# FileTrail Records Management Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about FileTrail Records Management Software - reviews, pricing plans, popular comparisons to other Document Management products and more.

Source: https://www.capterra.com/p/115892/FileTrail-Records-Management

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# 

 FileTrail Records Management Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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/)

Top alternative

Featured

Overall rating

Based on 1 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
not available

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Do you work for FileTrail Records Management?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.filetrail.com&name=FileTrail Records Management)

## 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 (9,341)](https://www.capterra.com/p/121506/Docusign/reviews/)

Starting Price

Contact vendor

Starting Price

$15

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (1)

Ease Of Use

4.7 (28,841)

Value For Money

5.0 (1)

Value For Money

4.5 (20,429)

Customer Service

5.0 (1)

Customer Service

4.5 (18,464)

## FileTrail Records Management alternatives

[4.7 (4,199)](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/reviews/)

Starting price

$19.99

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[4.6 (5,184)](https://www.capterra.com/p/153140/Connecteam/reviews/)

Starting price

$29.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[Google Docs](https://www.capterra.com/p/160756/Google-Docs/)

[4.7 (28,917)](https://www.capterra.com/p/160756/Google-Docs/reviews/)

Starting price

$6.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/160756/Google-Docs/)

Highest Rated

[Google Drive](https://www.capterra.com/p/161425/Drive/)

[4.8 (28,481)](https://www.capterra.com/p/161425/Drive/reviews/)

Starting price

$7.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/161425/Drive/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

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

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 22 features

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Application programming interface that allows for integration with other systems/databases

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

A record of all activities within the system, including user access, changes made, etc.

Provides a channel for team members to share media files, communicate, and work together

Track and report regulatory data to either internal management or external stakeholders

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Scan, move or upload electronic files within the software's repository

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Custom forms to streamline repetitious aspects of a document

Review and analyze existing information across documents

Store and organize documents in a centralized system

Digitally sign online documents

Manage, store and organize emails within the system or via third-party apps

Recover lost, deleted, or damaged files

Public or private sharing of digital files such as documents, audio/video, images, and more

Search for specific words or phrases within a document or database

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Search and filter data across systems to locate required information by entering keywords or certain criteria

Securely stores data to prevent data loss or breaches

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

Contact vendor  
for pricing

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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.

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Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)