--- title: "FileTrail Records Management Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about FileTrail Records Management Software - reviews, pricing plans, popular comparisons to other Legal Case Management products and more." source_url: "https://www.capterra.com/p/115892/FileTrail-Records-Management/" page_type: "product" language: "en" --- # FileTrail Records Management Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) FileTrail Records Management ## What is FileTrail Records Management? FileTrail is reshaping the information risk management landscape, enabling firms to meet urgent client demands, pass audits and address new compliance rules with a modern approach to records management and information governance - including policy management, document review and disposition — integrating across physical records and electronic repositories — so firms can address OCGs, lateral intake, matter mobility and client audit response. ## What is FileTrail Records Management used for? [Document Management](https://www.capterra.com/document-management-software/)[Legal Case Management](https://www.capterra.com/legal-case-management-software/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for FileTrail Records Management?[Manage this product listing](https://www.g2.com/products/filetrail-records-management/claim_requests/new?auto=true) ## FileTrail Records Management Overview Updated September 2026 AI summary FileTrail Records Management enables organizations to manage, store, and track documents across their lifecycle, supporting access controls, compliance tracking, and workflow management. Available as a cloud-based solution for businesses of all sizes, it offers features such as electronic signatures, document classification, audit trails, and integration options via API, helping teams maintain control and oversight of their records. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### FileTrail Records Management 4.0 (1) VS. [4.7 (1,747)](https://www.capterra.com/p/105428/Clio/reviews/) Starting Price Contact vendor Starting Price $49 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (1) Ease Of Use 4.6 (546) Value For Money 5.0 (1) Value For Money 4.5 (485) Customer Service 5.0 (1) Customer Service 4.7 (530) ## FileTrail Records Management alternatives [4.6 (269)](https://www.capterra.com/p/142299/Logikcull/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [LEAP](https://www.capterra.com/p/147413/LEAP/) [4.3 (546)](https://www.capterra.com/p/147413/LEAP/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/147413/LEAP/) [Neos](https://www.capterra.com/p/58931/neos/) [4.3 (204)](https://www.capterra.com/p/58931/neos/reviews/) Starting price $109.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/58931/neos/) Highest Rated [8am CasePeer](https://www.capterra.com/p/156217/CASEpeer/) [4.8 (217)](https://www.capterra.com/p/156217/CASEpeer/reviews/) Starting price $90.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/156217/CASEpeer/) ## FAQs about FileTrail Records Management Overview ### What company size and specific industries is FileTrail Records Management built for? FileTrail Records Management is designed for organizations of varying sizes that need controlled file sharing and consistent information management. The vendor description does not name specific industries, but it suggests a fit for companies that require security controls and policy integration to manage records and reduce information inconsistency. Features and Usability ### What are the key features of FileTrail Records Management? FileTrail Records Management offers document management, file management, and document storage for handling records, plus archiving and retention for lifecycle control. It also includes access controls and permissions, audit trail and audit management, compliance tracking, configurable workflow, full text search, reporting and statistics, and electronic signature support. Integrations ### Which third-party tools and platforms does FileTrail Records Management integrate with? FileTrail Records Management integrates with 3 third-party platforms, including Intapp Integration Service, Microsoft Teams, and NetDocuments. These catalog integrations cover collaboration and document management tools, giving the product a focused set of connection options for records-related workflows. Getting Started and Support ### What customer support options does FileTrail Records Management offer? FileTrail Records Management provides Email/Help Desk support for customers needing assistance with setup, account issues, or product questions. No reviewer feedback about support quality is available, so user experience details such as response time, helpfulness, or common frustrations cannot be confirmed from the catalog data. ## Features AI summary Based on 32,025 Legal Case Management reviews Capterra data shows that buyers of document management software rank the following features as their top priorities: - **Secure Data Storage** (**56%** of reviewers rated this feature as critical) - **Document Storage** (**51%**) - **File Sharing** (**49%**) FileTrail Records Management supports all three features reviewers value most: **Secure Data Storage**, **Document Storage**, and **File Sharing**. Together, these capabilities help businesses protect sensitive records, keep documents organized and accessible, and share files efficiently across teams, allowing teams to manage information with better control and consistency. Document Storage 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system Access Controls/Permissions 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Archiving & Retention 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Compliance Tracking 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Track and report regulatory data to either internal management or external stakeholders Document Classification 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Assign categories, labels, tags, or attributes to documents for organization, search and storage File Recovery 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Recover lost, deleted, or damaged files FileTrail Records Management 26 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - API: Application programming interface that allows for integration with other systems/databases - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Document Capture: Scan, move or upload electronic files within the software's repository - Document Classification: Assign categories, labels, tags, or attributes to documents for organization, search and storage - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - File Management: Create, save, and store files - File Recovery: Recover lost, deleted, or damaged files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Full Text Search: Search for specific words or phrases within a document or database - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 5.0 (1) 5.0 Based on 1 reviews ## Pricing Value for money 5.0 (1) ### Starting price Free trial not available Value for money 5.0 (1) 5.0 Based on 1 reviews ## Integrations [ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ NetDocuments](https://www.capterra.com/p/225425/NetDocuments/)[ Intapp Integration Service](https://www.capterra.com/p/227582/Intapp-Integration-Service/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (1) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (1) 5.0 Based on 1 reviews ## User reviews Overall rating 4.0 Based on 1 reviews Filter by rating 5(0) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent SM Stephen M. Records Management Team Leader Banking ### "The Iconic FileTrail Records Management System" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 13, 2021 \- FileTrail has improved the companies file SLA which in turn has enabled us improve customer experience and maintaining a great brand image. -Increased staff efficiency and effectiveness resulting from eased record and access and retrieval. -Improved reporting and ease of accountability for records with our custody. Pros \-The ability of the system to adopt the companies record classification scheme was quite astonishing, all company departments and sub-units were catered for which enabled proper file indexing archiving. -Ability to store and track individual customer files with great ease is a big relief for the organization. Retrieval of customer files SLA dropped from 5 days to 5 minutes with the support of the FileTrail Physical Document Management System. -The system has enabled capabilities to manage retention and disposal of records as per their life cycle, abilities to trigger notifications for records due for disposal is a big plus and a great tool for records management professionals like me. Cons \-Integration with core banking systems should be made easy with zero risk to customer information. Reasons for choosing FileTrail Records Management FileTrail seemed to better system on a cost to benefit analysis. The UI and interface was pleasing to the eye and easy to adopt and use. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor August 19, 2021 Hi Stephen, Thank you so much for taking the time to write this review. We're happy to hear that FileTrail has made it easier for your organization to track and manage records. We will take your feedback into consideration. In the meantime, please don't hesitate to contact your Customer Success Manager with any questions, comments or concerns. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.