Document Management
Organize, secure, and access every document in one centralized system
Store, secure, and retrieve documents with ease. ATOM keeps every file organized in one central system so your team can quickly find what they need without searching through folders or email threads.
With Document Management, you can:
Centralized File Storage
Everything in one secure location
Upload, store, and organize client documents in structured folders that mirror your firm’s workflow. No more scattered files across desktops and drives — everything you need is inside ATOM.
Secure Access Controls
Protect sensitive client data
Control who can view, edit, or share specific files. With built-in permissions and encryption, you can ensure every document stays secure and compliant.
Version History & Audit Trail
Know exactly who did what, and when
ATOM automatically records every upload, edit, and deletion. You’ll always have a full history of document changes for compliance and peace of mind.
Find What You Need
Simplify Storage and Access
With ATOM’s intelligent file organization and search features, finding the right document takes seconds. Filter by client, year, or file type, and instantly open what you need — no digging through folders or endless email chains.
From Upload to E-Signature
Integrate with Your Entire Workflow
Documents flow seamlessly between your ATOM modules. Upload a client’s file, attach it to a task, request a signature, and track completion — all within one platform. When the work is done, every document is stored automatically in the client’s secure folder.
How Document Management Makes Your Work Easier
Centralized Organization
Keep every client document neatly organized and accessible to your team at any time.
Security & Compliance
Meet data-security standards with encrypted storage, access controls, and audit logs.
Instant Access
Search and retrieve documents instantly using powerful filters and smart search.
Automatic Backups
ATOM securely backs up your files daily to prevent data loss and ensure continuity.
Workflow Integration
Attach documents to tasks, invoices, or client profiles for complete visibility.
Paperless Efficiency
Eliminate printing and scanning — share, sign, and store everything digitally in one secure place.
The # 1 Practice Management Solution designed with your Office in mind
Your gateway to office productivity excellence.