Document & Email Management for Law Firms

Get Organized. Work Anywhere.

Packed with tools to help you manage your documents and email.


Manage documents, email and notes by client and matter.

Windows & Mac

All LexWorkplace functionality works with Windows and Mac.

Powerful Search

LexWorkplace is like having Google search for all of your data.

Document Management

Go beyond basic files and folders.

LexWorkplace provides client/matter-centric structure for your documents, and delivers powerful tools to organize, code and search your documents.

Store Anything

LexWorkplace can store and manage documents, images, videos, and virtually any kind of file. Simply drag-and-drop to upload documents.

One-Click Open & Save

View and edit a document in one click. Save a document back to LexWorkplace in one click (no re-upload required).

Office Integration

LexWorkplace works with Word, Outlook, Excel and the software you use to stay productive.

Document Versions

LexWorkplace automatically tracks document versions. Review previous versions; see who changed what, when; annotate specific versions to keep important milestones clear.

Profiling & Tagging

Set document Types and Statuses, or create your own custom Document Tags to keep your documents categorized and organized.

Document Check-Out

Check a document out to keep others from changing it. Your coworkers can see who has a document checked out, and can download a copy at any time.

Favorites & Recents

Quickly and easily see your recent docs. Or mark important documents as a Favorite, putting it at your fingertips no matter where you are in LexWorkplace.

Matter Docs & Firm Docs

LexWorkplace includes Firm Documents, a central place to store and manage business, financial, HR and other non-matter documents for your firm.

Unique Document ID

Every document saved to LexWorkplace is assigned a unique and permanent ID, keeping the identity of every document clear.

Permissions & Access

Set unique permissions on each matter. Allow your entire firm to access a matter, or just a select few.  Coming Soon.

Automatic OCR

LexWorkplace will convert scanned documents and image-based PDF to full-text, searchable PDF documents.  Coming Soon.

Email Management

Manage Matter-Related Email

Save emails right to a matter file, from Outlook, where they can be shared, reviewed and searched by your entire team.

Outlook Integration

Quickly save emails to a matter right from Outlook. Email messages (and attachments) are indexed and searchable.

Save Email to Matters

Save emails directly to a matter. Emails are stored alongside documents for that matter, accessible to the rest of your firm.

Organize With Folders

Your matters may have hundreds, even thousands of emails. Keep things organized by creating folders for effortless organization.


Multiple people in your firm may save the same email to a matter. LexWorkplace prevents duplicates by saving only a single instance of each email.

Open, Forward, Reply

Click an email to open it in Outlook. Forward or reply to the email right from LexWorkplace.

Entire, Original Email

The entire, original email is captured when saved to LexWorkplace, including message headers, body, images and attachments.

Data Security

Built from the ground up for data security & compliance.

Secure Application Architecture

LexWorkplace uses state-of-the art application architecture to ensure that only the people you allow will have access to your data.

Encryption in Transit

LexWorkplace uses secure cloud technologies. When you’re working in LexWorkplace, all data is encrypted using the latest in SSL (HTTPS) encryption.

Encryption at Rest

Data stored in LexWorkplace is also encrypted at-rest, using the latest in military-grade data encryption. This keeps your data secure and helps you maintain compliance.

Permissions & Access

Set unique permissions on each matter. Allow your entire firm to access a matter, or just a select few.  Coming soon.

Geographic Redundancy

When stored in LexWorkplace, your data is securely backed up to our multiple, independent data centers across North America.

Two-Factor Authentication

LexWorkplace natively supports Two-Factor/Multi-Factor Authentication. MFA provides an incredibly powerful additional layer of security.

Frequently Asked Questions

Document management is a kind of software that stores, organizes and provides tools to help your law firm manage its documents. Beyond the basic storage that you’ll find with an on-premise file server, or basic cloud storage services like Dropbox, document management software provides capabilities including full-text search, version management, OCR, document tagging and more.

Document management software provides structure and tools for your firm, your matters and the documents (and email) for each matter. Document Management software such as LexWorkplace helps you manage document versions, find what you’re looking for, tag and categorize documents, organize matters and matter documents, and much more.

Good Document Management software also integrates with the tools you use most, such as Microsoft Office and Outlook.

If you’re a law firm, yes. LexWorkplace is the only document management software born in the cloud and built exclusively for law firms. Other document management software is either not cloud-based, crudely cloud-based, or built for the masses (not for law firms).

LexWorkplace starts at $395 / month.  For more information, see our plans & pricing.

We’ll handle everything. Rather than farming out your onboarding to a “certified consultant,” we handle moving you LexWorkplace in-house. Our expert onboarding team will work with you to understand your current data, then plan and execute a thoughtful migration of your data to LexWorkplace.

With the right cloud provider and proper safeguards, yes, your data is significantly more safe in the cloud (compared to a single server sitting in the coat closet of a law firm). Modern cloud and cybersecurity technologies gives small law firms the same level of cybersecurity previously only enjoyed by fortune-500 companies.

While we hope to be your legal technology partner forever, the LexWorkplace term is month-to-month, meaning you can cancel at any time. You can download your data to retrieve it, or ask us to copy your data to an encrypted hard drive and ship it to you (for which we charge a small fee).

Give us a call! Contact us any time, we’re happy to help you explore legal document management solutions.

Success Stories

“I love the functionality of LexWorkplace.”

I love LexWorkplace, particularly the ease of organizing all related emails and documents by matter. I also love that LexWorkplace is cloud-based and can be used from anywhere.

Robert Roseman

Robert D. Roseman, PC

“The organization is great.”

Easy to use and logical even for new hires. The organization of the system is great. ‘Uptime’ is aptly named since we have had no disruptions in over 2 years.

Brad Thies

Thies & Lihn

“Small Firm, Big Help.”

I love LexWorkplace, particularly the ease of organizing all related emails and documents by matter. I also love that LexWorkplace is cloud-based and can be used from anywhere.

Kim Shipman

Osborn Law Group

Get In Touch

Speak with an experienced legal technology specialist today.

What to expect:

  • An Uptime legal technology expert will contact you to discuss your firm.
  • During the consultation, we will discuss your firm's technology, marketing or business goals.
  • We will recommend solutions for helping you to achieve your business goals.
  • If we sound like a fit, we will prepare a proposal within 48 business hours.
  • Thoroughly impressed, you will sit back in a comfy chair and ponder why you didn’t contact us sooner.