Document Management
Features
Document Management | All Features
Bring law and order to your documents.
LexWorkplace keeps your documents organized and provides tools your firm needs.
Matter-Centric Organization
No more wild west of folders and files everywhere. LexWorkplace keeps your documents organized by matter. Keep matters organized by client, case type tags and more.
Store Anything
Don’t let the term ‘document management’ fool you; LexWorkplace can store and manage documents, images, videos, and virtually any kind of file.
One-Click Open & Save
Working in LexWorkplace is friction-free. View and edit a document in one click. Hit the save button and your file is automatically saved to LexWorkplace; no manual re-upload required.
Work from Windows or Mac
LexWorkplace is truly cross-platform; work from your favorite Windows computer, Mac, or both.
Simple Drag-and-Drop
Save anything to matter in LexWorkplace with a simple drag-and-drop. Upload one file or a bunch of files in seconds.
Move and Copy Documents With Ease
Cut, copy and paste documents to effortlessly move documents between folders or matters.
Create template documents to re-use for future mattes. Change-up the organization of documents within a particular case. Quickly and easily copy and move documents using the web interface or CTRL keyboard shortcuts.
Microsoft Office Integration
Browse matters and save documents to LexWorkplace right from Microsoft Office. Quickly find the matter you’re working on, drill down to the right folder and save the document in just a few clicks–all without leaving Office.
Unique Document ID
Every document saved to LexWorkplace is assigned a unique ID. See each document’s unique ID within LexWorkplace or (optionally) in the footer of each document.
Permissions & Access
Set unique permissions on each matter. Allow your entire firm to access a matter, or just a select few.
Bank-Grade Security
All data stored in LexWorkplace is protected by state-of-the-art cybersecurity. Learn more.
Powerful Search
LexWorkplace is like having your own personal Google search for your firm’s documents and email. LexWorkplace search is easy to use, and will search across millions of pages within seconds.
With LexWorkplace, instantly search across:
- Documents – every page of every document in every location
- Email – including attachments
- Metadata and document notes
- Matter notes
Manage Document Versions
LexWorkplace automatically creates and tracks document versions. Review previous document versions; see who changed what, when; annotate specific versions to keep important milestones clear.
Favorite & Recent Docs
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.
Document Check-Out
Check a document out to keep others from changing it. This is especially useful when you’re working on a document over a long period of time. Your coworkers can see who has a document checked out, and can download a copy at any time.
Profiling & Tagging
LexWorkplace allows you to set a document’s Type and Status, helping you to keep documents categorized and organized. You can also create your own custom Document Tags, another way to classify and label documents throughout LexWorkplace.
Matter Docs & Firm Docs
Every matter is its own virtual filesystem to hold documents and other data. You can also store documents within Firm Documents, a central place to store and manage business, financial, HR and other non-matter documents for your firm.
Coming Soon: OCR
LexWorkplace will automatically OCR’s documents when you upload them. LexWorkplace will convert scanned documents and image-based PDF to full-text, searchable PDF documents in the background, while you work.
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.
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.
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, a plan that includes 5 users and 1 terabyte of storage. You can add more users or storage as you need them. 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 onboaridng team will work with you to understand your current data, then plan and execute a thoughtful migration of your data to LexWorkplace.
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.”
I love LexWorkplace, particularly the ease of organizing all related emails and documents by matter. I also love that LexWorkplaceis cloud-based and can be used from anywhere. And the automatic OCR is powerful and amazing.
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.”
LexWorkplace has been very easy to use and has a very small learning curve–that was big for us. The other products we looked at needed more training than we were willing to spend time on. The LexWorkplace interface is intuitive and easy-to-use.
KIM SHIPMAN
Osborn Law Group
