Legal Document Management

Legal Document Management Services

Cleardata offers the legal firms high quality document digitisation, digital mailroom and secure storage services, ensuring legal admissibility and efficient access to case files.

Legal firms manage large volumes of highly confidential information every day, from case files and contracts to conveyancing records, wills, deeds, litigation paperwork and compliance documentation. Efficient access to accurate information is critical for legal professionals working to strict deadlines, regulatory obligations and client expectations.

Cleardata provides secure legal document management, legal document storage and legal document scanning services for law firms, solicitors, barristers, legal departments and professional services organisations throughout the UK.

Our services help legal teams digitise paper records, improve document accessibility, reduce storage pressures and strengthen information governance. Whether you require secure offsite archive storage, high-volume legal document scanning, outsourced digital mailroom services or cloud-based document management software, Cleardata delivers scalable solutions designed around compliance, confidentiality and operational efficiency.

We support organisations looking to modernise legal records management processes whilst maintaining strict security and audit requirements. Our services are accredited to ISO27001:2022 for Information Security Management, alongside Cyber Essentials Plus and BS10008 legal admissibility standards.

Cleardata Scanning & Archive Facility

Accredited and Trusted
  • ISO 22301
  • ISO 9001
  • Cyber Essentials Plus
  • ISO 27001
  • Cyber Essentials
  • BS 10008
  • BS EN 15713
  • NHS Digital
Legal Document Management

Legal Document Management Services for Law Firms

Cleardata helps legal organisations improve the way documents are stored, accessed and managed throughout their lifecycle. Our solutions support both physical and digital records management strategies, helping firms move towards more secure and efficient ways of working.

Our legal document management services include:

  • Legal document scanning and digitisation

  • Secure legal document storage

  • Scan-on-demand retrieval services

  • Cloud document management systems

  • Digital mailroom services

  • Automated document processing and data capture

  • Secure document destruction services

  • Workflow automation and intelligent indexing

Our secure document management solutions enable authorised users to quickly retrieve information from any location, helping support hybrid working, multi-office legal practices and remote access requirements.

Legal Document Scanning Services

Cleardata provides secure legal document scanning services to help firms convert paper-based records into searchable digital files.

We can scan a wide range of legal documentation including:

  • Client case files

  • Conveyancing records

  • Litigation files

  • Contracts and agreements

  • Wills and probate documents

  • HR records

  • Financial records

  • Compliance documentation

  • Court bundles

  • Archived legal paperwork

Documents can be indexed against key metadata such as client name, matter number, case reference or property address, enabling fast and accurate retrieval.

Digitised records can be uploaded directly into your document management system, shared securely via encrypted transfer or hosted within Cleardata’s secure cloud document management platform.

Secure Legal Document Storage

Many law firms continue to manage large physical archives due to regulatory retention requirements and historical case records. Cleardata offers secure legal document storage services designed to protect sensitive information whilst reducing the burden of onsite archive management.

Our secure archive facilities are monitored and managed under strict access controls, helping firms protect confidential legal records from loss, theft, fire or flood damage.

Using our scan-on-demand service, archived legal documents can be retrieved quickly in digital format without requiring physical file delivery, improving efficiency and supporting agile working practices.

Compliance, Security & Confidentiality

Information security and compliance are critical within the legal sector. Cleardata operates secure, accredited processes designed to support GDPR compliance, confidentiality obligations and secure records handling.

Our accreditations include:

  • ISO27001:2022 Information Security

  • Cyber Essentials Plus

  • ISO9001 Quality Management

  • ISO22301 Business Continuity

  • BS10008 Legal Admissibility

We have invested heavily in secure infrastructure, cyber security and secure document handling procedures to ensure legal records remain protected throughout every stage of the document lifecycle.

There are several challenges associated with managing records and documents in the legal sector, including:

Compliance

SRA and GDPR-aligned retention and data security requirements requirements.

High archive costs

Considerable document storage can impact valuable office space and result in high archive costs.

Agile working

Accessing paper case files can be difficult to access across branch offices and remote environments

Access to documents

Precise and quick access to records to allow for adequate legal case management and client services

High volumes of incoming documents

High volumes of incoming documents can be costly for staff to manually process on a daily basis.

Inefficiencies

Manual processing of legal administration and tasks can cause inefficiences for example claims or medical report processing.

Types of Documentation

Case files
Client records
Compliance records
Legal documentation
Contracts
Conveyancy records
Original documentation
HR files
Finance documentation
Wills
Deeds

Our legal document management services enable organisations to save valuable office space, reduce reliance on paper records and operate efficiently.

