Built For: Midsized Law Firms

Grow your firm.

Without the growing pains.

Get the capability, security, and structure of a larger firm without the administrative overhead. LexWorkplace delivers document and email management, ethical walls, and SOC 2 security, sized for ten to twenty-five attorneys.

  • Matter Co-Editing

  • Ethical Walls Built In

  • Full Audit Trail

Join over 1,600 legal professionals using LexWorkplace to manage their documents and emails.

Join over 1,600 legal professionals using LexWorkplace to manage their docs and emails.

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41,000

Documents per firm, on average

0.18s

Average document retrieval time

100%

Version history retained — forever

SOC 2

Type II audited annually

The Problem

The wrong DMS is most painful for Midsized firms.

The gap between “solo with Dropbox” and “BigLaw with iManage” is where most growing firms quietly bleed billable hours.

Multi-practice ready

Litigation, real estate, estate planning. One workspace.

Growing firms run multiple practices under one roof, each with its own way of working. LexWorkplace organizes every matter by client and practice, with permissions and access controls that let each group operate independently while keeping the firm unified.

  • Matter-centric organization across every practice group.

  • Group-based permissions, so each practice sees what it should.

  • Ethical walls configured manually when conflicts arise.

  • Matter templates created and reused across each group.

Multi-practice ready
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Firm-wide templates

Firm-wide knowledge. Templated.

Every well-drafted motion, every well-structured closing, every well-organized estate plan or written arguement can become a template that the whole firm uses. LexWorkplace lets you build matter templates and document templates that anyone in the firm can pull from, so your associates stop reinventing the wheel.

  • Build matter templates from any existing matter, with the structure intact.

  • Reuse document templates across matters with a single click.

  • Move and copy documents between matters with drag-and-drop.

  • Microsoft Office integration means Word, Excel, and PowerPoint templates work the way you expect.

AI-Powered Search

Ask your matters anything.
Get answers in seconds.

Smart AI reads every document, email, and exhibit in a matter. Ask a question and get an instant, cited answer, summaries, timelines, key dates, risk flags, opposing arguments. No more re-reading 400 pages to find one fact.

  • Every answer cites the source document and page

  • Extracts deadlines, parties, dollar amounts automatically

  • Drafts memos, timelines and chronologies on demand

  • Trained on your matters, never on other firms’ data

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Smart-File

Smart-File Email Management

Stop filing email.
Smart-File does it for you.

Smart-File watches your inbox, learns which senders belong to which matters, and automatically suggests the right place for every email you receive.

  • File email from Outlook in one click.

  • Smart-File learns sender-to-matter associations and gets smarter every week.

  • Multi-select up to 100 emails at once to clear a backlog in seconds.

  • Every email, header, body, image, and attachment, fully indexed and searchable.

Sharing and Collaboration

Ethical walls when you need them.
Open collaboration when you don’t.

LexWorkplace gives midsized firms ethical walls that can be configured manually at the matter level, alongside group-based permissions that keep daily collaboration open inside each practice.

  • Ethical walls configured manually to separate walled matters from the rest of the firm.

  • Group-based permissions for departments and practice groups, set once and applied to everyone in the group.

  • Matter-level access controls for sensitive cases that need tighter restrictions.

  • Secure external sharing with clients and co-counsel, with encryption and revocable links.

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Lizzy Wolfe
Lizzy Wolfe

Sales Support Specialist

Learn if LexWorkplace is right for you.

Speak with a legal tech expert today.

Built for how law firms operate

One place for every matter.
Every email. Every document.

Automatic Email Filing (Smart-File)

Save client emails to the right matter without leaving Outlook. Smart-File learns sender-to-matter patterns and suggests the right place automatically.

Advanced Search

Find any document, email, or attachment in seconds. Full-text search reads PDFs, scanned files, Word documents, and email bodies, so nothing hides behind a filename.

Easy File Management

Documents, email, and notes organized by client and matter, the way a law firm actually thinks. No more guessing whether a file lives on the network drive, in Dropbox, or in someone’s inbox.

Security & compliance

Built for the confidentiality your practice demands.

Your client files aren’t on some startup’s laptop. Every document, every email, every search is protected to standards above what most firms have today.

  • SOC 2 Type II

Audited annually

  • AES-256 encryption

At rest and in transit

  • HIPAA compliant

BAA available

  • ABA Model Rule 1.6

Confidentiality-first

  • US-only data residency

AWS us-east-1 + us-west-2

  • 99.95% uptime SLA

Last 18 months: 99.99%

LexWorkplace Integrations

It works with the tools you already pay for.

Outlook
365
Clio-Manage
Word
Excel
Powerpoint

Hear From Our Clients

What Law Firms Like Yours Say

“I Love LexWorkplace and the ease of organizing related emails and documents.”

Robert Roseman

Robert D. Roseman, PC

See LexWorkplace In Action

Get A Free Demo

We’ll run a demo using real matters,
so you can see exactly how LexWorkplace fits your firm.