Search AI document management tools

Document management organized by metadata, so files are found by client, project or type instead of by folder.

Developer API
Mobile app

Box

Cloud content platform for sharing and managing files, with Box AI for questions, summaries and metadata extraction.

Free plan or free tier
Developer API
Mobile app

Microsoft SharePoint

Document management · by Microsoft

Document libraries and team sites inside Microsoft 365, with versioning, permissions and search across Teams files.

Developer API
Mobile app
Single sign-on (SSO)

Dropbox

File storage and sharing with version history, transfer links and AI search across connected apps through Dropbox Dash.

Free plan or free tier
Developer API
Mobile app

Google Drive

Document management · by Google

Cloud storage in Google Workspace with shared drives, Docs and Sheets editing, and Gemini answers over files you can access.

Free plan or free tier
Developer API
Mobile app

Egnyte

Content platform for regulated and project-heavy firms, combining cloud and local file access with governance and AI search.

Developer API
Mobile app
Single sign-on (SSO)

Laserfiche

Document repository with capture, forms and process automation, used widely by local government, schools and finance teams.

Developer API
Mobile app

DocuWare

Document management and workflow software focused on invoices, HR files and contracts, with indexing from scanned documents.

Zoho WorkDrive

Document management · by Zoho

Team file storage in the Zoho suite, with team folders, permissions and an AI assistant for search and summaries.

Developer API
Mobile app

ABBYY

OCR and intelligent document processing that reads invoices, forms and IDs into structured data for business systems.

Developer API

Rossum

Transactional document automation for accounts payable and logistics, extracting fields from invoices and orders with review screens.

Developer API

Nanonets

AI document extraction and workflow tool for invoices, receipts and forms, with exports to accounting and storage apps.

Developer API

Docsumo

Document data extraction for lenders and finance teams, reading bank statements, invoices and tax forms.

Developer API

Amazon Textract

Document processing and OCR · by Amazon Web Services

AWS service that extracts text, tables, forms and query answers from scanned documents through an API.

Developer API

Google Document AI

Document processing and OCR · by Google Cloud

Google Cloud service with pretrained processors for invoices, receipts, IDs and forms, plus custom extractors.

Developer API

Azure AI Document Intelligence

Document processing and OCR · by Microsoft

Microsoft Azure service that reads layouts, tables and fields from documents, with prebuilt and custom models.

Developer API

Mindee

Document parsing API for developers, turning receipts, invoices and custom documents into structured fields.

Developer API

Klippa

Document processing for receipts, invoices and identity documents, with OCR and data checks for expense and onboarding flows.

Developer API

DocuSign

E-signature · by Docusign

E-signature and agreement platform, with templates, audit trails and AI that summarizes and pulls terms from agreements.

Developer API
Mobile app
Single sign-on (SSO)

Adobe Acrobat Sign

E-signature · by Adobe

E-signature service tied to Acrobat and Microsoft 365, with web forms, templates and signer authentication options.

Developer API
Mobile app

Dropbox Sign

E-signature · by Dropbox

E-signature service, formerly HelloSign, with templates, an API for embedded signing and links to Dropbox storage.

Developer API

PandaDoc

E-signature ·

Proposals, quotes and contracts with e-signature, built for sales teams that send priced documents.

Developer API

SignNow

E-signature · by airSlate

E-signature service with templates, bulk invites and team workflows, aimed at small and mid-size businesses.

Developer API
Mobile app

Zoho Sign

E-signature · by Zoho

E-signature app in the Zoho suite, with templates, signer verification options and links to Zoho CRM and WorkDrive.

Developer API
Mobile app

Ironclad

Contract lifecycle management with workflows, a searchable repository and AI that reviews and extracts contract terms.

Developer API

Juro

Browser-based contract tool for drafting, negotiating, signing and storing agreements, with AI help on review and data.

Developer API

Icertis

Enterprise contract management that ties contract terms to procurement, sales and compliance processes.

Developer API

Agiloft

No-code contract lifecycle management with configurable workflows, a clause library and AI extraction.

Developer API

LinkSquares

Contract management and analysis for in-house legal teams, with AI that tags terms in signed agreements.

SpotDraft

Contract workflow and repository for legal and business teams, with AI review inside the drafting flow.

NetDocuments

Cloud document and email management for law firms, organized by client and matter, with AI tools for legal work.

Developer API

iManage

Document and email management for law firms and legal departments, with security controls and AI for knowledge work.

Developer API

Clio

Practice management for law firms with matter documents, templates, billing and client portals in one system.

Developer API
Mobile app

Filevine

Case management for litigation and personal injury firms, with matter documents, deadlines and AI summaries.

Mobile app

Microsoft Purview

Records and retention · by Microsoft

Data governance in Microsoft 365, with retention labels, records management, legal holds, eDiscovery and sensitivity labels.

OpenText

Enterprise information management, including content services, records management and archiving for large organizations.

Gimmal

Records management and information governance software that applies retention rules across Microsoft 365 and other repositories.

RecordPoint

Records management and data inventory across many systems, with retention, disposal and privacy request support.

Iron Mountain