial information. The static fact-find is replaced with a structured record that updates continuously through Open Finance. New clients are onboarded faster — they pre-populate their own record before the first meeting. A complete picture of assets, liabilities, pensions, policies and beneficiaries is surfaced ahead of every review. Ongoing Consumer Duty support is evidenced through documented client engagement and information accuracy. Advice opportunities are identified earlier — protection gaps, IHT exposure, pension consolidation and intergenerational planning all become visible. And by giving the next generation shared family access, firms strengthen the retention story through wealth transfer. For private client lawyers and estate planners, Lyfeguard gives the firm a secure digital home for the documents and information at the heart of every estate matter. Wills, LPAs, deeds, trust documents and end-of-life wishes are held in an encrypted vault the client controls. Full asset, beneficiary and contact information sits in one structured record, ready for estate administration. The discovery burden at bereavement is dramatically reduced — executors and family arrive with information in hand rather than starting from scratch. Loss-of-capacity events are supported through continuity workflows and pre-authorised access. And client service is modernised with a digital experience matched to today’s expectations, while the firm remains firmly in control of the relationship. The platform brings together structured client information across eight life domains, with intuitive client-facing forms and adviser-side visibility. The Open Finance dashboard provides live connections to 250+ UK financial institutions for real-time net-worth, cashflow and portfolio visibility, eliminating manual aggregation. The document vault holds AES-256 encrypted files with granular, permission-based sharing to family members, professionals and trusted contacts. Automated reminders track policy renewals, expiry dates, statutory deadlines and key life dates. The adviser and firm portal gives a multi-client view with controlled visibility into client records and activity. A single address book covers family, professional and institutional contacts, mapped to the relevant areas of the record. Sharing and access controls are client-defined and permission-based, including time-limited and event-triggered access for executors and attorneys. For firms wanting a fully branded experience, Lyfeguard supports white-label and co-branded deployment under the firm’s identity. Lyfeguard meets the trust, security and compliance bar required for wealth management, legal and financial services environments. The company is FCA-authorised, ISO/IEC 27001 certified and Cyber Essentials accredited. Infrastructure is UK-hosted with 24/7 monitoring, AES-256 encryption at rest and in transit, and two-factor authentication on every account. Lyfeguard is a Consumer Duty Alliance affiliate member and a Personal Finance Society Associate Firm. Most client information platforms break at the moments that matter most. Lyfeguard is designed for them. Onboarding, annual review, change of circumstance, marriage, divorce, birth of a child, retirement, downsizing, loss of capacity, bereavement, intergenerational transfer — each is a workflow Lyfeguard supports, with the right people gaining the right access at the right time. This makes Lyfeguard particularly valuable for firms serving HNW and multi-generational families, where the relationship outlives any single life event and continuity matters more than any single touchpoint. Firms typically deploy Lyfeguard in one of three ways. The first is as a firm-funded client offering, where the firm pays for Lyfeguard and rolls it out to its client book as a value-add, strengthening the relationship and gathering richer information across the practice. The second is a white-label or co-branded deployment, with Lyfeguard delivered under the firm’s brand and integrated into the firm’s client experience. The third is partnership distribution, with Lyfeguard included within a wider service proposition such as ongoing advice, estate planning packages or premium client tiers. Implementation typically takes days, not weeks, and there is no migration of existing CRM data required — Lyfeguard is built to sit alongside the systems firms already use. Lyfeguard is a UK WealthTech company founded to solve a problem its founder experienced first-hand: the difficulty of locating, organising and acting on essential personal information at the moments families and professionals most need it. The platform was named in the 2026 WealthTech100, is profiled by The Wealth Mosaic, and was selected for the Fintech Innovation Lab London 2025 in partnership with Accenture. It is trusted by regulated firms across wealth management, financial advice and private client law in the UK.

Lyons Quality Audit Tracking System LQATS

Lystproof

Lystproof is a safe online platform that handles and validates employee and HR paperwork. Organizations can securely store, verify, and exchange documents without the need for human follow-ups using its permission-based access. The technology greatly reduces verification effort while expediting hiring and compliance workflows. Every document activity is audit-ready, traceable, and completely secure. Lystproof increases trust and transparency within the company while streamlining employee paperwork.

MacroView DMS Next

MacroView DMS Next is a document and email management solution for organisations using Microsoft 365 and SharePoint that want a simpler, more intuitive way to find, save, and manage information. It focuses on improving the user experience of working with documents and emails across SharePoint, Microsoft Teams, and Outlook without requiring changes to existing Microsoft infrastructure. DMS Next provides a tree-view navigation for SharePoint, Teams, and OneDrive content, allowing users to browse libraries and locations in a familiar folder-style interface. It integrates directly with Outlook (new and classic), Microsoft Teams, and the Microsoft 365 App, enabling users to drag and drop documents and emails into SharePoint, save content to the correct location, and quickly access frequently used files and workspaces. Built-in search helps users locate documents and emails across Microsoft 365 more efficiently. MacroView DMS Next is developed by MacroView, an Australian-based software company with more than 30 years’ experience delivering document and email management solutions for Microsoft platforms. It is used by organisations in legal, financial services, government, and professional services that want to improve usability, consistency, and adoption of SharePoint as their document management platform.

MacroView DMS Pro

MacroView DMS Pro is a comprehensive document management solution built on Microsoft 365 and SharePoint, designed for organisations that require structured information management, strong governance, and consistent user experiences across complex environments. It provides a scalable way to manage documents and emails within SharePoint while maintaining familiar Microsoft workflows. DMS Pro extends SharePoint with structured filing, standardised metadata, and enhanced navigation to support consistent document management across teams and departments. Users can save and manage documents and emails directly from Microsoft applications such as Outlook, Word, Excel, and Windows File Explorer, ensuring information is captured correctly at the point of creation or receipt. By reducing reliance on inboxes and local drives, DMS Pro helps organisations centralise content and improve visibility. The solution supports metadata-driven organisation and advanced search capabilities, enabling users to quickly locate documents and emails based on content, context, and classification. Consistent information structures and controlled filing help improve findability, version control, and information quality across SharePoint libraries, even in large or highly regulated environments. Built on Microsoft 365, MacroView DMS Pro leverages SharePoint’s native security, permissions, and governance features. All content remains within the organisation’s Microsoft tenant, supporting compliance, auditability, and records management requirements. The solution is well suited to organisations in legal, financial services, government, and professional services that require a robust document management platform aligned with Microsoft standards. MacroView DMS Pro is developed by MacroView, an Australian-based software company with over 30 years’ experience delivering document and email management solutions for Microsoft platforms. It helps organisations maximise the value of SharePoint as an enterprise document management system without forcing users to change how they work.

ManualOut

ManualOut helps food and FMCG distributors simplify the way they process customer orders. Orders can come through WhatsApp, email, PDFs, spreadsheets, voice notes and other channels. ManualOut processes these orders and sends the information directly to the ERP, helping businesses reduce manual data entry and save time.

MaxxVault Enterprise

McFile

MEG Docs

MEG's healthcare document management system enables hospitals to securely manage policies, clinical guidelines, standard operating procedures and other critical documents from one integrated quality management platform. From document creation and approval through to staff acknowledgement and, verifying and recording version modifications, MEG helps organisations strengthen governance, improve compliance and support safer care. Use MEG’s document management system on the mobile app to put important reference material directly into the hands of clinical staff.

Mercurio

Messages Export Pro

Meta Builder

MetaShare