Are there any tools that can improve document management efficiency?

Before starting my own small law firm, I used tools like Google Sheets and some other miscellaneous tools to manage fees, client information, and case records. However, as the workload increased, it felt increasingly chaotic. Information was scattered in different places, making it difficult to keep it organized and easy to find.

Lately I’ve been trying to find a more structured system, but there are just too many options. I’ve looked into tools like Notion,Clipto.ai and more legal-specific platforms like PracticePanther. The problem is I’m not sure which ones actually work well in real day-to-day use versus just sounding good on paper.

Besides easy searching and document retrieval, support for note-taking and recording would be even better.