See Docrio In Action

A document solution that works the way you do.

Demo the Best Document Management Software for Salesforce and Litify.

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Make document generation and management a native part of your workflow within Salesforce or Litify. Docrio is designed with the user's experience in mind. Its intuitive design allows you to eliminate unnecessary steps and confusion, letting you focus on value, not busy work.

Seamless. Simple. Smart

Simple to use but smart to the core, Docrio offers easy collaboration capabilities, simple filing, and a simple elegant user interface. Nearly every person at your law firm has to engage with a document during their day. Docrio ensures they are building, editing, sharing, or finding the right file the first time, every time.

See how Docrio can revolutionize your staff's processes and efficiency -- let's talk.

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Moving between different platforms when managing a matter is both confusing and time-consuming. Docrio solves this problem by housing all tools in one central location for quick and easy access. Sales teams and legal professionals are able to complete paperwork, send emails, review files, and more -- all in the same location.

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Docrio provides Simple or Advanced search options within matters to easily locate and preview all related documents. Expand your search globally across or easily remove search criteria to broaden results.

Create multiple, related documents in one workflow. Dociro allows for flexible data entry, giving you the ability to use pre-existing data or manually edit within the document. Immediately preview new documents and easily take next steps.

Merging Documents

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Docrio makes it easy to drag and drop files from your computer directly into the platform. Easily rename files and assign categories before immediately previewing newly uploaded documents.

Improve Outcomes and Efficiency with Docrio