Secure document workflow and file sharing platform with a dedicated legal vertical. Originally founded as a file-sharing tool, acquired by Citrix in 2011, spun out under Cloud Software Group, then acquired by Progress Software in 2023 for $875M. ShareFile for Legal offers matter-specific document workflows, client portal with secure file requests, integrated e-signatures (RightSignature), AI document assistant, and Legal Client Intake and Engagement solution. SOC 2 Type II and ISO 27001 certified. HIPAA, SEC, FINRA compliance support. 256-bit encryption at rest and in transit. Strong Reddit presence among law firm users — recommended in r/LawFirm and r/paralegal for secure file sharing. Pricing: Premium plan at $125/month for 5 users (per LawSites); plans range from $16/month (personal) to enterprise VDR. Competitors in legal document management include NetDocuments, iManage, Box, and Dropbox Business. Not a full DMS competitor — positioned as secure file sharing and client collaboration rather than matter-centric document management. ADVOS Legal case study: saved over an hour of manual work per client onboarding. LawSites covered renewed legal market push in 2024-2025 with new legal-specific features.
Capabilities
Spans 6 product areas: Document Management, Project Management and Collaboration, Digital , Signatures, Email Management and Security, Workflow Automation.
Workflow Coverage
Based on published feature listings, this tool maps to 5 workflow areas:
- Firm Operations & Growth
- Communication & Collaboration
- Document Review & Management
- Filing & Compliance
- Document Drafting & Automation
Workflow mappings derived from published feature lists. Not independently verified.
What We Haven’t Verified
This page was assembled from publicly available information. Feature claims and workflow mappings are based on what the vendor and third-party listings publish — not hands-on testing or practitioner feedback.
Workflows
Based on practitioner evidence, Sharefile is used in these workflows:
What practitioners struggle with
Real frustrations from legal professionals — the problems Sharefile addresses (or should address). Sourced from practitioner reviews, Reddit threads, and case studies.
Small firm sends 50 engagement letters a month and each one requires manually creating the PDF, emailing it, waiting for the client to print-sign-scan-return, then following up twice — the whole process takes 3 days per client when it should take 3 minutes
New client emails sensitive documents — tax returns, financial statements, immigration papers — as unencrypted email attachments because the firm has no secure upload portal, and every email is a potential malpractice exposure
Where it fits in your workflow
Before Sharefile
Client engagement begins → ShareFile Legal Client Intake collects documents and signatures → matter folder created in client portal
After Sharefile
ShareFile document repository → file requests to clients → e-signature via RightSignature → AI Document Assistant for analysis → secure sharing with opposing counsel or courts
Integrations & hand-offs
Outlook (email plugin for file sharing)Office 365 (document editing)RightSignature (integrated e-signatures)DocuSign (alternative e-signature integration)AI Document Assistant (built-in)
Also used by similar teams
Community Data
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