Document Management Features

Q: How is document management different from practice management software?

Document Management software stores and manages documents and email, and does so in a very robust way. On the other hand, Practice Management software provides contact management, calendars, billing and other 'front-office' functions. Practice Management software sometimes includes rudimentary file storage, but almost always lacks the robust functionality of a true Document Management System.

Q: What does DMS stand for?

Document Management Software such as LexWorkplace helps manage document versions, find what you're looking for, tag and categorize documents, organize topics and matter documents, and much more.

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Bring law and order to your documents

LexWorkplace keeps your documents organized and accessible.

Matter-Centric Organization

No more mess of folders and files everywhere.

LexWorkplace keeps your documents organized by client and matter.

One-ClickOpen & Save

One click to open or save a document (no re-upload necessary).

Store Anything

Store and work on any file: documents, images, video audio and more.

Windows and Mac

LexWorkplace is truly cross-platform; work from your favorite Windows computer, Mac, or both.

Inline Document Compare

Compare any 2 documents, or document versions, side-by-side.

Simple Drag-and-Drop

Save anything to matter in LexWorkplace with a simple drag-and-drop. Upload one file (or many) in seconds.

Move and Copy Documents With Ease

Cut, copy and paste documents to move them between folders or matters.

Create document or matter templates, and easily copy them to new matters. Change-up the organization of documents within a particular case.

Microsoft Office Integration

Quickly create new Word and Excel documents right from LexWorkplace.

Save documents to LexWorkplace right from Word/Excel/PowerPoint.

Open, edit and save Office documents with a single click.

Unique Document ID

Every document saved to LexWorkplace is assigned a unique and permanent ID.

Permissions & Access

Define who can (and cannot) access data within each matter. Set permissions by user or group.

Word to PDF

Convert Word documents to PDF in one click, without opening the document.

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Powerful Search

LexWorkplace is like having your own personal Google search for your law firm.

With LexWorkplace, instantly search across millions of items, including:

Content of All Documents
Email - Including Attachments
Notes & Metadata

Manage Document Versions

LexWorkplace automatically creates and tracks document versions.

Review previous versions, see who changed what and add comments to notable versions.

Compare Documents

Compare two documents (or versions) inline, without leaving LexWorkplace.

Favorite & Recent Docs

Pin documents anywhere in LexWorkplace. Favorite and recent documents are a click a way, at all times.

Query+ Summarize Documents with AI

Summarize complex documents. Ask questions about the contents or subject matter of a document.

Profiling & Tagging

Keep documents coded, classified and meaningful.

Document Type
Document Status
Custom Document Tags

DocumentCheck-Out

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

Your coworkers can see who has a document checked out, and can download a copy at any time.

Full-Text Preview

See a full-text preview of most document types without opening the full document.

Firm Documents

Firm Documents is a place for administrative, business and other firm-related documents not associated with a client or matter.

Integrated OCR

LexWorkplace will automatically OCR’s documents as you upload them, creating text-enabled, searchable documents.

Document Stamping

Document Stamping allows you to have certain information automatically “stamped” (added) to the footer of Microsoft Word documents.

Frequently Asked Questions

What is document management software?

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.

What does document management software do?

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.

How is document management different from practice management software?

Document Management software stores, manages documents and email, and does so in a very robust way. Practice Management software, on the other hand, provides contact management, calendars, billing and other “front-office” functions. Practice Management software sometimes includes rudimentary file storage, but almost always lacks the robust functionality of a true Document Management System.

To learn more, read our article on Practice Management vs. Document Management software.

Is LexWorkplace the best document management software?

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).

What does LexWorkplace cost?

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

How do I get my data into LexWorkplace?

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.

I have more questions. Who can I ask?

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

What does DMS stand for?

DMS stands for, Document Management Software. 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.