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Focus on the features that are most important to you. If you are looking for a solution to manage a single task, then consider one that has an easy folder system to organize documents. If you’re looking for a solution to manage a project that is ongoing, look for a provider with an effective Q&A feature, real-time monitoring of activity, and audit trails.

Examine customer feedback on independent review sites to determine the best match. Check for testimonials from customers on the software’s performance in various scenarios, such as efficient due diligence or secure collaboration on sensitive projects, and the high-quality support.

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