Reduce costs, increase efficiencies and automate your document processes.

Legal document scanning

We can digitise conveyancing documents, legal case files, contracts, claims, medical reports and much more. All scanned images can be indexed to your specifications to enable fast and easy digital retrieval.

Secure offsite storage with fast digital retrieval

Physical records are stored securely in our accredited facility. Legal records can be requested, retrieved and digitally returned quickly and easily. Our archive management system provides a full audit trail which is perfect for compliance purposes.

Digital mailroom - digitise documents on arrival

Our inbound mailroom service, means mail is diverted to our secure facility where it will be opened, sorted, scanned and digitally routed to the right team or person. We can even classify and validate your post for you and offer an exceptions management service.

Cloud document management - Cleardox EDM

Provide fast access to your digitised records via our cloud document management solution. Enable teams to search and retrieve documents securely from any location using a standard internet browser.

Print & distribution

Our outbound print and distribution service enables you to save valuable time and costs. Cleardata can print and mail your outbound documentation via our hybrid mail service.

Automated email management

Automated management of incoming emails with sorting, classification, automated actions and distribution.

Process documentation automatically

Cleardata offers automated document processing services using the latest intelligent data capture and workflow technology. This also offers Generative AI to enable efficient summarisation, task management and processing of legal documentation.

Trusted by 10,000+ Companies
  • Asthma+ Lung UK
  • Windsor Forest
  • Warrington Borough Council
  • Simarc
  • NHS
  • Horwich Farrelly
  • Biffa

Legal Records Management - The Benefits

  • Fast access

    Experience quick access to client records at any time, from anywhere.

  • Increase office space

    Free up valuable office space in your prime legal premises using our offsite archive storage or digitisation services.

  • Increase productivity

    Increase the volume of legal work processed using our automated document processing services. Benefit from the latest automation and AI technology.

  • Improve compliance

    Cleardata's document management and data processing services provide a full audit trail, helping you to stay compliant with GDPR regulations. We're also accredited for information and cyber security and have invested in a secure Microsoft Azure environment.

Why Choose Us

At Cleardata, we understand the confidentiality of your legal client files and the importance of a secure scanning process. 

  • Specialist experience working with national and regional legal teams and firms

  • We’re BS10008-certified for scanning documents for legal admissibility

  • We’re ISO27001-accredited for data protection and Cyber Essentials Plus

  • We use advanced IBML and Kodak scanners for quality and accuracy

  • Our cloud systems are hosted in secure Microsoft Azure environments

  • We use automated processing technology to maximise efficiency

Cleardata helps the legal sector to overcome records management difficulties and achieve compliance and efficiency in the workplace. Get in touch with us to get started.


Why Choose Cleardata

  • Cleardata have quickly scanned around 150,000 legal files to an exceptional standard, with zero quality issues and great feedback from our legal team.

    Colin Jones, Group IT Director, Knights.

  • "The whole team are great, and we have a good relationship with our Account Manager. Cleardata and HF have monthly catch ups, they really do take good care of us."

    Ashleigh Bollard, Legal Support Manager
    Projects Service Management, HF

  • I've been really impressed by the services offered by Cleardata and their team has been a dream to work with.

    Supporter Care Manager, Asthma + Lung UK

We've got all the answers!

Check out our frequently asked questions to find out more about our scanning and digitisation process for the legal sector. If you need any more help, please call 0800 046 8081.

Our team will be happy to help.

Legal Sector

Legal document management refers to the secure storage, organisation, retrieval and control of legal records and case documentation throughout their lifecycle. This can include both physical archive management and digital document systems.
Legal document scanning involves converting paper-based legal files into searchable digital records. Documents are prepared, scanned, indexed and securely delivered or uploaded into a document management system.
Yes. Cleardata’s legal document storage and document management solutions are designed around strict security controls, user permissions, encryption and audit trails to help protect confidential legal information.
Yes. Cleardata can digitise both active and archived legal records, including boxed archive files stored onsite or offsite.
Yes. Cleardata provides secure nationwide document collection services using secure handling procedures and tracked transportation processes.
Yes. OCR (Optical Character Recognition) can be applied to scanned legal documents, enabling keyword search functionality across digital files.
Using our scan-on-demand retrieval service, archived legal documents can be scanned and securely delivered digitally, helping firms access information quickly without retrieving physical boxes.
Cleardata operates secure document management and storage services designed to support GDPR compliance and secure handling of confidential information.

Get in touch to get started!

Call our team 0800 046 8081, or contact us.
We'll be happy to help.