Folderit vs Open Practice

Folderit is a document management system for organizing, searching, and processing business documents. OCR full-text search can find text in scans and images, while custom metadata, filters, and links between related files help organize records. Forms collect information, and visual workflows can combine approvals, reviews, acknowledgements, e-signatures, form completion, and scoring. Access controls range from preview-only or upload-only permissions to editing and custom granular settings. Built-in integrations include Microsoft 365, Outlook, and DocuSign; single sign-on is described for Microsoft Entra ID, Okta, and Google. Security measures include encrypted storage and connections, two-factor authentication, IP restrictions, audit trails, and geographically separated backups. Folderit offers standard cloud, single-tenant cloud, and on-premises deployments. There is no mobile app, though the system is mobile-responsive; Folderit Sync is a desktop app for syncing files across PCs for online and offline access. Mini costs $65 a month, billed monthly, plus VAT, for 5 users and 150 GB storage; Medium is $110 a month, billed monthly, plus VAT, for 10 users and 500 GB. Tailor costs $133 a month, billed monthly, plus VAT, with adjustable user and storage amounts. A 14-day trial is available; there is no free plan.

Open Practice is a legal practice management system developed with Australian legal professionals for mid-to-large law firms. It combines matter-centric workflows with trust accounting, financials, mobile support, fixed-fee requirements, and traditional practice management functions. Listed tools include customisable forms and precedents, reports, CRM, tasks, and diary functions, with role-based security. Its data integration supports search, electronic contracts, and document management; integrations include GlobalX information searches, PEXA and other national conveyancing and settlement services, Microsoft Office, and document management systems. The maker describes capacity from 5 to hundreds of concurrent users across multiple branches. It offers implementation, data conversion, project management, online or onsite training, upgrades, and customisation. Pricing is per user, but no amount is published; the maker states there are no long-term contracts. Free helpdesk services are part of an annually renewed Annual Maintenance and Support Agreement. Open Practice is available on Android, iOS, web, and Windows.