eDocs vs. LexWorkplace

eDocs Vs. LexWorkplace – A Document Management System Comparison

A core component of every law office is its document management system. As law firms continue to rely on technology to service their clients and manage their practices, more and more digital document management players enter the field. While this has created more options for law firms, it’s also made the job of finding the one that will adequately meet the needs of the firm more difficult. In this post, we’re going to provide you an overview of two of your many options: eDocs vs. LexWorkplace. Our goal is to provide you with the information you need to help you decide which one is right for your law firm.

A Quick Overview of eDocs

eDocs is an electronic document management system that’s used by businesses in several industries, including (but not limited to) law firms. It has an interface that can be customized to suit your particular preferences. eDocs has the ability to search Outlook as well as documents. Results can also be filtered. Law firms can create different security levels to help ensure that sensitive data is protected. The software also provides law firms with a centralized location to store documents. eDocs was not initially designed for the cloud. However, law firms may choose to run it from an on-premise server or in a private cloud.

eDocs works on Windows only.

A Quick Overview of LexWorkplace

LexWorkplace is a document management solution that was made with both law firms and the cloud in mind. It integrates with Microsoft Office and Outlook. Law firms can save their documents, spreadsheets, and other files directly from Office. Emails and attachments can be saved directly into the matter files.

Documents, files, and data are organized by matter. LexWorkplace users can make folders and subfolders under each matter, then store and organize documents within them. Users can also save email messages to a matter via LexWorkplace ’ Outlook add-in. This enables law firms to save all relevant information pertaining to a case—documents, email and notes—to the same place, in the same system.

LexWorkplace also includes integrated, automatic OCR. Optical character recognition (OCR) makes scanned documents readable and searchable.

In LexWorkplace, searches can be performed on anything including a client name, a matter name, a case number, or even a phrase. LegalWorks searches file names, descriptions, meta-data, emails, attachments, and even the body of the documents.

LexWorkplace also has document version management. This feature allows you to compare current version and a past version of the same file. Document check-in and check-out is another feature that is helpful. Documents may still be opened in read only, but changes cannot be made until the document is checked back in. File change alerts can also be set-up on files so that you know when they’re changed as well as who made the changes. Documents can also be tagged and equipped with deadlines to help better categorize them.

LexWorkplace works on Windows and Mac OS.

What We Like about eDocs

We like that eDocs provides law firms with the ability to set security levels for different users of the program. We also like that search results can be filtered.

eDocs has gone through a few name changes (at one point it was called ‘Hummingbird’.) If you’re a law firm that has been using Hummingbird/eDocs for a long time, transitioning away is possible, but certainly a project.

What We Like about LexWorkplace

We like that LexWorkplace has a document check-in and check-out feature that helps law firms know where important documents are at all times. We also appreciate how LexWorkplace organizes data (as well as how it assigns both emails and their attachments to the proper matters). We also like the OCR feature that helps users find what they need based on anything they can remember from a document. LexWorkplace also allows users to “favorite” documents they use on a regular basis or important documents. We also love that LexWorkplace can be used equally from Windows and Mac.

The Verdict

eDocs may be the better fit for law firms that are already using it, that don’t want to learn new software or undergo a transition. eDocs may also be a better fit for law firms that intend to stay on-premise, and avoid the cloud.

LexWorkplace was born in the cloud, and built for law firms, and therefor is likely a better fit if your firm is looking for a modern, cloud-based, matter-centric document management system.

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