New in LexWorkplace: Limit Client & Matter Creation

June 13, 2023|In New in LexWorkplace|By Dennis Dimka

In this release

  • Limit Client and Matter Creation to Designated Users
  • Various bug fixes

We’re excited to announce another batch up of updates to LexWorkplace!

Limit Client & Matter Creation to Designated Users

With this latest update, you can now limit who in your firm can create new Clients and Matters.

Available from the Settings screen, you can limit creation of clients and matters to:

  • Specific, Named Users
  • Specific Groups

By default, all users in your firm can create Clients and Matters.  To restrict creation, members of your Firm Admins group can narrow the scope of who can create Clients and Matters in your LexWorkplace account.

Last Update:  In Case You Missed It

  • Upload Folder - Retain Entire Structure
  • Improvements to Document Version History
  • Improvements to Search
See Previous Updates

Coming Soon to LexWorkplace

We’re working hard on the next major updates to LexWorkplace.  Coming soon:

  • Add-In for Microsoft Office Documents
  • Convert Word Document to PDF
  • Integrated OCR
See the LexWorkplace Roadmap