Migrate From Practice Management Software2026-07-09T20:39:44+00:00

Migrate From Practice Management

Legal Practice Management software is great for time tracking, billing and calendaring, but often falls short when it comes to managing documents.

  • Smart-File From Outlook

  • Matter-Centric Organization

  • Enterprise-Grade Security

interface

+57,364,041

Documents stored in LexWorkplace

99.999%

Historical Uptime

100%

Version history retained — forever

SOC 2

Type II audited annually

The Wrong Tool for the Job

Practice management software excels at time tracking, invoicing, reporting, and calendaring. Document and email management is a separate discipline, and forcing your case management system to be an end-to-end solution is “putting a square peg through a round hole.”

Missing Advanced Document Features

Practice management software gives you basic storage tied to matters with folders and subfolders, but lacks robust tools.

Weak Email Management

Practice management software doesn’t organize emails into folders and subfolders the way you organize documents, doesn’t prevent duplicate filings, and doesn’t give you email previews, short notes, or full Outlook-level formatting.

Limited Search

Practice management software is missing key features like instantly indexing documents, emails, attachments, metadata, and notes for full-text search that you can then narrow by matter, metadata, time frame, and editor.

Graduate to LexWorkplace

Cloud-Based Document Management for Law Firms

  • Matter-Centric Organization

  • Cloud-based Document Management

  • Comprehensive Email Management

  • Document Version Management

  • Bank-Grade Data Security

  • Document Tagging & Profiling

  • Powerful Document & Email Search

  • Office and Outlook integration

  • Data Stored Exclusively in the US

  • No Data Syncing Issues

  • Automatically OCR’s Documents as You Upload Them

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Lizzy Wolfe
Lizzy Wolfe

Sales Support Specialist

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Security & compliance

Built for the confidentiality your practice demands.

Your client files aren’t on some startup’s laptop. Every document, every email, every search is protected to standards above what most firms have today.

  • SOC 2 Type II

Audited annually

  • AES-256 encryption

At rest and in transit

  • Multi-Factor Authentication

Native on every account

  • Granular Control

Confidentiality-first

  • Regional data residency

US or Canadian hosting

  • Geographic Redundancy

Backed up across regions

Frequently Asked Questions

Common questions about document management.

What does DMS stand for?2026-05-26T19:01:02+00:00

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.

How is document management different from practice management software?2026-05-26T18:59:21+00:00

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.

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“I Love LexWorkplace and the ease of organizing related emails and documents.”

Robert Roseman

Robert D. Roseman, PC

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