Document & Email Management for Law Firms

Get Organized. Work Anywhere.

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

Matter-Centric

Manage documents, email and notes by client and matter.

Cloud-Based

No software to maintain, no servers required.

Bank-Grade Security

End-to-End Encryption, Multi-Factor Authentication & more.

Powerful Search

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

Windows & Mac

All LexWorkplace functionality works with Windows and Mac.

Practice Management Integration

LexWorkplace integrates with Clio Manage for time & billing.

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

Store and work on documents, images, video audio and more.

One-Click Open/Save

One click to open and edit a document, one click to save (no re-upload necessary).

Office Integration

Natively works with Microsoft Office documents and Outlook email.

Document Versions

Automatic document versioning, add comments to notable versions.

Profiling & Tagging

Organize documents with Types and Statuses, or create your own custom Tags.

Document Check-Out

Check a documents out as needed to prevent others from making changes.

Favorites & Recents

Pin favorite docs, see Favorites and Recent documents at a glance.

Firm Documents

A place for administrative, business and other firm-related documents.

Unique Document ID

Every document has a unique, permanent ID for ultimate trackability.

Permissions & Access

Define who can (and cannot) access data within each matter.

Secure External Sharing

Securely send documents to clients or other third parties. (coming soon)

Automatic OCR

Automatic conversion of PDF files to full-text 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

LexWorkplace works with Office 365 Outlook for Windows Mac and Web.

Save Email to Matters

Save emails directly to a matter in LexWorkplace with a few clicks.

Organize With Folders

Organize matter-related emails into central folders to suit your needs.

De-Duplication

LexWorkplace prevents the same email from being saved to a matter more than once.

Open, Forward, Reply

Click an email to open it in Outlook. Forward or reply with a single click.

Entire, Original Email

Capture the entire email including headers, body, images and attachments.

Data Security

Built from the ground up for data security & compliance.

Secure Application Architecture

State-of-the art software architecture to ensure the highest data security.

Encryption in Transit

All LexWorkplace interactions protected by SSL (HTTPS) encryption.

Encryption at Rest

Data stored in LexWorplace is automatically protected by military-grade encryption.

Permissions Management

Set unique permissions on each matter.  Define access by users or groups.

Geographic Redundancy

Your data is securely backed up to our multiple data centers across North America.

Two-Factor Authentication

LexWorkplace includes native Multi-Factor Authentication (MFA).

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 all of your data from LexWorkplace at any time.

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

Schedule a Demo

Get in Touch – Speak with a LexWorkplace Specialist Today

What to expect:

  • Book your LexWorkplace demonstration online.
  • We'll discuss your firm's current Document Management systems and challenges.
  • We'll provide a one-on-one demonstration of LexWorkplace for your team.
  • If LexWorkplace seems like a fit, we'll prepare a complete proposal.
  • Thoroughly impressed, you will sit back in a comfy chair and ponder why you didn’t contact us sooner.