The Problem with Practice Management Software for Managing Documents

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

Not Meant for Managing Documents

For some law firms, this is adequate.

But many law firms need more sophisticated capabilities when it comes to managing their firm’s documents and email.  They need features like:

  • Full-Text Search
  • Organization with Folders & Subfolders
  • Outlook Integration
  • File-In-Use Functionality
  • Document Tagging & Profiling
  • Open, Edit and Save (Without Re-Uploading)
  • Unique Document ID for Each Document

We’ve talked to dozens of firms that jumped into a particular practice management solution for it’s time, billing and calendaring… saw “document management” listed as a feature… and later realized that the functionality is limited to storing documents in the system (and not much more).

Don’t make this mistake–if your firm needs true document management software, consider getting an actual DMS in addition to (or in some cases, instead of) practice management software.

Read the Article

Practice Management vs. Document Management Software:  A Guide for Law Firms

Graduate to LexWorkplace

Matter-Centric Organization

Powerful Document & Email Search

Comprehensive Email Management

Document version management

Document Tagging & Profling

Office and Outlook Integration

Your Data Backed Up to Multiple Regions

One Click Open, Edit, Save

Document Check-Out / Check-In

We’ll help migrate your documents from your Practice Management software into LexWorkplace, so your firm enjoys the best of both Practice and Document Management software.

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What Clients Say

“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

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.