Document Management

LexWorkplace is Now in Early Access

Bring law and order to your documents

LexWorkplace keeps your documents organized, structured and accessible

Matter-Centric Organization

No more wild west of folders and files everywhere.

LexWorkplace keeps your documents organized by matter.  Organize matters by client and case type.

Store Anything

LexWorkplace will store and manage nearly any file type: documents, images, videos, and virtually any kind of file.

One-Click Open & Save

View and edit a document in one click. Hit the save button and your file is automatically saved to LexWorkplace (no 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 many) in seconds.

Move and Copy Documents With Ease

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

Create document or matter templates, and easily copy/paste to new files.  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

Quickly create new Word and Excel documents right from LexWorkplace.

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

Save Outlook messages directly to a matter in seconds.

Unique Document ID

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

Permissions & Access

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

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 law firm.

LexWorkplace search is easy to use, and will search across millions of pages within seconds.

With LexWorkplace, instantly search across:

All Documents

Email – including attachments

Notes & Metadata

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 see your recent documents.

Pin documents as a Favorite, keeping it at your fingertips at all times.

Document Check-Out

Check a document out to keep others from changing it (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

Keep documents coded and classified.

  • Document Type
  • Document Status
  • Custom Document Tags

Matter Docs & Firm Docs

Each matter is a virtual file cabinet that holds documents and other data.

Additionally, store company-related files within Firm Documents, a central place to manage business, financial, HR and other non-matter documents.

Integrated 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.  Coming Soon.

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 onboarding 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 of LexWorkplace.”

I love LexWorkplace, particularly the ease of organizing all related emails and documents by matter, and 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.”

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.

Kim Shipman

Osborn Law Group

Document Management Resources

Guide

The Ultimate Legal Document Management Software Guide

View Guide
Ebook

The Zero-PaperLaw Firm

View Ebook
Whitepaper

Document Managementand Matter Centricity

View Whitepaper

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.